Monday, June 29, 2026 • Hot and windy, and it will be hot all week. Mid-90s. 💨

We received 114 votes on the Friday poll, “Do you support the SAVE America Act?”

• 34 said YES
• 66 said NO
• 14 said I need to learn more about it before deciding.

New poll question at the bottom of today’s newsletter. (You can also suggest a poll question by emailing me at [email protected].)

By Stephen Martin, Oklahoma Watch
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Amid the farm fields of northwest Oklahoma City, a place where high-voltage power lines converge has attracted interest from two data center developers, each seeking to build at the western terminus of a new $72 million transmission project.

The Mathewson Substation, a nondescript complex of power lines and equipment on NW 248^th Street near Piedmont in southeastern Kingfisher County, has become a highly sought-after location to tap into Oklahoma’s power grid.

“That’s one of the strongest points on the electrical grid in the state of Oklahoma,” said Aaron Bilyeu, chief development officer with Houston-based Cloverleaf Infrastructure, one of the companies seeking to build a large-scale data center for artificial intelligence in Piedmont.

For years, electrical grid planners worried about a problem most Oklahomans never knew existed. Power flowing into the western side of the Oklahoma City metro area could become congested during periods of heavy demand or when transmission resources are unavailable.

The solution identified by planners at the Southwest Power Pool, the regional organization responsible for coordinating the electric grid across a 14-state region that includes Oklahoma, was a new 345-kilovolt transmission line connecting the Mathewson Substation with the Redbud Energy Facility near Luther.

Today, that corridor and the adjacent areas are attracting the attention of a different group entirely.

In addition to Cloverleaf, Atlanta-based Beltline Energy, a renewable energy and industrial development company, has proposed data center projects in multiple communities, including Piedmont, Yukon, Oklahoma City and Luther. Company materials describe Beltline as a developer with expertise in utility-scale energy projects, including industrial real estate and electrical transmission analysis.

While Cloverleaf executives agreed to interviews for this story, Beltline Energy declined repeated opportunities to discuss its Oklahoma plans. Requests for comment sent to the company and its legal representatives were not returned.

👉 Click to read the rest of the story.

The index's top ten stocks make up nearly 40% of its total value as of Q226. All have some connection to AI.

Now SpaceX is filing its IPO. Priced at 92x sales. Lost $5 billion last year. 

Robert Arnott, chairman of Research Affiliates, called it "ludicrous" in the WSJ this month but said he'd gladly buy SpaceX anyway. His reason? Index funds have to buy it to avoid trailing the benchmark.

It’s becoming a very crowded boat, and moreso with Anthropic and OpenAI IPOs around the corner.

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Here’s what’s happening in Oklahoma today:

• Former OHP trooper gets nomination from President Trump for ICE Director (KFOR)

• More than 100 emergency laws to take effect in Oklahoma this week: What to know (KOCO)

• Fireworks, festivals, and family fun: Where to celebrate the Fourth of July in Oklahoma (News 9)

• Free World Cup watch parties returning to ONEOK Field (News On 6)

• Fairview under boil water advisory after possible E. coli trace found in water sample (KOCO)

• Winds flip planes at Stillwater airport, wrecking aircraft and damaging OSU fleet (Fox 25)

• Integris dermatology clinic closing amid federal funding cuts (KFOR)

• Voters can’t trust their own eyes as political ads evolve with AI; experts weigh in (Tulsa World)*

• America 250: Gilcrease Museum's Declaration of Independence makes rare public appearances (Tulsa World)*

• Safe Move Tulsa rehouses more than 360 people, 213 in past two months (The Oklahoma Eagle)

• Oklahoma’s top teacher shares her educational philosophy (KXII)

• Tulsa leaders urged to build a more inclusive economy at Chamber event (Tulsa World)*

• New Tulsa bookstore sets the stage for Indigenous language, music and culture (Tulsa Flyer)

• New sidewalk marks start of additional downtown improvements in Muskogee (2 News Oklahoma)

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