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
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
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
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
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
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
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
