A big announcement
The almost headlines
In case you missed
State’s largest solar+storage developer; four-project, >$1.4B buildout to >1.2 GW total.
Blacks Creek: 400 MW solar + 200 MW storage (phased).
Bluebird: 200 MW solar + 100 MW storage; CODs 2027–28.
Complements Pleasant Valley 1 & 2; Boise office hub; counsel Latham / Dorsey.
Thermal storage + modular solar for 24/7 near-load power.
$140M raised in <2 years; led by MVP Ventures & 8090.
Designed to bypass grid constraints at AI sites.
Clean power to back MISO-region data centers from 2026.
Redfield Solar COD Q2’26; $123M financing closed.
275 peak jobs; $9M lifetime local taxes.
Montpelier Solar to power PJM data centers at scale.
Nearing completion; 24/7 CFE push for Google.
Part of TTE’s 10 GW US renewables pipeline.
New SHI facility in Korea; first units for Pohang project in 2026.
Cracks NH₃ → H₂ on-site for fuel cells/engines, zero-carbon at use.
Extends from maritime into land-based distributed power.
Recyclable, energy-dense fuels for grid-independent clean power.
Led by EIP; backers include 8090 & Founders Fund.
Targets portable, distributed energy markets.
Custom TX/NY data centers to meet frontier compute demand.
Facilities opening through 2026; 3,200 total jobs.
Fluidstack tapped to deliver fast, gigawatt-scale power.
Locks long-dated US LNG for Japan amid rising energy security needs.
Third long-term Japan deal in 2025; strengthens supply diversity.
VG cites 100+ MTPA portfolio and low-cost US LNG position.
De-lever, simplify, and lean into higher-return heavy oil/DUV.
Proceeds target debt paydown and shareholder returns.
Aims 3–5% annual growth post-close (late ’25/early ’26).
Adds >90 miles of 16/20-inch residue lines across Webb/La Salle/McMullen/Live Oak.
Connectivity to Transco; supports Eagle Ford/Austin Chalk producers.
Steve Jones appointed CEO; backed by Energy Spectrum Partners VIII.
Scaled, low-cost Christina Lake position with synergy runway.
US-built medium-duty EVs for last-mile decarb and cost savings.
Scale-up in WY/UT/CO gas gathering and processing.
Truck parking now, high-power MD/HD charging hub next.
Aurora-INL provides fast-neutron irradiation data to speed commercial deployment.
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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.