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LATEST ISSUES

$100 Billion in Paducah

PLUS: $15B for Anthropic's Texas gas campus, Blackbeard's $2.2B Permian land play, Quanta's $53.4B backlog, CFS raises $1B, and TC Energy sanctions 0.7 Bcf/d

Meta's 20%

PLUS: AMD books 530 MW from Core Scientific, Expand buys Twin Eagle for $1.25B, Bloom clears $1B in a quarter, Kuwait leases 13 pipelines to Blackstone, INNIO lands 1.1 GW of gas engines

Brookfield's Battery Bet

PLUS: OpenAI's 3.2 GW Georgia power test, GE Vernova's $24.2B order book, Matador's $1.275B Delaware buy, and Iberdrola grabs Finland's grid.

All-In on Giddings

PLUS: Aligned's $40B close, ADNOC's $6.2B Umm Shaif FID, EQT ties Appalachian gas to PJM power, and Hut 8 fills Beacon Point

The Equipment Layer

PLUS: Mitsubishi's $5.2B Haynesville close, FERC's data-center reliability order, Oaktree's Nebius fuel cells, and Google's record Arkansas solar.

Renting the Balance Sheet

PLUS: PJM clears at the cap and stays 6.8 GW short, Meta's 5 GW Hyperion, GIP buys Summit Ridge, and ePointZero's $2.25B U.S. entry