A big announcement
The almost headlines
In case you missed
Infra PE steps into global lubricants; bp stays on as 35% strategic partner.
Castrol (126-year-old global brand in autos, industrials, aerospace) brings 20 blending plants and 100+ third-party facilities across 150+ countries.
CPP Investments will co-invest up to $1.05B; focus is on growth and innovation in EVs, data centers, and other emerging applications; close expected by end-2026.
Big infra PE backs a ubiquitous, tech-enabled utility management platform.
Conservice manages utilities (metering, billing, payments, procurement, analytics) for ~8M units nationwide; TPG capital will go into product, tech, and CX to accelerate growth.
Advent International rolls a significant minority; TA Associates fully exits, with closing expected 1Q 2026 (terms undisclosed).
Tier-1 capacity in a tight market, fully leased and GPU-ready.
Buys 314-acre dev site in Spotsylvania for two AI-ready buildings (200 MW) and two Leesburg hyperscale DCs (165 MW, 745k ft²) fully leased long-term to an IG hyperscaler.
Reinforces Ares’ digital infra strategy in the world’s densest DC market, blending real estate and infra expertise for long-term contracted cash flows.
High-irradiance PV + 1.61 GWh of storage to bulk up LatAm clean-power platform.
Portfolio: 588 MW solar + 1.61 GWh BESS in northern Chile, with BESS completion targeted 2026; backed by >$1B in financing (Scotiabank, BNP, SocGen, etc.).
Lifts Glenfarne to >3.1 GW and 1.61 GWh across the Americas, complementing its LNG projects and diversifying tech, geography, and revenues.
Multi-resource RFI (solar, wind, geo, hybrids) to power growth and resilience.
RFI out by Jan 16, 2026, followed by RFP; exploring on-site load, microgrids, and utility-scale offtake to maximize reliability and affordability.
Part of BorderPlex’s plan to pair large-scale clean power with regional innovation, community development, and integrated growth infrastructure.
Grid field-force platform for a decades-long T&D hardening and storm-resilience cycle.
United Utility provides engineering, testing, maintenance, and construction for T&D/substation networks nationwide, supporting utilities, co-ops, and munis.
Backed by long-term capital, the company (under CEO Colt Moedl) will scale its role in resiliency megaprojects while maintaining day-to-day maintenance and emergency-response capabilities.
Gas, solar, storage, PPAs—and $102/yr savings for the typical residential customer.
Georgia Power to add gas, BESS, solar, and contracts while keeping base rates flat to 2028, amid thousands of MW of new large-load demand (EVs, factories, DCs).
Plan aligns with $26B+ in recent investment and 23k+ new jobs, tightening criteria for big projects to ensure viability and protect ratepayers.
Factory-first nuclear: build the line before the first core goes critical.
Capital funds the R-50 factory in Oak Ridge (up to 50 reactors/yr from 2028) and supports the Kaleidos demo at INL’s DOME facility (startup summer 2026).
Radiant’s HALEU-fueled, modular reactors target defense, disaster response, remote industry, and DC/critical infra loads, backed by DoD, Equinix, and DOE contracts.
Step one of a broader repositioning toward core OK, offshore CA, and Rockies assets.
Proceeds from the non-core East Texas divestiture provide balance-sheet flexibility as Amplify pursues a planned Oklahoma sale by end-2025.
Company highlights typical risks around asset-sale execution, commodity prices, and climate/regulatory shifts as it refocuses operations.
Moves from pure tank EPC into a more stable, reimbursable O&M model.
AI-accelerated due diligence for land, infra, and data center siting.
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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.