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Tuesday, September 29, 2026The Morning Brief →Sign in
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Luminant

In PWD coverage since September 22, 2026 · 2 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 21, 26Deal announcedTCDC PowerCo · New Era Energy & Digital · Vistra — coverage
Sep 21, 26Deal announcedNew Era Energy & Digital · Vistra — coverage
PWD coverage
energy

Woodway is selling a 2028 delivery date, not molecules

The offtaker is unnamed and no term is disclosed, which is the point: what a data center buys when the queue runs to the 2030s is time, and it is priced in the dark.
energy · Sep 22New Era's 20-year gas contract is standing in for a tenant
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