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Brookfield Infrastructure and partners are acquiring Colonial Enterprises—parent of the 5,500-mile Colonial Pipeline—for $9 billion enterprise value.
The pipeline delivers nearly 45% of fuel consumed on the U.S. East Coast, stretching from Texas to New York.
Brookfield’s equity investment: $500 million (15% of total equity).
Funded through capital recycling initiatives; expected to close 2H 2025.
Debt financing was led by Morgan Stanley and Mizuho Bank.
Brookfield Infrastructure operates globally with over $1 trillion AUM via Brookfield Asset Management.
NextDecade signed a 20-year LNG sale and purchase agreement with Aramco for 1.2 million tonnes per annum (MTPA) from Train 4 at the Rio Grande LNG Facility in Texas.
LNG pricing is indexed to Henry Hub and contingent on a positive FID for Train 4.
The Rio Grande LNG project targets 48 MTPA of total capacity; Train 4 adds to existing commercial momentum.
NextDecade is also advancing a carbon capture initiative at the site to offer lower-carbon LNG exports.
Stonepeak is acquiring a 40% interest in Woodside’s Louisiana LNG Infrastructure LLC, a 27.6 MTPA LNG export terminal.
Project located in Calcasieu Parish, Louisiana; nearing final investment decision (FID).
Woodside retains operational control; Bechtel is EPC contractor.
Stonepeak manages $72B in AUM; Woodside is an LNG industry veteran with 35+ years of experience.
Oxy and its DAC subsidiary 1PointFive have secured Class VI CO₂ storage permits from the U.S. EPA, a first for DAC projects.
The STRATOS facility in Texas will capture 500,000 tonnes of CO₂ annually, targeting commercial ops in 2025.
Permits allow CO₂ to be stored 2,000+ feet underground in saline reservoirs.
Barrell Energy opened a Series A raise to grow Barrell Lithium’s footprint in East Texas’s Smackover lithium brine play to 40,000 acres.
This builds on its 3-year geological and leasing campaign and a successful November 2024 seed round.
The Smackover formation is seeing rising interest from Equinor and ExxonMobil as lithium demand surges.
The funds will also support exploration, permitting, and early drilling plans.
Denmark-based AIP Management is investing in Silicon Ranch, a Nashville-based IPP with 3.6 GW operational and 3.7 GW in development.
Silicon Ranch has the largest agrivoltaics portfolio in the U.S. and targets 10 GW by 2030.
Existing backers include Shell and TD Asset Management.
AIP manages €7B in energy infrastructure assets and sees this as its second renewables platform investment.
Liberty Energy Inc., Imperial Land Corp., and Range Resources announced a strategic alliance to develop a Marcellus natural gas–powered facility in Washington County, PA.
The facility is designed to supply reliable, low-emission power to data centers and industrial users, directly addressing the surge in demand for scalable energy in the region.
Located in the Fort Cherry Development District, the site benefits from Local Economic Revitalization Tax Assistance (LERTA) incentives and proximity to key infrastructure.
Eagle Point Credit Management closed a $28 million financing for Energy Vault's Calistoga Resiliency Center, the world’s largest utility-scale ultra-long-duration energy storage site.
The system combines green hydrogen + lithium-ion and stores 293 MWh, capable of delivering 8.5 MW for 48 hours of backup power.
Includes a 10-year fixed-price tolling agreement with PG&E, offering predictable cash flows.
Energy Vault’s proprietary B-VAULT™ DC battery tech will be paired with hydrogen fuel cells for off-grid reliability.
Houston-based Andros Capital Partners raised $1 billion for its third energy fund, targeting PE, credit, and direct asset-level investments.
The firm has now surpassed $2 billion in cumulative equity commitments since launching in 2020.
Mandate: flexible deployment across public/private debt & equity, with a focus on oil & gas, minerals, and infrastructure.
Urbint acquired StormImpact, integrating weather-driven grid damage forecasting into its AI-powered utility resilience platform.
Soluna Holdings signed a term sheet for Project Hedy, a 120 MW data center co-located with a 200 MW wind farm in South Texas.
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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.