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$100 Billion in Paducah

Jul 30, 2026

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4 min read

$100 Billion in Paducah

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

THE LATEST


Jul 23, 2026

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4 min read

Brookfield's Battery Bet

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 21, 2026

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4 min read

All-In on Giddings

PLUS: Aligned's $40B close, ADNOC's $6.2B Umm Shaif FID, EQT ties Appalachian gas to PJM power, and Hut 8 fills Beacon Point

Jul 16, 2026

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5 min read

The Equipment Layer

PLUS: Mitsubishi's $5.2B Haynesville close, FERC's data-center reliability order, Oaktree's Nebius fuel cells, and Google's record Arkansas solar.

TRENDING


All-In on Giddings

All-In on Giddings

PLUS: Aligned's $40B close, ADNOC's $6.2B Umm Shaif FID, EQT ties Appalachian gas to PJM power, and Hut 8 fills Beacon Point

Jul 21, 2026

The Equipment Layer

The Equipment Layer

PLUS: Mitsubishi's $5.2B Haynesville close, FERC's data-center reliability order, Oaktree's Nebius fuel cells, and Google's record Arkansas solar.

Jul 16, 2026

Renting the Balance Sheet

Renting the Balance Sheet

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 14, 2026

2GW on credit

2GW on credit

PLUS: AEP Texas' $3.26B federal loan, Meta names itself Greenlight's customer, Baker Hughes sweeps Sabine Pass, and Avantus closes $525M in Kern County.

Jul 9, 2026

Miners Turned Landlords

Miners Turned Landlords

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 7, 2026

Greenlight

Greenlight

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.

Jul 2, 2026

$25 Billion

$25 Billion

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.

Jun 30, 2026

One Slot, Five Shots

One Slot, Five Shots

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

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