Energy Transition Blog

Latest edition · September 23, 2026

BTIG Energy Transition Blog 2026 09 23

BTIG's Energy Transition Blog examines key industry updates including USDA plans to accelerate US biofuel exports, South Korea's multi-gigawatt power investments in the US, and hyperscaler power deals spanning nuclear, solar, and data center buildouts in Europe and North America.

This edition of the Energy Transition Blog highlights the convergence of technology power needs and clean energy supply chains. Key developments include South Korea selecting a 6GW Texas gas plant for its ~$350B US investment pact, AWS partnering with PPC for a 300MW data center in Greece, and Google securing 96MW of additional nuclear capacity from Southern Company's Vogtle and Hatch plants. Furthermore, Meta expanded its Texas solar partnership with Apex to ~1.2GW, Centrus Energy secured a HALEU supply agreement with Antares Nuclear, Uniper contracted 40ktpa of e-SAF, and Maersk ordered 26 LNG-powered containerships valued at ~$5.1B.

Key takeaways from the latest edition

• 1.Growing demand for baseload power to serve AI data centers is driving international investment into US generation and domestic nuclear capacity agreements.
• 2.European data center capacity is projected to surge by ~90% over five years, prompting major tech hyperscalers like AWS to establish powered shells and renewable PPAs abroad.
• 3.The USDA plans to expand US biofuel and ethanol exports to emerging Asian markets and support SAF applications, following record 2025 ethanol exports.

What this series covers

• WHAT YOU SHOULD KNOW:
• BTIG Covered Companies Mentioned in this Report

Edition archive

• BTIG Energy Transition Blog 2026 09 23

  September 23, 2026

• BTIG Data Centers Are Hungry for Power, Green Steel Projects Backtrack, and Tailoring New Power Systems for Data Centers

  August 26, 2026

• Jul 29 2026 BTIG EnergyTransitionBlog

  July 29, 2026