Mar 24, 2026
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1 min read
PLUS: NextEra lands 10 GW of gas across Texas and Pennsylvania, Google signs 1 GW of data-center demand response, GulfTex closes a $1.0B Eagle Ford recap, and Doral lands ~$900M for a Texas solar + storage project.
Mar 17, 2026
PLUS: Venture Global locks $20.7B for CP2, Google-DTE inks 2.7 GW Michigan deal, Bell unveils $1.7B Saskatchewan AI campus, DOE opens $1.9B SPARK fund
Mar 12, 2026
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 10, 2026
PLUS: Atlas locks 1.4 GW of Caterpillar gas generation, Texas LNG signs Kiewit EPC, Woodside and Pemex kick off Trion drilling, and Aypa closes C$700M for Ontario battery storage
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 5, 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
Mar 3, 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
Feb 26, 2026
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
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