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LATEST ISSUES

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

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

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

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

Carlyle scores

PLUS: Meta & Corning's $6B fiber deal, TotalEnergies restarts Mozambique LNG, Digital Edge's $4.5B Indonesia campus, Redwood's $425M Series E

NVIDIA Bets $2B on CoreWeave

PLUS: Nuclear fuel heats up, Alaska LNG hits milestones, and Sheffield joins the Coterra fight