Wind is keeping West Texas ranches solvent

Cattle prices swing, goat prices swing, and the drought comes whether or not the ranch can afford it. For a fifth-generation West Texas operation, the search for income that holds steady through all of it comes from an unexpected source: the wind. A wind lease pays the same in a dry year as a wet one, creating a floor under an operation otherwise exposed to weather and commodity prices. When neighbors saw the turbines going up, the reaction was not opposition. It was a question about how to get their own. On this week’s Energy Capital Podcast, Joshua Rhodes talks with John E. Davis, a fifth-generation rancher and former Texas state representative who chaired the House Economic and Small Business Development Committee. They talk about the seven turbines Davis hosts from the Cactus Flats project in Concho County. Davis, a conservative Republican, argues that a landowner’s right to host wind or solar is the conservative position, and the politics of renewables have drifted from the economics that drive rural Texas. Davis says the income is what allows the ranch to keep producing food and fiber, and he calls it “a lifeline for us.” In the episode, Rhodes and Davis get into: The property rights argument, why Davis reads hosting wind or solar as a conservative right, not a Green New Deal one. Behind-the-meter power and local storage, how rural West Texas could host data centers that bring their own generation, with batteries as community backup when the grid goes down. The Queensland parallel, what a trip to rural Australia showed him about moving power from where it’s generated to where people live How Texas resolves the gap between the power it wants and the wind it is slowing will shape what rural landowners can build and what keeps their ranches running. Timestamps 00:00 – Introduction 02:48 – How Wind Came to the Ranch 06:20 – The Jane Davis Check 08:35 – Running Sheep and Goats Under the Turbines 09:43 – What Landowners Should Know Going In 11:44 – What Changed After the Build 13:31 – Sheep Royalty and the Committee Chair 14:39 – Neighbors, Suburbia, and the Politics 16:13 – The Queensland Parallel 21:23 – Data Centers, Behind-the-Meter Power, and Storage 24:37 – A Recovering Politician's Views 27:09 – The AI Race and Stopping Wind 31:12 – The Elon Musk Story 36:05 – The Menard Station Buildout Resources People & Organizations Joshua Rhodes (LinkedIn (  / joshdr83  ) ) Webber Energy Group (Website (https://webberenergygroup.com) ) IdeaSmiths (Website (https://www.ideasmiths.net) ) John E. Davis, fifth-generation rancher and former Texas State Representative (HD-129), former chair of the House Economic and Small Business Development Committee Joe Straus, former Speaker of the Texas House (Texas Legislature (https://house.texas.gov) ) Energy Capital (LinkedIn (  / the-energy-capital-podcast  ) - Spotify (https://open.spotify.com/show/2OvbX7q...) - Apple Podcasts (https://podcasts.apple.com/us/podcast...) ) Company & Industry News Cactus Flats Wind Facility, the 148 MW, 43-turbine project in Concho County where Davis hosts turbines. Developed and built by RES, sold to Southern Power (a Southern Company subsidiary) in 2017 (RES (https://www.res-group.com) - Southern Power (https://www.southernpowercompany.com) ) Johanna Wilhelm, the “Sheep Queen of Texas” and Davis’s great-great-grandmother, who ran a large Menard County sheep operation (Heritage Park San Angelo (https://www.heritageparksanangelo.com...) ) SpaceX, whose founder Elon Musk visited Davis’s committee during a 2013 SpaceX incentives bill (SpaceX (https://www.spacex.com) ) The Menard station, Davis’s two-acre development on a former Exxon site (EV charging, a beer garden with Wagyu franks, a farm stand, and a book exchange), funded with wind income This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.texasenergyandpower.com/subscribe (https://www.texasenergyandpower.com/s...)