The almost headlines
In case you missed
Stream’s 4 GW of powered land and AI customer base attracts Apollo’s multi-billion investment.
Stream to scale its pipeline with Apollo’s backing; 650 MW of capacity prioritized
Stream to remain under current management; over 90% of inventory leased to Fortune 100 clients
Apollo has invested $38B in infrastructure since 2022; expects massive growth in AI demand
New JV targets 13 GW of offshore wind capacity, focused on Europe and Asia.
JV includes 1 GW operating, 7.5 GW in development; HQ in London with Japanese arm
Combines bp’s offshore experience with JERA’s project delivery capabilities
Masato Yamada to lead Japan ops; JV aims to scale responsibly in strategic markets
Brookfield’s $6B investment boosts grid resiliency and supports long-term EPS growth.
Brookfield to invest $6B for a 19.7% stake in Duke Energy Florida; phased payments through 2028
Capital plan increases by $4B to $87B, with focus on grid modernization and resilience
EPS growth guidance reaffirmed at 5–7% through 2029; Duke retains operational control
Enverus’ AI-powered energy platform joins Blackstone’s energy tech portfolio.
Enverus serves 8,000 clients in 50 countries; integrates SaaS, analytics, and AI
Blackstone sees opportunity in growing electricity demand from AI/data centers
Joule’s Utah campus to deliver 4 GW of AI-grade energy, powered by Caterpillar's CHP and battery systems.
Joule to develop a 4 GW high-performance compute campus on 4,000 acres in Central Utah, launching in 2026
Power infrastructure includes Caterpillar’s G3520K generators, 1.1 GWh of grid-forming battery storage, and diverse backup sources
Integrated system offers by-design liquid cooling, waste heat reuse, and full-stack deployment for AI-driven workloads
New platform to deliver 1.5 GW of global energy storage with $1B+ in capex.
Non-dilutive investment from major infrastructure fund; EBITDA target: $100M+ in 3–4 years
Focus on long-term contracted storage assets across U.S., Australia, Europe
Asset Vault to retain operational control and leverage Energy Vault’s EPC capabilities
Lilac’s new ion exchange system improves recovery to 90% and slashes costs.
$160M in project savings; capex down $98M, opex down $508/tonne of LCE
Water usage cut by 32%; energy demand down by 25 MW
Brine grade, lithium recovery, and impurity rejection all improved significantly
New 1.5 Bcf/d pipeline to connect Permian gas to Arizona and New Mexico.
516 miles of 42-inch pipe; 9 compressor stations; 5,000 jobs during construction
Long-term commitments secured; in-service by Q4 2029
Targets utilities and power plants in high-growth southwestern markets
Mubadala takes 24.1% stake in newly branded Caturus as it builds a wellhead-to-water U.S. LNG platform.
Mubadala Energy enters the U.S. gas market via a 24.1% equity investment in Caturus, formerly Kimmeridge Texas Gas
Caturus currently produces over 600 MMcfe/d, with plans to scale to 3 Bcfe/d and develop the Commonwealth LNG terminal
Led by former BP America CEO Dave Lawler, the platform aims to vertically integrate upstream, midstream, and LNG export operations
Devon secures low-pressure disposal for 175,000 bbl/d of produced water.
Agreement covers 300,000 bbl/d of pore space capacity across LandBridge’s 277,000 acres
Operations begin in 2027; positions Devon for long-term water management in Permian
LandBridge is backed by Five Point Infrastructure
Amazon signs commercial deal for Brimstone’s low-carbon cement after successful ASTM tests.
Leadership transition highlights ArcLight’s push into next-gen electric infrastructure
Occidental leans on asset sales and efficiency gains to cut debt and boost cash flow
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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.