Aug 27, 2026
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4 min read
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 20, 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 18, 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 13, 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
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
PLUS: Two pipelines book 2.2 Bcf/d before FERC, RWE trades offshore wind for LNG, Constellation books 920 MW of nuclear, Solaris signs an 18-year AI plant, and Oncor sizes the Texas queue
Aug 6, 2026
PLUS: Williams' $5.5B Momentum buy, TotalEnergies takes Shell's European renewables, NRG's 1.2 GW hyperscaler, Prysmian buys Atkore for $3.8B, and David Harris takes over at NEQ
Aug 4, 2026
PLUS: $15B for Anthropic's Texas gas campus, Blackbeard's $2.2B Permian land play, Quanta's $53.4B backlog, CFS raises $1B, and TC Energy sanctions 0.7 Bcf/d
Jul 30, 2026
PLUS: AMD books 530 MW from Core Scientific, Expand buys Twin Eagle for $1.25B, Bloom clears $1B in a quarter, Kuwait leases 13 pipelines to Blackstone, INNIO lands 1.1 GW of gas engines
Jul 28, 2026
PLUS: OpenAI's 3.2 GW Georgia power test, GE Vernova's $24.2B order book, Matador's $1.275B Delaware buy, and Iberdrola grabs Finland's grid.
Jul 23, 2026
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