Apr 23, 2026
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20 min read
PLUS: Applied Digital, Golden Pass, TerraPower, EIV raises, Lime Rock New Energy raises, Fermi drama, EQT earnings
Apr 16, 2026
22 min read
PLUS: Spire sells 72 Bcf to I Squared, Microsoft maps 3,200 acres in Cheyenne, Greece preps its first offshore well in 40 years, Switch hits $4.2B in datacenter ABS
Apr 14, 2026
1 min read
PLUS: IEA flips 2026 from surplus to stress, Chevron deepens Venezuela, Halliburton lands Vaca Muerta, EPA clears two Midwest CCS wells
Apr 9, 2026
PLUS: New Jersey nuclear, CAISO's $7B grid plan, 2PointZero's $2.25B pipeline buy, Rehlko locks 1.25 GW, Fervo's geothermal supply chain
PLUS: NEW SUNYA REPORT, Anthropic books 3.5 GW of next-gen TPU capacity, Seadrill locks another Búzios extension, Crane restart hits a PJM wall, and ArcLight closes $3.9B Fund VIII
Apr 7, 2026
PLUS: WEC's Wisconsin AI build, Golden Pass LNG to Italy, TotalEnergies–Masdar JV, Spire–Duke swap, and Valar Atomics' $2B raise
Apr 2, 2026
PLUS: Constellation tees up the post-Calpine power stack, Meta rewires Louisiana with 5 GW of gas-fired data-center load, Coastal GasLink Phase 2 gets a framework, and Cheniere hits Train 5 ahead of schedule.
Mar 31, 2026
PLUS: CLR and Mercuria break ground on 452 MW of gas-fired generation in the Permian, Zelestra closes $600M of Meta-backed solar financing, Brookfield takes Boralex private for C$9B, Crusoe locks 12 GWh of iron-air storage for AI data centers, and Equinor starts drilling a $9B gas project in Brazil.
Mar 26, 2026
PLUS: NextEra lands 10 GW of gas across Texas and Pennsylvania, Google signs 1 GW of data-center demand response, GulfTex closes a $1.0B Eagle Ford recap, and Doral lands ~$900M for a Texas solar + storage project.
Mar 24, 2026
PLUS: Fervo closes $421M non-recourse geothermal debt, Ormat upsizes to $875M in convertibles, Constellation sells 4.4 GW to LS Power for $5B, New Fortress restructures $5.7B, Eni takes dual Indonesia FIDs.
Mar 19, 2026
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