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LATEST ISSUES

Buying the stack

PLUS: NEW SUNYA REPORT - GAS TO AI. Entergy goes $57B for Meta; OG&E writes Google's Oklahoma tariff; Hut 8 prices $3.25B at River Bend; PJM swamped with 220 GW; CAT backlog hits $62.7B record

UAE walks out of OPEC

PLUS: Shell buys ARC for $16.4B; Kimmeridge presses Devon's post-merger board, Enterprise adds plants, Solaris behind the meter

Family feud

PLUS: Applied Digital, Golden Pass, TerraPower, EIV raises, Lime Rock New Energy raises, Fermi drama, EQT earnings

The Firm Power IPO

PLUS: Fervo files geothermal S-1, Tenaska signs 20-year BESS with TVA, VAALCO buys Congo gas assets, Rolls-Royce lands first Western SMR reference plant

$6.4 Billion in Waste

PLUS: Spire sells 72 Bcf to I Squared, Microsoft maps 3,200 acres in Cheyenne, Greece preps its first offshore well in 40 years, Switch hits $4.2B in datacenter ABS

Time to Power

PLUS: IEA flips 2026 from surplus to stress, Chevron deepens Venezuela, Halliburton lands Vaca Muerta, EPA clears two Midwest CCS wells