Power and energy supply deals: the running tracker

This page tracks announced power purchase agreements, grid scale infrastructure commitments, and energy supply deals across global markets. The tracker records corporate procurement, utility scale transactions, and government financing programs designed to meet expanding power demand. Readers can scan entries by total commitment value, counterparty, and primary source publisher.

Coverage

Independent Research

Prepared by

Octans Research

As of

2026-07-30

• Reliance Industries and Samsung signed a $3B green ammonia deal stretching over 15 years. The transaction supports clean energy supply chains in India.
• Constellation Energy published a $13B cash flow outlook driven by artificial intelligence compute power demand. The projection highlights growing financial commitments to utility providers.
• The US Department of Energy offered $17.5B in conditional loans for the nuclear supply chain. The financing supports new large scale power reactors.
• Pinterest signed a $4B cloud services deal with Amazon Web Services through 2031. The agreement powers visual search infrastructure.
• Bloom Energy secured a $2.65B fuel cell supply deal with its stock trading at $121.84. The agreement expands commercial deployment.
• Hallador Energy procured $350M in turbines for its Merom project alongside $118M in Q1 2026 hedge fund backing. The procurement reduces risk for power generation development.
• Tech giants invested $40B in data center expansion to meet surging compute demand. The capital deployment addresses rising compute power requirements.
• Ørsted divested a 50% stake in the 2.9 GW Hornsea 3 offshore wind project for $5.6B. The transaction carries a local currency value of DKK 39B.
• Alphabet invested $4.75B in data center energy specialist Intersect. The spend supports power infrastructure for artificial intelligence workloads.
• NextEra proposed a $67B takeover of Dominion to create an expanded utility platform. The transaction targets scale for regional power demands.
• Equinor signed a 5 year gas deal with Eneco for 0.5B cubic meters annually. Deliveries to the Dutch gas grid commenced on February 1.
• The US secured $56B in Asian energy deals amid Gulf supply disruptions. The agreements lock in long term energy deliveries.
• National Grid awarded $16B in HVDC contracts under a GBP 59B infrastructure framework. The awards mark the final stage of energy infrastructure framework contracts.
• Meta raised AI data center spend to $10B while energy strikes were paused until April 6 2026. The commitment expands corporate artificial intelligence infrastructure.
• Hut 8 secured a $9.8B AI data center lease for a 352 MW expansion. The agreement commercializes the 1 GW Beacon Point campus.
• Utility stocks faced $25B in unpaid power bills from rising data center demand. Strained power grids push power prices higher across regional markets.
• Inox Clean Energy agreed to acquire Vibrant Energy for $600M. The transaction adds operational assets to its renewable portfolio.

The largest corporate transaction on this list is NextEra's $67B acquisition of Dominion, though the tracker also captures smaller operational transfers like the $725M Edify storage acquisition.

These headline values include multi year commitments that depend on completion milestones and regulatory approvals. This reference log tracks 30 deals reported across 16 publishers per the Octans Research market feed, omitting unannounced private bilateral power purchase agreements.

1. [1]thehindubusinessline.com ↗ — RIL signs $3 bn, 15-year green ammonia supply/purchase agreement with Samsung. Reliance Industries and Samsung sign a $3 billion green ammonia deal, boosting India's green hydrogen ambitions and clean energy ecosystem.
2. [2]finance.yahoo.com ↗ — Constellation Energy’s $13 Billion Cash Flow Outlook Shows AI’s Power Trade Is Just Beginning. As the CPU-spurred rally calms down, investors could flock back to stocks powering the future of AI.
3. [3]economictimes.indiatimes.com ↗ — US announces $17.5 billion in loans for nuclear power supply chain. The U.S. Department of Energy is offering $17.5 billion in conditional loans to bolster the domestic nuclear supply chain, aiming to accelerate the construction of new large-scale reactors.
4. [4]pymnts.com ↗ — Pinterest and AWS Sign $4 Billion Deal to Power Visual Search. Pinterest has signed a $4 billion cloud services agreement with Amazon Web Services stretching through 2031.
5. [5]finance.yahoo.com ↗ — Bloom Energy rallied for a second day on Thursday, jumping 12.81 percent to close at $121.84 apiece after securing another $2.65 billion worth of fuel cell supply deal with […]
6. [6]finance.yahoo.com ↗ — Hallador Energy (HNRG) De-Risks Merom Project With $350 Million Turbine Purchase. With $118 million in hedge fund investment in the stock as of Q1 2026, Hallador Energy Company (NASDAQ:HNRG) is among the best coal stocks to invest in.
7. [7]argaam.com ↗ — (SPPC), valued at SAR 11.5 billion.
8. [8]europeanbusinessreview.com ↗ — Tech Giants Invest $40 Billion in Aligned Data Center Expansion. Center-stage AI investment: Tech giants pour $40B into data centers to meet surging demand for computing power.
9. [9]finance.yahoo.com ↗ — Ørsted Sells 50% of Hornsea 3 Offshore Wind Project to Apollo for $5.6 Billion. Ørsted has agreed to sell a 50% stake in its 2.9 GW Hornsea 3 offshore wind farm to Apollo-managed funds for approximately DKK 39 billion ($5.6 billion).
10. [10]wallstreetpit.com ↗ — Alphabet Bets $4.75B on Data Center Energy Specialist Intersect to Power AI Boom. Alphabet Inc.
11. [11]fortune.com ↗ — NextEra's $67 billion Dominion takeover creates world's largest utility to win the AI power surge. NextEra's move to buy Dominion is a big bet on scale and affordability to win over developers.
12. [12]finance.yahoo.com ↗ — On February 5, Equinor and Eneco entered into a five-year gas supply agreement, securing up to 0.5 billion cubic meters/bcm of natural gas per year for the Dutch market. Deliveries to the Netherlands’ gas grid commenced earlier on February 1.
13. [13]zerohedge.com ↗ — US Confirms Tesla–LG Energy Solution's $4.3 Billion LFP Battery Plant In Michigan.
14. [14]economictimes.indiatimes.com ↗ — India, Canada sign $2.6 billion uranium deal, target $50 billion trade by 2030 with CEPA push. India and Canada have signed significant agreements on uranium and critical minerals. Both nations aim to boost bilateral trade to $50 billion by 2030.
15. [15]investing.com ↗ — US Locks in $56 Billion of Asian Energy Deals Amid Gulf Disruptions. Market Analysis by covering: .
16. [16]timesofindia.indiatimes.com ↗ — India-UAE energy ties boost: ADNOC and HPCL seal $2.5 billion gas deal; New Delhi to receive half a million tonnes of LNG annually.
17. [17]rigzone.com ↗ — UK National Grid Awards over $16 Billion Worth of HVDC Contracts. The company said the agreements mark the third and final stage of its GBP 59 billion supply chain framework awards for energy infrastructure needed to supp...
18. [18]thestockmarketwatch.com ↗ — Trump Pauses Iran Energy Strikes as Meta Boosts AI Data Center Spend to $10 Billion. President Donald Trump has ordered a temporary halt to the destruction of Iranian energy plants, extending a pause until 8:00 P.M. ET on April 6, 2026.
19. [19]finance.yahoo.com ↗ — Hut 8 shares rise as company secures $9.8B AI data center lease at Beacon Point campus.
20. [20]investorideas.com ↗ — (Nasdaq, TSX: HUT) shares jump as the company fully commercializes its 1 GW Beacon Point AI data center campus with a second 352 MW, $9.8 billion lease.
21. [21]finance.yahoo.com ↗ — This Global Utility Stock Looks Very Cheap Right Now as It Invests Nearly $2 Billion in the U.S. Energy Buildout. National Grid is investing $1.75 billion in a U.S. power grid company.
22. [22]finance.yahoo.com ↗ — The AI-Driven Rise in Power Bills Are Causing a $25 Billion Problem for Utility Stocks. The electricity demand from data centers is straining the power grid and pushing power prices higher, leading to unpaid utility bills.
23. [23]timesofindia.indiatimes.com ↗ — Renewable energy boost: Aditya Birla Group to buy Shell-backed Sprng Energy; deal worth $1.8 billion. India Business News: Aditya Birla Renewables Ltd (ABRen), the renewable energy arm of Grasim Industries, has entered into an agreement to acquire Sprng Energy from Shell O.
24. [24]finance.yahoo.com ↗ — SK and KKR Form $1.3 Billion Renewable Energy Platform in South Korea. SK and KKR are combining renewable energy assets into South Korea's largest clean energy platform to serve growing industrial power demand.
25. [25]finance.yahoo.com ↗ — Ares Management Snags $2.9 Billion Stake In US Renewable Energy Portfolio. On Monday, Ares Management Corporation (NYSE:ARES) disclosed that a fund under its Ares Infrastructure Opportunities strategy acquired a 49% stake in a portfolio of assets owned by EDP Renováveis, S.A.
26. [26]ai-cio.com ↗ — The Québecois pension purchased Edify, which provides battery storage systems, for $725 million.
27. [27]finance.yahoo.com ↗ — With a market cap of over $176 billion as of the writing of this article, NextEra Energy, Inc. (NYSE:NEE) is the most valuable utility company in the world.
28. [28]livemint.com ↗ — Inox Clean Energy inks $600 million deal for Macquarie’s Vibrant Energy. The deal will add scale to Inox Clean’s renewable portfolio and bring in largely operational assets at a time when consolidation in India’s clean energy sector is picking up.
29. [29]finance.yahoo.com ↗ — (NYSE:D) provides regulated electricity service to 3.6 million homes and businesses in Virginia, North Carolina, and South Carolina, and regulated natural gas service to 500,000 customers in South Carolina.
30. [30]livemint.com ↗ — ReNew gets $331 mn financing from ADB for large-scale renewable energy project in Andhra. ReNew's $331 million deal with the Asian Development Bank will fund a renewable energy project in Andhra Pradesh, combining wind and solar power with battery storage.

Every figure above traces to a listed source, and no report publishes without at least three independent publishers. How we verify. Found an error? Tell us and we correct it in public.