Oct 8, 2026
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4 min read
PLUS: Isaias shuts in 63% of Gulf oil, BKV orders turbines before its PPA, Chevron agrees to exit Hess Midstream, Galp beats Venture Global in arbitration, Applied Digital signs a 1.2 GW gas PPA
Oct 1, 2026
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 29, 2026
PLUS: Anthropic's leaked prospectus shows $518B it mostly can't cancel, LNG Canada doubles Kitimat, TVA gets the first SMR construction permit, GeoPark lays out $7B plan for Bare, and DOE reoffers the last SPR barrels
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
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 22, 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
Sep 17, 2026
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
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