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LATEST ISSUES

Permian Power

Chevron signs a 20-year, 2.67 GW deal to power Microsoft's West Texas AI campus — off-grid, on Permian gas. PLUS: Energy Fuels' $1.9B mine-to-magnet buy, NatPower + Tesla's 25 GWh Europe pact, and CRH's $8.5B Arcosa deal

Show clause

PLUS: Marubeni buys a Barnett-to-AI gas chain, Elementl files Ohio nuclear into PJM, Frontier adds Anthropic to a $1.8B carbon-removal pool, and Energy Fuels lands a $725M rare-earths loan.

$2.2B in the Pipe

PLUS: Equinor doubles buybacks, Google pledges to pay its own Alabama power bill, Rolls-Royce wins Sweden's reactors, and SRP flips on a 1,000 MWh Mesa battery

The Power Wrapper

PLUS: Cypress Creek's $3.5B Arkansas solar close, Sempra routes $7B of Texas wires into Oncor, Sixth Street buys LOGOS for ~$1B, and Gunvor backs a Haynesville exit

Charged Land

PLUS: Applied Digital's $5.2B AI lease, Eni/PETRONAS launch a $20B+ gas JV, Coral Norte FLNG doubles Mozambique's hub, and WhiteHawk's $200M royalty IPO.

Floating FID

PLUS: Drax's £1.08B Bluefield take-private, TransAlta's $1.0B Colorado peakers, Google's 1 GW Panhandle complex, and Parex closes Frontera.