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
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
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
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
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
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
PLUS: Kentucky clears TeraWulf's 482 MW campus, Gunvor circles Silver Hill's Haynesville, Woodside retires its 2030 new-energy target, nVent buys Maverick Power, and RUM sells $13.7B it cannot fund
PLUS: Mitsubishi buys the software behind 60% of U.S. generation, Amazon offers to pay Louisiana's grid bill, Nebius prices $5B of converts, Beusa locks 4.2 GW of turbines, and Sempra exits Mexico
