Jul 14, 2026
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5 min read
PLUS: PJM clears at the cap and stays 6.8 GW short, Meta's 5 GW Hyperion, GIP buys Summit Ridge, and ePointZero's $2.25B U.S. entry
Jul 7, 2026
4 min read
PLUS: MasTec's $1.65B Superior buy, PJM's demand-response save below record, Germany's 24 TWh gas reserve, and Trans Mountain's toll settlement.
Jul 2, 2026
PLUS: KKR's $4.2B EDF renewables buy, Yara's Gulf Coast ammonia bet, PJM's record heat peak, and Transocean's $1B Equinor rigs.
Jun 30, 2026
PLUS: Air Products' $2.9B hydrogen write-down, Talos buys Shell's Gulf barrels, Matador completes its Delaware gas loop, and Digital Realty takes out Blackstone.
PLUS: DOE's $17.5B AP1000 down payment, Vår's cheap North Sea barrels, Trace Midstream Delaware, and Vistra's 860 MW in West Texas
Jun 25, 2026
Chevron signs a 20-year, 2.67 GW deal to power Microsoft's West Texas AI campus — off-grid, on Permian gas. PLUS: Energy Fuels' $1.9B mine-to-magnet buy, NatPower + Tesla's 25 GWh Europe pact, and CRH's $8.5B Arcosa deal
Jun 23, 2026
PLUS: Marubeni buys a Barnett-to-AI gas chain, Elementl files Ohio nuclear into PJM, Frontier adds Anthropic to a $1.8B carbon-removal pool, and Energy Fuels lands a $725M rare-earths loan.
Jun 18, 2026
PLUS: Equinor doubles buybacks, Google pledges to pay its own Alabama power bill, Rolls-Royce wins Sweden's reactors, and SRP flips on a 1,000 MWh Mesa battery
Jun 16, 2026
PLUS: Cypress Creek's $3.5B Arkansas solar close, Sempra routes $7B of Texas wires into Oncor, Sixth Street buys LOGOS for ~$1B, and Gunvor backs a Haynesville exit
Jun 11, 2026
PLUS: Applied Digital's $5.2B AI lease, Eni/PETRONAS launch a $20B+ gas JV, Coral Norte FLNG doubles Mozambique's hub, and WhiteHawk's $200M royalty IPO.
Jun 9, 2026
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