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Floating FID

Jun 4, 2026

•

4 min read

Floating FID

PLUS: Drax's £1.08B Bluefield take-private, TransAlta's $1.0B Colorado peakers, Google's 1 GW Panhandle complex, and Parex closes Frontera.

THE LATEST


May 28, 2026

•

3 min read

Buying the Power Desk

PLUS: Cheniere taps Bechtel for Sabine Pass, DTE books 6 GWh of Michigan batteries, and Newcleo heads for Nasdaq

May 26, 2026

•

4 min read

NOG Goes North

PLUS: TeraWulf crosses 1 GW in Kentucky, I Squared seeds a $1B AI-inference platform, and Google signs its second power PPA this week

May 21, 2026

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5 min read

$4B for dirt

Devon spends $2.6B on federal Permian acres. Applied Digital crosses 1 GW. NGP plants a flag in European storage

TRENDING


NOG Goes North

NOG Goes North

PLUS: TeraWulf crosses 1 GW in Kentucky, I Squared seeds a $1B AI-inference platform, and Google signs its second power PPA this week

May 26, 2026

$4B for dirt

$4B for dirt

Devon spends $2.6B on federal Permian acres. Applied Digital crosses 1 GW. NGP plants a flag in European storage

May 21, 2026

Bigger Than ERCOT

Bigger Than ERCOT

PLUS: Caturus FIDs Commonwealth LNG at $21.25B, MISO awards $1.66B of 765-kV transmission, Dow/X-energy clear the NRC, and Armada raises at $2B pre.

May 19, 2026

Backlog to Balance Sheet

Backlog to Balance Sheet

PLUS: Fervo pops 33% in its Nasdaq debut, EagleRock takes Permian land public, Blackstone REIT raises $1.75B, Canada unveils a C$1T grid plan, and IEA flips to a 1.78 MMbbl/d deficit

May 14, 2026

Fast-Power Bid

Fast-Power Bid

PLUS: Venture Global lifts the year on $4.51/MMBtu, Fervo prices at $7.66B, Ford pivots EV capacity to a 20 GWh grid line, and Nscale finances 230 MW in Norway.

May 12, 2026

Skin in the Queue

Skin in the Queue

LUS: Hut 8 signs $9.8B AI lease, Diversified-Carlyle buy Camino's PDPs, Cheniere lifts the year, WES buys Brazos Delaware

May 7, 2026

Signed Megawatts

Signed Megawatts

PLUS: Meta lines up $13B at El Paso, HASI carves RNG out of Ameresco, Jonah-led trio takes Scout's Anadarko gas system,

May 5, 2026

Buying the stack

Buying the stack

PLUS: NEW SUNYA REPORT - GAS TO AI. Entergy goes $57B for Meta; OG&E writes Google's Oklahoma tariff; Hut 8 prices $3.25B at River Bend; PJM swamped with 220 GW; CAT backlog hits $62.7B record

Apr 30, 2026

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