Indiana nuclear power forecast: gas may arrive before 6 GW
Indiana’s CANDU plan explores up to 6 GW, with gas plants potentially first. Our forecast tests the licensing, financing and customer commitments still needed.
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#Energy Infrastructure
5 articles
TECHi reporting and analysis covering Energy Infrastructure. 5 articles, newest first.
NRG’s PJM capacity haul changes the earnings question
NRG cleared 6,839 MW in PJM’s 2028–2029 auction. TECHi tests the $811 million gross value bridge, LS Power exposure, and what investors still lack.
SLB’s AI Data Center Alliance Has One Big Missing Number
SLB and Liberty Energy are pairing modular data centers with on-site power, but the alliance discloses no customer, contract value, revenue split, or backlog.
Why AI Expansion Is Driving Energy Infrastructure Investment
AI capex is turning data centers into a power, storage and infrastructure trade. Here is how CLSK, MARA, RIOT, EOSE and TSLA fit.
Are AI Data Centers Becoming a Power Stock Story?
AI data centers are turning power, cooling and cloud capacity into a stock story. Here are the demand math, country counts, winners and risks.