Mar 12, 2026
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1 min read
PLUS: RWE steers €17B to the U.S., Duke locks $2.3B in Carolinas merger savings, ArcLight buys into a 5.4 GW thermal fleet, Cypress Creek takes a 2.45 GW Arkansas mega-project, and ~$2.5B of upstream equity prices in one week
Mar 5, 2026
PLUS: TerraPower gets its construction permit, Iran shuts Hormuz and oil spikes, the White House locks in a hyperscaler fair-share pledge, and Entergy says data centers saved its customers $5B
Mar 3, 2026
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 26, 2026
PLUS: Google/Xcel deploy Form Energy's 30 GWh iron-air battery, Engie buys UK Power Networks for £10.5B, Sempra raises capex 16%, and Cheniere signs a 24-year LNG deal
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 24, 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 19, 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
Feb 17, 2026
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
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