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LATEST ISSUES

Undisclosed Buyer

Undisclosed Buyer

PLUS: SM/Caturus $950M, Denison's Wheeler River greenlight, $200M in grid hardware raises, record midstream earnings, and 10+ E&P and utility reports drop

Pipeline to the Cloud

Pipeline to the Cloud

PLUS: PGE's $1.9B Washington grid buy, Ormat–Google 150 MW geothermal PPA, Adani's $100B AI data center plan, TRISO-X gets first HALEU license in 50+ years, and $1B+ in solar and storage financings close

Put it on my tab

Put it on my tab

PLUS: NEW pod with Dan Pickering, Chevron enters Libya, AEP doubles its data-center load to 56 GW, Siemens rides the AI infrastructure wave, and behind-the-meter power orders pile up

Google's Gigawatt

Google's Gigawatt

PLUS: Expand's move to Houston, Duke's $103B buildout, a $5.8B offshore mega-merger, and the first lithium from Permian produced water in half a century

$175 Billion Needs a Plug

$175 Billion Needs a Plug

PLUS: Alphabet says power is the binding constraint on AI. KKR bets S$13.8B it can own the answer, AEP shows the 20-year fuel cell playbook and Ørsted keeps trimming

Devon + Coterra

Devon + Coterra

PLUS: A $58B merger, transformer buildouts from GE Vernova and Siemens, and Avalanche Energy's fusion milestone, Vista buys Equinor VM