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$175 Billion Needs a Plug

$175 Billion Needs a Plug

PLUS: Alphabet says power is the binding constraint on AI. KKR bets S$13.8B it can own the answer, AEP shows the 20-year fuel cell playbook and Ørsted keeps trimming

Devon + Coterra

Devon + Coterra

PLUS: A $58B merger, transformer buildouts from GE Vernova and Siemens, and Avalanche Energy's fusion milestone, Vista buys Equinor VM

Carlyle scores

Carlyle scores

PLUS: Meta & Corning's $6B fiber deal, TotalEnergies restarts Mozambique LNG, Digital Edge's $4.5B Indonesia campus, Redwood's $425M Series E

NVIDIA Bets $2B on CoreWeave

NVIDIA Bets $2B on CoreWeave

PLUS: Nuclear fuel heats up, Alaska LNG hits milestones, and Sheffield joins the Coterra fight

$200ish mil for geothermal

$200ish mil for geothermal

PLUS: Zanskar raises $115mm, Sage raises $97mm, NGP backs Liminal, Gevo credits, Black Bay closes $425mm, Chevron expansion, Lime Rock backs Athena,

Mitsubishi buys Aethon

Mitsubishi buys Aethon

PLUS: OpenAI-Cerebras, Clearway PPAs with Google, Noveon raises $215mm, KHNP-TerraPower, Syzygy-Trafigura, Tailwater non-op

Talen buys $3.5bn of gas power

Talen buys $3.5bn of gas power

PLUS: Origis-Meta solar, Renewa raises $502mm, CyrusOne-Eolian, X-energy, Ormat geothermal, Denham backs Gray Oak

Zuck goes nuclear

Zuck goes nuclear

PLUS: OpenAI-SoftBank SB energy, ENGIE-Ares renewables, Aspen and Heelstone score $200mm, Ormat geothermal for DC, compression closes

Pattern to acquire Cordelio

Pattern to acquire Cordelio

PLUS: Targa closes, Vickery buys assets, Lotus buys CCGT, BHE-Transource MISO transmission, landfill to community solar, Corteva and bp JV, Noveon-Kangwon-LG

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