AEP Fuel Cell 2026, 1 GW Bloom Energy Agreement

AEP Grid Infrastructure Strategy, 63 GW Load, $78 B Plan, and 1 Quanta Services…


Chevron Natural Gas 2026, 3 GW Plan with GE Vernova

Chevron Natural Gas AI Power, 2.67 GW Microsoft PPA, $7 B Project Kilby, and 3…


Oracle Fuel Cell 2026, $100B Debt, Bloom Energy Deal

Oracle Data Center Expansion Risks, $70 B Debt Strategy, Open AI Cancellation,…


CATL Energy Storage 2026, 150 kWh Nio Partnership

CATL Solid-State Battery Commercialization, 6 B Yuan State Funding, BYD…


Quanta Services Grid Infrastructure 2026, 29 GW, Eaton

Corporate Electrification, Quanta Services Grid Buildout, $22 B in Canceled…


Chevron Natural Gas 2026, $400B Valuation, Engine No. 1

Chevron Middle East Expansion, $19 B Capex, Leviathan Gas FID, and 2 Key…


Microsoft Nuclear & Solar 2025, 10.5 GW Brookfield Deal

Top 10 Nuclear and Solar Deals: Meta's 2.6 GW Vistra PPA & Microsoft's 10.5 GW…


Microsoft Wind 2026, 1 GW PPA Deals, Statkraft BESS

Onshore Wind for Irish Data Centers, 80% CRU Mandate, 8 GW Capacity, and…


Oracle AI Data Centers 2026, $638B RPO, Blackstone Deal

Oracle Data Center Expansion, $70 B Cap Ex Plan, $40 B Nvidia Deal, and Open AI…


Schneider Electric Liquid Cooling 2026, 190 GW, Motivair

Liquid Cooling Project Cancellations, $130 B Blocked, 75 Projects Halted, and…


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