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Renewables and liquid-cooled compute meet along Texas’ I-35 corridor.
First sites to go live in 2026, with more from 2027 onward.
Centers sited alongside ENGIE renewable and battery storage assets.
Prometheus to integrate Conduit power solutions and tenant carbon offsets.

Geothermal leader expands into U.S. storage, monetizing $160M in tax benefits this year.
Lower Rio provides storage under a 7-year tolling agreement.
Hybrid Tax Equity deal with Morgan Stanley Renewables generated $25M upfront.
Ormat’s U.S. storage portfolio now totals 350MW/778MWh.

World Bank arm and LatAm’s largest investment bank team up to mobilize private capital.
IFC and BTG Pactual signed an MoU to mobilize up to $1B in joint investments by 2028.
Focus areas: social & environmental development, infrastructure, private equity, and Amazon bioeconomy projects.
Partnership combines IFC’s development finance with BTG’s regional expertise to scale private capital and create sustainable jobs.

Midstream giant seeks shipper interest for new 36-inch pipeline moving Delaware Basin gas to the Waha Hub.
Open season runs Sept. 2–Oct. 2, 2025 for the Forza Pipeline Project.
Designed for 750 Dth/d capacity, connecting Lea County, NM to Texas markets.
Targeted in-service: mid-2028, pending commitments and regulatory approvals.

Canadian pipeline major adds capacity for U.S. Northeast and Gulf Coast LNG exports.
$0.3B Algonquin enhancement to deliver 75 MMcf/d under long-term contracts.
Approved participation in Eiger Express JV (2.5 Bcf/d Permian-to-Gulf Coast line).
Completion targets: AGT by 2029, Eiger by 2028.

Permian and Eagle Ford crude pipeline strengthens Plains’ wellhead-to-water strategy.
Includes ~$600M debt; potential $193M earnout tied to expansions.
EPIC Pipeline spans 800 miles, >600 kbpd capacity to Gulf Coast.
Expected close: early 2026, accretive to distributable cash flow.

Produced water giant doubles scale, expands Midland Basin recycling capacity.
$675M upfront cash, $200M potential earnouts; Diamondback retains 30% stake.
System now spans 1,871 miles of pipeline, 3.4M bpd permitted disposal capacity.
Deep Blue strengthens position as leading independent water platform in basin.

Temasek-backed platform commits to 7Mt of realized climate impact by 2028.
Gas-fired generation to backstop hyperscale compute campus in Texas’ growing AI corridor.

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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.



