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  • Earnings season begins

Earnings season begins

PLUS: BKV power, Treaty Oak - Meta, Dynamix III prices, EnCap continuation, Amplify sale, Emerald AI and NVIDIA data center, Crusoe nuclear campus, Apple EU renewables

Oct 30, 2025

  • A big announcement

  • BKV to take 75% control of BKV-BPP Power JV

  • Quanta wins NiSource mandate for ~3 GW gen + grid solutions

  • Apple adds 650 MW of EU renewables to match device electricity

  • Treaty Oak × Meta ink 385 MWac of Louisiana solar PPAs

  • Blue Energy × Crusoe: nuclear-powered AI campus (Port of Victoria, TX)

  • Emerald AI × NVIDIA lead “power-flexible” AI factory reference design

  • Dynamix Corp III prices $175M SPAC IPO (Nasdaq: DNMXU)

  • EnCap closes $2.0B PennEnergy continuation vehicle

  • Expand Energy Q3’25 results

  • Amplify exits East Texas; monetizes Haynesville & Cotton Valley for ~$127.5M

  • The almost headlines

  • Sunya Stories - Energy Advocacy with Mike Howard

  • In case you missed

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