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Nuclear renaissance

PLUS: Engie-Meta PPA expansion, Crusoe raises, SLB-Ormat geothermal, Redwood raises, NGP backs 406, NextEra - Google restart nuclear, Breakwall's first close

Oct 28, 2025

  • A big announcement

  • Crusoe raises $1.375B Series E at $10B+ valuation

  • OpenAI → OSTP: close the “electron gap” with ~100 GW/yr of new power

  • ENGIE × Meta expand PPAs to >1.3 GW with new 600 MW TX solar

  • SLB × Ormat to fast-track integrated geothermal & EGS

  • GE Vernova to buy remaining 50% of Prolec GE for $5.275B

  • Breakwall Energy Credit Partners holds $125M first close

  • NextEra × Google to restart Iowa’s Duane Arnold nuclear (COD Q1 2029)

  • U.S. Gov × Brookfield × Cameco to deploy $80B+ Westinghouse reactors

  • Redwood closes $350M Series E for U.S. energy storage & critical materials

  • Glenfarne Alaska LNG adds 1 mtpa LOI with Tokyo Gas

  • Tamboran raises $56.1M public + up to $29.3M PIPE

  • 406 Energy launches with NGP backing

  • The almost headlines

  • Sunya Stories - Energy Advocacy with Mike Howard

  • In case you missed

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