A Preview of DCEO's Energy Edition and quick thoughts about upcoming publications. Print version is in circulation, and online access is upcoming.
"The New Energy Barons," November, DcEO Magazine, 2025
(a sequel to 2024's "The Long Runway for New Energy Demand")
Focuses on how North Texas firms are meeting increased energy demand driven by AI and data centers;
Examines the relationship between Texas ERCOT grid and PJM;
Highlights increased gas movement from Texas westward and Texas's leadership in data center development.
Features interviews with three key leaders:
• A midstream executive, co-ceo Mackie McCrea of Energy Transfer (discussing 5-10 BCF of gas supply and infrastructure),
• An independent power producer from the utility sector, ceo Jim Burke of Vistra
• A digital infrastructure leader building data centers in North Dakota, ceo Wes Cummins of Applied Digital.
“Burke [ceo of Vistra] believes the grid can meet the power challenge with some conceptual reverse engineering. Others bring an entirely new playbook. Just as the shale revolution ushered in a new breed of driller, AI is also bringing a new breed of infrastructure developer, like Wes Cummins, chief executive of Applied Digital. ”
“The Last Great Play,” November 2025, DCEO
Comstock’s Jay Allison and his Journey
Legacy Award winner and story about Comstock Resources
Covers his decades in oil and gas, development of Haynesville Shale play, and a new play, the Western Haynesville, announced in February
Includes his partnership with Jerry Jones
An upcoming "journalist notebook" with behind-the-scenes observations.
Upcoming Work:
December piece: An "AI feature" examining what is happening, how and why.
January 2025 (NAPE Magazine): A sequel to a January 2023 work about connecting energy infrastructure to strained grids, focusing on ERCOT/Texas and the drivers of growth.
“Allison’s first reveal to the market occurred on a 15-degree February 19, 2025 day in Frisco, Texas:
“We made sure that 100% of our team held no distorted view of reality, reality is truth. There’s an old cowboy saying, if the horse is dead—dismount. Well, our Western Haynesville horse looks to be very much alive and potentially a Triple Crown winner, even a Secretariat in the making.”
”
Note: In “The Last Great Play,” the upside noted about the Western Haynesville of 1 TCF is actually 25TCF, which is corrected in an awaited PDF and will be stated in the digital version.
