The almost headlines
In case you missed
PIMCO leads $26B in bonded debt; Blue Owl contributes $3B in equity for Meta’s AI campus build-out.
Meta secures $29B in financing—$26B debt likely via bonds, alongside $3B equity infusion.
Funding backs rural Louisiana AI data center expansion, including the multi-gigawatt "Prometheus" (online 2026) and "Hyperion" (up to 5 GW).
The company has previously lined up a $2B data center asset sale and is working with Morgan Stanley on fundraising; Apollo and KKR were previously in the running.
Targeting AI & cloud workloads in power-constrained markets
$400M platform for turnkey powered land & onsite generation; focus on U.S., Canada, U.K.
Aims to develop >6 GW portfolio; global data center power demand forecast +50% by 2027
Partners bring combined expertise in data centers, real estate, and infrastructure investing
Supports AWS net-zero 2040 target
Tamil Nadu project to deliver ~300 GWh/yr from mid-2027
Builds on 2023 collaboration; part of Gentari’s scalable renewables push
Formalized in ceremony with AWS, PETRONAS executives
Wind blade maker secures $82.5M debtor-in-possession financing to maintain operations during bankruptcy.
Filed for voluntary Chapter 11 to implement restructuring plan and strengthen long-term competitiveness.
Secured agreement with senior lenders for up to $82.5M in debtor-in-possession financing to fund operations through the process.
Operations expected to continue without material disruption; company will work closely with customers and suppliers to meet obligations.
First independent, industry-led CCUS hub study in Asia targeting hard-to-abate sectors
Consortium members: ArcelorMittal Nippon Steel India, JSW Steel, Hyundai Steel, BHP, Chevron, Mitsui & Co., Ltd.
Pre-feasibility to assess shared CO₂ transport/storage infrastructure across Asia & Northern Australia; focus on steelmaking, industrial hubs
Outputs: conceptual designs, cost/schedule estimates, commercialization options, regulatory assessments; results public end-2026
Seawater electrolysis tech targets 100-ktpa CO₂ removal plant
Round led by Catalytic Capital for Climate and Health & Kibo Invest; funds scale-up & commercialization
Tech captures atmospheric CO₂, produces green H₂; pilots in Los Angeles & Singapore, commercial project in development
Credits validated by registries, purchased by Boeing; adopted ISO-14064 MRV standard for carbon removal
Altimeter & One Investment back China-independent supply chain
Producing defense & commercial magnets in NC; DOE/DoD-validated
Plans to scale to hundreds of tonnes annually, thousands by 2030
Focus on secure, traceable supply & advanced manufacturing processes
Second $1B+ acquisition this year boosts upstream portfolio to 11 GW
~$1.3B deal adds Oklahoma energy assets; follows $1B+ Colorado acquisition
Nearly $9B invested in upstream since 2021; targeting AI, bitcoin mining, LNG markets
NYDIG affiliate monetizes stranded gas; $9B trading profits since early 2023
Barnett Zero project reaches 242,500 tonnes CO₂ sequestered; $370M Bedrock deal signed
Q2 net income: $104.6M ($1.23/sh), adj. net: $32.8M ($0.39/sh); avg. production: 811 MMcfe/d; capex: $78.8M
Guidance: 2025 production 790-810 MMcfe/d; capex $290-$350M; liquidity $472.3M; net leverage 0.63x
Acquiring Bedrock Production for ~$370M (~97k net acres, ~108 MMcfe/d output); Carbon Sequestered Gas deal with Gunvor for up to 10,000 MMBtu/d
Fourth offshore Stabroek project lifts capacity to 900 kb/d
250 kb/d Yellowtail startup 4 months early; largest Guyana project to date
67% of project workforce is Guyanese; 2,000+ local businesses engaged
Exxon targets 1.7 mboe/d Guyana output by 2030 from eight projects
Highlights role in safe, reliable midstream operations
Partnership boosts domestic magnet production for SUVs, trucks, EVs, and defense applications.
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