The almost headlines
In case you missed
Secures carbon-free baseload post-ZEC subsidy; preserves 1,100 jobs and $13.5M in local tax revenue.
Supports Meta’s 24/7 clean energy target
Evaluating advanced reactor deployment at site
First-of-its-kind long-term nuclear PPA for hyperscaler
New DOE policy demands economic ROI and national security alignment.
70% of canceled awards issued post-Election Day 2024
Most projects focused on CCS and decarbonization
Initiative reinforces cost discipline and strategic prioritization
Joins Macquarie to back €300M round; targets SAF production in NL, Sweden, U.S.
SkyNRG partners include KLM, Boeing, Microsoft
SAF market projected to reach €12B annually by 2030
Investment aligns with APG/ABP climate and return goals
DOE approval clears path to FID; full site capacity to reach 26 MTPA.
Phase 2 adds two trains to the under-construction Phase 1 (COD: 2027–2028)
Bechtel selected as EPC contractor; Aramco exploring offtake + equity
Positioned to strengthen U.S. LNG exports and reduce trade deficit
FID timeline pending permits, financing, and commercial alignment
CP2 to supply global markets starting in 2027; will make Venture Global top U.S. LNG exporter.
Located in Louisiana; expected to support ~7,500 peak construction jobs and 400 permanent positions
Modularized design approach consistent with Calcasieu Pass model
Carbon capture projects planned at all Venture Global facilities
Total AUM now exceeds $1.8B; Fund III targets early-stage digital climate innovators.
Focus on software, AI, and digital tools reshaping energy and industrial supply chains
Backers include institutional, corporate, family office, and impact LPs
Portfolio includes battery optimization and circular commerce tech solutions
Founded in 2016; 36 companies funded to date with $920M+ deployed
Adds 565K net acres and 275 Mboe/d production; raises dividend 5% to $1.02/share.
Funded with $3.5B debt + $2.1B cash
Accretive to NAV and all per-share metrics; +10% EBITDA, +9% FCF
$150M in synergies projected in year one
Creates one of the largest mineral and royalty owners in the Permian Basin.
Adds 25,300 net royalty acres in Permian; 34,300 total across major U.S. basins
Pro forma base dividend increased to $1.32/share; $50M+ in annual synergies expected
Forecast: 64–68 Mbo/d production in Q4 2025; 1.2x leverage target post-close
Advisors: Moelis (Viper), J.P. Morgan (Sitio)
Second platform follows Terra I’s successful exit and 600 MMcfe/d peak production.
Led by CEO BJ Reynolds and COO Wes Hobbs; targets Lower 48 assets
Terra I drilled 700+ wells, reduced methane intensity by 80%
Kayne Anderson renews partnership via Private Energy Income Fund III
Platform has modeled 500+ GW of interconnection studies; new funding enables long-range grid planning tools.
Third AGI well to increase daily capacity to 37 MMscf/d; EPA-approved MRV enables 45Q tax credits.
Power Foundry platform converts gas to electricity at 90%+ efficiency, bypassing grid delays.
You can find it on Spotify.
What'd ya think of today's email?
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.