Browsing Tag
Federal Energy Regulatory Commission
25 posts
Vistra (VST) completes $4bn Cogentrix acquisition, but can 5.5 GW of gas capacity deliver expected returns?
Vistra has completed its acquisition of Cogentrix Energy, adding 10 natural gas generation facilities and expanding its US fleet to nearly 50,000 MW. The transaction was originally valued at approximately $4 billion after expected tax benefits, but its investment case depends on delivering forecast cash-flow accretion while maintaining balance-sheet discipline.
FuelCell Energy achieves near-100% PJM capacity accreditation as US data center electricity demand accelerates
FuelCell Energy earns a 99.873% PJM capacity rating as data center power demand surges. Explore its growth potential and investor implications.
AI data centers face a new power bottleneck after FERC blocks key PJM electricity rules
Federal regulators have rejected major elements of PJM Interconnection's proposed framework for managing data-center electricity demand, raising questions about grid reliability, customer costs and future infrastructure investment.
Cheniere Energy raises 2026 EBITDA outlook as Corpus Christi LNG expansion accelerates
Cheniere Energy has raised its 2026 adjusted EBITDA guidance to as much as $8.4 billion as Corpus Christi Stage 3 adds LNG volumes and global margins remain supportive. The next test is whether construction-led growth, another 5 mtpa of authorised capacity and a proposed 24 mtpa expansion can keep lifting cash flow as global LNG supply eventually catches up.
Southwest Gas expands Great Basin project to $2.3bn as 1 Bcf/d demand reshapes growth plan
Southwest Gas Holdings has secured binding commitments for approximately 1 Bcf/d on its Great Basin 2028 Expansion Project in Nevada. The larger pipeline could generate up to $300 million of annual incremental margin, but its rising capital cost, federal approval process and financing requirements will test whether contracted demand translates into attractive shareholder returns.
Commonwealth LNG Project: Why Caturus’ 9.5Mtpa Louisiana export terminal matters in 2026
The Commonwealth LNG Project in Cameron Parish, Louisiana has moved into full construction after Caturus reached final investment decision in May 2026, backed by $9.75 billion of project financing and long-term LNG offtake agreements with major global counterparties.
Baker Hughes deepens Sabine Pass LNG role after Chart Industries acquisition
Baker Hughes’ Sabine Pass awards gain weight after Chart Industries, but Cheniere still faces FID, financing and federal approval tests before construction.
Texas LNG enters decisive pre-FID phase as Glenfarne builds global LNG platform
Discover why Texas LNG is entering a decisive pre-FID phase as Glenfarne lines up Kiewit, BGN, buyers and financing. Read the full analysis now.
Why Talen Energy’s $2.55bn PJM acquisition matters for power markets and TLN stock
Find out how Talen Energy’s western PJM acquisition could affect TLN stock, AI data centre power demand and U.S. power markets today!
Cheniere’s Bechtel contract pushes Sabine Pass expansion forward, but FID still decides the real prize
Cheniere has the contractor lined up. Sabine Pass Train 7 now depends on regulators, financing and LNG buyers staying hungry.