A big announcement
The almost headlines
In case you missed
Distributed, gas-fired blocks as a diesel alternative for AI clusters overseas.
400 MW of modular natural-gas systems to be manufactured for 2028 delivery, targeting hyperscale AI and cloud data centers.
Marries Halliburton’s global ops footprint with VoltaGrid’s distributed power platform to bring cleaner, scalable power to rapidly growing DC markets.
AI-powered nudges + demand response for 3.9M electric and 2.2M gas customers.
Xcel will use Oracle Opower to send tailored usage insights, peer comparisons, and program offers, tapping a platform that’s already driven 38 TWh of behavioral savings globally.
Includes behavioral demand-response features and real-time analytics dashboards, supporting grid resilience and customer bill reductions as Xcel pursues its clean energy transition.
High-volume Prolec GE supply to speed interconnection and stabilize AI loads.
Custom three-phase pad-mount transformers for ON.energy’s medium-voltage architecture will support rapid deployment of AI UPS systems from 2026 onward.
The transformers are designed to manage ramp rates and ride through voltage disturbances, helping data centers scale while protecting grid stability.
More ammo for flexible, multi-asset sustainable infra investing across the U.S.
New $500M commitments each extend CCH1’s investment window through early 2027, supporting clean energy, efficiency, RNG, and other transition assets.
Since launch in 2024, CCH1 has put nearly $3B to work across six asset classes; this upsized pool will back additional high-quality, long-life projects.
Carbon TerraVault to provide exclusive T&S for two big gas plants (High Desert & San Joaquin).
Focus assets: 850 MW High Desert (up to 2.1 MtCO₂/yr) and 330 MW San Joaquin (0.65 MtCO₂/yr) using CRC’s Carbon TerraVault hub as the storage backbone.
Third brownfield power MOU for CRC; showcases a scalable “power-to-CCS” template aligned with CA decarb laws while keeping firm capacity online.
Asian data centers get long-dated CFE from Citra Energies in Kedah.
Citra Energies (49% TTE / 51% MK Land) will supply 1 TWh/yr of solar to Google’s regional DCs under Malaysia’s Corporate Green Power Programme, starting after financial close in early 2026 and COD thereafter.
Deal supports Google’s 24/7 clean-energy strategy and TotalEnergies’ push toward 35 GW renewables by 2025 and 100 TWh net power by 2030.
1.7M-bbl, multi-modal hub to be retooled as a premier West Coast clean-fuels gateway.
Zenith Energy Terminal will shift fully from fossil products to renewable diesel and SAF by Oct 2027, after already hosting Portland’s first SAF delivery (Sept 2025).
I Squared plans to move its ETIF HQ to Portland and hire locally, using the asset as a flagship for sustainable transport fuels and regional decarbonization.
West Coast export unlocks better pricing and new markets for Montney gas.
Twelve-year tolling-style deal with Pembina gives Ovintiv 0.5 MTPA capacity at Cedar LNG (COD late 2028), diversifying away from AECO.
Shorter shipping routes to Asia and low-cost gas position the company to capture higher netbacks and support global energy security.
First large pre-NTP facility gives more “dry powder” for interconnection deposits and equipment.
Succession and bench-strength move at an energy-focused PE with $6B+ raised.
60k-ft² facility to ease transformer bottlenecks for DC and RE developers.
Becomes a top-10 liquids-focused independent with a bigger Permian/Eagle Ford book.
Another step toward closing CRC–Berry combination and consolidating CA/UT 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.