we're continuing to off-board folks off the waitlist.

we’ll likely wrap up preview access here soon as we’ve got a limit number of slots left.

€3.2B equity partnership to back Amprion’s critical grid expansion.

  • Apollo commits €3.2B to fund RWE’s 25.1% stake in Amprion.

  • Supports grid serving 29M people in Germany’s industrial heartland.

Alliance pairs renewables, storage, and gas to serve large load customers.

  • Joint strategy to deploy firm, low-carbon power plants within 18 months.

  • Targets energy-intensive clients such as data centers.

  • Combines renewables + BESS with natural gas to ensure 24/7 supply.

Microsoft secures dedicated AI data center capacity from Nebius.

  • Multi-billion deal gives Microsoft dedicated capacity at Nebius’ Vineland, NJ data center.

  • Financing via deal cash flows and secured debt; more growth funding options in play.

  • Nebius expanding AI cloud platform while also active in autonomous driving and edtech.

SPAC raises $230M to pursue energy transition and infrastructure deals.

  • 23M units sold at $10/unit on Nasdaq (SVACU), including 3M from underwriters’ overallotment.

  • Each unit includes one Class A share + ⅓ public warrant; warrants strike at $11.50/share.

Turboexpander maker adds MHI as investor to scale waste-pressure power tech.

  • $18M Series C round with MHI, Equinor Ventures, Energy Capital Ventures, and others.

  • Funds to expand CA manufacturing and FreeSpin In-line Turboexpander deployment.

  • Tech converts pressure waste to power; strong growth expected in Japan and globally.

Landmark borrowing base loan structure will fund global BESS pipeline.

  • A$300M multi-currency revolving loan and LC facility led by BNP Paribas and Deutsche Bank.

  • First of its kind in Australian renewables, expandable as portfolio value grows.

  • Supports BESS projects in Australia, U.S., Japan, and Germany.

Partnership to pilot non-lithium storage tech for resilient Arizona grid.

  • Joint research to evaluate performance of LDES technologies.

  • Google to co-fund pilot projects and support SRP’s net-zero 2050 target.

  • Builds on solar + storage projects tied to Google’s Mesa data center.

EQT locks in 1 Mtpa from Louisiana LNG project with Henry Hub pricing.

  • 20-year SPA for 1 Mtpa from Commonwealth LNG’s Louisiana export facility, FOB Henry Hub–indexed.

  • Commonwealth targeting FID in 2025; first LNG in 2029.

  • EQT strengthens global LNG position; Commonwealth now has 5 Mtpa in long-term contracts.

Bolt-on adds scale, boosts EBITDA and FCF, and strengthens Oklahoma portfolio with Canvas fka Chaparral

  • $550M acquisition adds $155M NTM EBITDA; ~18% EBITDA uplift and 29% FCF increase.

  • Funded via shares, liquidity, and Carlyle ABS; priced at ~3.5x NTM EBITDA.

  • Closing Q4 2025; overlap in Central OK expected to create synergies.

Sunya Stories episode #12 with David Heikkinen of WhiteHawk Energy.

What'd ya think of today's email?

Login or Subscribe to participate

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.

Keep Reading