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TotalEnergies took full ownership of its Grandpuits advanced plastics recycling facility in France. Additionally, the company confirmed that ExxonMobil will assume operatorship of the $14 billion Pap…
U.S. imports of Canadian crude reached record levels above 4 million bpd in early 2026, defying tariff headwinds. Strong U.S. Gulf Coast demand for Canadian heavy crude, aided by Enbridge's new Houst…
Enbridge agreed to acquire Tallgrass Energy's crude oil business for $2.55 billion in cash, expanding its US pipeline and storage footprint. To finance the purchase and pay down debt, Enbridge launch…
With the S&P 500 trading at 30 times trailing earnings and the bull market aging, analysts highlight potential market correction risks. Electrification and AI-driven infrastructure plays like GE Vern…
Bitcoin hashrate and mining difficulty have declined as major operators pivot grid capacity toward high-margin AI and cloud computing. While competition for premium power forces traditional mining si…
WestEnd Capital's Q2 letter highlighted strong S&P 500 profit margins hitting a decade-high of 14.8%, driven by robust corporate earnings efficiency. The fund also featured WaterBridge Infrastructure…
Elon Musk highlighted critical power generation equipment bottlenecks, specifically turbine blades and vanes, needed to power massive AI compute projects. While the comments rattled industrial suppli…
Severe gas turbine shortages and four-year grid interconnection queues are forcing hyperscalers and developers toward behind-the-meter microgrids. In response to the complex generation environment, f…
The Permian Basin enters a multi-year natural gas infrastructure expansion driven by LNG exports and AI data center electricity demand. Citi reports four new pipeline projects will ease Waha bottlene…
Trump's deal for massive Venezuelan reserves aims to refill the depleted SPR cheaply. However, Venezuelan infrastructure is crippled, requiring multiyear development. Additionally, Venezuelan heavy c…
Trump signed an executive order restricting foreign power equipment, aiming to secure the U.S. bulk-power system. This creates a 120-day window for the Energy Department to define rules, potentially …
Trans Mountain Corporation reported strong Q2 2026 results, with record throughput of 840,000 bpd and increased Adjusted EBITDA. The company is advancing growth initiatives, including a proposed new …
Mizuho initiated coverage on Talen Energy (TLN) with an 'Outperform' rating, citing its strong position in the PJM power market, crucial for data centers. While TLN is not in the allowed symbols list…
Seahorse Pipeline (Tallgrass/Bridger) launched a binding open season for incentive tariff rates on crude oil transportation from the Guernsey Hub. This move utilizes existing capacity to secure shipp…
California Resources Corporation delivered solid Q2 2026 operational results, achieving 149 kboe/d in production. CRC announced the acquisition of Crimson's midstream pipeline network, advanced its E…
Kodiak Gas Services (KGS) reported record Q2 2026 EBITDA, raised full-year guidance, and highlighted rapid growth in its Power Infrastructure segment amid surging data center demand from hyperscalers…
Bank of America launched a $250B infrastructure finance initiative targeting digital, energy, and core infrastructure through 2027, potentially boosting demand for chips, data centers, and telecom eq…
Tesla is seeking tax incentives for a $10.1B solar manufacturing facility in Texas, potentially operational by 2029, employing 9,700 workers, expanding domestic production and energy infrastructure.
Bank of America unveils $250B infrastructure financing initiative through 2027, targeting AI data centers, energy and transportation projects, following similar moves by Morgan Stanley and JPMorgan.
Enbridge stock fell 7% post-earnings on debt concerns and lower EPS, but strong dividend, growing DCF, and CA$41B project backlog including Meta data center partnerships support long-term bullish out…