Section
Oil, power, renewables and the economics of the energy transition.
Energy
The assets bring roughly 600,000 dedicated acres on fixed-fee contracts averaging more than 12 years and lift the company's Midland Basin capacity toward 2.3 billion cubic feet a day.
By Priya Raghavan · Oct 6, 2026 · 2 min read
Energy
Constellation declined to comment and Google could not be reached. Capacity and location are reportedly not yet determined, and an announcement could come this week.
By Priya Raghavan · Oct 6, 2026 · 2 min read
Energy
The move landed Monday and the selloff followed during Asian hours. Gulf exports have recovered past pre-war levels even with Hormuz transits still near a standstill.
By Priya Raghavan · Oct 6, 2026 · 2 min read
Energy
Agreements effective September 30 run through 2048 and cover up to 590 megawatts of grid service, with Google carrying the project costs and posting $399 million of refundable equipment advances.
By Priya Raghavan · Oct 6, 2026 · 2 min read
Energy
An amended agreement with Kentucky Power lifts the Eastern Kentucky site from 500 megawatts to 1,000 and pulls the second phase forward to 2029. Shares fell 5.13%.
By Priya Raghavan · Oct 6, 2026 · 2 min read
Energy
The purchase adds about 16,500 net acres in Eddy and Lea counties and more than 156 net locations, and the company plans to pay down $350 million to $400 million of credit facility borrowings.
By Priya Raghavan · Oct 6, 2026 · 2 min read
Energy
The utility says the nuclear arrangement for an Oracle and OpenAI data center could save other customers roughly $300 million in fuel costs over five years.
By Priya Raghavan · Oct 5, 2026 · 2 min read
Energy
Tanker shortages, higher insurance costs and longer voyages are lifting seaborne grades while landlocked West Texas Intermediate trades near $91 a barrel.
By Priya Raghavan · Oct 5, 2026 · 2 min read
Energy
The agreement underwrites more than $3 billion of Maryland investment and an uprate that brings new nuclear capacity online between 2030 and 2032.
By Priya Raghavan · Oct 3, 2026 · 2 min read
Energy
The sales and purchase agreement covers roughly 20 million tonnes over its term. Venture Global did not name a supplying facility or disclose pricing or delivery terms.
By Priya Raghavan · Oct 3, 2026 · 2 min read
Energy
Reuters reports the Trump administration pressed France and Germany to release diesel stocks within 20 days or face a unilateral U.S. export ban. A European Commission spokesperson said a ban "would not be beneficial to anyone."
By Priya Raghavan · Oct 3, 2026 · 2 min read
Energy
WTI settled near $92.87, up about 2.7%, with PetroChina reported to have cancelled cargoes and additional U.S. troops reported to be heading to the Middle East.
By Priya Raghavan · Oct 3, 2026 · 2 min read
Energy
The deal adds artificial lift manufacturing in Canada and the Middle East, and management expects it to add to earnings and free cash flow per share.
By Priya Raghavan · Oct 3, 2026 · 2 min read
Energy
The Tennessee Valley Authority can now build Clinch River Unit 1 near Oak Ridge, a milestone for GE Vernova Hitachi's 300-megawatt design.
By Priya Raghavan · Oct 1, 2026 · 5 min read
Energy
The partnership covers more than 1 gigawatt across five projects, starting with Project ENDOR at the Port of Vordingborg.
By Priya Raghavan · Oct 1, 2026 · 5 min read
Energy
West Texas Intermediate was quoted above $90 and Brent above $103 in pre-market trading, with UKMTO confirming a fire aboard a ship hit by a projectile earlier in the week.
By Priya Raghavan · Oct 1, 2026 · 5 min read
Energy
A protest from Connecticut, Massachusetts, Maine and Rhode Island argues the combination would control all of New England's nuclear capacity, and a congressional letter followed a day later.
By Priya Raghavan · Oct 1, 2026 · 5 min read
Energy
The grid operator had asked for an order in time to begin procurement Sept. 30 to close a 6,831 megawatt shortfall. That timeline is now gone.
By Priya Raghavan · Oct 1, 2026 · 5 min read
Energy
The utility has signed service agreements for 2.8 gigawatts of large-load demand by 2030 and is planning gas, solar, storage and a new nuclear unit to meet it.
By Priya Raghavan · Sep 29, 2026 · 7 min read
Energy
The French major is converting a war-driven price spike into a longer-dated commitment on shareholder returns.
By Priya Raghavan · Sep 28, 2026 · 5 min read
Energy
Tehran wanted frozen funds released, sanctions lifted and the naval blockade ended in exchange for reopening the waterway within a week. Washington said no.
By Priya Raghavan · Sep 28, 2026 · 5 min read
Energy
The nuclear developer called the report a set of distortions after its shares fell about 10%. The company notes its author discloses a financial interest in a lower stock price.
By Priya Raghavan · Sep 26, 2026 · 2 min read
Energy
The Caspian project adds four subsea wells and an electrified onshore plant, with startup expected in 2029 and gas routed toward Turkey.
By Priya Raghavan · Sep 26, 2026 · 2 min read
Energy
Distillate inventories sit 12.7% below year-ago levels, leaving diesel the tightest part of the barrel as the risk premium builds.
By Priya Raghavan · Sep 25, 2026 · 7 min read
Energy
The notice would let the company defer payment obligations if the 2.5-gigawatt Project Jupiter campus misses its 2028 target, after repeated pipeline permit denials.
By Priya Raghavan · Sep 25, 2026 · 8 min read
Energy
State permitting decisions, not capital, have become the binding constraint on the largest data center projects. An air quality ruling is due by Nov. 23.
By Priya Raghavan · Sep 25, 2026 · 2 min read
Energy
The national average rose 24 cents in a week and is $2.78 above a year ago, reviving a debate over export restrictions that the energy secretary has publicly rejected.
By Priya Raghavan · Sep 25, 2026 · 2 min read
Energy
The award comes under the Energy Department's SPARK program and will fund Siemens Energy grid-stabilizing technology across a territory serving 2.9 million customers.
By Priya Raghavan · Sep 25, 2026 · 10 min read
Energy
Two cost-reimbursement agreements with an unnamed "leading frontier AI lab" cover equipment bought outside Atlas's existing global framework deal with Caterpillar.
By Priya Raghavan · Sep 25, 2026 · 10 min read
CII Briefing
One email. The deals, the numbers and the decisions that will be discussed in your Monday meeting.
