• Grenergy inaugurated Elena on June 8 in Antofagasta, the largest battery plant in the Americas: 3.5 GWh commissioned, scaling to 7 GWh by 2028. It anchors Oasis de Atacama, a 2.5 GW solar / 14.1 GWh storage platform; cumulative Chile investment is heading toward $4.8B.

• The twist is digital load: GR Data has a 1 GW IT pipeline and pitches $25B of digital investment over three years, led by Atacama Data — 400 MW IT scaling to 1 GW, no water.

• Applied Digital signed a 15-year, take-or-pay lease at Delta Forge 2 — 210 MW of critical IT load for a U.S. investment-grade hyperscaler — worth ~$5.2B in base-term rent, ~$12.7B over a 30-year term.

• It’s the customer’s third lease and Applied Digital’s fifth AI Factory campus. The book now spans 1.4 GW of IT load and ~$36B of base-term revenue (~$86B with renewals), ~70% backed by investment-grade hyperscalers.

• Eni and PETRONAS established Searah, a 50/50 JV combining 19 assets — 14 in Indonesia, five in Malaysia — starting above 300,000 boe/d and targeting more than 500,000 boe/d within three years.

• Searah secured a $6B revolving credit facility and expects more than $20B of investment over five years against 3B+ boe of discovered resources. First production from recent FIDs comes in 2028.

• Technip Energies, with JGC and Samsung Heavy, won the EPCIC contract from Mozambique Rovuma Venture for Coral Norte, developed by Eni with CNPC, ENH, XRG and KOGAS. Nameplate is ~3.6 mtpa, doubling the Coral hub to 7 mtpa and putting Mozambique among Africa’s top three LNG producers.

• For Technip the award is “major” — above €1B of revenue, booked in Q2 2026. Coral Norte is an enhanced replica of Coral Sul, reusing its feed-gas composition and deepwater setting to cut execution risk.

• Summit signed two firm transportation deals on Double E totaling 150 MMcf/d, lifting open-season commitments to 250 MMcf/d and contracted firm capacity to ~1.9 Bcf/d. The expansion would add ~50%, to ~2.4 Bcf/d.

• The open season runs to June 30 with interest above the available 800–900 MMcf/d; FID is expected by end-summer, turbines are on order for an end-2028 in-service date, and a FERC 7(c) filing is due later this year.

• WhiteHawk priced 7.7M Class A shares at $26 for ~$200M before fees, upsized by 775,000 shares; underwriters hold a 30-day option for another 1.155M shares. Trades on the NYSE as WHK.

• The gas mineral and royalty book spans ~3.4M gross DSU acres across Appalachia and Haynesville, giving public investors a new pure-play gas-royalty vehicle.

Know someone who should be reading this?

Forward this email. It takes 2 seconds. They’ll thank you.