A big announcement
The almost headlines
In case you missed
Fast-growing residential battery platform; factory coming to Austin.
Led by Addition; existing: a16z, Trust Ventures; new: Ribbit, CapitalG, Spark.
100+ MWh deployed in 2 years across DFW, Houston, Austin; qualified for Texas ADER.
Building U.S. manufacturing for storage & power electronics to bolster grid reliability, led by Zach Dell.
Oversubscribed core-plus North America strategy; 11 deals already.
Largest Manulife IM infra fund to date; backed by global LPs.
Focus on mid-market, durable assets resilient to volatility; Campbell Lutyens (placement), Ropes & Gray (legal).
Builds on 20 years of infra investing and multi-asset private markets platform.
Scaled to the AI/electrification demand surge; biggest EIP fund yet.
Backed by 75+ strategic LPs (utilities/industrial), SWFs, family offices.
Targets growth & mid-market PE in proven grid, storage, software, and automation tech.
Emphasis on reliability/affordability/resiliency via collaborative innovation.
Expands Saint-Ghislain campuses; ~300 new FTEs.
New clean-energy deals with Eneco, Luminus, Renner (onshore wind).
Funds nonprofits to deliver free, practical AI skills training for workers.
Deepens Belgium footprint while supporting 24/7 clean power goals.
Phased power: 300 MW in Q1’27, +300 MW in 2030, +300 MW in 2033–35.
Bought 87.5 acres; groundbreaking for VA1 slated Q4’25.
Expansion targets scalable, sustainability-centric capacity for hyperscalers.
At least $500M; targeting 1.5 GW IT-ready capacity with onsite power + CO₂ storage.
Spiritus to deliver 1.5 GW gas power with integrated carbon capture; Casper Carbon provides sequestration wells/land.
Aquifer, non-consumptive cooling for high-density halls; carbon-negative ops by design.
Hundreds of construction jobs + long-term tech roles; boosts Natrona/Converse tax base.
87% recovery, 99.97% impurity rejection; pond-free DLE validated.
7-month run processed >1M gal at 69 mg/L Li; 87% economic recovery (vs 84% FEL-3 basis).
99.97% impurity rejection; non-consumptive, low-freshwater process with no heating/cooling.
Phase 1: 5,000 tpa LCE (first production 2027; would ~double current U.S. output); Phase 2 to 20,000 tpa.
Lilac IX eliminates evaporation ponds; eluate >4,000 mg/L; data supports permitting, financing, and FEED.
36 mi new gas gathering; Pecos River plant to 360 MMcf/d by early ’26.
Now ~150 mi of midstream in NM/TX; flexible to scale further with demand.
Follows 2023 Medallion acquisition; ongoing growth to serve producers.
Adds pore space + surface scale near Stateline; closes 4Q’25 (pending).
Mix of ~22k fee, 3.5k managed, 12k leasehold surface acres.
Enhances produced-water handling; contiguous Reeves Co. block suited for alt-energy.
LandBridge now ~277k surface acres across TX/NM; focus on infra enablement.
Choice per MEG share: $29.50 cash or 1.240 CVE; pro-rated ~50/50 mix (~$29.80 value 10/7/25).
Amended standstill lets CVE buy up to 9.9% of MEG; approvals in hand (CCB, U.S. FTC).
CVE Q3 highlights: ~832 kboe/d upstream, ~712 kb/d downstream (98.8% util.); net debt ~$3.5B post-WRB sale; accelerating buybacks.
Non-binding MOU to localize oxides → alloys → magnets for defense & industry.
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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.