Happy Thanksgiving! Coming to you live from the kitchen: gravy gently bubbling and single-barrel rye firmly in hand.
A big announcement
The almost headlines
In case you missed
Nearly 1 GW of phased AI power with “True Additionality” clean energy and low-water design.
Phasing: first 300 MW in 2027, then 2030, then 2033–35, with modular + off-site manufacturing for fast deployment.
Backed by Snowhawk (majority), Nuveen & Townsend (minority); expected to generate ~$13M/yr for the county, with 50+ permanent roles and hundreds of construction jobs.
High-density AI/ cloud campuses + utility deal projected to save locals ~$1B on power.
Creates 1,100 high-skill jobs, supports thousands in supply chain; adds 2.4 GW of DC capacity for AI and cloud workloads.
Long-term energy agreement with NIPSCO improves reliability and lowers bills; layered with DC tech training, fiber workshops, STEM programs, and cloud support courses, on top of $31.3B invested in IN since 2010.
Latin America CFE + community uplift tied to Microsoft’s 2030 carbon-negative goal.
Over four years, Powertrust will build 270 MW of distributed PV; Microsoft purchases RECs to advance its 24/7 clean energy and carbon-negative commitments.
Projects target underserved areas with local jobs, training, and partnerships with NGOs and community leaders to improve education, healthcare, and infrastructure.
Regulators clear new stakes in four projects, nudging the utility past 750 MW of renewables + storage by 2030.
Newly approved ownership: 35 MW solar, 5 MW BESS, and ~18 MW wind (Saratoga Solar + storage, Ursa Solar, Badger Hollow Wind, Whitetail Wind).
Projects expected online by 2027, enhancing reliability, lowering long-term costs, and supporting a low-carbon Wisconsin alongside efficiency and EV initiatives.
Software-first grid modernization: EcoStruxure + Azure for faster, cheaper, smarter ops.
Integrates planning, operations, and asset management with AI features for outage ETAs, troubleshooting, and network model tuning—deployed on-prem or cloud.
Early adopters report up to 184% ROI and ~16-month payback via reduced penalties, faster restoration, and lower operating costs while enabling higher RE penetration.
Seventh Japan deal in 2025, lifting VG’s long-term Japanese volume to 7.75 MTPA.
Tokyo Gas will take 1 MTPA of U.S. LNG for 20 years, further diversifying Japan’s supply with long-term, fixed-volume American gas.
Venture Global now markets 100+ MTPA of LNG capacity (Calcasieu Pass, Plaquemines, etc.) and is advancing CCS across its Louisiana export portfolio.
Largest private investment in county history; new AI-ready capacity + workforce pipeline.
GreenUp-era bolt-on doubles U.S. footprint and leans into resilient, regulation-driven waste demand.
What'd ya think of today's email?
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.