Archive | Sunya Scoop

1,100 Megawatts

PLUS: Halliburton guides higher without a frac recovery, Saturn buys Corex for C$302M, EnCap raises a record $3.5B minerals continuation vehicle, AEP and Amazon study 12 SMRs in Indiana, and Virginia’s governor sets terms for Dominion–NextEra

$17.2 Billion

PLUS: The IEA speeds up its diesel release, National Fuel spins off its upstream, AEP builds fuel cells for Google, TotalEnergies flags a refining windfall, and Flatiron finances an $850M Boston battery

222 Megawatts

PLUS: A Houthi missile hits Aramco’s headquarters, Enerflex books another gigawatt, BP flags up to $4.5B of impairments, FERC guts PJM’s large-load plan, and Shell buys into Bay du Nord

$4.22 Billion

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

2.7 Gigawatts

PLUS: Google pays Constellation for 890 MW of uprates, Emera and Canadian Utilities merge at C$72B, Energy Transfer buys Vaquero for $2.625B, Cenovus buys Athabasca, and Centalion buys Silver Hill’s Haynesville gas

6.47 Gigawatts

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

Regardless of Usage

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

Force Majeure

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

Permit Freeze

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