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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.

THE LATEST


Jun 11, 2026

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5 min read

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 9, 2026

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4 min read

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 4, 2026

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4 min read

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.

TRENDING


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

NOG Goes North

NOG Goes North

PLUS: TeraWulf crosses 1 GW in Kentucky, I Squared seeds a $1B AI-inference platform, and Google signs its second power PPA this week

May 26, 2026

$4B for dirt

$4B for dirt

Devon spends $2.6B on federal Permian acres. Applied Digital crosses 1 GW. NGP plants a flag in European storage

May 21, 2026

Bigger Than ERCOT

Bigger Than ERCOT

PLUS: Caturus FIDs Commonwealth LNG at $21.25B, MISO awards $1.66B of 765-kV transmission, Dow/X-energy clear the NRC, and Armada raises at $2B pre.

May 19, 2026

Backlog to Balance Sheet

Backlog to Balance Sheet

PLUS: Fervo pops 33% in its Nasdaq debut, EagleRock takes Permian land public, Blackstone REIT raises $1.75B, Canada unveils a C$1T grid plan, and IEA flips to a 1.78 MMbbl/d deficit

May 14, 2026

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