A big announcement
The almost headlines
In case you missed
Fast-start peakers with hydrogen-blend optionality for ERCOT.
Four sites totaling 1,632 MW; O&M and Total Care agreements with PROENERGY.
Lower-cost vs. newbuild; closes Q3 ’25 (target), supporting reliability/affordability.
Hydropower-backed, sovereign-grade AI compute hub for Europe (phased from 2026).
Narvik chosen for abundant hydro, low local demand, and industrial grid; services delivered over 5 years starting 2026.
Project positions Norway as a sovereign AI launchpad; GPU buildout to meet surging European AI compute needs.
Fueling Nexamp’s 6-GW pipeline across solar + storage.
Long-term financing from Macquarie’s Credit & Insurance platform (~$222B AUM).
Supports Nexamp’s post-2021 move into utility-scale; accelerates buildout amid rising demand.
Scaling modular “green compute” from stranded renewables.
$12.6M initial draw + $22.9M delayed + up to $64.5M uncommitted; warrants issued to Generate.
Roadmap targets >1 GW renewable computing; expands beyond BTC into AI workloads.
Battery-backed portfolio to hit 95% CFE in 2026 for UK ops.
Shell to store surplus and discharge to grid; supports new Waltham Cross data center.
Builds on recent offshore wind PPAs and expands Google-Shell energy ties.
Organic-waste burial + methane quantification, certified by Isometric.
Purchase agreement through 2030; first site in Hutchinson, KS.
Focus on superpollutants: measuring CH₄ abatement alongside CO₂ removal.
Closed-loop system targeting sedimentary basins in the Great Basin.
Patented AGS claims ~50% higher efficiency vs. water-based systems; no fresh-water use.
Funds first Utah pilot; decades-long operations with small surface footprint.
Flexible private credit + opportunistic capital across the energy-transition value chain.
Focus: structured credit, pref equity, special situations across power, storage, efficiency, manufacturing in US/Canada/Europe.
Chaired by John Delaney; leadership includes Chris Creed (ex-Goldman) and three veteran partners.
Systematic climate VC; AUM ~$250M.
LPs include Voloridge and Morgan Stanley; early deployments to XGS Energy, Cambium Carbon.
Fund I top-decile performance with two 2025 exits.
Reshoring Li-ion separator gigafactory in Indiana.
Initial output 1.4B m²/yr (expandable to 2.1B); $200M+ advanced manufacturing tax credits.
Creates ~763 construction + 635 operations jobs; positions ENTEK for IRA sourcing credits.
First shale E&P step for the world’s biggest LNG buyer; supply-chain control for AI-driven power demand.
Target: GEP Haynesville II (JV of GeoSouthern + Williams; Blackstone-backed); JERA said to be top bidder.
Would mark JERA’s first direct shale acquisition; adds supply security as Japan commits to $7B/yr U.S. energy imports.
2025 output ~318 MMcf/d, forecast to reach ~614 MMcf/d by 2028 (Rystad).
Context: Prior GEP iteration sold to Southwestern for $1.85B (2021); Haynesville prized for Gulf Coast LNG adjacency.
JERA expanding U.S. LNG ties, including LOI for Alaska’s $44B LNG project.
AI-native workflows for PRC-028, MOD-026-2, interconnection & ops.
Boosting European grid flexibility and BESS optimization.
20-yr APS tolling to meet Arizona’s record peak demand.
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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.