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Largest private sector investment in state history aims to supercharge AI, jobs, and cloud infra.
$20B+ investment will fund AI-focused AWS data center campuses in Salem Township and Falls Township
1,250 high-skill jobs created, thousands more supported across the cloud supply chain
Amazon will launch STEM programs, tech scholarships, and $250K community fund for digital skills and sustainability
Includes training hubs for fiber optic, data center, and network technician careers
Builds on $26B previously invested in PA since 2010; supported 27,000 jobs
Pioneering geothermal into ultradeep, high-temp territory.
Fervo completed drilling its Sugarloaf well in Utah to a record depth of 15,765 ft, targeting 520°F—a new milestone for Enhanced Geothermal Systems (EGS).
Drilling was completed in 16 days, slashing time by 79% versus DOE benchmarks.
The well achieved record bit runs (3,290 ft) and an instantaneous rate of penetration above 300 ft/hr at depths over 15,000 ft.
Independent validation confirms the site’s potential to support over 5 GW of capacity.
Fervo projects 50–60% thermal recovery, tripling conventional geothermal output per well.
A regulatory first for advanced reactor fleet deployment.
Oklo’s Licensed Operator Topical Report has been accepted by the U.S. Nuclear Regulatory Commission (NRC) for review.
The report proposes licensing operators for Oklo’s Aurora reactor design, rather than site-specific plants.
This marks a key step toward streamlined, scalable deployment of Oklo’s 75 MWe Aurora units.
The strategy reflects Oklo’s business model of selling power, not power plants, and is aimed at reducing operational overhead and accelerating commercialization.
HASI + KKR back a fresh $2.6B sustainable infrastructure push.
CarbonCount Holdings 1 LLC will issue $592M in senior unsecured notes at a 6.76% fixed rate
Net proceeds of ~$586M will fund new sustainable infrastructure projects
Financing boosts CCH1’s total investment capacity to $2.6B, with a new investment window open through Nov 2026
Backed by HASI and KKR, with Morgan Stanley and KKR Capital Markets as joint lead placement agents
From kelp to capital—venture funding dives deep for marine biodiversity.
First close of €160M toward a €300M target for SWEN Blue Ocean 2
Focus: ocean biodiversity, anti-pollution, and climate resilience, with most capital targeting Series A rounds
LPs include EIF, Bpifrance, France 2030, and leading insurers and family offices
Article 9 SFDR-compliant fund, will take lead investor roles with checks up to €12M
Fund 1 posted multiple exits and returned capital to LPs; 18 companies remain active
New financing to unlock U.S. pipeline of 2 GW clean energy projects.
Soltage raises $260M in debt financing to accelerate rollout of distributed solar + storage
Package includes construction, tax equity bridge, and term loan facilities
Led by National Bank of Canada; joined by First Citizens, Siemens Financial, BankUnited, Cadence Bank
Funds will enable buildout of ~250 MW in near-term projects across Soltage’s 2 GW pipeline
Soltage, backed by Igneo Infrastructure Partners, has deployed 500+ MW to date across 125+ projects
The asset sale begins.
Filed Chapter 11 to enable value-maximizing sale of solar assets
Customers' systems and services will continue uninterrupted
Filed $15M sale agreement with Atlas SP and $16M agreement with Lennar Homes for key business units
Parent firm unaffected: tax equity partnerships and ABS structures remain bankruptcy-remote
Sale expected to wrap in ~45 days; Moelis is running the sale, with Kirkland & Ellis advising
Over $530M secured to fuel Origis’ growing utility-scale ambitions.
Wheatland Solar (150 MWac) and Optimist Solar + Storage (200 MWac + 50 MW) hit financial close
PPAs secured with CenterPoint Energy and TVA respectively
MUFG led the deal as Coordinating Lead Arranger, with backing from Associated Bank, CoBank
Projects expected online early 2026
Origis now pushing hard into grid-scale solar + storage as part of decarbonization strategy
Runwise Raises $55M to Modernize Building Ops with Smart OS
$55M Series B led by Menlo Ventures brings total funding to $79M
AltaGas Locks In 15-Year LPG Export Deal With Keyera, Doubling Capacity
Keyera signs on for 12,500 Bbls/d more LPG exports via AltaGas’ west coast terminals starting in 2028
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.
