Power, markets, flexible RA,and the money behind the grid
Topic
5 stories on this topic, across the desks.
INVESTING
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.
INVESTING
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.
DATA
Google will underwrite 890 megawatts of nuclear uprates at eleven existing reactors — the fastest credible path to the firm, carbon-free power its AI buildout demands.
INVESTING
Hyperscale load is turning electricity supply into contracted infrastructure — how investors underwrite the electrons behind the cloud.
DATA
How data centers buy electricity is getting creative — from classic PPAs to hourly-matched clean power and on-site generation.