Rio Tinto Direct Lithium Extraction 2026, $4.8B for ENAMI JV
Rio Tinto Critical Minerals Pivot, $900 M Codelco JV, 200, 000 Tonne Lithium…
Stardust Data Centers Natural Gas 2026, $725B Hyperscaler CapEx
Stardust Data Centers' Oil & Gas Power Strategy, $60 M Funding Amidst $1 T AI…
Deep Fission Nuclear 2026, $1B X-energy IPO
SMR Data Center Power, Deep Fission $40 M IPO, 18.5 GW LOIs, and 2 Competitor…
LS Electric Grid & Power Infrastructure 2026, $115M Honeywell Deal
LS Electric DC Power Distribution, $70 M US Big Tech Deal, Infineon Mo U, and a…
Standard Nuclear Nuclear 2026, $140M Series A, X-energy
Standard Nuclear TRISO Fuel, $150 M IPO, Oklo Alliance, and 2 New Production…
Qualcomm Semiconductor 2026, $3.9B Modular AI Deal
Qualcomm AI Chips 2026, $15 B Revenue Target, 1 Meta CPU Deal, and 8 x…
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…