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LATEST ISSUES

Baku to Bossier

Baku to Bossier

PLUS: SB Energy files $439B of backlog with zero data centers, Dell's AI backlog tops its guide, Apollo funds ONEOK and sells SLB its cooling, Google signs 396 MW of Fervo, and WTI settles above $90

Six years of Rubin

Six years of Rubin

PLUS: a DOE screen lands on foreign grid gear, KKR and Apollo fund Enbridge's Westcoast, the Army picks five microreactor vendors, Georgia clears OpenAI's 3.2 GW, and NVIDIA's data centers hit $89B

Upstream of the Chip

Upstream of the Chip

PLUS: Kentucky clears TeraWulf's 482 MW campus, Gunvor circles Silver Hill's Haynesville, Woodside retires its 2030 new-energy target, nVent buys Maverick Power, and RUM sells $13.7B it cannot fund

Midland, Then Neuquén

Midland, Then Neuquén

PLUS: Mitsubishi buys the software behind 60% of U.S. generation, Amazon offers to pay Louisiana's grid bill, Nebius prices $5B of converts, Beusa locks 4.2 GW of turbines, and Sempra exits Mexico

Co-signer

Co-signer

PLUS: five partners sanction Solitude to Katy, Exxon hands Targa 20 years of Permian growth, Equinor buys 1,483 MW inside PJM, and KKR bids $9B for UGI, Hydro-Québec locks Labrador power at 6 cents

Tokyo's Down Payment

Tokyo's Down Payment

PLUS: WhiteHawk spends some IPO, Golar orders a $2.45B FLNG with no charter, PJM moves to curtail unbacked data centers, CoreWeave's book outruns its power, and Vantage weighs a $100B IPO