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In case you missed
Machine-learning prospector for “hidden” hot rocks across the West.
New capital (total equity $180M) funds multiple plants before 2030 and one of the largest U.S. geothermal buildouts, off the back of AI tools that slash exploration risk and cost.
Record finds at Lightning Dock (NM) and new Nevada fields show its platform can surface gigawatt-scale prospects once written off as too risky or invisible.
Dry-rock geothermal + storage aimed squarely at AI data centers.
Series B led by Ormat and Carbon Direct funds Sage’s first commercial facility at an existing Ormat plant, using pressure-based tech to unlock 130× more U.S. geothermal resource.
Partnership with Meta targets up to 150 MW of firm geothermal for DCs, positioning pressure geothermal as clean, long-duration baseload for the AI era.
Quietly one of the largest engineered CDR suppliers on earth.
Since mid-2022, Gevo’s ND plant has generated >500,000 thousand-year permanence CDR credits, earning an “A” rating from BeZero and setting a high-quality benchmark in a market long on talk, short on delivery.
CCS sits alongside Gevo’s SAF, RNG and ATJ fuels, with Verity tracking attributes to avoid double counting and link credits back to real, metered CO₂ injection.
Heat-storing P3 solar + land package for hyperscalers dodging grid queues.
ExoRise bundles sites, power, and Exowatt’s P3 thermal-storage solar tech in the U.S. Southwest to deliver behind-the-meter / off-grid power for AI campuses with shorter timelines.
First pilot should be live by end-2026, anchoring a 90+ GWh demand backlog and offering an alternative to multi-year interconnection purgatory.
New battery IPP built by people who’ve already deployed 3+ GWh.
PE capital from NGP (plus management) will fund Liminal’s build-own-operate model for utility-scale batteries, pairing technical design and capital structuring.
Led by ex–Goldman/UBS and storage veterans, Liminal aims to be the “grown-ups in the room” for grid-scale BESS as storage becomes a core asset class.
Ten-year-old energy specialist now has $850M+ across three funds.
Fund III hit its $425M cap with strong re-ups and new institutions, backing North American energy, chemical, and industrial tech plays.
With 16 platforms to date, Black Bay leans heavily on operating experience and sector specialization to grow founder-led businesses.
Houston-based “Leviathan” hybrid/electric system aims to modernize fleets.
Round led by Obvious Ventures (with Maersk Growth, Breakthrough Energy, 8090, etc.) funds a new Houston HQ and manufacturing for high-capacity marine ESS.
Fleetzero wants its Leviathan propulsion to cut costs and emissions on both newbuilds and retrofits while laying groundwork for autonomous, net-zero shipping.
Ex-Ensign leadership gets fresh PE ammo for South Texas shale 2.0.
Lime Rock Partners commits equity to Athena Energy Partners, led by ex-Ensign CFO Stephen Goldfarb, to acquire and develop oil & gas assets focused on the Eagle Ford and broader Gulf Coast.
Building on Ensign’s prior Eagle Ford success (sold to Marathon in 2022), Athena will lean on deep in-basin experience and relationships to chase “mature shale” upside and attractive risk-adjusted returns.
Eastern Med gas giant moves from 12 → ~21 bcm/yr to feed Israel, Egypt, Jordan.
Phase 2 adds three wells, subsea + platform upgrades to lift Leviathan output to ~21 bcm/yr toward late-decade start-up.
Chevron (39.66% operator) deepens its Tamar / Leviathan / Aphrodite cluster as a regional gas spine while still pitching it as “lower-carbon” supply in its portfolio.
Dry-gas Marcellus/Utica consolidation alongside its bigger Antero Ohio transaction.
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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.