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All-In on Giddings

Jul 21, 2026

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4 min read

All-In on Giddings

PLUS: Aligned's $40B close, ADNOC's $6.2B Umm Shaif FID, EQT ties Appalachian gas to PJM power, and Hut 8 fills Beacon Point

THE LATEST


Jul 14, 2026

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5 min read

Renting the Balance Sheet

PLUS: PJM clears at the cap and stays 6.8 GW short, Meta's 5 GW Hyperion, GIP buys Summit Ridge, and ePointZero's $2.25B U.S. entry

Jul 9, 2026

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4 min read

2GW on credit

PLUS: AEP Texas' $3.26B federal loan, Meta names itself Greenlight's customer, Baker Hughes sweeps Sabine Pass, and Avantus closes $525M in Kern County.

Jul 7, 2026

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4 min read

Miners Turned Landlords

PLUS: MasTec's $1.65B Superior buy, PJM's demand-response save below record, Germany's 24 TWh gas reserve, and Trans Mountain's toll settlement.

TRENDING


2GW on credit

2GW on credit

PLUS: AEP Texas' $3.26B federal loan, Meta names itself Greenlight's customer, Baker Hughes sweeps Sabine Pass, and Avantus closes $525M in Kern County.

Jul 9, 2026

Miners Turned Landlords

Miners Turned Landlords

PLUS: MasTec's $1.65B Superior buy, PJM's demand-response save below record, Germany's 24 TWh gas reserve, and Trans Mountain's toll settlement.

Jul 7, 2026

Greenlight

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.

Jul 2, 2026

$25 Billion

$25 Billion

PLUS: Air Products' $2.9B hydrogen write-down, Talos buys Shell's Gulf barrels, Matador completes its Delaware gas loop, and Digital Realty takes out Blackstone.

Jun 30, 2026

One Slot, Five Shots

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 25, 2026

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

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