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LATEST ISSUES

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

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

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