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Crusoe, Blue Owl, and Primary enter second phase of $15B Abilene AI data center JV
Microsoft signs world’s largest biochar carbon removal deal with Exomad Green
TVA submits first U.S. construction permit for GE Hitachi BWRX-300 SMR
Graphitic Energy and Technip Energies to scale methane pyrolysis hydrogen tech
Elliott wins two board seats at Phillips 66 in shareholder vote for change
AES signs 650 MW solar PPAs with Meta for TX and KS data centers
Sable Offshore prices upsized $256.5M public equity offering at $29.50/share
The almost headlines
In case you missed
JV backs 1.2 GW of AI capacity across 8 buildings powered by low-cost wind.
Phase 1 (200 MW) online in early 2025; Phase 2 energizing mid-2026
Supports up to 50K NVIDIA GB200s per building
Closed-loop water cooling; 5,000 construction workers at peak
1.24M tonnes CO₂ to be removed over 10 years; tracked with Carbonfuture MRV+.
Agreement verified via Puro.earth Biochar Methodology
Exomad aims to sequester 1 MtCO₂ annually by 2027
Biochar sourced in Bolivia; delivers community benefits to 250K+ people
Clinch River site could host nation’s first deployed small modular reactor by 2030.
Application submitted to U.S. NRC; site near Oak Ridge, TN
Aims to derisk future SMR deployments and expand U.S. nuclear supply chain
BWRX-300 design is simpler, safer, and more scalable than traditional reactors
Preliminary site work may begin in 2026; early site permit already approved
Collaboration targets zero-CO₂ hydrogen and graphite production at industrial scale.
Tech converts natural gas into clean hydrogen + solid carbon without CO₂ emissions
Single train can produce 100K tonnes/year of hydrogen with low power usage
Pilot facility in San Antonio produces hundreds of kg/day of H₂ and up to 1,000 kg of graphite
Backed by $65M+ in funding; technology remains cost-competitive without subsidies
Sigmund Cornelius and Michael Heim elected to board; Elliott signals push for operational improvement.
Backed by proxy advisors and shareholders seeking governance reform
Elliott to remain engaged on execution, performance, and value creation
Project Annie marks Soluna’s first solar-only deployment; part of 773 MW development pipeline.
Converts excess solar into modular high-performance compute capacity
Finalizing PPAs and site agreements; honors computing pioneer Annie Easley
Projects in SPP market advance Meta’s 100% clean energy commitment.
Hundreds of jobs and millions in local tax revenue expected
AES has 12.3 GW in signed PPAs and 65 GW development pipeline
Houston-based offshore oil and gas firm boosts offering above initial $200M target.
Offering includes 8.7M shares; underwriters granted 30-day option for 1.3M more
Proceeds to support capex, working capital, and general corporate purposes
J.P. Morgan, Jefferies, and TD Cowen serving as joint bookrunners
Converge raises $22M to cut concrete emissions using AI-powered ConcreteDNA platform
Funding to scale AI and sensor tech that reduces embodied carbon in construction.
DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.
