Sempra Grid & Power Infra 2026, $48B Plan & ConocoPhillips

Sempra Grid Modernization, $65 B Capital Plan, $36 B Oncor Investment, and $13…


RWE Wind 2026, $1B Lease Talks, Ørsted Projects

Offshore Wind Policy Risk, RWE's €17 B Plan, 50 NGOs, and 5 Halted Projects…


Fuel Cell Energy Fuel Cell 2026, 450 MW SDCL Partnership

Fuel Cell Energy SOFC Data Center Shift, 100 MW Inuverse MOU, 450 MW SDCL Plan,…


Lyten Energy Storage 2026, $1.9M Nex Tech SBIR Award

Lithium-Sulfur Cathodes for Grid Storage: 14 Bankruptcies, Lyten's Northvolt…


Next Era Grid Infrastructure 2026, 110 GW Dominion Merger

Next Era Energy and Dominion Energy Proposed Merger, $67 B All-Stock Deal to…


Ksi Lisims LNG 2026, 3 MTPA Secured in Shell Offtake

Ksi Lisims LNG Offtake Strategy, 1 MTPA SEFE Deal, a 2 MTPA Shell SPA, and 2…


Plug Power Hydrogen 2026, 223 Projects & Kimberly-Clark Deal

Plug Power PEM Electrolysis, 30 MW Barrow FID with Carlton Power, and 55 MW in…


Deep Sky Carbon Capture 2026, 18,000 Credit TD Bank Deal

DAC Offtake Agreements, $40 M Deep Sky Grant, Lufthansa Deal, and 5 Corporate…


PJM Grid & Power Infrastructure 2026, 9.3 GW FERC Approval

PJM Grid Interconnection Failure, 220 GW New Apps vs. 3 GW Connected, a 60 GW…


Hyperscaler AI & Data Center Energy 2026, $726B Dell'Oro

AI Data Center Grid Constraint, 50 GW Gas Projects, 7-Year Delays, and 38 State…


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