Big blind

Equity raise underpins move to majority control in gas-to-power JV.

Issued 6.9M shares at $26 (net $170.3M), primarily to finance majority acquisition of BKV-BPP Power or for general purposes if the deal doesn’t close.
Denver-based BKV runs four businesses—gas production, gathering, power, and CCUS—positioning itself as a vertically integrated, low-carbon gas player.

Blueprint project to make next-gen nuclear a mainstream backbone for grids and data centers.

Grant backs TVA’s Gen III+ SMR at Clinch River—the first U.S. utility project with an accepted BWRX-300 construction permit—targeting commercial ops in the early 2030s.
Program is designed to de-risk costs for consumers, build a domestic SMR supply chain and workforce, and cement U.S. nuclear leadership while supporting future digital load growth.

AI-guided exploration hits a 250°F reservoir at ~2,700 ft in western Nevada with >100-MW potential.

No surface geothermal signatures or prior exploration; discovery came solely from Zanskar’s AI-based prospecting and drilling.
Big Blind joins successes at Lightning Dock (NM) and Pumpernickel (NV), underscoring Zanskar’s push to unlock hidden geothermal resources for clean baseload and large energy users.

Whistling Duck (FL) + Walker Springs I & II (AL) add scale solar while lifting rural economies.

Funds 96 MW Whistling Duck (FL) and 209 MW Walker Springs I/II (AL), all using U.S.-made equipment.
Expands Origis’ Southeast footprint and supports Advantage Capital’s mission of channeling capital into underserved, job-creating markets.

Southern Energy Renewables’ biomass-to-fuel project aims for carbon-negative jet fuel and methanol.

Facility will convert wood waste to green methanol and carbon-negative SAF using CCS; bonds are limited obligations secured by project revenues.
Ties into a planned DevvStream–Southern business combination, building a Nasdaq-listed platform focused on low-cost, carbon-negative fuels.

Underground heat and pressure turn rocks + water + N₂ into low-cost, zero-emission NH₃.

Net energy-positive process uses ferrous rocks and subsurface conditions, targeting a cheaper, cleaner alternative to conventional Haber-Bosch (≈2% of global energy today).
Seed funds expand an AI-driven lab, scale teams, and prep first field pilot as ammonia demand rises 25% in 5 years and imports remain >12% of U.S. supply.

More fish, less stress: oxygen-as-a-service for salmon farms in Chile, Norway, and Canada.

Automated systems boost biomass ~10%, cut costs ~5%, and reduce mortality >24% in Chile; also used for sea-lice mitigation in Norway and regulatory adaptation in Canada.
S2G’s capital and networks will fund global expansion as aquaculture grows as a low-carbon protein source.

CO₂ + gas to high-value CNFs: Calgary CDU-25 to produce 25 t/yr by mid-2027.

Oversubscribed C$5.1M equity round supports construction of the commercial demo unit, which converts captured CO₂ and natural gas into carbon nanofibers.
Patented process targets markets like plastics, batteries, and construction, offering a scalable, low-carbon export pathway for Alberta using existing infrastructure.

Key steel + offtake partner for the only federally authorized U.S. Pacific LNG export project.

POSCO to supply steel for the 807-mile pipeline and take 1 MTPA LNG for 20 years FOB; also makes a pre-FID equity investment.
Glenfarne now has 11 MTPA in preliminary offtakes (Tokyo Gas, JERA, CPC, PTT, etc.), with a phased plan toward 20 MTPA exports.

Spending leans into Permian/DJ/Bakken, global offshore, and low-carbon “new energies.”

Upstream capex around $17B (over half in the U.S.), with ~$7B targeting offshore growth in Guyana, Eastern Med, and GOM; ~$1B downstream, ~$1B to lower carbon intensity/new energies.
Affiliate capex $1.3–1.7B, including chemicals projects starting 2027; maintains focus on high-return barrels, disciplined growth, and shareholder returns.

De-lever, de-capex, and double down on upstream drilling runway.

Sells Dovetail Midstream interest to Targa Northern Delaware for $111M plus up to $60M in earn-outs; compressor assets to follow (~$10M, early 2026).
Proceeds go to debt reduction, taxes, and costs, while securing long-term flow assurance and freeing Riley from future midstream capex.