A data center can be designed in 18 months. The turbine behind it may take five years or more to arrive. In Brazil, that gap now decides who carries the cost of delay, and the power contract is where the question gets...
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Eneva and GE Vernova declared commercial operations at the 295 MW Azulão I gas-fired thermoelectric plant in Silves, Amazonas, on 25 August 2026 — a single-site heavy-duty deployment backed by a 15-year firm-capacity ...
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For five years, Brazil's LNG import terminals have operated as private clubs. Whoever owned the regasification asset — Petrobras, Eneva, Compass, New Fortress — effectively decided which molecules crossed the jetty. O...
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BNamericas puts the number at up to US$20 billion across Brazil's 2026 energy and transmission auctions.[1] That headline is worth reading twice — not because the figure is large, but because of what it implies about ...
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Part 4 in our series on FERC, interconnection, and the cost-allocation war reshaping U.S. data center load.
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Yesterday's unanimous Notice of Proposed Rulemaking from the Federal Energy Regulatory Commission rewriting the natural gas blanket certificate regime under Part 157 Subpart F is the most consequential U.S. midstream ...
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Within a single 24-hour window in late May, Brazil's electricity regulator did something that will not move a stock price, will not clear a megawatt, and will not produce a headline outside the trade press. ANEEL anno...
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A month ago in these pages, I argued that ANEEL's Âmbar decision was not a consumer-protection ruling but a credit event — a regulator quietly repricing the bankable cashflows under Brazil's senior infrastructure debt...
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By P & L Energy | May 22, 2026
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