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Permian power

PLUS: Civi-SM merger, BPX 1.5bn selldown to Sixth Street, Kimmeridge's push on Coterra, OpenAI-AWS $38bn, Infravision raises, MSFT carbon removal

Nov 4, 2025

  • A big announcement

  • MPLX × MARA plan integrated gas power + DC campuses (West TX)

  • CPV Basin Ranch nets $1.1B TEF loan for 1,350 MW CCGT (ERCOT)

  • OpenAI × Oracle × Related: 1-GW “Lighthouse” Stargate campus in Michigan

  • AWS × OpenAI ink multi-year infrastructure pact

  • Microsoft signs nearly 300,000 t durable CDR offtake with Arca

  • Infravision raises $91M (led by GIC) for aerial-robotics grid build

  • XRG × YPF × Eni sign framework for 12 mtpa Argentina LNG (FLNG)

  • SM Energy + Civitas to merge in $12.8B all-stock deal

  • Kimmeridge presses Coterra for governance reset & Permian focus

  • bp sells $1.5B non-controlling midstream stakes to Sixth Street

  • The almost headlines

  • Sunya Stories - Energy Advocacy with Mike Howard

  • In case you missed

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