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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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ERCOT

In network coverage since September 10, 2026 · 16+ stories
1Deals on our tracker
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Sep 17, 26Deal announcedScout Clean Energy · Engie North America · Clearway Energy · Oracle · RWE — coverage
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Energy Transition

Solar PPA prices rise 5% in Q3 as Section 232 tariffs near

LevelTen says the tariffs could add $3/MWh to $7/MWh once they take effect later this year; wind prices were flat overall.
Energy Transition · Oct 5Utility Dive publishes sponsored report on hidden grid capacity and $100 billion savings claim
Data centers & fiber · Oct 1Spanberger order bans data center NDAs
Active · Sep 30AllianceBernstein readies a call-writing income ETF for November
The Wrap · Sep 23Texas turns public consent into a queue condition
Energy Transition · Sep 23Meta's seventh Apex PPA buys Texas grid access, not electrons
Data centers & fiber · Sep 23Abbott freezes Texas data center permits, making grid access a state grant
The Wrap · Sep 22The nuclear tariff is the new power contract
Data centers & fiber · Sep 21Texas cuts the cost of holding a power queue position
Deals & PE · Sep 19The week's largest AI number is a $35 billion loan
The Wrap · Sep 18Carbon and wind deals settled with the price column blank
Energy Transition · Sep 18Oracle's Texas wind book is a contract, not a construction program
Energy Transition · Sep 17Google's flexibility alliance is a tariff play, not a software launch
Energy Transition · Sep 15B2U's 10 MW template moves fast, but the tolling counterparty is missing
Energy Transition · Sep 11Winter reliability now rides on interregional transfers
Energy Transition · Sep 10Solar's growth lands in ERCOT and MISO; PJM's load goes to gas
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