Mar 3, 2026
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1 min read
PLUS: Brent spikes to $85 as Iran closes Hormuz, TotalEnergies/AllianzGI's €500M German BESS deal, PJM's fast-track interconnection lane, and OpenAI raises $110B to scale Stargate
Feb 24, 2026
Google goes electrons-first in Texas. AMD lands a $100B+ Meta deal. Amazon drops $12B on Louisiana. And the grid equipment makers are ramping.
Feb 19, 2026
PLUS: SM/Caturus $950M, Denison's Wheeler River greenlight, $200M in grid hardware raises, record midstream earnings, and 10+ E&P and utility reports drop
Feb 17, 2026
PLUS: PGE's $1.9B Washington grid buy, Ormat–Google 150 MW geothermal PPA, Adani's $100B AI data center plan, TRISO-X gets first HALEU license in 50+ years, and $1B+ in solar and storage financings close
PLUS: NEW pod with Dan Pickering, Chevron enters Libya, AEP doubles its data-center load to 56 GW, Siemens rides the AI infrastructure wave, and behind-the-meter power orders pile up
Feb 12, 2026
PLUS: Expand's move to Houston, Duke's $103B buildout, a $5.8B offshore mega-merger, and the first lithium from Permian produced water in half a century
Feb 10, 2026
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
Feb 5, 2026
PLUS: A $58B merger, transformer buildouts from GE Vernova and Siemens, and Avalanche Energy's fusion milestone, Vista buys Equinor VM
Feb 3, 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 29, 2026
PLUS: Nuclear fuel heats up, Alaska LNG hits milestones, and Sheffield joins the Coterra fight
Jan 27, 2026
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