May 12, 2026
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Three Deals, One Thesis: The Capital Stack Is Buying Electrons Now
Chevron and Engine No. 1 brought Microsoft into their gas partnership for a West Texas campus; Google's working with Crusoe on gas at the Goodnight campus in the Panhandle.
April 12, 2026
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400 Projects, Two Unanswered Questions, One Legislative Clock
Chevron is partnering with Engine No. 1 and GE Vernova on similar "power foundry" campuses elsewhere.
April 9, 2026
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Nine Months to Shape the Rules Texas Is About to Write
Microsoft, Chevron, and Engine No. 1 are in exclusive talks over a $7 billion, 2,500 MW gas plant in West Texas.