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Development · Carson County · compiled Oct 25, 2026

Project Matador

Project Matador is a planned power-generation and AI data-center campus that Fermi Inc. (Nasdaq: FRMI) is developing on Texas Tech University System land in Carson County, about 15 miles northeast of Amarillo and adjacent to the Department of Energy's Pantex Plant. Fermi's filings describe about 11 GW of mostly on-site gas and nuclear generation, with gas first and four AP1000 reactors later, supporting about 15 million square feet of data centers. TCEQ approved the first gas-plant air permit in February 2026, and the NRC's draft environmental impact statement on the reactors is open for comment until November 23, 2026. Fermi's first tenant lease, with TensorWave for 222 MW, had not been reported closed as of October 25, 2026, and Texas Tech's notice to proceed is due by December 31, 2026.

Planned generation →: about 11 GW; Fermi's filings · up to 17 GW if expanded
Stated cost, all phases →: $70–90B; Fermi estimate · Phases 0–1 over $3B
City of Amarillo water →: 2.5 MGD; maximum · 20-year agreement · twice the in-city rate
Carson County taxes →: 100% abated; 10 years per phase · payments in lieu

How to read this page

Every row says what kind of statement it is. Where sources give different figures, each is listed with its source under “Figures by source”; some disagree, some cover a different phase or date. Numbers link to the source list at the bottom.

Fact: Recorded in a document: a vote, a payment, a filing, a measurement.
Commitment: What a party has agreed to in a signed agreement or approved item.
Plan: What a party says it intends to build or do; it may change.
Projection: An estimate of a future effect by a named agency, consultant or plan.
Estimate: A cost or size figure given by a named party, with its date and basis where stated.
Company statement: What a company says about itself or its project, not independently checked.

Questions and answers: schedule and water

Short answers from the records on this page. Numbers link to the sources; our arithmetic is labelled.

When will Project Matador be completed?

No record gives a single completion date. The campus is planned in phases, and the target dates differ by document. First tenant operations: the first half of 2027 in Fermi's 10-K, phased delivery from the fourth quarter of 2027 in the TensorWave fact sheet, and a required Phase 1 operations date of December 31, 2027 (extendable to 2032) in the Carson County abatement agreement. Fermi expects about 2.5 GW of gas generation as soon as the end of 2028. For the four nuclear reactors, Fermi's June 30, 2026 10-Q plans one unit commissioned in each of 2033, 2034, 2035 and 2036; the NRC draft environmental impact statement's milestone table shows operations in 2032, 2034, 2036 and 2038 and calls the schedule "subject to change." Before vertical data-center construction, the Texas Tech University System must issue a notice to proceed by December 31, 2026.^1,2,3,4,5

How much water has the City of Amarillo agreed to give Fermi?

Up to 2.5 million gallons a day (MGD), measured daily, from the City's Carson County Well Field. The water supply agreement, approved 4-1 on October 28, 2025 with Councilmember Les Simpson voting no, runs 20 years and can be renewed for two more 10-year terms by mutual agreement.^6,7

Will the City give Fermi more than 2.5 MGD?

Not under the current agreement, but more has been discussed. A non-binding memorandum of understanding (September 2025) describes up to 10 MGD in three phases. The NRC's draft environmental impact statement says the City gave a letter of intent stating capacity will increase to 5.5 MGD by the end of 2026; that letter has not been posted. Councilmembers said in October 2025 that the price could be revisited at 5.5 MGD. Any increase needs a new agreement adopted by the City Council in a public meeting.^8,5,9

How much water will the whole Project Matador campus use?

No one has published a figure for the whole campus. Fermi's own statements range from under 50 acre-feet a year (nuclear units, NRC application as reported) to 13.2 MGD for four reactors with hybrid cooling and "no more than 27.5 MGD." The NRC draft EIS assumes dry-cooled reactors using 1.4 MGD of City water, and says the gas plants and data centers "would also be met by the City of Amarillo's potable water supply" without giving a volume.^10,9,5

How much City water has Fermi used so far?

The City reported Fermi used 310,000 gallons in July 2026, 386th among its top 400 water users. That is about 0.01 MGD (our conversion).¹¹

How does Fermi's 2.5 MGD compare with Amarillo's own water use?

It is about 4.6% of the 53.8 MGD the City took in on an average day in 2024 (our arithmetic on the Texas Water Development Board's 19.7 billion gallons). Mayor Cole Stanley said the City already sells about 8 MGD to Xcel Energy and about 3 MGD to Producer Owned Beef. The 10 MGD in the non-binding MOU would be about 19%.^12,13,8

What does Fermi pay for City water?

Twice what the City charges a connection of the same size inside city limits. The City sets the rate each year from its budgeted cost of service, so Fermi's rate rises when City rates rise. The agreement has no minimum purchase, and it does not say what happens if Fermi takes more than 2.5 MGD. Fermi has said the contract would bring the City over $7 million a year (Fermi's figure).^6,10,14

Will the Fermi deal raise my water bill?

The City says the agreement will not affect residential water rates and that the revenue goes to the Water and Sewer Fund. The FY2026/27 water and sewer increase of 11% was attributed to capital improvements (8%) and debt on the Hollywood Road wastewater plant loan (3%). Separately, the City's rate consultant projected Amarillo's annual payment to CRMWA rising from about $14.25 million in FY2026 to about $39.52 million in FY2036. No City document ties a rate change to Fermi.^15,16,17

Is the CRMWA II pipeline being built because of Fermi?

No record reviewed says so. CRMWA began discussing a second pipeline in 2012, when drought left Lake Meredith supplying none of its water, and the project has been in the regional water plans since 2016. A text search of the 2026 Panhandle Water Plan finds no mention of Fermi or data centers, and in September 2025 CRMWA's general manager told the council its models were not forecasting that Fermi's demand would come from CRMWA. Fermi's City water comes from the City's Carson County Well Field. Amarillo approved the CRMWA II memorandum of understanding 4-0 on June 23, 2026, eight months after the Fermi agreement.^{18,19,20,21,22,23,6,24}

What happens to Fermi's water in a drought?

Deliveries are subject to the City's Drought Contingency Plan, and Fermi must follow the same rationing or restrictions the City imposes citywide. The City entered Stage 1 of the plan on August 17, 2026.^6,11

Does Fermi have water of its own?

Yes. The Texas Tech University System's lease conveyed the site's groundwater rights to Fermi, with 25% of gross revenue from water sales going to the System. In the first half of 2026 Fermi Water, LLC signed six 30-year groundwater leases covering about 5,227 acres in Carson County. In March 2026 Fermi said it controls up to 18.5 MGD of supply. Fermi's hydrologist told the council the aquifer under the site is less than 20 feet thick.^25,4,26,9

What does the City get besides the water payments?

Fermi pays for two new wells in the Carson County Well Field, connecting pipelines and a backup generator for the pump stations, all to be dedicated to the City by January 2027. If the agreement ends for any reason, the improvements become City property. The campus is outside city limits, so the City collects no property tax on it.^6,3

What did the NRC conclude about water?

In its draft environmental impact statement (September 2026), the NRC rates the reactors' effects on groundwater and surface water SMALL, because the water comes from the City, no on-site wells are planned, and demand is "well within the City of Amarillo's groundwater withdrawal limits and system capacity." It also estimates that workers and families moving to the area would add 1.7 MGD of household use at the 2033 peak. Comments are due November 23, 2026.^5,27

What is planned

LocationCarson County, ~15 mi NE of Amarillo: TCEQ describes the gas plant site as about 15 miles northeast of Amarillo along U.S. Highway 60, near its intersection with FM 2373, in Carson County. The NRC describes the reactor site as adjacent to the Department of Energy's Pantex Plant. The foreign-trade subzone application gives the address 688 FM 683, Panhandle. ^28,27,29As of Dec 19, 2025
Site size: Fermi's filings describe a 5,236-acre site under the Texas Tech lease: 4,523 acres whose lease began in September 2025, plus a 713-acre tract to be added on transfer from a federal agency, not yet commenced as of June 30, 2026. With land bought, under contract or optioned, Fermi expects a larger campus. ^1,4,30
Figures by source
about 5,800 acres · Texas Tech System announcement, June 2025³⁰
5,236 acres · site under the Texas Tech lease (4,523 + 713), 10-K and June 30, 2026 10-Q^1,4
about 7,570 acres · expanded campus including adjacent land, 10-K for 2025¹
about 8,400 acres · expanded campus including adjacent land, 10-Q for June 30, 2026⁴
Company statementBy Fermi Inc. (Form 10-K for 2025; Form 10-Q for Q2 2026); Texas Tech University System, Aug 14, 2026
Planned generation: Fermi's filings describe about 11 GW of predominantly private generation. The 10-K's full build-out design is about 6 GW of nuclear across two nuclear islands plus up to about 6 GW of gas; with a second air permit and more land, Fermi says the site could support up to 17 GW. ^4,1,31,30
Figures by source
about 11 GW · 10-Q for June 30, 2026 and 10-K for 2025^4,1
up to about 17 GW · subject to more land, a second TCEQ permit and customer agreements (10-K; Q2 2026 letter)^1,31
up to 11 GW of IT capacity · Texas Tech System announcement, June 2025 (gas, solar, wind and nuclear)³⁰
PlanBy Fermi Inc. (Form 10-K for 2025; Form 10-Q for Q2 2026), Aug 14, 2026
Phase 1 generation: The 10-K lists Phase 1 as up to 200 MW of grid power from Southwestern Public Service; seven leased GE TM2500 mobile units (about 132 MW at site elevation); three refurbished GE 6B turbines (about 114 MW); six Siemens SGT-800 turbines (about 300 MW); and three Siemens F-class turbines (about 240 MW each), all first in simple cycle, plus initial battery storage. Fermi targets about 1.5 GW of simple-cycle capacity with commercial operation starting in the first half of 2027. ¹PlanBy Fermi Inc. (Form 10-K for 2025), Mar 30, 2026The Siemens F-class units are reported as assigned to the second power phase in later coverage (Yahoo Finance, September 2026). TCEQ's response to comments rates the GE 6B units at 45 MW gross nominal each and the SGT-800 units at 56 MW each; the 10-K figures are Fermi's site ratings.
Phase 2 gasabout 2.5 GW by end of 2028: Fermi expects Phase 2, converting simple-cycle units to combined cycle and adding SGT-800 units due in 2028, to bring gas capacity to about 2.5 GW as soon as the end of 2028. ¹PlanBy Fermi Inc. (Form 10-K for 2025), Mar 30, 2026
Hillcore power plant: Under an August 11, 2026 framework agreement, Hillcore would finance, build, own and operate up to about 2.6 GW of gas, solar and battery generation (including about 100 MW of solar and battery storage) on about 400 subleased acres, with Fermi as anchor buyer under power purchase agreements. ^4,31
Figures by source
initial block of about 360 MW · 10-Q: Hillcore to use reasonable efforts to build it without first requiring tenant power contracts⁴
first power of about 350 MW within 24 months of notice to proceed · Q2 2026 shareholder letter³¹
PlanBy Fermi Inc. (Form 10-Q for Q2 2026; Q2 2026 shareholder letter), Aug 14, 2026
Nuclear units: Fermi's NRC application covers four Westinghouse AP1000 pressurized-water reactors, Project Matador Nuclear Units 1-4, about 4 GW in total. Fermi's June 30, 2026 10-Q plans one unit commissioned in each of 2033, 2034, 2035 and 2036, about a year later for the first unit than previously disclosed. ^27,32,4,10
Figures by source
first unit operational by April 2031 · Fermi projection reported by the Amarillo Tribune, November 2025¹⁰
one unit a year, 2033-2036 · Form 10-Q for Q2 2026⁴
PlanBy Fermi Inc. (NRC application; Form 10-Q for Q2 2026), Aug 14, 2026
Data-center space: Stated data-center floor space differs by document and date. ^30,33,4
Figures by source
18 million sq ft · Texas Tech System announcement, June 2025³⁰
up to 30 million sq ft · NRC notice of intent for the EIS, March 2026 (possible hyperscale space)³³
about 15 million sq ft · Fermi Form 10-Q for Q2 2026⁴
PlanBy Fermi Inc.; Texas Tech University System; NRC, Aug 14, 2026
First tenant building: The TensorWave phase-one lease covers about 311,496 square feet with 222 MW of total facility power (156 MW of critical IT capacity) in four data halls and one network hall, for 15 years with two five-year renewals and an option for two more buildings reaching 650 MW total, to be energized by December 31, 2028. Fermi says phased delivery starts in the fourth quarter of 2027. ^4,2Company statementpendingBy Fermi Inc. (Form 10-Q for Q2 2026; TensorWave fact sheet, October 14, 2026), Oct 14, 2026
Built so far: Fermi reports installing about 7.2 miles of water lines, a 2-million-gallon water tank, about 4.6 miles of natural gas lines (nearly five miles in its August 2026 letter), about 5 miles of on-site power lines and 11.3 miles of perimeter fencing, and clearing about 261 acres, with about 500 engineers and construction workers mobilized for Phase 0. It said turbines arrived in September and October 2026. ^1,31,34,35Company statementBy Fermi Inc. (Form 10-K for 2025; Q2 2026 shareholder letter; company posts), Oct 15, 2026
Reactor site (EIS): The four AP1000 units would sit on an 881-acre site in the northwest of the 5,236-acre campus, bounded by FM 683 on the west and the Pantex Plant on the north and east. The EIS puts the site about 17 miles northeast of Amarillo and 8.7 miles from Rick Husband Amarillo International Airport; U.S. 60 is 2.8 miles away at its closest point. It describes Project Matador as including up to an estimated 18 million square feet of hyperscale computing space. ⁵
Figures by source
about 17 miles NE of Amarillo · reactor site, NRC draft EIS p. 2-1⁵
about 15 miles NE of Amarillo · gas plant site, TCEQ response to comments²⁸
Per NRC draft EIS (ML26261A417), Sep 30, 2026Pages xix (PDF 19), 1-1 (PDF 27), 2-1 (PDF 35), 2-6 (PDF 40). The 18 million square feet matches the June 2025 Texas Tech figure, not the 10-Q's "about 15 million" already on the profile.

Schedule

First operations: Target dates for first tenant operations differ. ^1,2,3
Figures by source
first half of 2027 · 10-K: Phase 1 tenant energization and commissioning readiness¹
Q4 2027 to early 2028 · TensorWave fact sheet: phased delivery begins Q4 2027²
by December 31, 2027 (extendable to 2032) · Carson County agreement: required Phase 1 commercial operations date³
PlanBy Fermi Inc.; Carson County abatement agreement, Oct 14, 2026
Next dates: October 31, 2026: extended TensorWave lease closing date. November 12, 2026: Fermi's third-quarter results. November 23, 2026: NRC draft EIS comments due. December 31, 2026: Texas Tech notice to proceed and $9 million escrow deadline; NRC Part 3 target. January 2027: City water improvements due. ^{36,37,27,4,32,6}As of Oct 25, 2026
Reactor schedule (EIS): The EIS's milestone table has preconstruction from the fourth quarter of 2025 to the second quarter of 2028, Unit 1 construction starting in the second quarter of 2027, and operations in 2032 (Unit 1), 2034, 2036 and 2038, with construction of all four lasting about 12 years (2027-2038). It calls the schedule "subject to change." ^5,4
Figures by source
Unit 1 operations 2032; Units 2-4 in 2034, 2036, 2038 · NRC draft EIS Table 2-2, p. 2-12⁵
Unit 1 to begin operation in 2033 · NRC draft EIS Appendix F, p. F-10⁵
one unit a year, 2033-2036 · Fermi Form 10-Q for Q2 2026⁴
PlanBy NRC draft EIS (ML26261A417), Sep 30, 2026Table 2-2, p. 2-12 (PDF 46); p. 2-14 (PDF 48); p. 2-15 (PDF 49); p. F-10 (PDF 274).

Who is involved

Fermi Inc. (Fermi America)
Developer; Texas corporation (Nasdaq and LSE FRMI). Subsidiaries named in filings include Fermi SPE, LLC (ground lessee), Fermi Equipment Holdco, LLC (air permits), Fermi Water, LLC (groundwater leases), Fermi Turbine Warehouse LLC and Firebird Equipment Holdco LLC (turbine financing).^4,28,54
Texas Tech University System
Landowner; 99-year ground lease (May 14, 2025); must issue notice to proceed by December 31, 2026; receives rent, 25% of water-sale revenue and 1% of power-sale revenue from the premises.^4,25
Carson County
Taxing unit; tax abatement agreement and Reinvestment Zone 12 (October 27, 2025).³
Panhandle Independent School District
FTZ revenue-loss indemnity agreement and subzone non-objection (November 6, 2025).⁴⁷
City of Amarillo
Water supplier (up to 2.5 MGD) and grantee of Foreign-Trade Zone 252, which applied for Subzone 252B.^6,29
Southwestern Public Service (Xcel Energy)
Grid power supplier, up to 200 MW under an electric service agreement.^1,48
TensorWave
First tenant; 222 MW, 15-year lease signed August 9, 2026, closing pending (extended to October 31, 2026).^4,36
AMD
Credit support for the TensorWave phase-one lease and a framework for up to 650 MW (October 13, 2026).^50,2
Unnamed investment-grade prospective tenant
Signed a non-binding letter of intent (September 19, 2025) and a $150 million construction-funding agreement (November 3, 2025), which it terminated in December 2025 with no funds drawn.⁵⁵
Westinghouse
Reactor design (AP1000) in the NRC application; Fermi plans four units.¹
Hyundai Engineering & Construction
Front-end engineering design for the AP1000 units; completed the FEED study in July 2026.^1,4
Doosan Enerbility
Forging material readiness agreement for reactor components.¹
Siemens Energy
Supplier of SGT-800 and SGT6-5000F gas turbines.^1,4
GE Vernova
Maker of the three refurbished 6B turbines and the leased TM2500 mobile units.^1,35
Energy Transfer
Firm natural gas supply for Phase 1, up to about 300,000 MMBtu a day over time.¹
Hillcore Energy Capital Corporation
Framework (August 11, 2026) to build, own and operate up to about 2.6 GW of generation on a subleased site.⁴
MUFG Bank
Lender, turbine warehouse equipment facility (up to $500 million, February 10, 2026; amended October 2026).^1,54
CLMG Corp.
Agent, $165 million loan for six Siemens SGT-800 turbines (March 26, 2026).⁴
Primoris Energy Services
Balance-of-plant engineering and construction for the phase-one SGT-800 units (reported).⁵⁶
NAES Corporation
Operator of the gas generation fleet.⁵⁷
MVM EGI
Hybrid dry-wet cooling technology agreement (December 2025).¹

Fermi America (Fermi, Inc.) profile → · Texas Tech University System profile →

Permits and approvals

NRC combined license: NRC dockets 05200051-05200054. Parts 1 and 2 were accepted for review September 5, 2025. The draft environmental impact statement, prepared by Fermi under NRC supervision, was published for comment October 9, 2026 with a preliminary recommendation to issue the license if the safety review is completed successfully; comments are due November 23, 2026. All safety evaluations, the hearing and the Commission decision are unscheduled ("TBD"); Part 3 is targeted for December 31, 2026. ^27,32,38pendingAs of Oct 19, 2026
TCEQ air permit 181009: Air Quality Permit 181009, PSDTX1670 and GHGPSDTX254 (Fermi Equipment Holdco) for a gas-fired plant: application received August 1, 2025; the commission considered it February 25, 2026 and, per Public Citizen, denied all contested-case hearing requests; NewsChannel 10 reported final approval that day. Fermi describes it as about 6 GW. ^28,39,40,41approvedAs of Feb 25, 2026
TCEQ air permit 183462: A second application, Permits 183462, PSDTX1704 and GHGPSDTX271, which Fermi says covers about 5 GW more, is pending. TCEQ cancelled its August 24, 2026 public meeting in Panhandle; its meeting page (last modified August 12, 2026) gives no new date. ^42,43,44pendingAs of Aug 12, 2026
Foreign-trade subzone: Subzone 252B (988 acres, City of Amarillo as FTZ 252 grantee) was approved August 17, 2026, subject to FTZ 252's 2,000-acre activation limit; it lapses if not activated by August 17, 2031. ^45,29approvedAs of Aug 17, 2026
Carson County abatement: Approved 5-0 on October 27, 2025 in Carson County Reinvestment Zone 12: 100% abatement of County taxes for ten years per phase, up to 15 phases, with payments in lieu of taxes, a 40-jobs-per-phase requirement and a Phase 1 operations date of December 31, 2027 (extendable to 2032). ^3,46Commitmentin effectBy Carson County Commissioners Court and Fermi, Inc. (tax abatement agreement), Oct 27, 2025
Panhandle ISD agreement: On November 6, 2025 Panhandle ISD trustees unanimously approved a Foreign Trade Zone Exemption and Revenue Loss Indemnity Agreement with Fermi and a letter of non-objection to the subzone. ⁴⁷CommitmentapprovedBy Panhandle ISD Board of Trustees, Nov 6, 2025
Texas Tech notice to proceed: The ground lease requires a notice to proceed from the Texas Tech University System by December 31, 2026 before vertical data-center construction, conditioned on, among other things, a Phase 1 tenant lease of at least 200 MW; the System may end the lease if it is not received. Fermi also agreed to pay $9 million into escrow before that date. No notice was reported as of October 25, 2026. ⁴pendingAs of Aug 14, 2026
Grid service (SPS): Fermi has an electric service agreement with Southwestern Public Service (Xcel Energy) for up to 200 MW over SPS's 115-kilovolt system; the contract provides the second 114 MW by October 1, 2027. Fermi says the campus is in the Southwest Power Pool, not ERCOT, and largely relies on behind-the-meter power. ^1,4,48
Figures by source
86 MW from January 2026 · December 5, 2025 release⁴⁸
86 MW in the second half of 2026 · Form 10-K for 2025¹
about 200 MW within six months of August 13, 2026 · Q2 2026 shareholder letter³¹
Commitmentin effectBy Fermi Inc. (Form 10-K for 2025; Form 10-Q for Q2 2026; December 5, 2025 release), Aug 14, 2026
NRC draft EIS recommendation: The draft EIS's preliminary recommendation is that the NRC issue the combined license to Fermi America "contingent upon successful completion of the safety review and unless safety issues mandate otherwise." Fermi America prepared the document under the NRC's voluntary pilot for applicant-prepared environmental documents; the NRC staff say they provided guidance and oversight, independently evaluated it and assume responsibility for its content. ⁵pendingPer NRC draft EIS (ML26261A417), Sep 30, 2026Pages iii (PDF 3), xix (PDF 19), 1-3 (PDF 29), 4-10 (PDF 212), A-1 (PDF 235). The conclusion on p. 4-10 words it as issuing "the requested construction permit and operating licenses"; the cover and executive summary say "combined license". Fermi's contractor Enercon provided technical support and Pacific Northwest National Laboratory provided supplemental support and editing (p. A-1).
State water permits (EIS list): The EIS's permit table lists TCEQ industrial wastewater, TPDES wastewater and air New Source Review authorizations for the reactors, and Panhandle Groundwater Conservation District well-drilling, operating and registration permits, as "Not yet initiated." Fermi has obtained a construction stormwater TPDES permit covering Project Matador including the reactor site. ⁵Per NRC draft EIS (ML26261A417), Sep 30, 2026Table H-1, pp. H-2 to H-5 (PDF 296-299); stormwater permit p. 2-13 (PDF 47). The EIS says reactor emergency-generator emissions "will be incorporated into Fermi America's existing air permit" (p. 3-14, PDF 72).

Money

Stated cost: Fermi estimates incremental capital spending for Phase 0 and Phase 1 could exceed $3 billion, about $2 billion of it in the next twelve months, and total capital needs across all phases of about $70 billion to $90 billion. The Carson County agreement anticipates about $4 billion of initial investment per phase. ^4,3EstimateBy Fermi Inc. (Form 10-Q for Q2 2026); Carson County abatement agreement, Aug 14, 2026
Financing to date: At June 30, 2026 Fermi reported cash, cash equivalents and restricted cash of $91.7 million and total debt of about $536.9 million, mostly equipment loans (MUFG turbine warehouse, high-voltage equipment and CLMG turbine facilities). On July 14, 2026 it sold $431.25 million of 5.00% convertible notes due 2031. It says Phase 1 needs capital beyond what it now has. ^4,49As of Aug 14, 2026
First lease value$6.5 billion over 15 years: Fermi expects about $6.5 billion of contracted revenue over the TensorWave lease's 15-year initial term. AMD signed credit support that begins once construction is complete and rent starts. Closing requires project-level financing, guaranties and board approvals; the closing date was extended to October 31, 2026. ^4,36,50,2Company statementpendingBy Fermi Inc. (Form 10-Q for Q2 2026; releases of September 22 and October 13, 2026), Oct 14, 2026

What it could change

What the parties, agencies and plans have said about effects on the area, and the measured baselines to compare against. This site makes no projections of its own; our arithmetic is labelled.

Water

City of Amarillo water2.5 MGD maximum: The City's October 30, 2025 agreement allows up to 2.5 million gallons a day from its Carson County Well Field for 20 years at twice the in-city rate, subject to the City's drought plan; Fermi must build two wells, piping and a backup generator and dedicate them to the City by January 2027. A non-binding MOU describes up to 10 MGD in later phases. ^6,8Commitmentin effectBy City of Amarillo and Fermi, Inc. (water supply agreement), Oct 30, 2025
City water used, July 2026310,000 gallons (month): An Assistant City Manager reported Fermi used 310,000 gallons of City water in July 2026, 386th among the City's top 400 users. ¹¹As of Aug 25, 2026
Groundwater rights: The Texas Tech lease conveyed the site's groundwater rights to Fermi, with 25% of gross revenue from water sales from the premises going to the System. Separately, Fermi Water, LLC entered six 30-year groundwater leases in the first half of 2026 covering about 5,227 acres in Carson County. ^25,4As of Aug 14, 2026The 10-K (March 2026) described one lease of about 2,542 acres; the 10-Q total is cumulative through June 30, 2026. Fermi has said it follows the Panhandle Groundwater Conservation District limit of one acre-foot per acre per year.
Stated water demand: Fermi's stated water needs differ by document and phase. ^10,9,26,51
Figures by source
up to 5.5 MGD · Fermi IPO filing, as reported by the Amarillo Tribune¹⁰
13.2 MGD for four reactors (hybrid cooling); no more than 27.5 MGD · Fermi statements at City Council, October 2025 (projections)^9,10
under 50 acre-feet a year for the nuclear units · NRC application, as reported by the Amarillo Tribune¹⁰
controls up to 18.5 MGD of supply · Fermi earnings update, March 2026 (supply, not use)²⁶
"about 17 pivots" · Fermi community FAQ, September 2026 ("Each pivot uses about 2.5 million gallons", no time unit given)⁵¹
ProjectionBy Fermi Inc., Sep 1, 2026
Cooling method: Fermi says it will use closed-loop, hybrid dry-wet and dry cooling; it signed a hybrid cooling technology agreement with MVM EGI in December 2025 and says closed-loop systems will use 80% less water than traditional methods. ^1,31,51Company statementBy Fermi Inc. (Form 10-K for 2025; Q2 2026 shareholder letter; community FAQ), Sep 1, 2026
Amarillo's own use (baseline)19.7 billion gallons (2024 intake): For comparison, the Texas Water Development Board's water use survey reports the City of Amarillo took in 19,699,670,000 gallons in 2024. ¹²As of Dec 31, 2024Our conversion: about 53.8 million gallons a day averaged over 2024's 366 days. The 2.5 MGD City agreement maximum would be about 4.6% of that average (our arithmetic).
Reactor cooling (EIS): The EIS evaluates dry cooling: each unit would have its own air-cooled condenser field of 160 fans, a closed system with no makeup water and no blowdown. "Fermi America reports that no cooling water will be used with the ACC designs." The fans would draw 20-40 MW per unit from on-site generation. ⁵PlanBy NRC draft EIS (ML26261A417), Sep 30, 2026Section 2.3 and Table 2-1, pp. 2-9 to 2-10 (PDF 43-44). Differs from Fermi statements already on the profile: 13.2 MGD for four reactors with hybrid cooling (City Council, October 2025) and the December 2025 MVM EGI hybrid dry-wet cooling agreement (pf-matador-water-demand, pf-matador-cooling). Keep all as variants.
Construction water (EIS)up to 2.5 Mgd (2.3 consumed): Building the reactors would use water "Not to exceed 2.5 Mgd": an estimated 2.3 Mgd consumed (dust suppression, concrete, washdown) and 0.2 Mgd of sanitary and non-process flows. It would come from the City of Amarillo's Carson and Potter County well field by truck or pipeline; no on-site wells, groundwater use or dewatering are planned. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026Table 2-3, p. 2-15 (PDF 49); pp. 3-26 (PDF 84), 3-39 (PDF 97).
Operating water (EIS)1.4 Mgd: Operating the four air-cooled units is estimated to need 1.4 million gallons a day of process water (system makeup, potable supply, incidental uses) from municipal supply, with potable water from the City of Amarillo through a newly installed pipeline. Wastewater would be treated and recycled. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026Pages 2-9 (PDF 43), 2-16 (PDF 50), 3-28 to 3-29 (PDF 86-87), 3-40 (PDF 98), 3-99 (PDF 157). Our conversion: 1.4 Mgd is about 1,568 acre-feet a year. Differs from "under 50 acre-feet a year for the nuclear units", the Tribune's reading of Fermi's application (pf-matador-water-demand).
City supply (EIS): The EIS says a water use agreement gives Project Matador access to 2.5 Mgd and "a letter of intent stating that capacity will increase to 5.5 Mgd by the end of 2026," and that demand for the reactors is "a fraction of a percent" of the well field's permitted withdrawal limits. ^5,6,8
Figures by source
2.5 Mgd now; 5.5 Mgd by end of 2026 (letter of intent) · NRC draft EIS p. 3-39⁵
2.5 MGD maximum for 20 years; up to 10 MGD in later phases (non-binding MOU) · City of Amarillo agreement and MOU, October 2025^6,8
Per NRC draft EIS (ML26261A417), Sep 30, 2026p. 3-39 (PDF 97), citing CA 2025-TN13334 and CA 2025-TN13335.
On-site storage ponds: Two lined impoundments on the north of the reactor site would store purchased municipal water, stormwater and reuse water. All stormwater on the campus is to be captured and reused, with no planned off-site discharge. ⁵
Figures by source
up to 250 million gallons each · NRC draft EIS p. 3-28⁵
2 impoundments expected to hold up to 250 million gallons · NRC draft EIS p. 3-41 (total or each not stated)⁵
PlanBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 2-21 (PDF 55), 3-28 (PDF 86), 3-41 (PDF 99).
Ogallala at the site: Near the site the Ogallala Aquifer lies about 335 to 500 feet below ground, with 39 to 400 feet of saturated thickness, and nearby water levels have dropped by over 10 feet since the early 2000s. The Panhandle Groundwater Conservation District's 50/50 standard, extended through 2080, aims to keep at least half of the current volume after 50 years. The City's Carson and Potter County well field covers 44,796 contiguous acres, permitted at 4.5 gallons per minute per acre and no more than 2,880 gpm per 640 acres. ⁵Per NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-32 to 3-33 (PDF 90-91). The City's well field is over 4 miles north-northeast of the site and Pantex's five wells (0.72 Mgd average) over 3 miles northeast (p. 3-33). The EIS names the district "Panhandle Groundwater Conservation District (PGCD)" on p. 3-32 and "Panhandle Water Conservation District (PWCD)" on pp. 3-39 to 3-41.
Water impact findingSMALL: The EIS rates impacts on groundwater and surface water as SMALL for building, operating and decommissioning the reactors, because water comes from municipal supply, no on-site wells or dewatering are planned, and the reactors' demand is "well within the City of Amarillo's groundwater withdrawal limits and system capacity." It found no unresolved conflicts over water. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-39 to 3-42 (PDF 97-100); Table 4-1, p. 4-2 (PDF 204); p. 4-10 (PDF 212). The EIS does not analyze CRMWA or Lake Meredith supplies for the project; it says surface water is not used (pp. 3-24, 3-26; PDF 82, 84).
Whole-campus water (EIS): For the rest of the campus, the EIS says water for construction, the other generating plants and the data centers "would also be met by the City of Amarillo's potable water supply," and that "Given the available supply would meet the water demand, the additive effects of this additional water use would be small." It gives no volume for that demand. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-42 to 3-43 (PDF 100-101). The EIS's description of the permitted gas plant lists 16 cooling towers (p. 3-11, PDF 69) without a water figure.
Amarillo water system (EIS): The EIS lists the Amarillo Municipal Water System as serving 201,291 people with 154.26 Mgd of production capacity. It says the City's water treatment plant can treat 70 Mgd and that the City receives an annual CRMWA allotment of 11.55 billion gallons. ⁵
Figures by source
46.09 Mgd average daily consumption · Table F-8, p. F-13 (excess capacity 108.17 Mgd)⁵
49.65 Mgd average daily use in 2024 · p. F-12, citing a City of Amarillo source⁵
19,699,670,000 gallons taken in during 2024 · TWDB water use survey (site baseline)¹²
Per NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-90 (PDF 148), F-12 to F-14 (PDF 276-278). The EIS calls the City's water utility "a subdivision of the Canadian River Municipal Water Authority (CRMWA)" (p. F-14), as printed.
Water for new residents: Using the 2026 Panhandle Water Plan's projected Amarillo per-capita use of 185 gallons a day, the EIS estimates in-migrating workers and families would add 1.7 Mgd of consumption at peak (2033) and finds the effect on water and wastewater services SMALL. It notes Amarillo's Hollywood Road wastewater plant is at 75 percent of capacity, with a replacement plant slated to start construction in 2027 and enter service in 2032. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-90 to 3-91 (PDF 148-149), 3-99 to 3-100 (PDF 157-158), F-14 (PDF 278). River Road plant 16 Mgd; Hollywood Road 12 Mgd (p. F-14).

Every Project Matador water figure, by date

City water is what the City has committed or said it intends to supply. Fermi's stated needs are its own statements about how much water the project uses, from any source. The NRC draft EIS says the rest of the campus (gas plants and data centers) would also be supplied from the City's potable water but gives no volume, so no figure for the whole campus can be shown.

Every figure as a table

When	Figure	MGD	Share of baseline
Jun 27, 2025	City letter of intent: 2.5 MGD from the Carson County well field once pipeline is built⁵⁸City commitment or stated intent	2.5	4.6%
Sep 25, 2025	Non-binding MOU: up to 10 MGD in three phases (2.5 by Jan 2026, +3.0 by May 2026, +3.0 to 4.5 by Jan 2027)⁸City commitment or stated intent	10	19%
Oct 2025	Fermi at City Council: 13.2 MGD for four reactors with hybrid cooling^9,10Fermi's stated need	13.2	25%
Oct 2025	Fermi at City Council: "no more than 27.5 MGD"^9,10Fermi's stated need	27.5	51%
Oct 30, 2025	Signed water supply agreement: 2.5 MGD maximum, 20 years, twice the in-city rate⁶City commitment or stated intent	2.5	4.6%
Nov 5, 2025	Fermi IPO filing: up to 5.5 MGD (as reported by the Amarillo Tribune)¹⁰Fermi's stated need · Date is the report's; the filing was earlier.	5.5	10%
Nov 5, 2025	NRC application: under 50 acre-feet a year for the nuclear units (as reported); about 0.045 MGD, our conversion¹⁰Fermi's stated need · Date is the report's.	0.04	<1%
Mar 30, 2026	Fermi earnings update: controls up to 18.5 MGD of supply (supply, not use)²⁶Fermi's own supply	18.5	34%
Jul 2026	City-reported use, July 2026: 310,000 gallons for the month (about 0.01 MGD, our conversion)¹¹Measured use	0.01	<1%
Sep 30, 2026	NRC draft EIS: reactor construction, not to exceed 2.5 MGD of City water⁵NRC draft EIS estimate	2.5	4.6%
Sep 30, 2026	NRC draft EIS: four dry-cooled reactors operating, 1.4 MGD of City water⁵NRC draft EIS estimate	1.4	2.6%
Sep 30, 2026	NRC draft EIS: household use by in-migrating workers and families at the 2033 peak, 1.7 MGD⁵NRC draft EIS estimate	1.7	3.2%
Sep 30, 2026	City letter of intent to raise Fermi's capacity to 5.5 MGD by the end of 2026, as described in the NRC draft EIS⁵City commitment or stated intent · The letter itself was not located.	5.5	10%

Share of baseline is our arithmetic: each figure divided by Amarillo's average daily water intake, 2024 (our conversion of TWDB's 19.7 billion gallons)¹². It compares sizes only; most figures are not water the City has agreed to supply.

Electricity

Effect on electric bills: Fermi says "Our project will have no impact on your electricity bills" because on-site power costs are paid by Fermi and its tenants. No regulator or utility statement on rate effects was located. ⁵¹Company statementBy Fermi Inc. (community FAQ, September 2026), Sep 1, 2026
Purpose of the reactors: The EIS says the four units would supply about 4 GW used directly on the campus, out of a planned 11 GW of on-site generation. It compares the 11 GW with a projected 2030 ERCOT summer capacity of 111 GW (about 10 percent) and says drawing that much from the grid "could lead to increased energy prices borne by residents and other businesses." It names additional gas-fired units on the campus as the only reasonable alternative to the reactors. ⁵Per NRC draft EIS (ML26261A417), Sep 30, 2026Pages 1-1 to 1-2 (PDF 27-28), 2-23 (PDF 57), 4-5 (PDF 207). Differs from Fermi: Fermi's filings say the campus is in the Southwest Power Pool, not ERCOT (see pf-matador-sps). The EIS's ERCOT comparison is attributed there to Fermi's application (FA 2025-TN12677).

Natural gas

Natural gas supply: Fermi announced firm gas supply arrangements with Energy Transfer on October 9, 2025 for Phase 1, contemplating delivered volumes of up to about 300,000 MMBtu a day over time. Fermi projects fuel use for the initial 1 GW of load averaging about 175,000 MMBtu a day, after about 200 MW of SPS grid power. ^1,4Company statementBy Fermi Inc. (Form 10-K for 2025; Form 10-Q for Q2 2026), Aug 14, 2026

Jobs

Jobs (stated): Job figures come from Fermi or are commitments in the County agreement; they differ widely. ^{3,10,52,14,51}
Figures by source
40 full-time jobs per abated phase (600 if all 15 phases) · binding minimum, Carson County abatement agreement; 600 is the Amarillo Tribune's arithmetic^3,10
5,000-10,000 construction; 1,000-2,000 operations · Fermi estimate reported by the Amarillo Tribune, 2025¹⁰
over 9,000 at peak; 600 full-time operations jobs · Fermi NRC filing as reported by the Amarillo Tribune (its two articles describe the 9,000 differently)^10,52
about 5,475 permanent; 102,300 construction work-years · Fermi's May 11, 2026 FTZ rebuttal¹⁴
nearly 5,500 permanent; more than 10,000 construction · Fermi community FAQ, September 2026 (full build-out)⁵¹
ProjectionBy Fermi Inc.; Carson County abatement agreement, Sep 1, 2026
Fermi employees, end 2025: Fermi reported 35 full-time employees as of December 31, 2025, and about 500 engineers and construction personnel mobilized for Phase 0. ¹As of Dec 31, 2025
Reactor workforce (EIS): The EIS estimates 2,200 construction workers per unit, with starts about two years apart, peaking at 6,600 construction workers. With 600 operations workers and 1,000 outage workers, up to 8,200 people would be on site at the peak. Operations would employ 600 for Unit 1 and 230 for each further unit (1,290 in all), plus up to 1,000 temporary workers for refueling outages of up to 40 days about every 18 months per unit. ⁵
Figures by source
peak in 2033 · pp. 3-85, 3-88⁵
peak in 2034 · p. F-11⁵
ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 2-14 (PDF 48), 2-16 (PDF 50), 3-80 (PDF 138), 3-93 (PDF 151), F-10 to F-11 (PDF 274-275). Figures are Fermi's estimates (FA 2026-TN13483) as used by the EIS. They cover the reactors only; compare the campus-wide Fermi figures in pf-matador-jobs (e.g. "over 9,000 at peak; 600 full-time operations jobs").
Rest-of-campus workers: The EIS estimates the workforce for Project Matador outside the reactors at "a maximum of 1,600," about a 20 percent addition to the 8,200 at the reactors' peak, for 9,800 workers in all. It concludes this would not appreciably change its impact levels, but would add strain on short-term housing and traffic near the site. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-77 to 3-79 (PDF 135-137), 3-103 (PDF 161). Fermi's own campus figures are much larger (more than 10,000 construction; about 5,475 permanent; pf-matador-jobs).
Indirect jobs (EIS): Using BEA RIMS II multipliers, the EIS estimates the 4,620 in-migrating construction workers would support 3,177 indirect jobs (7,797 in all; multiplier 1.6876), and the 600 operations workers on site during peak construction 1,260 more. At full operation, 1,290 direct jobs would support 2,709 indirect jobs, about 3,999 in all. It rates the construction-period economic effect MODERATE to LARGE beneficial in Carson, Potter and Randall counties and SMALL beneficial across the 50-mile region; operations, SMALL to MODERATE beneficial. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-87 to 3-88 (PDF 145-146), 3-97 to 3-98 (PDF 155-156). The EIS also states "for every dollar of income for operational plant employees, an additional 0.93 cents is added to the regional economy" (p. 3-97), as printed.
Local labor force (baseline): The EIS reports a 2024 labor force of 136,275 in Carson, Potter and Randall counties, with 4,270 unemployed (3.1 percent), and 6,795 construction workers in the three counties. Unemployment was 2.9 percent in Carson, 3.4 in Potter and 3.0 in Randall. ⁵Per NRC draft EIS (ML26261A417), Sep 30, 2026p. 3-85 (PDF 143); Tables F-5 and F-6, pp. F-9 to F-10 (PDF 273-274), from BLS and Census data.

Population

In-migration assumptions: The EIS assumes 70 percent of construction workers move into the region (30 percent are local), 25 percent of those bring families, about 10 percent settle outside Carson, Potter and Randall counties, and all operations workers move in with families, at an average Texas family size of 3.29. New residents are assumed to settle in proportion to population: about 2 percent in Carson County, 35 percent in Potter and 53 percent in Randall, "primarily the greater Amarillo area." ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 2-16 (PDF 50), 3-80 (PDF 138), 3-84 to 3-86 (PDF 142-144), 3-88 (PDF 146). The 70 percent figure is attributed to Fermi America estimates. The EIS also says "It is not known precisely where PMN Units 1–4 construction workers are anticipated to reside" (p. 3-89).
Added population at peak: The EIS estimates 4,620 construction workers would move in, with families 7,265 people, plus 1,974 people from the operations workforce: 9,239 new residents at the 2033 peak. By county it projects 167 in Carson, 3,352 in Potter and 4,993 in Randall, with 727 elsewhere in the region. It rates the effect on population SMALL, and beneficial to Carson and Potter counties, whose populations are projected to decline. ⁵
Figures by source
2.3 percent increase in the three counties · pp. 3-86 (construction workers and families; and, separately, construction plus operations)⁵
0.7 percent increase · p. 3-86 (stated for construction and operations workers and families)⁵
ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-85 to 3-88 (PDF 143-146). p. 3-86 gives a second county split for construction (128 Carson, 2,575 Potter, 3,835 Randall) and operations (39, 777, 1,157). Police/fire section gives county increases of 3.3 percent (Carson) to 2.7 percent (Randall) (p. 3-91).
Added population, operations: With 1,290 operations workers and families, the EIS estimates about 4,244 more people in the region, about 3,820 of them in Carson, Potter and Randall counties, a 1.3 percent increase, and rates the effect SMALL. It expects the departure of construction workers to show as slower growth rather than a population decline. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-96 to 3-97 (PDF 154-155).
County populations (EIS): The EIS gives 2024 populations of 5,822 (Carson), 114,649 (Potter) and 150,547 (Randall), and 2033 projections of 5,612, 112,612 and 167,707. It lists 2024-2033 changes of -210 (Carson), -7,963 (Potter) and +17,160 (Randall). ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-85 to 3-86 (PDF 143-144); Census estimates (USCB 2025) and local projections. Our arithmetic: 114,649 minus 112,612 is 2,037, not the 7,963 printed for Potter County; the Carson and Randall changes match. Table F-2 (p. F-5) projects Randall County at 225,023 in 2078.

Housing

Housing baseline (EIS): The three counties had 11,175 vacant housing units in 2024. Rental vacancy was 0.0 percent in Carson County (with a large margin of error), 13.3 percent in Potter and 3.2 percent in Randall; median rents were $956, $1,018 and $1,193 a month. The EIS cites a July 2024 HUD market analysis that called the Amarillo rental market "soft" but forecast demand outpacing construction by 3:1 to 10:1 through July 2027, which "suggests that the housing market in Amarillo will tighten during this period." ⁵Per NRC draft EIS (ML26261A417), Sep 30, 2026p. 3-89 (PDF 147); Table F-7 and text, pp. F-11 to F-12 (PDF 275-276). p. 3-99 dates the 11,175 figure to 2023. Median home values in 2024: $143,000 Carson, $154,300 Potter, $255,000 Randall.
Housing impact finding: For the 2033 peak the EIS estimates 1,755 long-term housing units for workers with families (1,155 construction, 600 operations) plus about 3,191 for population growth unrelated to the project, about 4,946 in all, against more than double that in existing vacancies. It finds "increased demand would likely tighten the market and possibly drive up housing costs" and rates construction-period housing impacts MODERATE; operations (1,290 units), SMALL. ⁵
Figures by source
MODERATE (construction) · pp. 3-89, 3-102⁵
SMALL (operations) · p. 3-99⁵
ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-89 (PDF 147), 3-99 (PDF 157), 3-102 (PDF 160). The same page also states it "conservatively assumed that 8,200 housing units are needed" at peak. Table 4-2 lists "an increase in rental rates for housing units of all types, new and existing, housing prices" among unavoidable impacts (p. 4-7).
Hotels and RV parks: The EIS estimates 3,465 short-term units (hotel rooms, RV spaces) needed by construction workers without families, 4,465 with outage workers, against 2,597 available within 50 miles, mostly in the Amarillo metro. It rates the effect on recreation and short-term rentals LARGE and destabilizing during construction, possibly displacing visitors, raising short-term prices or reducing visits to the greater Amarillo area; the 1,600 other campus workers would add to it. Suggested mitigation is working with RV park owners to expand or build parks. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-79 (PDF 137), 3-92 to 3-93 (PDF 150-151), 3-101 (PDF 159; "roughly 2,596"), 3-103 (PDF 161). Occupancy assumptions (RV parks about 80 percent, hotels about 65 percent) cite KFDA (2023).

Taxes

Payments to Carson County: During each phase's ten abatement years Fermi pays Carson County $2,500 (Phase 1) or $2,750 (later phases) per megawatt of nameplate generation plus $3 per square foot of data-center floor space, counted as at least 500,000 square feet per phase with data-center equipment. After ten years each phase is fully taxable. ³Commitmentin effectBy Carson County abatement agreement, Oct 27, 2025
County revenue projection~$800 million (projection): The Amarillo Globe-News reported that at full proposed scale Carson County could receive roughly $800 million over the life of the abatements. Fermi says it is "still working to confirm the specifics through an independent economic impact study." ^46,51ProjectionBy Amarillo Globe-News (October 2025); Fermi community FAQ, Oct 28, 2025
Amarillo's share: The reinvestment zone is entirely in unincorporated Carson County, so the City of Amarillo levies no property tax there. The City's revenue link is the water contract at twice the in-city rate; Fermi said in its FTZ rebuttal that the contract would generate over $7 million a year (Fermi's figure). ^3,6,14As of May 11, 2026
Payments to Carson County (EIS)$1-2 million a year (estimate): The EIS says payments in lieu of taxes associated with the reactors are "estimated to be between $1,000,000 and $2,000,000 per year upon full site development," subject to change, and that a precise figure is not available. It expects direct revenue gains for Carson County and indirect gains for other counties and cities, rating tax effects LARGE and beneficial for Carson County and SMALL and beneficial for the region. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-88 (PDF 146), 3-98 (PDF 156), F-19 (PDF 283). Differs from the Globe-News projection of roughly $800 million to Carson County over the life of the abatements (pf-matador-county-800m); the EIS figure is per year and tied to the reactors. The EIS gives no property- or sales-tax figure for Potter or Randall counties or the City of Amarillo.
Local tax levies, 2025 (EIS): The EIS's 2025 levies include Carson County $6,083,774 (rate 0.519967), Panhandle ISD $5,402,719, and the City of Amarillo $40,590,152 in Potter County and $48,759,799 in Randall County (rate 0.4307). Carson County's general revenues were $6,922,438 in fiscal 2024. ⁵Per NRC draft EIS (ML26261A417), Sep 30, 2026Table F-11, p. F-18 (PDF 282), Comptroller data; Table F-12, p. F-19 (PDF 283).

Schools

Panhandle ISD: The County agreement abates only County taxes; it does not abate Panhandle ISD taxes. The district's November 2025 agreement with Fermi addresses revenue lost to the foreign-trade-zone exemption. No Fermi application under the state's JETI school-tax limitation program appears on the Comptroller's application list (checked October 25, 2026). ^3,47,53As of Oct 25, 2026
School enrollment (EIS): The EIS estimates 2,043 school-aged children would move in at the 2033 peak: 48 enrolling in Carson County, 1,474 in Potter County and 521 in Randall County schools. It says student-teacher ratios would rise by less than one and remain well below the 20:1 ratio it cites as the Texas requirement, and rates the effect SMALL; about 1,502 children are estimated during sustained operations. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-91 (PDF 149), 3-100 (PDF 158). Baseline enrollment differs between pages: Potter 33,282 and Randall 12,112 (p. 3-91) vs. 32,725 and 11,565 (p. 3-100); Carson 1,072 both. Panhandle ISD has 620 students (p. F-14). The county split of children does not follow the 2/35/53 percent settlement split used elsewhere (our observation).

Roads and traffic

Roads and traffic: A TxDOT spokesperson said Carson County roads are sufficient for upcoming work and that TxDOT anticipates a traffic increase and will work with the developer. Fermi says it builds and funds the on-campus road network and coordinates outside improvements with TxDOT. ^52,51As of Oct 8, 2025
Construction traffic (EIS)LARGE (construction): FM 683, the two-lane road to the construction entrance, carried 363 vehicles a day in 2024. Assuming two 12-hour shifts and almost no carpooling, the EIS estimates 6,600 added vehicles at shift change, about 6,691 an hour, above the road's capacity of 1,490 vehicles per hour per direction (2,980 total), and rates construction-period transportation impacts LARGE near the site. Other campus workers would add up to 1,600 vehicles. Interstate 40 and U.S. 60 impacts are described as minimal. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-79 (PDF 137), 3-81 to 3-82 (PDF 139-140), 3-102 (PDF 160). Listed mitigation: three shift changes instead of two, varied shift lengths, alternate routes, parking away from FM 683, and "purchasing houses along construction routes, especially FM 683." Workers would park in a lot west of FM 683 (about 268 acres used temporarily for construction support, p. 3-8) and ride shuttles (p. F-20). Shift schedules "have not yet been developed" (p. 3-81).
Operations traffic (EIS)SMALL (operations): During operations the EIS estimates up to 1,290 added vehicles at shift change, about 1,653 with existing traffic, below FM 683's 2,980 capacity, and rates the impact SMALL; outage crews of up to 1,000 would add "substantial traffic" on staggered schedules. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026p. 3-94 (PDF 152).
Traffic counts, 2024: TxDOT 2024 average daily traffic near the campus: U.S. 60 southwest of the site 9,168 (west of FM 683) and 8,657 (east of FM 683); FM 2373 from 524 northeast of the site to 5,151 east of the site north of U.S. 60; I-40 south of the site 11,000; FM 683 from 73 to 363; FM 293 376. ⁵Per NRC draft EIS (ML26261A417), Sep 30, 2026Table F-13, pp. F-21 to F-22 (PDF 285-286). The table labels U.S. 60 as "TX-60". Pantex is reached by FM 2373, which has its own intersection with U.S. 60 (p. 3-81). The EIS gives no level-of-service grade beyond saying FM 683's capacity would be exceeded, "creating an unacceptable level-of-service rating" (p. 3-102).
Heavy-haul route and road wear: Under a July 2025 agreement, TxDOT allows heavy loads on FM 293 and FM 683, and Fermi agrees to indemnify TxDOT for construction, maintenance, repair and restoration costs on that route; the agreement expires at the end of 2026. Trucks may not turn onto FM 683 from U.S. 60. A northbound right-turn lane has been added on FM 683; "No other improvements are currently planned." Peak deliveries are estimated at 180 truck shipments a day. The EIS says added traffic "could result in some accelerated road deterioration." ⁵Commitmentin effectBy NRC draft EIS (ML26261A417), describing the TxDOT-Fermi agreement, Sep 30, 2026pp. 2-13 (PDF 47; route given as State Highway 136 to FM 293 to FM 683), 2-16 (PDF 50), 3-81 to 3-82 (PDF 139-140), F-19 to F-20 (PDF 283-284).

Air and emissions

Air permit limits: Permit 181009 covers three GE 6B turbines (45 MW gross nominal each) and ninety Siemens SGT-800 turbines (56 MW each) with selective catalytic reduction. NOx is limited to 2.0 ppmvd in combined cycle (4.0 ppmvd for the GE 6B units in simple cycle), CO to 2.0-2.6 ppmvd and VOC to 2.0 ppmvd, all at 15% O2; ammonia slip to 10.0 ppmvd (3-hour). TCEQ says the plant's potential emissions exceed 100 tpy and 75,000 tpy CO2e, so greenhouse gases are subject to PSD permitting. ²⁸approvedAs of Dec 19, 2025Our arithmetic: 3 x 45 + 90 x 56 = 5,175 MW gross nominal. Annual tons-per-year limits are in the permit's MAERT, not reviewed here.
Gas plant allowable emissions: The EIS lists the campus gas plant's proposed allowable emission rates, in tons a year: NOx 1,741.75; CO 1,149.47; PM 1,334.24; PM10 1,281.63; PM2.5 1,229.25; VOCs 578.24; SO2 286.95; sulfuric acid 43.2; and CO2e 23,964,782.74. The sources include 90 combined-cycle and three simple-cycle turbines and 16 cooling towers. The NRC says the gas units add "higher air emission levels" than the reactors. ⁵Per NRC draft EIS (ML26261A417), citing TCEQ records, Sep 30, 2026Table 3-5 and text, pp. 3-11 to 3-12 (PDF 69-70); source cited as "TCEQ 2023-TN8815".
Air quality finding: Carson County meets all federal air standards; neighboring Hutchinson County is in nonattainment for 1-hour SO2. Peak construction equipment emissions are estimated at 256.2 tons a year of CO and 272.4 of NOx, plus 139.1 tons of fugitive dust. The EIS rates construction air impacts SMALL to, at times, MODERATE, and operations SMALL. "Mitigation measures have not yet been finalized." ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-11 (PDF 69), 3-14 to 3-17 (PDF 72-75). Commuting emissions assume a 40-mile round trip "to the approximate middle of Amarillo" (p. 3-15). Life-cycle greenhouse gases for the four units: about 3.9 million metric tons CO2e (p. 3-17).

Safety and security

Next to Pantex: Fermi's 10-K says the site's proximity to the Pantex Plant "introduces potential federal scrutiny," could bring added security protocols or limits on construction phasing, and carries a risk of an accidental explosion or other incident; it also notes contamination remediation at Pantex. The NRC says the reactors' ground disturbance would be in areas disturbed by WWII Pantex operations. ^1,38Company statementBy Fermi Inc. (Form 10-K for 2025); NRC, Oct 8, 2026
Emergency services: Fermi must provide yearly safety training at its cost for Carson County and City of Panhandle emergency services personnel and a site map at the start of construction. ³Commitmentin effectBy Carson County abatement agreement, Oct 27, 2025
Pantex and site contamination: Pantex has been a Superfund site since 1994. A 2009 groundwater deed certification restricts perched groundwater use on the eastern part of the reactor site and controls drilling deeper than 180 feet unless DOE NNSA authorizes it; soil restrictions cover about 500 acres of the campus. The site includes Zone 9, about 100 acres used in World War II as a bomb-loading line and later for hide rendering and chemical storage, where contaminated soils are to be remediated. ⁵Per NRC draft EIS (ML26261A417), Sep 30, 2026pp. 2-11 to 2-12 (PDF 45-46), 3-33 to 3-34 (PDF 91-92), 3-38 to 3-39 (PDF 96-97).
Safety review still open: At publication Fermi had not submitted the final safety analysis report's site-specific chapters, including Chapter 15 (accident analysis) and Chapter 19 (probabilistic risk assessment); the review team did a separate analysis and says a supplemental environmental analysis may be needed if the safety review differs. It rates postulated accidents SMALL. Scoping commenters raised the site's proximity to Pantex and severe-accident impacts. ⁵pendingPer NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-103 (PDF 161), 3-123 (PDF 181), 3-131 (PDF 189), B-2 (PDF 240). Section 3.11 (accidents) does not discuss the Pantex Plant (text search of pp. 3-117 to 3-143). The EIS also says supplements "may be necessary" as campus plans evolve (p. 2-1).
Environmental justice: The EIS contains no environmental justice analysis, citing the NRC's April 30, 2025 withdrawal of its environmental justice policy statement (90 FR 17887). ⁵Per NRC draft EIS (ML26261A417), Sep 30, 2026Section F.3.1.1, p. F-3 (PDF 267). A scoping commenter had asked for it (p. B-3).

Public services, noise and land

Police and fire (EIS): The EIS reports 1.3 to 13.8 police officers per 1,000 residents across the region's municipalities and fire personnel of 8.1 per 1,000 in Carson County (47 volunteers), with the Amarillo Fire Department at 2.0 per 1,000. It rates construction and operations impacts on police and fire SMALL. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-91 to 3-92 (PDF 149-150), 3-100 (PDF 158), F-16 to F-17 (PDF 280-281). Potter County: 344 career and 66 volunteer firefighters; Randall County: 20 career and 100 volunteer.
Hospitals (EIS): The EIS counts four hospitals in the three counties, all in Amarillo, with 589 adult inpatient beds at 88.6 percent average use in December 2022, and estimates the peak workforce and families would need roughly 18 more beds. It rates the effect on medical services SMALL. It reports no physicians practicing in Carson County. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-92 (PDF 150), 3-100 (PDF 158); Table F-10, p. F-17 (PDF 281), HHS 2022 data covering Northwest Texas Hospital, BSA Hospital, KPC Promise Hospital of Amarillo and Quail Creek Surgical Hospital.
Noise and nearest homes: The nearest residence is about 0.55 miles west of the reactor site boundary (1.73 miles from its center point); the EIS expects construction noise there below 65 dBA and rates noise SMALL. It notes other campus areas are closer to residents, where construction noise "could be greater than the 65 dBA level" at times. Fermi "is currently in the process of purchasing nearer houses fronting FM 683." ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-79 (PDF 137), 3-80 to 3-81 (PDF 138-139), 3-83 (PDF 141), 3-95 (PDF 153). Cooling-fan noise: 85-92 dBA at the field perimeter, 50-58 dBA at 1,000 m (Table 2-1, p. 2-10).
Land converted: Building the rest of the campus would convert about 4,355 acres to industrial use, 4,218 of them prime farmland or farmland of statewide importance; the reactor site disturbs all 881 acres, mostly grassland (about 724 acres) and cropland (148). The EIS rates land-use impacts MODERATE during building. ⁵ProjectionBy NRC draft EIS (ML26261A417), Sep 30, 2026pp. 3-8 (PDF 66), 4-1 (PDF 203), 4-5 (PDF 207).

Not public, or not found

What we looked for and could not find in a public record, as of Oct 25, 2026.

Water use at full build-out (gas plus nuclear, all data centers). Checked: 10-K, 10-Q Q2 2026, Q2 letter, Fermi FAQ, City agreement and MOU, Tribune reporting; NRC draft EIS pp. 3-42 to 3-43 (no campus-wide volume)
TCEQ wastewater or water-rights permits for the gas plant and data centers. Checked: NRC draft EIS Table H-1 (reactors only, "Not yet initiated"); earlier TCEQ searches
Annual tons-per-year emission limits (MAERT) for permit 181009. Checked: TCEQ response to comments (gives ppmvd limits only); permit itself not retrieved; NRC draft EIS p. 3-12 reprints proposed allowable rates but not the MAERT
Federal reviews tied to Pantex (DOE/NNSA), FAA obstruction determinations, FERC filings, PUC/SPP interconnection dockets. Checked: web searches; Fermi 10-K risk factors mention possible DOE scrutiny; no agency filing located
Status of the 713-acre federal tract transfer to Texas Tech. Checked: 10-K and 10-Q (not commenced as of June 30, 2026); no DOE/NNSA notice found
Property-tax revenue to Potter or Randall counties or the City of Amarillo. Checked: Carson County agreement; NRC draft EIS pp. 3-88, 3-98, F-17 to F-19 (indirect only, no figure)
Whether the TensorWave lease closed or Texas Tech issued a notice to proceed. Checked: EDGAR filing list (no 8-K after October 16, 2026), Fermi newsroom (through October 19, 2026), news search 2026-10-25
Whether SPS has energized any of the 200 MW. Checked: 10-K, 10-Q, Q2 letter (work "continues"); no later statement found
Population, housing and traffic effects of the full campus. Checked: NRC draft EIS analyzes the reactors' 8,200-worker peak and adds a maximum of 1,600 other campus workers (pp. 3-77 to 3-79); Fermi's own campus figures (more than 10,000 construction, about 5,475 permanent) are not analyzed there; Fermi FAQ says an independent economic impact study is under way
Site-specific safety analysis, including accident analysis and any Pantex external-hazard review. Checked: NRC draft EIS pp. 3-103 and 3-123 (FSAR Future Submission Number 2, with Chapters 15 and 19, not yet submitted); NRC COL page lists safety evaluations as TBD
Construction shift schedules and committed traffic mitigation for FM 683. Checked: NRC draft EIS p. 3-81 ("Construction shift schedules have not yet been developed") and p. 3-82 (mitigation listed as options)
Renewal of the TxDOT heavy-haul agreement after 2026. Checked: NRC draft EIS p. F-20 (agreement "expires at the end of 2026 and requires renewal thereafter")
Dust control plan and air-quality mitigation for construction. Checked: NRC draft EIS p. 3-15 ("Mitigation measures have not yet been finalized")
Environmental justice analysis for Amarillo-area populations. Checked: NRC draft EIS p. F-3 (omitted after the NRC withdrew its policy statement, 90 FR 17887)
Which peak year and figures the final EIS will use. Checked: NRC draft EIS gives the peak as 2033 (pp. 3-85, 3-88) and 2034 (p. F-11); Unit 1 operations as 2032 (Table 2-2) and 2033 (p. F-10); population increase as 2.3 and 0.7 percent (p. 3-86); Potter County 2024-2033 change as -7,963 although its figures differ by 2,037; impoundment volume each vs. total (pp. 3-28, 3-41). Comments are due November 23, 2026

The record

Dated, sourced events from the storylines on this site.

Scheduled

Oct 30, 2026Fermi's first annual shareholder meeting (scheduled)
Oct 31, 2026Extended closing date for the TensorWave lease
Nov 12, 2026Fermi's third-quarter 2026 results release (scheduled)
Nov 12, 2026Fermi's scheduled third-quarter 2026 results release
Nov 23, 2026Comment deadline on the NRC draft environmental impact statement for the reactors
Dec 31, 2026Deadline for Texas Tech's notice to proceed and Fermi's $9 million lease escrow
Jan 2027Deadline for Fermi to complete and dedicate the water improvements

Most recent

Sources (58)

Numbered sources

1.Fermi Inc. Form 10-K for the fiscal year ended December 31, 2025 — Fermi Inc. (via SEC EDGAR), Mar 30, 2026 · retrieved Oct 11, 2026primarySubject-authoredFiling date from the EDGAR filing index. Company-authored; statements about plans and third parties are the company's.
2.Fermi Inc. TensorWave fact sheet, October 14, 2026 (Form 8-K Exhibit 99.1) — Fermi Inc. (via SEC EDGAR), Oct 14, 2026 · retrieved Oct 17, 2026primarySubject-authoredFurnished under Item 7.01 (Regulation FD) with the cover 8-K at https://www.sec.gov/Archives/edgar/data/2071778/000121390026109227/ea0308546-8k_fermi.htm
3.Tax Abatement Agreement between Carson County, Texas and Fermi, Inc. (with Resolution designating Carson County Reinvestment Zone 12) — Carson County, Texas, Oct 28, 2025 · retrieved Oct 25, 2026primaryIndependent44-page scan (PDF created October 28, 2025); text read by OCR. Linked from NewsChannel 10's October 28, 2025 report.
4.Fermi Inc. Form 10-Q for the quarter ended June 30, 2026 — Fermi Inc. (via SEC EDGAR), Aug 14, 2026 · retrieved Oct 10, 2026primarySubject-authoredFiling date from the EDGAR filing index.
5.Environmental Impact Statement for the Combined License Application for the Project Matador Advanced Energy and Intelligence Campus AP1000 Units 1–4 (Draft for Comment) — U.S. Nuclear Regulatory Commission, Sep 30, 2026 · retrieved Oct 25, 2026primaryIndependentDraft for comment; no NUREG number is stated on the cover or in the front matter. ADAMS ML26261A417; cover reads "Issued: September 2026" and "Docket Number: NRC-2026-2344" (the Federal Register notice gives docket NRC-2026-0100); the day is from the PDF metadata (created and last modified September 30, 2026). Prepared under the NRC's pilot for applicant-prepared NEPA documents (42 U.S.C. 4336a(f)): Appendix A says "Fermi America, LLC (Fermi America) prepared this environmental impact statement (EIS) in close coordination with, and under supervision of the U.S. Nuclear Regulatory Commission (NRC or the Commission) staff ... The NRC staff reviewed and revised portions of this EIS, as well as prepared others. Fermi America's contractor, Enercon, provided technical support in coordination with NRC and Pacific Northwest National Laboratory (PNNL) provided supplemental technical support and technical editing" (p. A-1). The NRC staff "independently evaluated this EIS and assumes responsibility for its content" (p. xix). The NRC and Fermi America "form the review team" (p. 1-3). 354 PDF pages.
6.Water Supply Agreement between the City of Amarillo, Texas and Fermi, Inc. (signed October 30, 2025) — City of Amarillo, Oct 30, 2025 · retrieved Oct 9, 2026primarySubject-authoredScanned 7-page executed agreement. The PDF's document title reads 'Fermi America Water Supply Agreement Signed October 30 2025'; the signature-page date is not legible in the extracted text.
7.City Council minutes, regular meeting of October 28, 2025 — City of Amarillo, Oct 28, 2025 · retrieved Oct 10, 2026primarySubject-authoredFrom the City's CivicClerk meeting portal; date is the meeting date. Consent item 8.K.
8.Non-Binding Memorandum of Understanding between the City of Amarillo, Texas and Fermi America, Inc. — City of Amarillo, Sep 25, 2025 · retrieved Oct 9, 2026primarySubject-authoredThe extracted text carries no legible signature date; the date 09/25/2025 comes from the City's file name. PDF creation date is September 26, 2025.
9.Amarillo City Council authorizes water supply agreement with Fermi America — Amarillo Tribune, Oct 29, 2025 · retrieved Oct 9, 2026newsIndependentStance: neutral
10.Just facts: Fermi America and Project Matador — Amarillo Tribune, Nov 5, 2025 · retrieved Oct 9, 2026newsIndependentStance: neutral
11.Amarillo City staff, Council frustrated over tax rate discussion — Amarillo Tribune, Aug 26, 2026 · retrieved Oct 10, 2026newsIndependentCovers the Aug. 25, 2026 City Council meeting. The article carries the disclosure "Fermi America is an Amarillo Tribune advertiser."
12.Water Use Survey, historical water use by utility water user group (with reuse), City of Amarillo — Texas Water Development Board · coverage Reporting years 2016 .. 2024, water user group "Amarillo"; intake, sales by type, net use, gallons per capita per day · retrieved Oct 16, 2026datasetExported from the SARA report viewer (report 11, SumFinal_UtilityWUGSumWithReuse), one statewide file per year; Amarillo's rows extracted by scripts/extract-twdb-water-use.mjs. Survey figures are reported by the utility to TWDB.
13.Amarillo council finalizes Fermi America water deal amid debate over value, transparency (Amarillo Globe-News, via Yahoo News) — Amarillo Globe-News, Oct 29, 2025 · retrieved Oct 9, 2026newsIndependentStance: neutralSyndicated copy of the Globe-News article (original headline 'Amarillo council approves Fermi America water deal with city').
14.Fermi America, Inc. — Response to Public Comments in Opposition to Application for Subzone Status (Docket S-133-2026) — City of Amarillo (posting of a Fermi America filing), May 11, 2026 · retrieved Oct 11, 2026primaryVendorStance: favorableCompany filing; it names an individual commenter, who is not named in this record.
15.Fermi Project (City of Amarillo information page and FAQ) — City of Amarillo, Oct 16, 2025 · retrieved Oct 9, 2026primarySubject-authoredPage first published October 16, 2025; last modified September 8, 2026. Lists the letter of intent, MOU, final agreement and council meeting videos.
16.Amarillo City Council adopts 2026 tax rate, discusses water and sewer fees — Amarillo Tribune, Sep 30, 2026 · retrieved Oct 9, 2026newsIndependent
17.Amarillo water rates could increase to fund new treatment plant — Amarillo Globe-News (via Yahoo News syndication), Apr 15, 2026 · retrieved Oct 11, 2026newsIndependentByline Nell Williams. Covers the April 14, 2026 council presentation of the water and wastewater rate study by Chris Ekrut of NewGen Strategies and Solutions. Originally published by the Amarillo Globe-News as "City council hears plan for $1.5B water treatment plant, rate increase".
18.Amarillo City Council Agenda Packet, 2026-06-23 Regular Meeting (item 6.5, CRMWA II Memorandum of Understanding) — City of Amarillo (CivicClerk), Jun 23, 2026 · retrieved Oct 11, 2026primarySubject-authoredPacket pages 113-119 hold the item 6.5 agenda summary (contact: City Manager Grayson Path) and the unsigned "Memorandum of Understanding between Canadian River Municipal Water Authority and its Member Cities for the Purpose of Defining Expectations for Development of CRMWA II", with Appendix A figure descriptions. The MOU's background recitals are CRMWA's own account of the project's history.
19.History — Canadian River Municipal Water Authority · retrieved Oct 11, 2026primarySubject-authoredYear-by-year history page, undated. The 2026 entry reads: "The Board of Directors unanimously voted to move forward with a plan to build a new wellfield and pipeline that would be online in the year 2038." It does not give the meeting date of that vote.
20.Summary of the 2016 Panhandle (A) Regional Water Plan — Texas Water Development Board, Dec 1, 2016 · retrieved Oct 11, 2026primaryIndependentDated December 2016 (day not given; set to the 1st). Table A.2 (largest capital cost projects) and Table A.3 (largest supply volume strategies).
21.2026 Panhandle Water Plan, Volume I: Main Report — Panhandle Water Planning Group (prepared by Freese and Nichols, Inc. et al.), hosted by the Texas Water Development Board, Oct 13, 2025 · retrieved Oct 11, 2026primaryIndependentCover dated October 2025 (signature date 10/13/2025). States the plan was adopted by the planning group on September 24, 2025 and that project capital costs are based on September 2023 price levels. CRMWA strategies in Section 5C; Amarillo strategies in Section 5C; changes from the 2021 plan in Chapter 9 (Table 9-8). CRMWA is a member of the regional planning process.
22.2026 Panhandle Water Plan, Volume II: Appendices — Panhandle Water Planning Group (Region A), posted by the Texas Water Development Board, Oct 13, 2025 · retrieved Oct 25, 2026primaryIndependentAppendix D cost estimates (Table D-23, "CRMWA - CRMWA II Expansion of Roberts County Wellfield", September 2023 prices), Appendix I data tables (strategy supply by water user group) and Appendix J (responses to TWDB comments on the initially prepared plan, August 8, 2025). Published date set to the Volume I date; the volume itself is undated.
23.CRMWA gives update on water supply, security for the area — Amarillo Tribune, Sep 10, 2025 · retrieved Oct 11, 2026newsIndependentByline Julie Thompson. Covers the September 9, 2025 council presentation by CRMWA General Manager Drew Satterwhite.
24.City Council minutes, regular meeting of June 23, 2026 — City of Amarillo, Jun 23, 2026 · retrieved Oct 10, 2026primarySubject-authoredConsent items 5.14 (gas collection and control system repairs) and 5.15 (hydroseeder); consent agenda approved 4-0 with items 5.7 and 5.12 removed; Councilmember Don Tipps absent.
25.Fermi America's lease with the Texas Tech University System establishes research facilities, scholarship fund and more — Amarillo Tribune, Nov 17, 2025 · retrieved Oct 9, 2026newsIndependentStance: neutral
26.Fermi America delivers update during earnings call — Amarillo Tribune, Mar 30, 2026 · retrieved Oct 9, 2026newsIndependentStance: neutralReports figures from Fermi's shareholder letter and earnings call (company-reported).
27.Fermi America LLC (dba Fermi America); Project Matador Advanced Energy and Intelligence Campus AP1000 Units 1-4; Project Matador Nuclear Units 1-4; Draft Environmental Impact Statement (91 FR 64702) — U.S. Nuclear Regulatory Commission (Federal Register, via govinfo.gov), Oct 9, 2026 · retrieved Oct 25, 2026primaryIndependentFR Doc. 2026-20742, dated October 5, 2026; dockets 05200051-05200054 and NRC-2026-0100. The draft EIS itself is ADAMS ML26261A417 (not retrievable on 2026-10-25).
28.Executive Director's Response to Public Comment — Fermi Equipment Holdco, LLC, Permit Nos. 181009, PSDTX1670 and GHGPSDTX254 — Texas Commission on Environmental Quality, Dec 19, 2025 · retrieved Oct 11, 2026primaryIndependentUndated on its face; date from the PDF's creation metadata (modified January 21, 2026). Agenda backup for Docket 2025-1898-AIR.
29.Foreign-Trade Zone 252; Application for Subzone; Fermi, Inc.; Panhandle, Texas (91 FR 12562) — Federal Register (Foreign-Trade Zones Board), Mar 16, 2026 · retrieved Oct 10, 2026primaryIndependentText read from the Federal Register full-text version of FR Doc. 2026-05006.
30.TTU System and Fermi America Announce the World's Largest Advanced Energy and Intelligence Campus — Texas Tech University System, Jun 26, 2025 · retrieved Oct 11, 2026primarySubject-authoredStance: favorableRelease dated June 26, 2025; the text says the announcement was made Wednesday, June 25. The System is a party to the project.
31.Fermi Inc. second-quarter 2026 earnings release / shareholder letter (Form 8-K Exhibit 99.1) — Fermi Inc. (via SEC EDGAR), Aug 13, 2026 · retrieved Oct 10, 2026primarySubject-authored
32.Fermi America – President Donald J. Trump Advanced Energy and Intelligence Campus, Units 1-4 (combined license application) — U.S. Nuclear Regulatory Commission, Oct 19, 2026 · retrieved Oct 25, 2026primaryIndependentProject page; date is the page's "last reviewed/updated" date. Milestone targets marked "T" are NRC targets. The page prints docket 05200053 as "052000253"; its document list shows the Part 1 environmental report as "submission withdrawn" and a "Withdrawal of COLA Part 3" letter (ML25344A247) while the milestone table still targets Part 3 for 12/31/2026.
33.Fermi America LLC; Project Matador Advanced Energy and Intelligence Campus AP1000 Units 1-4; Notice of Intent To Conduct Scoping Process and Prepare an Environmental Impact Statement (91 FR 13641) — Federal Register (U.S. Nuclear Regulatory Commission), Mar 20, 2026 · retrieved Oct 11, 2026primaryIndependentFR Doc. 2026-05487.
34.First Power Generation Assets Arrive at Project Matador — Fermi America (company website), Sep 18, 2026 · retrieved Oct 25, 2026primarySubject-authored
35.Three GE Vernova 6B Gas Turbines Arrive at Project Matador — Fermi America (company website), Oct 15, 2026 · retrieved Oct 25, 2026primarySubject-authored
36.Fermi and TensorWave Agree to Extend Closing Date to October 31, 2026 — Fermi Inc. (press release, via Stock Titan), Sep 22, 2026 · retrieved Oct 11, 2026primaryVendor
37.Fermi Announces Third Quarter 2026 Earnings Release and Call Date — Fermi Inc. (press release, via Newswire.com), Oct 12, 2026 · retrieved Oct 25, 2026primaryVendor
38.Continuation of Section 106 consultation and notification of the issuance of the draft environmental impact statement, Project Matador AP1000 Units 1-4 (letter to the Tonkawa Tribe of Oklahoma) — U.S. Nuclear Regulatory Commission, Office of Advanced Reactors, Oct 8, 2026 · retrieved Oct 25, 2026primaryIndependentADAMS ML26265A262, one of eight identical-subject letters to tribes in package ML26237A199.
39.TCEQ Commission Meeting Agenda, February 25, 2026 — Texas Commission on Environmental Quality, Feb 25, 2026 · retrieved Oct 11, 2026primaryIndependent
40.TCEQ dismisses community concerns in approving the Donald J. Trump Advanced Energy and Intelligence Campus near Amarillo — Public Citizen, Feb 26, 2026 · retrieved Oct 11, 2026newsAdvocacyStance: criticalPress release by an advocacy group that commented against the permit.
41.Fermi America receives nation's second-largest Clean Air permit for Project Matador — NewsChannel 10 (KFDA), Feb 25, 2026 · retrieved Oct 11, 2026newsIndependent
42.Public Meeting: Fermi Equipment Holdco, LLC, 183462, PSDTX1704, and GHGPSDTX271 — Texas Commission on Environmental Quality, Aug 12, 2026 · retrieved Oct 11, 2026primaryIndependentDate is the page's last-updated date.
43.Cancellation of Public Meeting — Fermi Equipment Holdco, LLC: Proposed Permit Nos. 183462, PSDTX1704 & GHGPSDTX271 — Texas Commission on Environmental Quality, Aug 11, 2026 · retrieved Oct 11, 2026primaryIndependent
44.Fermi America Files Second Clean Air Permit Application with TCEQ for 5 GW of Additional Power for its Project Matador Private Grid — Fermi America (PR Newswire, via Placera), Mar 27, 2026 · retrieved Oct 11, 2026primaryVendorThe release's bullet points date the first permit to February 25, 2025, while its text says "last month"; the TCEQ agenda date is February 25, 2026.
45.Approval of Subzone Status; Fermi, Inc.; Panhandle, Texas (91 FR 53600) — Federal Register (Foreign-Trade Zones Board), Aug 19, 2026 · retrieved Oct 10, 2026primaryIndependentText read from the Federal Register full-text version of FR Doc. 2026-16907.
46.Carson County backs Fermi tax abatement after public debate — Amarillo Globe-News (via Yahoo News), Oct 28, 2025 · retrieved Oct 11, 2026newsIndependentSyndicated copy of the Globe-News article.
47.Panhandle ISD approves key agreements for Fermi data center in Carson County — NewsChannel 10 (KFDA), Nov 6, 2025 · retrieved Oct 11, 2026newsIndependent
48.Fermi America Executes Electric Service Agreement with Southwestern Public Service Company, a Subsidiary of Xcel Energy, Securing Up to 200 MW of Power — Fermi America (press release, via StockTitan), Dec 5, 2025 · retrieved Oct 25, 2026primaryVendor
49.Fermi Inc. Form 8-K, filed July 15, 2026 (5.00% convertible senior notes due 2031) — Fermi Inc. (via SEC EDGAR), Jul 15, 2026 · retrieved Oct 25, 2026primarySubject-authored
50.Fermi Signs Credit Support Agreement with AMD and Announces Partnership — Fermi Inc. (press release, via Newswire.com), Oct 13, 2026 · retrieved Oct 17, 2026primaryVendor
51.Community Questions — Fermi America (company website), Sep 1, 2026 · retrieved Oct 25, 2026primarySubject-authoredCompany FAQ on water, power, air, traffic, jobs, taxes and safety; used only for attributed company statements.
52.Digging into Fermi's filings - Carson County roads and company leadership — Amarillo Tribune, Oct 8, 2025 · retrieved Oct 25, 2026newsIndependentQuotes Fermi's NRC environmental report; the NRC project page now lists the Part 1 environmental report as "submission withdrawn" (replaced by the applicant-prepared EIS).
53.Jobs, Energy, Technology and Innovation Act (JETI) applications list — Texas Comptroller of Public Accounts, Oct 25, 2026 · retrieved Oct 25, 2026datasetIndependentPage has no publication date; date is the retrieval date. Searched for Fermi, Matador, Carson and Panhandle with no match.
54.Fermi Inc. Form 8-K, October 16, 2026 (Limited Waiver and Amendment No. 1, MUFG equipment loan) — Fermi Inc. (via SEC EDGAR), Oct 16, 2026 · retrieved Oct 17, 2026primarySubject-authored
55.Fermi Inc. Form 8-K (Item 8.01, first tenant advance agreement), filed December 12, 2025 — Fermi Inc. (via SEC EDGAR), Dec 12, 2025 · retrieved Oct 11, 2026primarySubject-authored
56.Fermi delivers Siemens turbines with 780 MW combined capacity to Texas AI campus — Yahoo Finance, Sep 21, 2026 · retrieved Oct 25, 2026newsIndependent
57.Fermi Selects NAES to Operate Project Matador's Natural Gas Fleet — Fermi America (company website), Sep 28, 2026 · retrieved Oct 25, 2026primarySubject-authored
58.Letter of Intent – Freedom and Independence Advanced Energy and Intelligence Campus (to Parkhill Smith & Cooper) — City of Amarillo, Jun 27, 2025 · retrieved Oct 9, 2026primarySubject-authoredLetter dated 6/27/2025, signed by Assistant City Manager Donny Hooper; posted to the City website in November 2025.