A big announcement
The almost headlines
In case you missed
On path to $500B / 10 GW commitment by end-2025.
New + existing brings plan to ~7 GW and >$400B over next 3 years.
Sites: TX ×3, NM, plus a forthcoming Midwest location; 25k+ onsite jobs.
SoftBank-partnered sites: Lordstown, OH and Milam County, TX (scale to 1.5 GW in ~18 months).
Oracle’s Abilene, TX Stargate campus is live on OCI; early training/inference underway.
Adds three SGT6-5000F units for 2026; supports 11-GW private AI campus.
2.0 GW total CCGT now secured/LOI for 2026 delivery.
Exploring integration of Siemens nuclear steam-turbine tech.
Hybrid gas + nuclear strategy aimed at high-reliability AI baseload.
1.5 GW, €4.5B; ~6 TWh/yr at €66/MWh; first power 2033.
1M homes; 40+ km off Normandy; up to 2,500 construction jobs.
RWE to exit; TTE to add a new partner; FID by early 2029.
€60M environmental & biodiversity funds; 95%+ component recycling targets.
Builds nuclear + SMR toolkit; EPS accretive in year one.
Paragon 2026 guide: ~$150M rev, 20–22% adj. EBITDA; est. ~18× ’26 EBITDA purchase multiple.
~$10M synergy target; fully committed bridge; close expected by YE’25 (regulatory).
Advisors: Goldman Sachs (Mirion); Baird/Moelis (Paragon).
Funds M&A + two RTB projects totaling 900 MW / 3,600 MWh.
Edify portfolio: 11 projects, >1.1 GW delivered since 2015; first utility-scale solar+BESS pioneer in AU.
Deal includes equity to accelerate large-scale renewables and storage; regulatory approvals pending.
Supply from Louisiana LNG project starting 2030 (subject to SPA).
Ceremony witnessed by Türkiye’s energy minister; seen as TR–US energy bridge.
Woodside cites operational excellence; BOTAŞ boosts supply security.
Scale mixed gas/electric fleet; pursue M&A.
$105MM structured equity from OIC LP; ABL led by J.P. Morgan.
Capital to expand into new regions and support acquisitions.
Moelis placement agent; OIC AUM ~$5B across energy/infra.
DLE from O&G wastewater; first shipments targeted this year.
Permian lithium carbonate plant installed; leverages existing oilfield infra.
Tackles >1T gal/yr produced water; scalable, low-carbon domestic supply.
Goal: top-3 U.S. lithium producer within ~3 years.
Highest NA brine assay up to 806 mg/L; targets >100 kt/yr Li chemicals.
Resource avg grade 668 mg/L; 46k+ acres leased since 2022.
Co-products: 15.4 Mt potash, 2.6 Mt bromide; DLE testing planned.
Data from 2D seismic + legacy O&G wells in Smackover Formation.
Expanded remit: marketing, midstream, BD, operations.
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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.