Power and energy supply deals: the running tracker

This tracker collects verified power and energy supply transactions, utility takeovers, and infrastructure financing programs across global markets. The running ledger documents procurement agreements supporting artificial intelligence compute hubs, conventional fuel supply frameworks, and long term renewable energy partnerships.

Coverage

Independent Research

Prepared by

Octans Research

As of

2026-07-30

• Reliance Industries and Samsung executed a $3B, 15 year green ammonia purchase agreement. The contract supports clean fuel supply chains in India.
• Constellation Energy projected a $13B cash flow outlook tied to commercial artificial intelligence demand.
• Commonwealth Fusion Systems completed a $1B funding round to develop commercial fusion power systems. The capital supports acceleration of the SPARC and ARC facilities.
• The US Department of Energy announced $17.5B in conditional loan capacity for the domestic nuclear power supply chain. The financing targets the construction of large reactors.
• Pinterest signed a $4B cloud infrastructure contract with Amazon Web Services through 2031.
• Bloom Energy secured a $2.65B fuel cell supply transaction.
• Hallador Energy committed $350M to a turbine procurement for the Merom project.
• Saudi Power Procurement Company finalized project valuation totaling SAR 11.5B.
• Major technology operators allocated $40B in aggregate capital toward data center expansion programs.
• Nvidia entered talks to direct $3B into SB Energy. The structure includes discussions regarding Ohio compute infrastructure support for OpenAI.
• Apollo managed funds agreed to acquire a 50% interest in the 2.9 GW Hornsea 3 offshore wind farm from Orsted for $5.6B.
• Alphabet committed $4.75B to energy developer Intersect to supply compute facilities.
• OpenAI detailed a $105B artificial intelligence computing center in Ohio supported by Nvidia.
• NextEra Energy entered a $67B transaction to acquire Dominion.
• Equinor agreed to deliver up to 0.5B cubic meters of natural gas per year to Eneco across a five year agreement.
• Tesla and LG Energy Solution confirmed a $4.3B lithium iron phosphate battery manufacturing facility in Michigan.
• Bilateral supply pacts between India and Canada established a $2.6B uranium purchase framework.
• Energy counterparties secured $56B across Asian energy supply contracts.
• Abu Dhabi National Oil Company and HPCL executed a $2.5B liquefied natural gas supply contract. The agreement delivers half a million tonnes per year.
• UK National Grid granted over $16B in high voltage direct current infrastructure framework contracts.
• Meta lifted its computing infrastructure allocation to $10B.
• Hut 8 finalized a 352 MW lease valued at $9.8B to commercialize the Beacon Point site.
• National Grid directed $1.75B into US energy transmission infrastructure.
• Commercial power billing complications related to compute load totaled $25B across utility providers.
• Aditya Birla Renewables agreed to acquire Sprng Energy from Shell for $1.8B.
• SK and KKR formed an asset partnership capitalized at $1.3B to deliver industrial power in South Korea.
• Ares Management acquired a 49% stake in a renewable portfolio from EDP Renovaveis for $2.9B.
• Caisse de depot et placement du Quebec acquired battery storage developer Edify for $725M.

This tracker is bounded by public disclosure thresholds and reported headline valuations. Top tier transactions such as NextEra Energy reaching a $176B market capitalization illustrate the upper bounds of utility valuation, while individual components span down to $350M equipment orders. Headline figures across multi year commitments often reflect non binding credit facilities, conditional frameworks, or maximum milestone envelopes rather than realized cash distributions, and the running list captures only transactions documented by tracked publisher sources per the Octans Research market feed.

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]ventureburn.com ↗ — Commonwealth Fusion Systems Raises $1 Billion To Advance Commercial Fusion Power. Commonwealth Fusion Systems Raises $1 Billion to accelerate SPARC, advance ARC development and expand commercial fusion power.
4. [4]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.
5. [5]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.
6. [6]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 […]
7. [7]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.
8. [8]argaam.com ↗ — (SPPC), valued at SAR 11.5 billion.
9. [9]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.
10. [10]livemint.com ↗ — Nvidia-OpenAI partnership: US chipmaker plans to invest $3 billion in SB Energy; what we know. Nvidia is in talks to invest roughly $3 billion in SB Energy while discussing up to $100 billion in credit support for an Ohio data centre project for OpenAI.
11. [11]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).
12. [12]wallstreetpit.com ↗ — Alphabet Bets $4.75B on Data Center Energy Specialist Intersect to Power AI Boom. Alphabet Inc.
13. [13]brandequity.economictimes.indiatimes.com ↗ — OpenAI Data Center: OpenAI announces a new $105 billion AI data center in Ohio, backed by Nvidia, promising massive computing power and job creation amid concerns over energy and infrastructure impacts.
14. [14]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.
15. [15]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.
16. [16]zerohedge.com ↗ — US Confirms Tesla–LG Energy Solution's $4.3 Billion LFP Battery Plant In Michigan.
17. [17]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.
18. [18]investing.com ↗ — US Locks in $56 Billion of Asian Energy Deals Amid Gulf Disruptions. Market Analysis by covering: .
19. [19]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.
20. [20]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...
21. [21]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.
22. [22]finance.yahoo.com ↗ — Hut 8 shares rise as company secures $9.8B AI data center lease at Beacon Point campus.
23. [23]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.
24. [24]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.
25. [25]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.
26. [26]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.
27. [27]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.
28. [28]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.
29. [29]ai-cio.com ↗ — The Québecois pension purchased Edify, which provides battery storage systems, for $725 million.
30. [30]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.

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.