A big announcement
The almost headlines
In case you missed
Near-zero-carbon cogeneration using Mitsubishi M501JAC; CO₂ stored >1 mile underground at ADM site.
EPC Kiewit; FID 2Q’26, COD 2030; 650 union craft + 100 CM jobs.
First in a series of CCS-enabled clean-firm projects across North America.
>$15B project; zero-emission matched power, water-positive target.
4 DCs nearing start; 2028 completion; 4,000+ union construction jobs, 1,000+ long-term roles.
$175M regional infra upgrades; unique rate design to shield customers.
AI-ready, high-efficiency data-center cooling scaled with new U.S. manufacturing capacity.
New backing (BlackRock×Temasek JV, Climate Investment, Activate) to expand Mesa, AZ (330k sq ft “Mesa 2”); total footprint ~1M sq ft.
Accelerates AI-enabled liquid & air-cooling deployment for DCs and critical infrastructure.
Earlier investors Idealist/MKB remain; automotive-grade digital QA/traceability across plants.
Orbital data center module to tap abundant solar and bypass terrestrial constraints.
Starcloud satellite launch late 2026; limited GPU capacity early 2027.
Path to larger orbital DCs; first NVIDIA H100 to space Nov 2025.
Enhanced rock weathering scaled with measured, insured, permanent tonnes.
MSFT cumulative with UNDO now ~49,000 t; CFC insurance de-risks permanence.
90,000 t wollastonite on 30,000 acres; GPS-tracked ops, audited MRV; credits only for verified removals.
Exits minority E&P stake, doubles down on pipes + LNG to pull Gulf Coast demand through its system.
Sells minority interest in South Mansfield upstream to JERA for $398M + deferred payments (thru 2029); close by YE’25 (customary conditions).
GEP Haynesville II sells majority interest but stays operator under a Contract Operating Agreement.
Williams to gather South Mansfield gas and move it on LEG to downstream LNG markets.
Strikes Woodside deal: invest in a fully-permitted Louisiana LNG export facility.
To acquire 80% of Driftwood Pipeline LLC (operate + build new connector to Woodside’s LNG) and 10% of Louisiana LNG LLC.
Commits to 1.5 mtpa LNG offtake; total Williams investment ~$1.9B (pipeline + LNG facilities).
Secures U.S. gas near LNG & DC load; diversifies LNG value chain.
Current prod >500 MMscf/d; 200 undrilled locations; plan to lift to ~1 Bscf/d.
100% interests from Williams & GEP Haynesville II; closes post approvals.
29k net acres + ~100 MMcf/d and gathering system in San Augustine & Shelby counties.
25 operated wells; executed via PWEP Shelby Trough; Jefferies sell-side.
Rockcliff (backed by Quantum) gains scale; Pine Wave (backed by Old Ironsides) pivots to new Haynesville platform.
Renewables-integrated site near fiber and clean power for low-latency AI workloads.
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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.