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LATEST ISSUES

The Queue

The Queue

PLUS: Google/Xcel deploy Form Energy's 30 GWh iron-air battery, Engie buys UK Power Networks for £10.5B, Sempra raises capex 16%, and Cheniere signs a 24-year LNG deal

Power First

Power First

Google goes electrons-first in Texas. AMD lands a $100B+ Meta deal. Amazon drops $12B on Louisiana. And the grid equipment makers are ramping.

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