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LATEST ISSUES

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

2GW on credit

PLUS: AEP Texas' $3.26B federal loan, Meta names itself Greenlight's customer, Baker Hughes sweeps Sabine Pass, and Avantus closes $525M in Kern County.

Miners Turned Landlords

PLUS: MasTec's $1.65B Superior buy, PJM's demand-response save below record, Germany's 24 TWh gas reserve, and Trans Mountain's toll settlement.

Greenlight

PLUS: KKR's $4.2B EDF renewables buy, Yara's Gulf Coast ammonia bet, PJM's record heat peak, and Transocean's $1B Equinor rigs.

$25 Billion

PLUS: Air Products' $2.9B hydrogen write-down, Talos buys Shell's Gulf barrels, Matador completes its Delaware gas loop, and Digital Realty takes out Blackstone.

One Slot, Five Shots

PLUS: DOE's $17.5B AP1000 down payment, Vår's cheap North Sea barrels, Trace Midstream Delaware, and Vistra's 860 MW in West Texas