Get smarter about energy.

Join 70,000 subscribers.

2x weekly, easy-to-read newsletters straight to your inbox.

100% free, unsubscribe anytime.

LATEST ISSUES

Windfall Math

Windfall Math

PLUS: New Jersey nuclear, CAISO's $7B grid plan, 2PointZero's $2.25B pipeline buy, Rehlko locks 1.25 GW, Fervo's geothermal supply chain

Well to water

Well to water

PLUS: NEW SUNYA REPORT, Anthropic books 3.5 GW of next-gen TPU capacity, Seadrill locks another Búzios extension, Crane restart hits a PJM wall, and ArcLight closes $3.9B Fund VIII

Gas-to-Gigawatt

Gas-to-Gigawatt

PLUS: WEC's Wisconsin AI build, Golden Pass LNG to Italy, TotalEnergies–Masdar JV, Spire–Duke swap, and Valar Atomics' $2B raise

First LNG

First LNG

PLUS: Constellation tees up the post-Calpine power stack, Meta rewires Louisiana with 5 GW of gas-fired data-center load, Coastal GasLink Phase 2 gets a framework, and Cheniere hits Train 5 ahead of schedule.

Pecos Power

Pecos Power

PLUS: CLR and Mercuria break ground on 452 MW of gas-fired generation in the Permian, Zelestra closes $600M of Meta-backed solar financing, Brookfield takes Boralex private for C$9B, Crusoe locks 12 GWh of iron-air storage for AI data centers, and Equinor starts drilling a $9B gas project in Brazil.

Gas In, AI Out

Gas In, AI Out

PLUS: NextEra lands 10 GW of gas across Texas and Pennsylvania, Google signs 1 GW of data-center demand response, GulfTex closes a $1.0B Eagle Ford recap, and Doral lands ~$900M for a Texas solar + storage project.