Apr 30, 2026
•
21 min read
PLUS: NEW SUNYA REPORT - GAS TO AI. Entergy goes $57B for Meta; OG&E writes Google's Oklahoma tariff; Hut 8 prices $3.25B at River Bend; PJM swamped with 220 GW; CAT backlog hits $62.7B record
Apr 23, 2026
20 min read
PLUS: Applied Digital, Golden Pass, TerraPower, EIV raises, Lime Rock New Energy raises, Fermi drama, EQT earnings
Apr 21, 2026
19 min read
PLUS: Fervo files geothermal S-1, Tenaska signs 20-year BESS with TVA, VAALCO buys Congo gas assets, Rolls-Royce lands first Western SMR reference plant
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
PLUS: IEA flips 2026 from surplus to stress, Chevron deepens Venezuela, Halliburton lands Vaca Muerta, EPA clears two Midwest CCS wells
Apr 14, 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
Apr 9, 2026
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
Join over 70,000 subscribers.
