The almost headlines
In case you missed
ECP and KKR kick off $50B AI infrastructure strategy with $4B gas-powered data center near DFW.
190 MW Bosque County campus will deliver 144 MW IT load, powered by co-located Calpine gas plant.
JV with CyrusOne; operational by Q4 2026; spans 700,000+ sq ft; integrates grid-stabilizing, climate-neutral features.
Marks first deployment from ECP-KKR partnership targeting U.S. hyperscale AI infrastructure.
Calpine to power $1.2B CyrusOne hyperscale campus in Bosque County with up to 400 MW.
Calpine and CyrusOne inked a 190 MW deal for a new Bosque County data center, with Phase 1 spanning 190,000 sq ft.
Facility will feature climate-neutral and water conservation design; targeted online date: Q4 2026.
Calpine’s Powered Land initiative enables scalable energy delivery amid AI-driven hyperscale demand.
First European Stargate will deliver 230MW of sovereign AI compute in hydropower-rich Narvik.
The project targets 100,000 NVIDIA GPUs by 2026, powered entirely by renewable energy.
Nscale and Aker will co-develop and own the site, providing priority access to Norway’s AI ecosystem.
Stargate Norway expands OpenAI’s sovereign infrastructure program following UAE and UK initiatives.
KKR backs CleanPeak to scale distributed solar and storage in Australia's C&I market.
CleanPeak to expand solar and battery assets serving blue-chip commercial customers.
Partnership is KKR’s first Asia-Pacific deal under its Global Climate Transition strategy.
Platform operates 50+ distributed generation sites with microgrid capabilities.
51.2 MW portfolio expands CleanCapital’s operating footprint across 13 states.
Projects serve MUSH (municipal, university, school, hospital) and commercial customers.
CleanCapital now holds over 350 solar and storage assets in operation or development.
Ignite Renewable Capital advised Greenbacker on the transaction.
Hitachi will supply transformers to expand and modernize Germany’s power grid.
Deal supports E.ON’s grid expansion amid Germany’s €500B infrastructure push.
Addresses global transformer shortages; secures Hitachi production capacity.
Hitachi investing $9B in global manufacturing, with Germany as a key hub.
Eaton to acquire solid-state transformer innovator to expand into high-growth grid and data center markets.
Resilient Power develops medium-voltage solid-state transformer tech for EVs, data centers, and BESS.
Acquisition will bolster Eaton’s energy transition capabilities and grid infrastructure offering.
Boosts free cash flow guidance, cuts capex, and beats production targets amid strong gas operations.
Q2 production averaged 7.20 Bcfe/d (92% gas); Adjusted net income: $265M, Adjusted EBITDAX: $1.18B.
Net cash from ops hit $1.32B; FY25 capex cut by $100M to ~$2.9B; 2025 net debt paydown raised to $1B.
$448M to be returned to shareholders via dividends and buybacks; 2026 average production guidance: ~7.5 Bcfe/d.
Higher gas prices lift Q2 cash flow and earnings; 13 wells turned to sales in Haynesville.
Q2 sales: $344M; operating cash flow: $210M; adjusted net income: $40M ($0.13/share); average realized gas price: $3.06/Mcf post-hedge.
13 operated wells turned to sales; five new Western Haynesville wells averaged 36 MMcf/d on 10,897 ft laterals.
Exploring power generation projects with NextEra near Western Haynesville to support production scalability.
WhiteWater to expand Pelican Pipeline to 2.5 Bcf/d with support from FIC, Stonepeak, and Trace Capital.
Pipeline diameter upsized to 42” with expanded capacity from 1.75 to 2.5 Bcf/d; in service by 1H 2027.
Project backed by infrastructure investors including FIC, Stonepeak, and Trace Capital.
Supports gas flow from the Permian Basin to Texas and Gulf Coast demand centers.
MPLX will acquire Northwind Delaware Holdings for $2.375B, expanding sour gas capacity and access to NGL-rich Permian volumes.
Northwind's assets include 150 MMcf/d sour gas treating capacity, with expansion to 440 MMcf/d by late 2026.
Supported by top-tier producer commitments and 200K+ dedicated acres, the deal enhances Permian midstream scale.
Expected to close in Q3 2025, the acquisition is accretive to cash flow and targets mid-teens unlevered returns.
Civitas logs 5.7% emissions cut, reaffirms methane goals, and expands orphan well plugging across Colorado.
Williams met methane reduction goals and launched power innovations to support AI-era demand growth.
Seven-year extension secures long-term visibility for Aris Water’s Northern Delaware Basin operations.
What'd ya think of today's email?
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.