July 24, 2026

Market Data and Outlook

Mega-deals and data center demand drive power sector this week

Brookfield’s $7B storage buy, Google’s record solar build, and data center power deals highlighted rising pressure on US energy infrastructure this week.

July 24, 2026

Manufacturing and Supply Chain

GE Vernova gas turbine backlog surges on data center demand

GE Vernova’s gas turbine order backlog reached 116 GW in Q2 2026, with rising demand driven by utilities and data center operators.

July 24, 2026

Finance and Transactions

Meta signs PPA for 172 MW Louisiana solar project

Meta and Lightsource bp have executed a power purchase agreement for 172 MW of new solar capacity in Acadia Parish, Louisiana, bolstering renewable energy supply and local energy infrastructure.

July 24, 2026

Transmission and Interconnection

FERC signals support for grid-enhancing technology incentives

FERC outlines new steps for incentivizing grid-enhancing technologies as part of a broader push to spur cost-effective upgrades and improve transmission planning.

July 24, 2026

Data Centers and AI Infrastructure

Sabey Data Centers begins vertical construction at SDC Umatilla

Sabey Data Centers marks a construction milestone at its SDC Umatilla campus, launching vertical build activity to support growing demand for cloud and AI infrastructure in Northeast Oregon.

July 24, 2026

Transmission and Interconnection

1.2-GW Texas solar build will connect to 300-MW coal plant

The 1.2-GW Big Rooter Power solar project, backed by Panamint Capital, will connect with the 310-MW Twin Oaks coal plant in Texas and add major solar, storage, and data center capacity.

July 24, 2026

Finance and Transactions

Brookfield acquires Aypa Power in $7 billion storage deal

Brookfield Asset Management will acquire energy storage developer Aypa Power from Blackstone for approximately $7 billion, securing one of North America’s largest standalone battery portfolios.

July 24, 2026

Policy and Regulation

Cypress Creek and Google Launch Nation’s Largest Solar Project

July 17, 2026 — United States — Cypress Creek Renewables and Google have initiated construction on what will become the

July 24, 2026