Oct 1, 2026
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4 min read
PLUS: Senators file a permitting bill, the U.S. leans on Europe's diesel stocks, FERC pushes back PJM's backstop, Amazon signs for Calvert Cliffs, and Magnolia guides post-WildFire
Sep 24, 2026
Oracle invokes force majeure on Jupiter, BP circles Devon's Eagle Ford, Select buys Pilot for $700M, Fervo reaches first power, and SoftBank sells the biggest junk bond on record
Sep 22, 2026
South Korea picks a $20B Texas gas plant, Aramco plans a gas division, New Era posts up to $199M for Vistra power, Google backs Georgia's nuclear uprates, and TC Energy sells its Manzanillo pipe for $400M
Sep 17, 2026
PLUS: CleanSpark takes Meta's lease to the bond market, Holtec pulls its IPO, Plains buys Silver Creek for $585M, Chord exits the Marcellus, and Continental signs Ayacucho 2
PLUS: New Fortress hands creditors 87%, Yanbu stops loading Saudi crude, Forgent books $1.5B of Q4 orders, BKV closes the Barnett without a price, and EPA repeals the power-plant carbon rule
Sep 15, 2026
PLUS: Microsoft plans 38 GW by 2032, Kinetik explores a sale, Constellation buys RISEC for $715M, Google contracts half of Loviisa through 2049, and WTI settles above $100
Sep 10, 2026
PLUS: DOE closes $1.9B for Duane Arnold, Amazon's Qualcomm warrant vests on $60B of purchases, Galaxy splits 4.2 GW across Batch Zero, Papua LNG cuts $4B and hands Exxon the keys, and CENTCOM sinks five Iranian tankers
Sep 8, 2026
PLUS: Diversified makes Birch pay for its own purchase, Flex takes EPC Power off Goldman Sachs Alternatives for $4.4B, Broadcom's AI quarter is 56% of the company, FuelCell books an option as backlog, and Cipher lays the gas pipe first
Sep 3, 2026
PLUS: SB Energy files $439B of backlog with zero data centers, Dell's AI backlog tops its guide, Apollo funds ONEOK and sells SLB its cooling, Google signs 396 MW of Fervo, and WTI settles above $90
Sep 1, 2026
PLUS: a DOE screen lands on foreign grid gear, KKR and Apollo fund Enbridge's Westcoast, the Army picks five microreactor vendors, Georgia clears OpenAI's 3.2 GW, and NVIDIA's data centers hit $89B
Aug 27, 2026
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