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.
Tag
#Power Grid
3 articles
TECHi reporting and analysis covering Power Grid. 3 articles, newest first.
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.
Meta’s 5-GW Louisiana Data Center Outruns Its Power Plan
Meta says its Louisiana AI data center could reach 5 GW and exceed $50B. TECHi separates the expansion claim from the power assets regulators have approved.