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Big three-ISO clean power package for SPP, ERCOT, and PJM data centers.
$2.4B+ in new projects will come online starting 2027–28, expanding a prior 71.5 MW WV deal into 1.24 GW total Google–Clearway partnership.
Projects are expected to generate hundreds of construction jobs, significant local tax revenue, and long-term support for schools/hospitals while feeding Google’s DCs with carbon-free energy.
Purpose-built inference silicon to make ChatGPT feel more like “broadband” than dial-up.
Cerebras’ wafer-scale systems and memory-on-chip design will be layered into OpenAI’s inference stack to accelerate Q&A, code gen, image creation, and agent workloads.
Capacity will roll out in phases through 2028, giving OpenAI a dedicated low-latency inference tier inside a diversified compute portfolio.
First fully reshored U.S. sintered NdFeB magnet maker in 20+ years scales up.
Led by One Investment Management, the round funds expansion beyond 2,000 t/yr to serve EVs, defense, AI, and energy, and supports secondary share sales plus two new board seats.
Noveon’s EcoFlux closed-loop process uses recycled input; it already has deals with GM and ABB, and partnerships with Lynas and Solvay, to harden U.S. magnet supply chains.
KHNP’s first advanced-nuclear equity bet ties Korean nuclear know-how to Natrium.
KHNP’s stake supports deployment of TerraPower’s Natrium reactor + storage system, including the Wyoming demo and potential future Korean and global projects.
Follows SK’s earlier $250M investment (CFIUS-cleared in Dec 2025); commercialization agreements are expected this year as the trio pushes to scale next-gen nuclear.
Photocatalytic, RFNBO-compliant SAF with ~90% lower lifecycle emissions than fossil jet.
Trafigura will take all output from Syzygy’s NovaSAF-1 plant (first deliveries 2028), with options on future projects; the plant converts powdered-milk-plant biogas plus renewable power into synthetic paraffinic kerosene.
Syzygy’s electrified, modular photocatalysis platform aims to deliver cost-competitive SAF that sidesteps traditional feedstock scarcity, offering a replicable template for advanced SAF projects worldwide.
Shift from cost-of-service to fixed-fee MVCs through 2035, plus cleaner cap table.
New fixed-fee, acreage-dedicated deals with Oxy and ConocoPhillips reset fees, extend terms into the mid–late 2030s, and keep only ~9% of revenue on cost-of-service.
In return for concessions, Oxy transfers 15.3M WES units (~$610M), cutting its stake from 42% to 40%; combined with MVCs and lower distributions, EBITDA impact is expected to be minimal through 2027.
2.1 Bcf/d of shale gas plus LNG optionality to build a U.S. gas value chain.
Aethon III’s Haynesville assets produce ~2.1 Bcf/d, equivalent to ~15 Mtpa LNG, with strong links to U.S. Gulf Coast export terminals like Cameron.
Acquisition, closing Apr–Jun 2026 (reg approvals), plugs into Mitsubishi’s 2027 strategy to integrate U.S. upstream, LNG, midstream, and power and feed Asia/Europe demand.
Long-duration, HBP-heavy Permian exposure tied into Tailwater’s own midstream.
The position offers 250+ near-term drilling locations and 10+ years of economic inventory, operated by names like Coterra, Mewbourne, Devon, and Matador.
Many tracts are linked to Tailwater’s Producers Midstream II system, allowing basin-wide technical and commercial synergies.
115 MW solar + 400 MWh BESS turns casino daytime demand into a mostly sun-fueled load.
Turn flue gas into feedstock: localized low-carbon hubs built around CO₂ utilization.
Supply-chain compliance + sustainability SaaS in the crosshairs of BlackRock–Temasek JV.
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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.