5 articles
Bloom Energy signed a $1.7 billion fuel-cell agreement with Nebius AI and a strategic deal with utility AEP, both aimed at powering AI data centers on-site. The company also expanded South Korea distribution through SK Ecoplant and SK Eternix, pointing to demand growth that runs independent of grid buildout timelines.
A US-Israel strike on Iran has kept the Strait of Hormuz closed for nine weeks, driving US gasoline to $4 per gallon. Leading economists warn the shock could rival the 1970s oil crises in severity. The Federal Reserve is holding rates steady as equity markets hit yearly lows and stagflation risks mount.
Talen Energy acquired a 2.6 GW natural gas portfolio from Energy Capital Partners in January 2026, backed by $500 million in turbine warehouse financing from MUFG and Keystone National Group. The transaction reflects growing institutional support for gas infrastructure as bridge fuel, with Project Matador drawing strong investor interest according to Toby Neugebauer.
Two natural gas liquid fractionators on the U.S. Gulf Coast will add 300,000 barrels per day of processing capacity by 2029, with Marathon Petroleum securing full output from both facilities. The infrastructure expansion supports Marathon's strategy to capture growing NGL volumes from shale production as petrochemical feedstock demand rises.
Alliance Resource Partners, L.P., a Tulsa-based master limited partnership, confronts potential asset obsolescence across mining complexes in Illinois, Indiana, Kentucky, and West Virginia as energy transition timelines compress. The technological risk carries catastrophic severity with medium likelihood, reflecting uncertainty around coal demand trajectories. Equity holders face direct exposure to commodity price volatility and regulatory pressure on thermal coal markets.