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12th deal from Blackstone Energy Transition Partners fund.
Shermco: founded 1974, provides full lifecycle electrical equipment services.
Workforce: 600+ NETA technicians, 200 engineers, 40 U.S./Canada service centers.
Customers include data centers, utilities, industrials.
Blackstone ETP has committed $27B+ in equity globally.
LSCP clears investments tied to Richland Parish facility, one of state’s largest projects.
Plan includes 3 new combined-cycle plants (Richland x2, Waterford site) coming 2028–2029.
New transmission lines to serve Meta’s facility and broader system reliability.
Entergy authorized to procure 1,500 MW of solar resources.
Meta covers its share of costs, shielding other ratepayers.
Part of Louisiana 100 Plan to boost reliability, affordability, and resilience.
First project in Texas; scalable across North America.
Partnership delivers independent power solutions for data centers, including natural gas/diesel gen-sets, turbines, and engineering services.
First deployment: up to 1 GW in Texas.
Caterpillar posted $64.8B in 2024 sales; Hunt Energy founded 1934, extensive infra expertise.
Strategy blends Caterpillar’s equipment + systems with Hunt’s infrastructure and project finance.
Back-to-back sales add two Texas projects, Pepper and Lucky 7.
Project Lucky 7: 100 MWac / 130 MWdc in Hopkins County, spanning 745 acres, online by 2027.
Project Pepper: 120 MWac / 156 MWdc sold in July 2025.
Sabanci aims for 3 GW U.S. renewables by 2030; OCI targets 10 GW by 2028.
Valor Equity Partners leads round; Fine Structure, Hitachi Ventures join.
Proceeds fund Aalo-X, targeting zero-power criticality next summer.
Will be a full electricity-generating plant, not a test reactor.
Adjacent experimental data center to demonstrate nuclear-compute integration.
Next-gen design to be 10x more powerful and lower-cost.
Pilot factory (40,000 sqft) and non-nuclear prototype already complete.
Segra Capital and PenderFund join board as investors double down on fusion bet.
Funding supports Lawson Machine 26 (LM26), targeting 50% commercial scale breakeven.
LM26 achieved first plasma in Feb 2025.
Investors: Segra Capital, PenderFund, Chrysalix, MILFAM, JIMCO, Gaingels.
Segra’s Adam Rodman and PenderFund’s Kelly Edmison join board.
General Fusion founded 2002, Richmond, Canada; pursuing Magnetized Target Fusion.
Locks 4 Mtpa for 20 years; adds to Conoco’s Phase 1 stake.
Phase 2 adds 2 trains, raising total to 26 Mtpa capacity.
ConocoPhillips secures 4 Mtpa offtake, building on Phase 1’s 30% equity + 5 Mtpa.
Bechtel to handle EPC; permits in hand from FERC and DOE.
Targeting FID in 2025; Phase 1 online 2027–28.
Additional 20-yr SPA with JERA for 1.5 Mtpa from Phase 2.
Adds 1,700 miles of Southeast gas pipelines to Enstor footprint.
Black Bear operates 9 regulated systems with 2.6 Bcf/d capacity, linking 16 long-haul pipelines.
Enstor currently manages 6 storage facilities, 170 miles pipelines, 5+ Bcf/d throughput.
Post-deal: 1,800 miles + 110 Bcf working gas capacity.
Black Bear grew under Basalt since 2019.
JV’s first deal targets U.S. metallurgical coal operator.
Strengthens Schneider’s residential decarbonization platform.
Truckable, modular CCS solution built with Modular Plant Solutions.
Boosts Q3 2025 production guidance across Diamondback and Viper.
Sub-salt Miocene discovery drilled ahead of schedule and under budget.
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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.