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LATEST ISSUES

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

$9.1 Billion

$9.1 Billion

PLUS: Phillips 66 and Kinder Morgan sanction Western Gateway, Anthropic orders 470 MW from ERock, NVIDIA lines up $500B of compute financing, Fermi signs TensorWave at Matador, and EIA cuts its Texas load forecast

$8.1 Billion

$8.1 Billion

PLUS: Two pipelines book 2.2 Bcf/d before FERC, RWE trades offshore wind for LNG, Constellation books 920 MW of nuclear, Solaris signs an 18-year AI plant, and Oncor sizes the Texas queue

474 Gigawatts

474 Gigawatts

PLUS: Williams' $5.5B Momentum buy, TotalEnergies takes Shell's European renewables, NRG's 1.2 GW hyperscaler, Prysmian buys Atkore for $3.8B, and David Harris takes over at NEQ