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More modern CCGTs in PJM, ISO-NE, ERCOT to support reliability and data-center demand.
Deal priced at ~7.25× 2027 EBITDA (~$730/kW) is expected to be mid–single-digit EPS accretive in 2027, rising to high single digits through 2029.
Vistra keeps its leverage target <3× while funding with cash, stock, and assumed debt; closing expected mid–late 2026 (regulatory approvals pending).
Integrated “energy-as-a-service” for cloud/AI campuses in constrained markets.
Liberty Power Innovations will own/operate up to 1 GW of high-efficiency generation; 400 MW is reserved for 2027 delivery with expansion potential beyond 1 GW.
Solutions aim to provide resilient, cost-effective, and grid-supportive power (including intelligent load management) so Vantage can scale AI-ready DCs faster.
Big bet on emissions testing, monitoring, and compliance as a transition pick-and-shovel.
ATG, with 2,200+ employees across 60+ sites, provides stack testing, CEMS, lab services, and compliance support to industrial and power customers.
Blackstone sees ATG as a key platform for cleaner, safer, more efficient operations; joins a portfolio that includes MacLean Power Systems and Wolf Summit Energy.
16th JV project turns waste gas into pipeline-quality RNG.
Facility processes 2,000 scfm of landfill gas into 500,000+ Dekatherms/yr of RNG, cutting >27k tCO₂e/yr.
Supports Illinois’ 2030/2050 clean-energy goals and Republic’s target to beneficially reuse 50% more biogas by 2030.
40k+ homes’ worth of DERs to bolster the grid from the edge.
HASI provides structured equity; Sunrun retains long-term asset ownership, with the JV consolidated on Sunrun’s books for capital efficiency.
Build on a relationship since 2018, the structure monetizes cash flows while preserving flexibility, supporting Sunrun’s growth and grid services.
42 MW solar + 35 MW / 140 MWh BESS in California under long-term tolling.
Arrowleaf lifts Ormat’s operating portfolio to ~1.7 GW, integrating PV + storage under a long-term agreement serving nearly 1M customers.
Monetized via hybrid tax equity with Morgan Stanley Renewables (~$38M upfront), helping Ormat beat its 2025 ITC target.
Non-op stakes in four shale blocks strengthen its Argentine beachhead.
Adds interests in four Vaca Muerta blocks alongside PAE, complementing Continental’s prior Los Toldos II Oeste deal.
Part of a broader move to apply U.S. unconventional know-how internationally (Turkey, Argentina) while maintaining a 500+ Mboe/d U.S. base.
OKC team armed to do large-scale U.S. onshore acquisitions.
Each sponsor commits $500M, supporting South Wind’s pipeline of big oil and gas asset buys and operational improvements.
Founded in 2025, South Wind targets large, onshore U.S. assets with a focus on efficiency and sustainable value creation.
Orderly handoff at Ohio’s largest Utica gas producer.
Fisher retires Jan 31, 2026 after 11 years; he’ll stay on as Special Advisor through Dec 2026.
President & CFO Brooks Shughart, a 10+ year board member, steps in as CEO, overseeing all functions as Ascent continues its Utica-focused, lower-emissions gas strategy.
First “Asset Vault” project, bought from Shell’s Savion, targeting COD Q2 2027.
SPAC move to list a gas + SMR “energy park” developer on Nasdaq in 1H 2026.
Two utility-scale BESS projects to harden the island grid.
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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.