M A

US power sector CO2 emissions jumped 4% in 2025, just as SBTi opens its net-zero standard for comment

US power sector emissions rose 4% in 2025, driven by coal and data center demand, as SBTi launches its second public consultation on a new net-zero standard.

P&G absorbs a $1 billion war-cost hit and signals a flat-to-3% EPS growth year ahead

Procter & Gamble expects a $1B cost hit from the Iran conflict, guiding fiscal 2027 adjusted EPS to flat-to-up 3%, roughly $7 at the midpoint.

Mastercard's Q2 revenue jumps 14% to $9.28 billion as payment network volumes climb

Mastercard posted Q2 revenue of $9.28 billion and profit of $4.39 billion, both ahead of analyst estimates, on payment network growth.

Halliburton's Q2 revenue hits $5.71 billion, beating estimates on dual-segment growth

Halliburton posted Q2 2026 revenue of $5.71B, up 3.7% year-over-year, beating analyst estimates by $210M as both its completion and drilling units gained.

Europe's energy grid is being pulled in four directions at once, and operators have weeks to respond

Heatwaves, Middle East disruptions, CBAM compliance, and surging data-centre load are converging on European energy operations right now.

Data center power demand is forcing utilities to rethink capital plans and grid design in real time

CenterPoint hiked its 10-year capex plan on data center load, while Midwest wholesale prices topped $500/MWh amid heat and wind shortfalls.

Utilities are committing $1.1T over five years as heat stress reshapes electricity demand

Surging heat stress and population growth are forcing a $1.1T utility infrastructure overhaul, with $208B earmarked for 2025 alone.

Equinor's Q2 adjusted operating income surges over 75% as Middle East conflict drives energy prices higher

Equinor reports a 75%-plus jump in Q2 adjusted operating income and raises its share buyback, capturing oil and gas price gains tied to Middle East conflict.

Westinghouse files for IPO as utilities race to lock in nuclear, coal, and data-centre power capacity

A burst of utility-sector deals in late July 2026 signals that enterprise energy procurement teams face tightening supply across nuclear, coal, and grid infrast

Europe's summer power crunch is accelerating battery and solar investment across the continent

Heat waves, nuclear outages, and drought are pushing European power prices to multi-year highs and fast-tracking grid storage projects from Italy to Slovenia.

Renewable energy roundup: Offshore supply chains, storage deals, and output records define July 16

From a 3.2GW Korean offshore cluster to a GB solar output record, July 16 brought a wave of concrete procurement and operational signals.

Heat stress is expanding faster than utility grids can keep up, and the investment gap is widening

A Nature study finds some regions now endure 50 more heat stress days per year, while U.S. utilities plan $1.1T in grid investment over five years to meet surgi

Fitch downgrades utility sector outlook as $240B capex wave collides with affordability backlash

Fitch shifted its utility sector outlook to "deteriorating" in June 2026, citing affordability pressure that threatens cost recovery on a historic capital build

Utilities set to spend $1.1T on grid infrastructure as electrification drives five-year investment surge

The Edison Electric Institute projects utilities will pour $208B into the grid in 2025, part of a $1.1T five-year build-out driven by surging electrification de

Utilities face a $240 billion capital squeeze as affordability pressure mounts

Fitch downgraded the utility sector outlook while EY flags record investment needs — leaving operators caught between surging demand and rate recovery risk.

Energy transition market set to nearly double by 2032, with Asia-Pacific and distributed energy leading the charge

The global energy transition market is projected to grow from $2.87T in 2025 to nearly $6T by 2032, driven by solar, storage, and grid modernization.

Electrification hits enterprise scale: EV freight corridors, battery swaps, and the UK's petrol car tipping point

EVs outsell petrol cars in the UK, a 1,200-km zero-emission freight corridor launches in Colombia, and CATL targets 300,000 trucks across Europe.

Clean energy deals dominate this week: hydrogen, storage, offshore wind, and a major Shell divestiture

Five significant energy transition deals closed in July 2026, spanning green hydrogen, battery storage, offshore wind, and renewable portfolio M&A.

179D deduction window closes: what facilities and construction teams must do before June 30

The One Big Beautiful Bill Act terminates 179D for projects breaking ground after June 30, 2026, capping deductions at up to $5.81/ft².

Grid energy in 2026: connection backlogs, AI load growth, and the infrastructure race reshaping enterprise power

From $3.17T in global clean energy investment to 14-year data center connection waits, grid constraints are now the defining operational risk for energy buyers.

New federal dataset and $67M in BTO funding reshape how operators plan for building energy demand

DOE's BTO deployed $67M+ in 2024 R&D funding while Lawrence Berkeley and NREL released a county-level demand dataset through 2050.

NextEra and Dominion's $67 billion merger filing starts a 180-day regulatory clock that will reshape power procurement across four states

NextEra and Dominion have filed merger applications in Virginia, North Carolina, and South Carolina for a $67B deal that would create the world's largest regula

The $67B NextEra-Dominion merger just triggered its regulatory clock, and every large power buyer should be watching

NextEra and Dominion filed merger applications this week, starting a 180-day review that could create the world's largest regulated utility serving 10M customer

A $67B utility merger faces its first major regulatory test as Sen. King asks FERC to block NextEra-Dominion

NextEra and Dominion have filed for regulatory approval of a merger that would create the world's largest regulated utility, but congressional opposition is alr

Carbon-free generation spending tops fossil fuels at US utilities for the first time

RMI's Utility Transition Hub finds 2024 carbon-free generation investment hit $14.5B, edging past $13.9B in fossil spending.

Energy demand is outrunning the clean energy build: what operators need to know in 2026

Global energy demand grew faster than clean energy additions in 2025, keeping fossil fuels at 86% of supply even as renewables spending hits $2.2T in 2026.

Energy transition market set to nearly double to $6 trillion by 2032, with Asia-Pacific driving growth

The global energy transition market is projected to reach nearly $6 trillion by 2032, growing at 11.1% annually, as utilities, industrials, and governments scal

EIA slashes oil price forecast 14% after U.S.-Iran deal reopens Strait of Hormuz

The EIA cut its 2026 Brent crude forecast to $82/b from $95, as a June 18 U.S.-Iran MOU reopens the Strait of Hormuz and eases a five-month supply crisis.

Clean energy investment hits $2.2 trillion in 2026, nearly doubling fossil fuel spending

Global energy investment reaches $3.4T in 2026, with clean energy outpacing fossil fuels nearly two to one, per the IEA's latest report.

Solar hits 8.7% of global power, but fossil fuels still grew faster in 2025

The Energy Institute's 2026 Statistical Review confirms renewables are scaling fast — but total energy demand grew faster, pushing fossil fuel consumption highe