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LATEST ISSUES

Six years of Rubin

Six years of Rubin

PLUS: a DOE screen lands on foreign grid gear, KKR and Apollo fund Enbridge's Westcoast, the Army picks five microreactor vendors, Georgia clears OpenAI's 3.2 GW, and NVIDIA's data centers hit $89B

Upstream of the Chip

Upstream of the Chip

PLUS: Kentucky clears TeraWulf's 482 MW campus, Gunvor circles Silver Hill's Haynesville, Woodside retires its 2030 new-energy target, nVent buys Maverick Power, and RUM sells $13.7B it cannot fund

Midland, Then Neuquén

Midland, Then Neuquén

PLUS: Mitsubishi buys the software behind 60% of U.S. generation, Amazon offers to pay Louisiana's grid bill, Nebius prices $5B of converts, Beusa locks 4.2 GW of turbines, and Sempra exits Mexico

Co-signer

Co-signer

PLUS: five partners sanction Solitude to Katy, Exxon hands Targa 20 years of Permian growth, Equinor buys 1,483 MW inside PJM, and KKR bids $9B for UGI, Hydro-Québec locks Labrador power at 6 cents

Tokyo's Down Payment

Tokyo's Down Payment

PLUS: WhiteHawk spends some IPO, Golar orders a $2.45B FLNG with no charter, PJM moves to curtail unbacked data centers, CoreWeave's book outruns its power, and Vantage weighs a $100B IPO

$9.1 Billion

$9.1 Billion

PLUS: Phillips 66 and Kinder Morgan sanction Western Gateway, Anthropic orders 470 MW from ERock, NVIDIA lines up $500B of compute financing, Fermi signs TensorWave at Matador, and EIA cuts its Texas load forecast