Aug. 27 at 11:00 PM
$ET Yes. I went deeper into permits, utility filings, FERC records, land transactions and local approvals, and there are several much more interesting clues than the headline ET statement suggests.
The biggest finding is Oklahoma. I also found an intriguing Arkansas possibility. Ohio and Illinois have enormous projects, but I do not yet see a public document tying those projects to ET.
🔥 My strongest leads for ET's unnamed customers
Rank State / project ET connection My confidence
1 Oklahoma — Muskogee / Core Scientific Core Scientific says it is in advanced discussions with natural-gas suppliers for BTM power at Muskogee; campus can reach 1.5 GW 🟢 High potential
2 Oklahoma — Artemis Data Center, Atoka Active 2026 DEQ permit; project specifically identified as a data center; BTM generation is possible but no gas permit found yet 🟡 Interesting lead
3 Arkansas — Z Squared / Union County Campus 150-MW BTM natural-gas plan + confimed