Shell Energy Storage 2025, $238M CCS, Google Deal

Shell BESS Capital-Light Shift, 1 GW Divestment, 600 MWh Sunotec Hedge, and…


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

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


Google Nuclear 2026, 1.2 GW Clearway Energy Deal

Top 10 SMR and Renewable PPAs: Google's 500 MW Kairos Deal, Microsoft's 10.5 GW…


OPG Nuclear 2025, 1,200 MW GE Hitachi Project

Top 10 SMR Projects: Meta's 6.6 GW Ambition & Amazon's X-energy Partnership…


Dominion Grid Infrastructure 2026, $1.6B Virginia Tax Loss

Data Center Project Cancellations, 7 GW Capacity Gap, 300 State Bills, and Tax…


Fervo Energy Geothermal 2026, 115 MW Google PPA

Fervo Energy Enhanced Geothermal, $1.89 B IPO, 115 MW So Cal Ed PPA, and a 400…


Infographic chart showing AI spending by big tech firms (2022–2025), with stacked areas for Microsoft, Alphabet, Amazon, Meta, Oracle and others on a blue grid background.

DEWALT Robotics & Autonomous Systems 2026, 57% Project Delays

Data Center Construction Robotics, DEWALT's 2026 Robot, 15.5% CAGR, and 499,…


Line chart of a company's financials (2024–2028): Revenue, Earnings, Free Cash Flow, and Cash From Op; 2026 forecast highlighted with vertical band.

Enlight Solar 2026, 200 MW Google PPA for Oklahoma

Enlight Solar 2026, 200 MW Google PPA for Oklahoma Enlight On-Site Generation…


Energy Park Economics: a dark dashboard showing a horizontal bar chart comparing solar and grid costs in PJM, with four colored bars and dollar-per-kWh scales up to $0.26/kWh.

Google Solar 2026, $4.75 B Intersect Power Acquisition

Google Solar 2026, $4.75 B Intersect Power Acquisition Google's Intersect Power…


Bar chart labeled GS Estimate showing three capacity categories by quarter (1Q23 to 4Q26): dark blue for Hyperscale + Cloud rising from ~22 GW to ~40 GW, light blue for Non-Hyperscale/Cloud around ~18–19 GW, and purple for AI rising from ~1 GW to ~15 GW. Y-axis in GW (0–40).

Meta Solar & Wind 2026, 2.5 GW NextEra PPAs

Meta Solar & Wind 2026, 2.5 GW NextEra PPAs Top 10 Corporate PPAs: Microsoft's…


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