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LATEST ISSUES

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

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

$8.1 Billion

PLUS: Two pipelines book 2.2 Bcf/d before FERC, RWE trades offshore wind for LNG, Constellation books 920 MW of nuclear, Solaris signs an 18-year AI plant, and Oncor sizes the Texas queue

474 Gigawatts

PLUS: Williams' $5.5B Momentum buy, TotalEnergies takes Shell's European renewables, NRG's 1.2 GW hyperscaler, Prysmian buys Atkore for $3.8B, and David Harris takes over at NEQ

$100 Billion in Paducah

PLUS: $15B for Anthropic's Texas gas campus, Blackbeard's $2.2B Permian land play, Quanta's $53.4B backlog, CFS raises $1B, and TC Energy sanctions 0.7 Bcf/d

Meta's 20%

PLUS: AMD books 530 MW from Core Scientific, Expand buys Twin Eagle for $1.25B, Bloom clears $1B in a quarter, Kuwait leases 13 pipelines to Blackstone, INNIO lands 1.1 GW of gas engines