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NEW - Sunya Stories with Bala Nagarajan from S2G Investments
Energy Transfer & CloudBurst Partner to Supply 1.2 GW Texas Data Center
Vantage & VoltaGrid to Deploy 1+ GW of Power for Data Centers
EDP Renewables Delivers 400 MW Solar to Microsoft Across Illinois & Texas
DESRI & Ranger Power Begin Construction on 250 MW Missouri Solar Project
StormFisher Hydrogen Secures $50M from Hy24 to Scale Clean Fuel Production
ANA Secures $50M Investment from S2G to Expand Mobile Power Solutions
Type One Energy & TVA Partner on First U.S. Fusion Power Plant
Canadian Solar to Deliver 960 MWh BESS for CIP’s Australia Project
Cordelio Power Expands Battery Storage Portfolio with 1 GWh in New Projects
Bayswater Sells DJ Basin Assets to Prairie Operating for $603M
The almost headlines
In case you missed
Check out the latest Sunya Stories podcast with Bala Nagarajan from S2G Investments
Bala Nagarajan is Managing Director of the Energy Investment team at S2G Investments.
You can find it on Spotify or Apple Podcasts.
Energy Supply Agreement: 450,000 MMBtu/day of natural gas from Energy Transfer’s Oasis Pipeline to power CloudBurst’s AI-driven data center.
Project Scale: Data center to generate 1.2 GW of electricity, with operations targeted for Q3 2026.
Strategic Impact: Marks Energy Transfer’s first commercial gas supply deal for a data center, with potential future expansions.
Company Vision: CloudBurst focuses on AI-powered data centers with green and renewable energy integration.
Energy Capacity: Over 1 GW of distributed power, addressing grid constraints for hyperscale data centers.
Scalable Microgrids: VoltaGrid’s natural gas & hydrogen-ready solutions to provide low-carbon, fast-deployable power.
Sustainability Focus: Reducing emissions via carbon offsets & renewable gas options, supporting AI infrastructure growth.
Strategic Impact: Expedited permitting & compliance processes, ensuring rapid deployment in months, not years.
Carbon Removal Scale: 1,000 metric tons of CO₂/year, with expansion plans for tens of thousands of tons annually.
Tech Innovation: Uses ocean-based CO₂ absorption, avoiding feedstock use or waste generation.
Industry Applications: Captured CO₂ will be supplied to local industries, reducing their carbon footprint.
Strategic Backing: Developed with Equinor, operating within Hawai'i Ocean Science and Technology Park.
Project Scope: Wolf Run, Hickory, & Cattlemen II solar projects now operational, supplying 389 MW to Microsoft.
Economic Impact: Generated $4.8M in landowner payments, $10.4M in local spending, and 800+ construction jobs.
Grid Expansion: Strengthens Texas & Illinois energy resilience, supporting Microsoft’s 100% renewable goal.
Investment & Jobs: $500M total investment, creating 300+ construction jobs in Callaway County.
Corporate Offtake: Meta secured a long-term PPA for the project, reinforcing its clean energy commitments.
Operational Timeline: Commercial operations expected in 2026, expanding Missouri’s renewable energy portfolio.
Developer Growth: DESRI operates 9 GW of renewable capacity, with Ranger Power supporting 1.5 GW+ of solar projects.
Investment Scope: Hy24’s $50M commitment supports StormFisher’s 1.8 GW pipeline of hydrogen and e-fuels projects across North America.
Project Milestones: First e-Methanol plant in North Texas (120,000+ tonnes/yr) expected to reach FID in 2026.
Strategic Impact: Enables hydrogen exports to Europe & Asia.
Strategic Funding: S2G’s investment fuels ANA’s expansion & sustainability efforts in mobile power solutions.
Innovation Focus: ANA’s EBOSS hybrid energy system integrates battery storage & generators for fuel efficiency.
Market Reach: Serves construction, industrial, utilities, & telecom sectors with Airman mobile power generators.
Pilot Project: Infinity Two fusion plant to generate 350 MWe, targeting mid-2030s commercial launch.
Site Selection: Leverages retired TVA fossil plants & new greenfield sites for enhanced energy security.
Industry Collaboration: Partners with TVA & Oak Ridge National Lab, focusing on licensing, siting, and workforce training.
Fusion Leadership: Type One Energy to utilize TVA’s Power Service Shops for modular fusion reactor assembly.
First of Its Kind: East Java’s first geothermal plant, contributing to Indonesia’s 7.2 GW 2035 geothermal target.
Ownership & Capacity: Operated by Medco Cahaya Geothermal, with Ormat holding 17 MW of the 35 MW project.
Scalability & Growth: Planned expansion to 110 MW, with a 30-year PPA ensuring long-term energy stability.
Sustainability Impact: Supports Indonesia’s net-zero targets, reinforcing Ormat’s 1,247 MW clean energy portfolio.
Project Overview: 240 MW / 960 MWh battery storage project in South Australia’s Summerfield Solar facility.
Grid Stabilization: Supports South Australia’s 100% net renewable target by 2027, storing excess solar energy.
Turnkey EPC Role: Canadian Solar’s e-STORAGE to supply, install, & integrate 200+ SolBank 3.0 containers.
Market Expansion: Strengthens Copenhagen Infrastructure Partners' renewable investment footprint in Australia.
Portfolio Growth: Procured 1 GWh of BESS equipment for 2026-27 delivery, expanding storage pipeline.
Major Offtakes: Secured 200 MW / 800 MWh Greenwater project (Puget Sound Energy) & 300 MW / 1.2 GWh Pioneer project (APS).
Operational Milestone: 20 MW / 40 MWh McHenry BESS in Illinois now delivering grid reliability.
Scale & Vision: Building a 5.5 GW energy storage pipeline, supporting 22 GW+ in renewables.
Transaction Scope: Includes 24,000 net acres, 300 producing horizontal wells, and 25,000 BOE/day of production.
Additional Assets: Sale features 9 drilled but uncompleted (DUC) wells and a Bayswater-operated saltwater disposal system.
Strategic Shift: Bayswater retains 70 horizontal wells producing 18,000 BOE/day and maintains 50,000 acres in the Northern Midland Basin, Texas.
Long-Term Focus: Company continues acquire-develop-monetize strategy, optimizing assets for investor returns.
ACT-ion Raises $7.5M to Scale Lithium Battery Cathode Technology
Investor Backing: BASF Venture Capital, LG Tech Ventures, Hunt Energy Enterprises, among others.
Kosmos Energy Achieves First LNG Production at Greater Tortue Ahmeyim
Milestone Reached: First liquefied natural gas (LNG) production at bp-operated project offshore Mauritania & Senegal.
Commonwealth Fusion & Type One Energy Partner on Stellarator Magnets
Licensing Agreement: Type One Energy secures exclusive rights to CFS' high-temperature superconducting (HTS) magnet tech.
AltaGas & Keyera Ink Long-Term Deals for LPG & Fractionation
Export Expansion: 15-year tolling contract at AltaGas’ Ridley Island Energy Export Facility (REEF) for 12,500 bpd of LPG.
Vast Completes Final Prototyping, Ready to Deploy CSP v3.0
Project Milestone: Successfully completed large-scale testing of CSP receiver tower, finalizing its clean energy solution.
United Energy Acquires Apex’s Egypt Oil Assets, Boosting Output to 39,000 BOE/D
Acquisition Scope: United Energy (MENA) buys Apex International Energy, securing 8 onshore concessions in Egypt’s Western Desert.
DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.
