Power, markets, flexible RA,and the money behind the grid
INVESTING · Section
Capital flows, deals, and project finance across the power sector — where the money is moving.
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Helix Digital Infrastructure pairs a power generator, a chipmaker, a sovereign wealth fund, and a private equity giant in one vehicle — and Vistra's milestone-linked stake shows what happens when selling electrons is no longer enough.
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DOE's conditional loan commitment to Vistra finances uprates, not new reactors — and it shows how federal credit, a corporate PPA, and a tight PJM capacity market now stack together.
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The biggest merger in Canadian history is really a C$32 billion capital plan looking for a balance sheet big enough to carry it.
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On October 6, Brazil allocated 228 MW of scarce transmission access by competition instead of queue order — all of it went to data centers, and the model could travel.
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The two documents that explain a utility's past and future — what to read first, what to skip, and which numbers actually matter.
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The three risks that define energy returns — what they are, how they compound, and how serious investors manage them.
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Hyperscale load is turning electricity supply into contracted infrastructure — how investors underwrite the electrons behind the cloud.
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Why power companies buy each other — the strategic logic, the regulatory gauntlet, and what premiums actually pay for.
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Regulated monopolies with bond-like dividends — what utility equities are, and what actually moves them.
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Tax credits, grants, and loan programs are financial instruments first — here is how they convert policy into project cash flow.
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Who gets paid first in an energy project — and why tax equity sits at the table.
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How big energy projects raise money on their own balance sheet — and why the asset pays the bills, not the sponsor.