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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.
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.
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
Chevron signs a 20-year, 2.67 GW deal to power Microsoft's West Texas AI campus — off-grid, on Permian gas. PLUS: Energy Fuels' $1.9B mine-to-magnet buy, NatPower + Tesla's 25 GWh Europe pact, and CRH's $8.5B Arcosa deal
PLUS: Marubeni buys a Barnett-to-AI gas chain, Elementl files Ohio nuclear into PJM, Frontier adds Anthropic to a $1.8B carbon-removal pool, and Energy Fuels lands a $725M rare-earths loan.
PLUS: Equinor doubles buybacks, Google pledges to pay its own Alabama power bill, Rolls-Royce wins Sweden's reactors, and SRP flips on a 1,000 MWh Mesa battery