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Merger creates 2.1M-customer regional utility across 8 states.
Combined co. will have $7.8B market cap and $15.4B EV; rate base doubles to $11.4B.
EPS accretive in year one; long-term EPS growth targeted at 5–7%.
HQ to remain in Rapid City, SD; NorthWestern’s Brian Bird named CEO.
1.4 GW Shackelford County campus set to anchor AI-driven demand.
Largest Vantage site: 1,200 acres, 10 data centers, 3.7M sq ft; supports >250kW racks with liquid cooling.
First phase online in late 2026; targeting LEED certification and closed-loop chiller water savings.
$25B project to create >5,000 jobs, driving major economic growth in Texas AI corridor.
Financing backs CoreWeave’s massive West Texas lease and growth push.
$1.4B facility (80% loan-to-cost) funds retrofit and phase one power delivery; Galaxy adds $350M equity.
CoreWeave commits to 800MW capacity at Helios campus, with phase two adding 260MW.
Helios planned as 2.7GW campus; expected to generate $1B+ in annual revenue over 15 years.
Deal accelerates carbon storage projects across UK & Netherlands.
Eni CCUS assets include Liverpool Bay, Bacton (UK) and L10 (Netherlands).
GIP to co-control platform, gaining rights to future CCS in Eni’s depleted fields.
Seen as part of $100T+ needed for energy transition infra, esp. for hard-to-abate sectors.
Hermes 2 reactor in Tennessee to power Google data centers by 2030.
PPA with TVA deploys 50MW Gen IV Hermes 2 plant at Oak Ridge for Google datacenters.
Collaboration unlocks pathway to 500MW of advanced nuclear via Kairos partnership.
Project expands Oak Ridge as nuclear innovation hub, growing local workforce and supply chain.
Blank-check company targets AI-linked energy, power, and digital infrastructure sectors.
Plans to raise $150 million via SPAC IPO by issuing 15 million units priced at $10 each; each unit includes one share and one-half warrant with $11.50 strike price.
Led by former energy infra executives, Dynamix III will focus on acquiring companies in energy, power, decarbonization, and digital infrastructure sectors.
Filed S‑1 on August 12, 2025 with the SEC
Leaseback deal monetizes Jafurah gas infra while fueling expansion.
$11B transaction covers Jafurah gas plant & NGL facility via new Jafurah Midstream Gas Co. (20-yr term).
Aramco retains 51%; GIP and global investors hold remainder; funds to optimize rising KSA gas demand.
Jafurah field holds 229 Tcf of raw gas, central to Saudi’s gas expansion strategy.
Dallas-based PE-backed E&P boosts Permian and Haynesville exposure.
Acquires non-op Permian assets with ~4,000 boe/d, 600+ drilling locations; grows Delaware Basin position.
Secures farmout with Black Stone Minerals covering 270k acres in East Texas Haynesville.
Ellipsis (backed by Westlawn Group) now expects to average 20k boe/d production in 2025.
Leadership shake-up: Singh departs, Raiford steps in as interim CFO.
Mohit Singh exits as CFO effective August 13, 2025; departure classified as termination without cause.
Brittany Raiford, formerly of Southwestern Energy, appointed interim CFO.
Leadership reshuffle brings long-time Antero legal exec to top role.
Zach Dailey named EVP & CFO (ex-Marathon Oil), William Langin EVP – Exploration & Development (ex-Hess).
Partnership boosts North American supply of high-performance magnets.
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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.