Jun 2, 2026
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4 min read
NextEra's $1.3B Caliber buy, IREN's $3.65B GPU financing, Hallador's turbine grab, and Urenco's enrichment expansion.
May 26, 2026
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
5 min read
Devon spends $2.6B on federal Permian acres. Applied Digital crosses 1 GW. NGP plants a flag in European storage
May 19, 2026
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.
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
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
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
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
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
PLUS: Shell buys ARC for $16.4B; Kimmeridge presses Devon's post-merger board, Enterprise adds plants, Solaris behind the meter
Apr 28, 2026
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