Feb 5, 2026
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1 min read
PLUS: Alphabet says power is the binding constraint on AI. KKR bets S$13.8B it can own the answer, AEP shows the 20-year fuel cell playbook and Ørsted keeps trimming
Jan 29, 2026
PLUS: Meta & Corning's $6B fiber deal, TotalEnergies restarts Mozambique LNG, Digital Edge's $4.5B Indonesia campus, Redwood's $425M Series E
Jan 27, 2026
PLUS: Nuclear fuel heats up, Alaska LNG hits milestones, and Sheffield joins the Coterra fight
Jan 22, 2026
15 min read
PLUS: Zanskar raises $115mm, Sage raises $97mm, NGP backs Liminal, Gevo credits, Black Bay closes $425mm, Chevron expansion, Lime Rock backs Athena,
PLUS: OpenAI-Cerebras, Clearway PPAs with Google, Noveon raises $215mm, KHNP-TerraPower, Syzygy-Trafigura, Tailwater non-op
Jan 20, 2026
PLUS: Origis-Meta solar, Renewa raises $502mm, CyrusOne-Eolian, X-energy, Ormat geothermal, Denham backs Gray Oak
Jan 15, 2026
PLUS: OpenAI-SoftBank SB energy, ENGIE-Ares renewables, Aspen and Heelstone score $200mm, Ormat geothermal for DC, compression closes
Jan 13, 2026
PLUS: Targa closes, Vickery buys assets, Lotus buys CCGT, BHE-Transource MISO transmission, landfill to community solar, Corteva and bp JV, Noveon-Kangwon-LG
Jan 8, 2026
PLUS: Blackstone buys ATG, CLR expands in VM, Vantage-Liberty DC power, South Wind's $1B commitment, HASI-Sunrun, Ormat solar + storage
Jan 6, 2026
PLUS: Dominion and Orsted fight for wind projects, Oxy closes OxyChem sale to Buffet, BKR and Cactus closes
Jan 2, 2026
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