Sep 15, 2026
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4 min read
PLUS: New Fortress hands creditors 87%, Yanbu stops loading Saudi crude, Forgent books $1.5B of Q4 orders, BKV closes the Barnett without a price, and EPA repeals the power-plant carbon rule
Sep 8, 2026
PLUS: DOE closes $1.9B for Duane Arnold, Amazon's Qualcomm warrant vests on $60B of purchases, Galaxy splits 4.2 GW across Batch Zero, Papua LNG cuts $4B and hands Exxon the keys, and CENTCOM sinks five Iranian tankers
Sep 3, 2026
PLUS: Diversified makes Birch pay for its own purchase, Flex takes EPC Power off Goldman Sachs Alternatives for $4.4B, Broadcom's AI quarter is 56% of the company, FuelCell books an option as backlog, and Cipher lays the gas pipe first
Sep 1, 2026
PLUS: SB Energy files $439B of backlog with zero data centers, Dell's AI backlog tops its guide, Apollo funds ONEOK and sells SLB its cooling, Google signs 396 MW of Fervo, and WTI settles above $90
PLUS: a DOE screen lands on foreign grid gear, KKR and Apollo fund Enbridge's Westcoast, the Army picks five microreactor vendors, Georgia clears OpenAI's 3.2 GW, and NVIDIA's data centers hit $89B
Aug 27, 2026
PLUS: Kentucky clears TeraWulf's 482 MW campus, Gunvor circles Silver Hill's Haynesville, Woodside retires its 2030 new-energy target, nVent buys Maverick Power, and RUM sells $13.7B it cannot fund
Aug 25, 2026
PLUS: Mitsubishi buys the software behind 60% of U.S. generation, Amazon offers to pay Louisiana's grid bill, Nebius prices $5B of converts, Beusa locks 4.2 GW of turbines, and Sempra exits Mexico
Aug 20, 2026
PLUS: five partners sanction Solitude to Katy, Exxon hands Targa 20 years of Permian growth, Equinor buys 1,483 MW inside PJM, and KKR bids $9B for UGI, Hydro-Québec locks Labrador power at 6 cents
Aug 18, 2026
PLUS: WhiteHawk spends some IPO, Golar orders a $2.45B FLNG with no charter, PJM moves to curtail unbacked data centers, CoreWeave's book outruns its power, and Vantage weighs a $100B IPO
Aug 13, 2026
PLUS: Phillips 66 and Kinder Morgan sanction Western Gateway, Anthropic orders 470 MW from ERock, NVIDIA lines up $500B of compute financing, Fermi signs TensorWave at Matador, and EIA cuts its Texas load forecast
Aug 11, 2026
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