TXU alone wanted to build 11 new coal plants. 8 of those have been slashed.
In Texas right now we are not expanding capacity in production to meet what is predicted as being the future demand. It really is not a complicated concept.
They also built refineries in the last years, but not enough to keep up with demand. Interesting little fact is that since the 1970s no firm has gotten a federal permit to build a new nuclear power plant until this year (30 years)! But you're right, I’m probably just imagining that energy policy is being dictated by trendy political whims. As stated earlier, California is proof of that.