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Big North American scale-up in wind, solar, and storage.
Deal brings 1,550 MW of operating/under-construction assets plus most of Cordelio’s dev pipeline and team in key U.S. markets.
Closing expected early 2026, increasing CPP Investments’ stake in Pattern and expanding Pattern’s nearly 10 GW fleet.
Transource & BHE Transmission win ~200-mi 765-kV line in WI (Bell Center-Columbia–Sugar Creek–IL/WI)
~$1.2B MISO project to move more power on less land by 2034.
JV Midcontinent Grid Solutions will build a 765-kV corridor using Transource’s Guyed-Y design to cut footprint and environmental impact.
In-service ~2034, the line enhances reliability, supports load growth, and unlocks new generation across multiple Midwestern states.
Efficient CCGT remains a backbone asset for NYISO and Long Island.
Operational since 2009, the plant is known for high efficiency and reliability serving Long Island’s load pocket.
Acquisition fits Lotus’s $3B+ infra portfolio across renewables, BESS, low-carbon fuels, gas, and midstream.
Magnet-to-magnet process turns end-of-life LG magnets into new high-spec NdFeB.
New South Korea facility will harvest magnets from LG products, remanufacturing them into recycled magnets that meet virgin performance for appliances and electronics.
Noveon’s EcoFlux “magnet-to-magnet” tech cuts reliance on Chinese mining and builds a circular, secure rare-earth supply chain for high-tech industries.
Three-site IL/AR portfolio to power 71k+ homes later this year.
Part of a $321M construction + ITC bridge facility (MUFG), the financing backs 441 MW of utility-scale PV expected online in 2026.
Owned by KIRKBI Climate, Adapture is scaling solar + storage across 12 states as part of a broader energy-transition strategy.
Brownfield to brightfield at scale, with workforce and local-tax upside.
Reactivate (Invenergy company) will develop, own, and operate projects providing community solar and BESS, with first phase CODs by late 2027.
Program adds workforce training, local contracting, and tax revenue while boosting grid resilience and energy access in surrounding communities.
Intermediate oilseed crops on existing land to feed 1 Mt/yr biofuel by mid-2030s.
Etlas plans to produce 1 Mt/yr of feedstock by mid-2030s (→ ~800k t of biofuels), with first supplies starting in 2027 from canola, mustard, and sunflower.
Crops are grown between food seasons on existing fields, giving farmers new revenue and better soil health without adding land demand.
Ex–Tug Hill team + Quantum-backed capital step back into core Marcellus.
Deal adds ~200 MMcfe/d of production across Wetzel, Tyler, Harrison, and Doddridge counties, with multi-year Marcellus drilling inventory to scale a premier Appalachian gas platform.
Backed by Quantum Capital Group, Vickery sees the acquisition as a foundation asset, while Tribune refocuses on core operations after growing the position since 2018.
Permian sour gas + CCUS-ready G&P fully folded into a Fortune 500 midstreamer.
Cash deal (effective Jan 1, 2026) cements Targa as a major independent G&P/NGL infrastructure owner with expanded Permian footprint.
Supports safe, efficient delivery of gas and NGLs to domestic and export markets as demand for cleaner fuels and feedstocks grows.
Digital, ICVCM-aligned standard for ARR & REDD+ aims to be the “gold bar” of NCS.
75 MMcf/d of dedicated volumes and fixed fees de-risk a key Alberta asset.
Long-time exec with gen, trading, and retail chops takes the helm.
First company authorized by DOE to process HALEU into commercial TRISO fuel.
Pyrolysis + microturbines convert ag waste into power and process heat.
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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.