Browsing Tag
ERCOT
25 posts
Strategic Value Partners deepens ERCOT power bet with New Frontera control deal
Texas power demand is surging faster than grid comfort allows. Strategic Value Partners’ New Frontera deal shows where capital is moving.
A 1.4GW power move: Can IREN Limited turn Sweetwater 1 into an AI infrastructure breakout?
Discover how IREN Limited’s Sweetwater 1 energization could unlock AI compute capacity, reshape power economics, and test execution at scale.
Energy Vault Holdings, Inc. strengthens Texas position with McMurtre battery storage acquisition (NYSE: NRGV)
Energy Vault expands into Texas with a major battery storage acquisition aimed at long-term grid and AI infrastructure growth. Find out what it means next.
OPC Energy Ltd. (TASE: OPCE) raises $255m equity after record 2025 results as US power demand surges
OPC Energy Ltd. raises $255 million after record earnings as U.S. electricity demand surges. Discover what this means for power markets and investors.
Who is Adrian Rodriguez and why did AEP pick a regulatory lawyer to run its Texas utility?
AEP names Xcel Energy veteran Adrian Rodriguez president of AEP Texas. What it means for the $72bn grid plan and investors. Read the full analysis.
Canaan Inc. acquires 49% interest in 120 MW Texas mining portfolio
Canaan Inc. (NASDAQ: CAN) acquires West Texas mining assets to secure low-cost ERCOT power. Discover what this means for margins and AI strategy.
Why CleanSpark’s Houston-area power acquisition matters as AI and HPC workloads collide with grid constraints
CleanSpark secures major power capacity near Houston as AI and HPC demand collide with grid constraints. Find out why this Texas move could reshape its valuation.
Vistra (NYSE: VST) to acquire 10 gas plants from Carlyle’s Cogentrix in $4bn deal
Vistra is buying 10 gas-fired plants from Carlyle’s Cogentrix for $4B. Find out what this deal signals about U.S. power markets and investor strategy.
The megawatt migration: Why America’s energy grid is chasing jobs, not just demand
States like Georgia are using grid strategy to attract megaprojects. Find out how U.S. energy planning is now driving jobs and industrial growth.
From nuclear to gas and geothermal: Constellation’s Calpine buyout clears DOJ with asset divestitures
Constellation Energy’s DOJ deal clears way for Calpine acquisition. Find out what it means for U.S. power markets and investor sentiment.