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Pipeline to the Cloud

Feb 17, 2026

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1 min read

Pipeline to the Cloud

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

THE LATEST


Feb 10, 2026

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1 min read

Google's Gigawatt

PLUS: Expand's move to Houston, Duke's $103B buildout, a $5.8B offshore mega-merger, and the first lithium from Permian produced water in half a century

Feb 5, 2026

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1 min read

$175 Billion Needs a Plug

PLUS: Alphabet says power is the binding constraint on AI. KKR bets S$13.8B it can own the answer, AEP shows the 20-year fuel cell playbook and Ørsted keeps trimming

Feb 3, 2026

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1 min read

Devon + Coterra

PLUS: A $58B merger, transformer buildouts from GE Vernova and Siemens, and Avalanche Energy's fusion milestone, Vista buys Equinor VM

TRENDING


$175 Billion Needs a Plug

$175 Billion Needs a Plug

PLUS: Alphabet says power is the binding constraint on AI. KKR bets S$13.8B it can own the answer, AEP shows the 20-year fuel cell playbook and Ørsted keeps trimming

Feb 5, 2026

Devon + Coterra

Devon + Coterra

PLUS: A $58B merger, transformer buildouts from GE Vernova and Siemens, and Avalanche Energy's fusion milestone, Vista buys Equinor VM

Feb 3, 2026

Carlyle scores

Carlyle scores

PLUS: Meta & Corning's $6B fiber deal, TotalEnergies restarts Mozambique LNG, Digital Edge's $4.5B Indonesia campus, Redwood's $425M Series E

Jan 29, 2026

NVIDIA Bets $2B on CoreWeave

NVIDIA Bets $2B on CoreWeave

PLUS: Nuclear fuel heats up, Alaska LNG hits milestones, and Sheffield joins the Coterra fight

Jan 27, 2026

$200ish mil for geothermal

$200ish mil for geothermal

PLUS: Zanskar raises $115mm, Sage raises $97mm, NGP backs Liminal, Gevo credits, Black Bay closes $425mm, Chevron expansion, Lime Rock backs Athena,

Jan 22, 2026

Mitsubishi buys Aethon

Mitsubishi buys Aethon

PLUS: OpenAI-Cerebras, Clearway PPAs with Google, Noveon raises $215mm, KHNP-TerraPower, Syzygy-Trafigura, Tailwater non-op

Jan 20, 2026

Talen buys $3.5bn of gas power

Talen buys $3.5bn of gas power

PLUS: Origis-Meta solar, Renewa raises $502mm, CyrusOne-Eolian, X-energy, Ormat geothermal, Denham backs Gray Oak

Jan 15, 2026

Zuck goes nuclear

Zuck goes nuclear

PLUS: OpenAI-SoftBank SB energy, ENGIE-Ares renewables, Aspen and Heelstone score $200mm, Ormat geothermal for DC, compression closes

Jan 13, 2026

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