Sunrun Energy Storage 2026, 425 MW PG&E Program
Sunrun BESS Strategy, 16.8 GW Tesla VPP, $500 M HASI Venture, and 18 Grid…
Renew Home Distributed Energy 2026, 7.8 GW with Sunrun
Renew Home VPPs for Data Centers, 16.8 GW Sunrun & Tesla Deal, 1 GW NRG…
NUE Power Gas Turbine 2026, 2.5 GW Green Harbor JV
NUE Power Gas Turbine Supply, 50/50 Green Harbor JV, Targeting 63 GW Demand and…
SPP Grid Infrastructure 2025, $8.6B for PJM/ERCOT Load
Power Transformer Shortages Delay 7 GW of AI Projects and 2, 500 GW of…
Semiconductors & AI Chips 2026, $34M USD.AI Deal
NVIDIA GPU Financing, $130 B in AI Data Center Delays, Core Weave's $2.3 B Debt…
TSMC AI & Data Center Energy 2026, 2,100 GW Grid Queue
AI Chips Energy Efficiency 2026, 50% of Data Centers Delayed, and a $630 B…
Cipher Mining HPC Infrastructure 2026, $8.5B AWS, Google
Cipher Mining AI Data Center Pivot, $5.5 B AWS Lease, $3 B Fluidstack Deal, and…
Altitude Carbon Capture 2026, 965k Tonne Equilibrium Deal
Biochar India Offtake Agreements, 180, 000 Tonne Altitude Deal, 425, 000 Tonne…
Almonty Industries Critical Minerals 2026, $10.29B GTP Deal
Tungsten Supply Chain De-Risking, Almonty's $490 M GTP Offtake, 21-Year…
Holcim Carbon Capture 2026, $6.1M Grants w/ Salt X
Holcim Electrified Cement, $4.6 M EU Grant With Salt X, 2 Key EU Policies, and…