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Pipeline to the Cloud

Pipeline to the Cloud

PLUS: PGE's $1.9B Washington grid buy, Ormat–Google 150 MW geothermal PPA, Adani's $100B AI data center plan, TRISO-X gets first HALEU license in 50+ years, and $1B+ in solar and storage financings close

Put it on my tab

Put it on my tab

PLUS: NEW pod with Dan Pickering, Chevron enters Libya, AEP doubles its data-center load to 56 GW, Siemens rides the AI infrastructure wave, and behind-the-meter power orders pile up

Google's Gigawatt

Google's Gigawatt

PLUS: Expand's move to Houston, Duke's $103B buildout, a $5.8B offshore mega-merger, and the first lithium from Permian produced water in half a century

$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

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