Dafinchi AI

DT Midstream, Inc.

DTM

Energy & Utilities

2w

FID on $600 Million of New Organic Growth Projects with 90% in Pipeline Segment

Reaching FID on approximately $600 million of new projects, with about 90% within the growing pipeline segment.
Key projects include a 15% capacity expansion of Guardian Pipeline anchored by a 20-year negotiated rate contract with an investment-grade utility.
First phase of interstate pipeline modernization focusing on Guardian Pipeline to improve reliability, supported by regional power demand growth and LNG connectivity.

APA Corporation

APA

Energy & Utilities

1w

Market and Infrastructure Constraints on Gas Development Capacity

APA's gas processing capacity is around 800 million cubic feet per day, with current production at 500 million cubic feet.
Field infrastructure, gathering, and transport limitations are the primary constraints on expanding gas development.
Additional trunk lines, compression, and infrastructure upgrades are planned to support exploration success and production growth.
Third-party facilities and capacity sharing are being explored to mitigate capital expenditure and infrastructure bottlenecks.
Operational focus is on managing pressure regimes and expanding low- and high-pressure systems to support long-term gas growth.

CMS Energy Corporation

CMS

Energy & Utilities

2w

Announcement of 1 Gigawatt Data Center Load Agreement in Michigan

CMS Energy has reached an agreement with a new data center expected to add up to 1 gigawatt of load.
This load is incremental to the existing 9-gigawatt pipeline and is expected to ramp up in 2029 or 2030.
The agreement signifies progress in the company's growth strategy and enhances future capacity planning.

SM Energy Company

SM

Energy & Utilities

2w

Successful Integration and Optimization of Uinta Basin Assets

Completed integration of Uinta Basin assets, entering optimization phase.
Active pursuit of margin-enhancing opportunities across the value chain.
Drilled the first 3-mile lateral in the upper cube, setting stage for higher future returns.
Achieved record daily volume transported from Price River Terminal via rail, with waxy crude commanding a market premium.
Relocated remote e-fleet to frac over 30 wells into 2026 using 100% recycled water, enhancing sustainability and cost efficiency.

OKE

Energy & Utilities

2w

Final Investment Decision on Permian Delaware Basin Natural Gas Processing Plant

Announced a $365 million FID for a new 300 MMCF/day plant in the Permian's Delaware Basin, supporting strategic growth in a key area.
Project supports increasing processing capacity to 1.1 BCF/day in the basin, with over 700 MMCF/day currently operational.
Expected completion in mid-2027, with additional low-cost expansions and new capacity driven by acreage dedication and producer activity.

GWH

Energy & Utilities

5d

Strategic Pivot to Long-Duration Energy Storage and Market Focus

ESS has shifted its strategic focus towards long-duration energy storage solutions, emphasizing the Energy Base product as a core growth driver.
The company highlighted the limitations of short-duration storage and lithium-ion technologies, positioning itself as a leader in scalable, safe, and sustainable long-duration storage.
Management noted a significant increase in market demand, with proposal activity exceeding 1.1 gigawatt hours since the Energy Base launch in February.
The company’s relationships with Tier 1 customers and utilities are foundational to its long-term growth strategy in the evolving energy transition market.
ESS’s pivot includes a focus on building a commercial pipeline with a growing number of RFPs and strategic partnerships, signaling a shift from project-based to pipeline-based revenue.
The company aims to convert commercial momentum into multiyear agreements, targeting revenue growth starting in 2026.