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Greenlight

Jul 2, 2026

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5 min read

Greenlight

PLUS: KKR's $4.2B EDF renewables buy, Yara's Gulf Coast ammonia bet, PJM's record heat peak, and Transocean's $1B Equinor rigs.

THE LATEST


Jun 25, 2026

•

4 min read

One Slot, Five Shots

PLUS: DOE's $17.5B AP1000 down payment, Vår's cheap North Sea barrels, Trace Midstream Delaware, and Vistra's 860 MW in West Texas

Jun 23, 2026

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4 min read

Permian Power

Chevron signs a 20-year, 2.67 GW deal to power Microsoft's West Texas AI campus — off-grid, on Permian gas. PLUS: Energy Fuels' $1.9B mine-to-magnet buy, NatPower + Tesla's 25 GWh Europe pact, and CRH's $8.5B Arcosa deal

Jun 18, 2026

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5 min read

Show clause

PLUS: Marubeni buys a Barnett-to-AI gas chain, Elementl files Ohio nuclear into PJM, Frontier adds Anthropic to a $1.8B carbon-removal pool, and Energy Fuels lands a $725M rare-earths loan.

TRENDING


Permian Power

Permian Power

Chevron signs a 20-year, 2.67 GW deal to power Microsoft's West Texas AI campus — off-grid, on Permian gas. PLUS: Energy Fuels' $1.9B mine-to-magnet buy, NatPower + Tesla's 25 GWh Europe pact, and CRH's $8.5B Arcosa deal

Jun 23, 2026

Show clause

Show clause

PLUS: Marubeni buys a Barnett-to-AI gas chain, Elementl files Ohio nuclear into PJM, Frontier adds Anthropic to a $1.8B carbon-removal pool, and Energy Fuels lands a $725M rare-earths loan.

Jun 18, 2026

$2.2B in the Pipe

$2.2B in the Pipe

PLUS: Equinor doubles buybacks, Google pledges to pay its own Alabama power bill, Rolls-Royce wins Sweden's reactors, and SRP flips on a 1,000 MWh Mesa battery

Jun 16, 2026

The Power Wrapper

The Power Wrapper

PLUS: Cypress Creek's $3.5B Arkansas solar close, Sempra routes $7B of Texas wires into Oncor, Sixth Street buys LOGOS for ~$1B, and Gunvor backs a Haynesville exit

Jun 11, 2026

Charged Land

Charged Land

PLUS: Applied Digital's $5.2B AI lease, Eni/PETRONAS launch a $20B+ gas JV, Coral Norte FLNG doubles Mozambique's hub, and WhiteHawk's $200M royalty IPO.

Jun 9, 2026

Floating FID

Floating FID

PLUS: Drax's £1.08B Bluefield take-private, TransAlta's $1.0B Colorado peakers, Google's 1 GW Panhandle complex, and Parex closes Frontera.

Jun 4, 2026

$80 Billion for Compute

$80 Billion for Compute

NextEra's $1.3B Caliber buy, IREN's $3.65B GPU financing, Hallador's turbine grab, and Urenco's enrichment expansion.

Jun 2, 2026

Buying the Power Desk

Buying the Power Desk

PLUS: Cheniere taps Bechtel for Sabine Pass, DTE books 6 GWh of Michigan batteries, and Newcleo heads for Nasdaq

May 28, 2026

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