Talen buys $3.5bn of gas power

More efficient gas in OH/IN to serve DCs and industrial load.

Adds Waterford, Darby (OH) and Lawrenceburg (IN) into Talen’s portfolio at 6.6× 2027E EBITDA (US$2.55B cash + $900M stock), boosting FCF/share by >15% p.a. through 2030.
Plants run at 80%+ capacity factors on low-cost Marcellus/Utica gas; close expected 2H 2026 pending regulatory approvals.

Reuse the grid you’ve got: BESS substation becomes backbone for DFW7 campus.

DFW7 leverages existing HV infrastructure at Eolian’s 100 MW Chisholm Grid BESS to cut years off interconnection timelines and environmental impact.
Targeting first capacity in 2026, the model shows how upgrading and repurposing grid assets can support hyperscale AI buildout without new transmission sprawl.

Denham-backed on-site power platform promising “5+ year” schedule compression.

Integrates design, permitting, financing, fuel, and operations to deploy on-site gas baseload quickly, then transition to long-term grid + backup solutions.
Aims squarely at tripling U.S. DC power demand by 2030, reducing interconnection risk for AI-heavy campuses in constrained markets.

Meta locks more West Texas solar inside a 2+ GW Origis energy complex.

Greyhound A (240 MWac) goes live mid-2026, part of a nearly 1 GW solar hub (half already online) supplying Meta’s data centers with matched clean energy.
Origis is building another 1 GW+ of solar + storage to create a 2 GW+ complex by 2029, with ~$2.5B of total investment and major Ector County economic impact.

Pruning the tail to double down on giga-scale utility projects.

Portfolio sale (18 states, 237 MW) follows a prior 51 MW divestiture and near-$1B financing for a 674 MW NY solar farm, pivoting Greenbacker toward fewer, larger projects.
Altus adds scale in C&I/community solar, while Greenbacker points to 14 TWh produced and 9Mt CO₂ avoided as it recycles capital into U.S.-made, jobs-heavy clean energy builds.

Quietly becoming the balance sheet behind U.S. renewable land deals.

Funding lifts total capital commitments to >$1.25B, backing land and lease receivables that underpin renewables across the U.S.
Supported by QIC and La Caisse, Renewa offers flexible capital to landowners and developers, accelerating grid-scale and DG project siting.

Developer recycles capital; new owner leans into Mid-Atlantic grid + DC demand.

Prospect Power, fully financed ($242M debt + tax equity) and contracted under a 15-year PPA, stays on track for 2026 COD, shoring up PJM reliability.
Swift Current frees capital to pursue a multi-GW pipeline; Elevate sees the asset as critical for data center–driven demand and regional resiliency.

Locks in NBG-18 graphite for first Texas deployment and Amazon’s Cascade project.

Initial three-year tranche (>$100M) covers NBG-18 graphite components for Seadrift, TX and reserves capacity for future U.S./allied projects.
Builds on collaboration since 2015 to qualify graphite for HTGRs, undergirding X-energy’s 12-unit Cascade/Amazon plans and broader 11 GW SMR rollout.

High-tariff zone baseload project to displace diesel and grow Ormat’s 200 MW pipeline.

Telaga Ranu in Halmahera sits in Indonesia’s highest FIT zone, enabling up to 40 MW of baseload geothermal by ~2030.
Adds to Ormat’s ~3.6 GW global portfolio and ~200 MW exploration pipeline as it expands in Asia alongside storage and solar.

1 MTPA deal with RWE caps long-term contracting; FID next on the list.

RWE will lift 1 MTPA (~1.4 bcm, ~13 cargoes/yr) for 20 years, rounding out Texas LNG Brownsville’s capacity under binding SPAs.
Glenfarne now pivots to project financing ahead of a planned early-2026 FID, marketing the plant as one of the lowest-emission LNG terminals via electric drives and full-chain emissions monitoring.