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Sunya Stories episode #12 with David Heikkinen of WhiteHawk Energy.
You can find it on Spotify.
Digital meets drill bit: Blackstone bets big on AI and gas power in PA.
$25B committed, $60B catalyzed across energy and digital infrastructure.
Includes QTS data centers and new gas generation with PPL.
6,000 jobs supported annually over a decade of development.
3,200-acre site repurposed from coal to AI with EQT gas supply.
EQT to provide up to 665,000 MMBTUs/day for the data campus.
GE to supply seven turbines; Kiewit to handle construction.
Full site commissioning begins in 2027.
AI’s new HQ: CoreWeave plants its flag in Lancaster with 100 MW site.
600 construction jobs, 70–175 permanent roles; 100 MW to 300 MW planned.
Partnership with Chirisa and Machine Investment Group.
Designed for high-performance compute workloads, particularly AI.
Crane plant restart, license renewals, and AI-aligned grid capacity headline major clean energy push.
Constellation to invest billions in nuclear upgrades, including restarting the 835 MW Crane Clean Energy Center by 2027.
Projects expected to generate $16B in GDP, $3.6B in taxes, and create over 3,400 jobs in Pennsylvania.
Operating license renewals for Peach Bottom (to 2054) and Limerick (into 2040s) will secure decades of zero-carbon baseload power.
World’s largest corporate hydro PPA to power Google’s 24/7 CFE goal.
Initial deal covers 670 MW in PA; total potential up to 3 GW.
20-year PPAs support PJM region energy needs and hydro upgrades.
Brookfield to deliver flexible, dispatchable CFE for tech sector.
Renewa now controls land under 26 GW of clean energy assets across 30 states.
Brings total Renewa funding to $750M since 2022 launch.
La Caisse backs land-financing model key to scaling clean energy buildout.
Supports U.S. need for 20M+ acres for solar, wind, and storage.
Refinancing 972 MW of solar and 75 MW of storage across 29 sites.
$575M offering led by Natixis will refinance prior $612M bridge loan.
Proceeds support broader portfolio reinvestment and future issuances.
MN8 operates ~4 GW of clean energy assets in the U.S.
Facility will sequester 2M tonnes of CO₂ annually and enable low-carbon ammonia.
CO₂ will be permanently stored by ExxonMobil once permits are finalized.
Supports ~1.9M tons/year of low-carbon ammonia output.
Qualifies for Section 45Q tax credits, marking major CCS milestone.
Ramping up Reno: XCF aims for 160M gal/yr SAF output via modular design.
Facilities planned in FL, NC, NV; $350M already spent.
SAFX ticker on Nasdaq; 149M shares outstanding.
Targets 3 new U.S. sites + New Rise Australia JV.
Frontier Group to redevelop coal site into 1 GW gas plant with EQT supply.
$6B project will create 15,000 jobs and $139M annual revenue in PA.
Will consume 800 MMcf/d from Marcellus/Utica shales.
EQT and National Fuel to handle gas supply and transport.
Fund II focused on non-op oil & gas stakes across North America.
Acquires non-operated working interests with yield-focused profile.
Alamo Resources team joins to bolster technical execution.
Also evaluating Cook Inlet and North Slope deals in Alaska.
Smackover Lithium Reports Record Lithium Grades in Arkansas
616 mg/L lithium brine tops expectations as FEED study nears completion.
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.
