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Private credit strategy targets digitalization and electrification growth.
First close of $2.5B target fund backed by a Canadian pension fund, TIAA, and global institutions; nearly half of capital from outside U.S.
Focuses on direct credit to projects across renewables, hydrocarbons, and hybrid systems with strong cash flows and downside protection.
Nuveen manages $35B in infrastructure assets globally and $1.3T overall AUM.
Includes Stillwater data center and AI-ready workforce training.
Funding new data center campus in Stillwater, expanding Pryor site, and launching education programs at University of Oklahoma and Oklahoma State University.
Initiatives include no-cost Google Career Certificates, AI courses, and electrical training program expansion by 135%.
Designed to build a local talent pipeline for AI leadership in the U.S.
Seeks diverse, long-term clean power sources for global footprint.
Partnering with Oklo (500MW from Aurora fission powerhouses), Radiant (20 Kaleidos microreactors), ULC-Energy (up to 250 MWe in Netherlands), and Stellaria (500 MWe molten salt Breed & Burn reactors in Europe).
Expanding >100MW fuel cell deployments across 19 sites, avoiding significant emissions; targeting 100% clean energy by 2030 (96% achieved).
Investing in advanced liquid cooling and transmission upgrades to address grid strain from AI, industrial manufacturing, and electrification growth.
Heat exchange leader positioned for AI & energy transition demand.
Buying majority stake from Triton (retains minority); Kelvion specializes in industrial thermal management including data centers, hydrogen, and carbon capture.
Apollo committed $58B to climate/energy transition in past 5 years; deal expected to close Q4 2025–Q1 2026 pending approvals.
Data center growth drives urgent capacity planning.
Launching Critical Issue Fast Path to address resource adequacy amid forecast 32 GW load growth from 2024–2030.
Solutions to be in place before 2028/2029 capacity auction; focus includes reliability criteria, interconnection reforms, and large-load coordination.
Workshop set for Aug. 18; interconnection backlog of 140 GW expected to clear in 18 months.
Shift enables focus on utility-scale clean energy growth.
Divested 51.2 MW portfolio of 64 operating solar assets to CleanCapital, freeing resources for higher-impact, large-scale projects.
Sale follows $1B financing for Greenbacker’s 674 MWdc New York solar farm (completion 2026) and supports U.S. manufacturing & supply chains with $170M+ contributed.
Current portfolio totals ~2.9 GW across 30 locations, with lifetime output of 13M+ MWh, abating 8M+ metric tons CO₂ and conserving 9B+ gallons of water.
Fast fission developer advances nuclear demonstration timeline.
Selected for three projects under DOE’s Reactor Pilot Program aiming for test reactor criticality by July 4, 2026.
Accelerates deployment and informs commercial licensing; part of broader U.S. push to streamline nuclear demonstration.
Oklo continues developing fast fission plants, securing site permits, and advancing nuclear fuel recycling initiatives.
Nearly $1B in planned funding to boost domestic mining, processing, and manufacturing capacity.
DOE plans funding opportunities totaling ~$1B to strengthen U.S. critical minerals supply chains and reduce foreign dependence.
Programs include: $50M Critical Minerals & Materials Accelerator (tech maturation & commercialization), $250M for industrial byproduct recovery, $135M for rare earth recovery from waste, $500M for battery material processing/recycling, and $40M ARPA-E program targeting mineral recovery from industrial wastewater.
First ISCC-certified renewable LNG offering on North America’s West Coast.
Partnership provides ISCC-certified renewable LNG to meet IMO Net-Zero Framework and FuelEU Maritime rules.
Aims to create commercial pathways for low-carbon fuel adoption by shipowners and maritime operators.
E&P operator highlights emissions reductions and safety gains.
Partial exit maintains significant holding.
Military deployment aligns with advanced nuclear goals.
LNG developer underscores contract sanctity following tribunal ruling.
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DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.