CATL signed a 60 GWh sodium-ion battery deal with HyperStrong, the largest such order ever. The agreement signals maturity in sodium-ion mass production and expands a prior 200 GWh commitment.
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Base Power has raised $1 billion to commercialize its new 39.2-kWh Core home battery that provides up to 36 hours of backup and installs in under an hour. The funding will speed deployment of a system three times larger than typical home batteries that also participates in virtual power plants.
Gavin Newsom has signed seven bills that require AI data centers to cover the cost of upgrades to local power grids and water systems while also disclosing projected water consumption and satisfying specific efficiency standards. The legislation prevents utility expenses from being transferred to residents as data center activity expands.
BloombergNEF projects U.S. data centers could consume about 18 Bcf/d of natural gas by 2035 — more than Germany and Japan combined and nearly double BNEF’s forecast from nine months earlier — TechCrunch reported September 15, 2026. Onsite plants may use 2.9–3.4 Bcf/d while grid-connected sites could add ~15 Bcf/d; price and climate impacts are framed as contingent.
Tamarack Valley and Headwater Exploration have agreed to merge in an all-stock deal valued at C$10 billion ($7.25 billion) that will create the largest publicly traded oil producer focused on Alberta's Clearwater Formation. The transaction includes a dividend increase, updated growth targets, leadership changes and the spin-off of non-core assets into a new public company.
SB Energy, the SoftBank-backed developer of AI data centers, filed for a US IPO on Tuesday, reporting 66.4% revenue growth in the first half of 2026 and a $439 billion backlog while disclosing it has no operational facilities and is substantially dependent on OpenAI. The filing underscores the tight linkages among OpenAI, SoftBank, and Nvidia in the $500 billion Stargate project as the company seeks to broaden its customer base through acquisitions.
