Microsoft Wind 2026, 1 GW PPA Deals, Statkraft BESS
Onshore Wind for Irish Data Centers, 80% CRU Mandate, 8 GW Capacity, and…
Google Wind Energy 2026, 36% US Investment Drop Post-OBBBA
Offshore Wind Cancellations, $34.8 B in Write-Offs, 10% Drop in Corporate PPAs,…
Critical Minerals 2026, 190 GW AI Demand Shock, LME
Tin Supply Chain Risk, $53, 462/tonne Price High, 73% U.S. Import Reliance, and…
OpenAI AI & Data Center Energy 2026, $300B Oracle Deal
AI Compute Financing, $35 B Apollo Deal for Anthropic, 3.5 GW Target, and $500…
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…
ADB Grid & Power Infrastructure 2026, 400 GW, Masdar Deal
Asia Pacific Grid Infrastructure, $70 B ADB Plan, Total Energies JV, and 37…
LS Power Renewable Energy 2025, 2.9 GW Algonquin Deal
Top 10 Renewable M&A Deals, Alphabet's $4.75 B Buy, Pattern Energy's 16 GW…
TD Bank Carbon Capture 2026, 4 Offtake Deals, JPMorgan Chase
DAC Market Expansion: TD Bank's 10-Year Climeworks Deal, 18, 000 Tonne Deep Sky…
Microsoft Nuclear 2026, 835 MW Constellation PPA
Top 10 Nuclear Deals: Meta's 6.6 GW Commitment and Microsoft's $1.6 B…
Occidental Carbon Capture 2026, 450k Tonne JPMorgan Deal
DAC Policy Whiplash: $1.2 B DOE Reversal, 626, 000-Tonne Microsoft Deal, and 2…