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Five Point launches PowerBridge with $1B to develop gigawatt-scale data center
Apollo to acquire PowerGrid Services, scaling U.S. utility maintenance footprint
Doral Renewables secures $1.5B to complete 900 MW Mammoth Solar
Rio Tinto to invest $1.2B to modernize Isle-Maligne hydro plant in Quebec
Svante opens world’s first carbon capture gigafactory in Canada
Microsoft signs 18M-tonne nature-based carbon removal with Rubicon Carbon
GreenFire Energy launches next-gen geothermal demo at The Geysers
Tallgrass secures anchor shippers for Permian-to-REX pipeline; targets 2028 startup
I Squared to acquire 37% stake in Matterhorn Express Pipeline
Enbridge advances $715M Indigenous equity partnership on Westcoast pipeline
The almost headlines
In case you missed
Backed by LandBridge and WaterBridge, PowerBridge targets hyperscale buildout across 275K acres.
Led by Alex Hernandez, former CEO of Talen and Cumulus Data
First gigawatt-scale data campus already hosts $12B AWS investment
Infrastructure includes dedicated power, fiber, and water solutions
1,400-employee platform to expand through M&A under Apollo ownership.
PGS tripled in size under Sterling Group
Nationwide operations in utility construction, maintenance, and emergency response
Deal backed by Apollo hybrid funds; advisors include J.P. Morgan and Lincoln
South Carolina projects to supply RECs and clean energy for Google’s 2030 net-zero goal.
Builds on existing collaboration between energyRe and Google
energyRe developing solar, wind, storage, and HV transmission across U.S.
Strategic deal expands footprint across Mid-Atlantic and Southeast with 4.1 GW pipeline.
TerraForm now operates 3.4 GW across 23 U.S. states and Ontario
Sun Tribe developed 800 MW since 2019; partnered with Duke, Dominion, TNC
Brookfield manages $1T+ in assets with a global renewable platform
Financing covers three 300 MWac phases, with agrivoltaics and 1M+ U.S.-made modules.
Partners include KeyBanc, Santander, HSBC, Truist
Mammoth facility to power 275,000+ homes annually
Doral’s development pipeline now approaches 18 GW across 22 states
Modernization to secure clean power for low-carbon aluminum production.
Project to run through 2032; peak employment over 300
Largest hydro investment since the 1950s
Follows $183M in prior upgrades across Rio Tinto’s Canadian hydro fleet
Redwood Facility to produce filters for up to 10M tonnes CO₂ capture per year.
$145M in capital raised from Chevron, Samsung, and others
Targets hard-to-abate industries like cement, pulp, and waste-to-energy
Standardized, high-throughput manufacturing to reduce filter costs
One of the largest voluntary carbon market commitments ever signed by a corporate buyer.
15–20 year AR/R project agreements to be deployed globally
Rubicon to focus on high-integrity, underfunded projects
Quality assurance via Microsoft-approved framework and remote sensing tech
Backed by TPG’s climate-focused investment platform
Breakthrough closed-loop system shows sustained 300–350 gpm flows in low-output well.
Demonstration funded by California Energy Commission; wraps June 2025
Achieves 310°F output temp using patented convective tech
Targets redevelopment of underutilized geothermal assets
Goal: 150 MWe of capacity by 2030 through scalable retrofit model
2.4 Bcf/d pipeline to connect Permian gas to Midwest markets and Tallgrass’ decarbonization network.
Open season upcoming for additional shippers
Supports affordable domestic energy and decarbonized supply chain
Part of Tallgrass’ 800-mile U.S. infrastructure footprint
Fully contracted 2.5 Bcf/d pipeline connects Permian to Texas demand centers and Gulf Coast LNG.
I Squared joins MPLX, Enbridge, and WhiteWater in ownership
Placed into service Nov 2024; closing expected mid-2025
Serves LNG terminals and AI/data centers in Austin and Houston
Stonlasec8 Alliance to acquire 12.5% stake with $400M loan guarantee from Canadian government.
Transaction includes 12.5% equity in 65-year-old Westcoast pipeline
Partnership backed by Canada Indigenous Loan Guarantee Corporation
Marks major milestone in Indigenous economic reconciliation and energy ownership
Kimmeridge opens Abu Dhabi office, signs MOU with Mubadala Energy
Move extends Kimmeridge’s LNG and nat gas strategy into the Middle East.
Mubadala recently took a minority stake in SoTex HoldCo
Solestial raises $17M Series A to scale space solar manufacturing
Funding backs 1 MW/year solar cell production for space and lunar missions.
Keyera posts $130M in Q1 net earnings, sanctions $585M in fractionation expansions
KFS Frac III and Frac II debottlenecking to boost capacity by 55,000 bbl/d total.
PGIM invests $175M in Solar Landscape to scale rooftop solar in MD and IL
43 MW of distributed solar to be deployed across 3M sq. ft. of rooftops.
Supports 74 projects; complements Walmart tax equity backing
Google and NV Energy secure approval for first-of-its-kind Clean Transition Tariff in Nevada
New tariff supports 24/7 carbon-free energy with 115 MW of geothermal power for Google.
Woodside, Aramco explore LNG equity and ammonia collaboration
Non-binding agreement includes talks on Louisiana LNG stake and low-carbon fuels.
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.
