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  Analyst Note

  NextEra’s Acquisition of Dominion: A Precedent-Setting AI Power Deal

  May 21, 2026

  This analyst note examines how the largest power transaction on record signals a strategic shift toward grid infrastructure control in the AI datacenter build-out.

  Research

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  Limited Partners

  NextEra, Dominion combination ushers in new era of power, utilities consolidation

  May 18, 2026

  There’s been a period of increased M&A activity in the sector, fueled by growing AI power demands.

  Article

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  VC Exits

  Fervo rides data center energy boom with 35% IPO pop

  May 13, 2026

  The energy startup, which develops next-generation geothermal technology, raised $1.89 billion in its upsized IPO.

  Article

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  Politics

  Private markets watch Trump-Xi summit in Beijing

  May 12, 2026

  The US and Chinese presidents are meeting for the first time since October.

  Article

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  Limited Partners

  Amazon-backed X-Energy surges 27% in Nasdaq debut

  April 24, 2026

  The nuclear reactor developer canceled a de-SPAC listing in 2023.

  Article

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  Leveraged Loans

  Energy spike creates pressure points for Europe’s leveraged finance market

  April 17, 2026

  The leveraged loan, direct lending and high-yield bond markets are at risk of wider credit spreads.

  Article

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  Weekend Analysis

  How the war in Iran is changing the way PE thinks about energy

  April 2, 2026

  For investors, energy security and the clean energy transition are no longer separate conversations.

  Article

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  Capital Pool

  Australia’s superannuation giants have US infrastructure on the mind

  March 16, 2026

  IFM Investors has a plan to wean US local governments off municipal bonds and embrace institutional capital.

  Article

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  Private Equity

  PE buys up utilities to power AI boom

  March 9, 2026

  Five of the largest-ever PE-backed acquisitions of power utilities were announced in the last three years, according to PitchBook data.

  Article

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  Analyst Note

  PitchBook Analyst Note: Navigating the Energy Implications of the Iran War

  March 5, 2026

  This analyst note assesses how the Iran conflict could disrupt oil & gas supply and spur renewed energy investment, with outcomes hinging on Hormuz access, OPEC capacity, and infrastructure damage.

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  Venture Capital

  The ‘fusion bulls’ are defying VC conventions

  February 13, 2026

  Nuclear fusion has become an unusual venture category, where a scientifically risky startup can raise a nine-figure Series A from long-term supporters.

  Article

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  Energy

  Could an underdog energy source help power the AI boom?

  February 4, 2026

  The geothermal industry says there’s a vast untapped energy source just underneath the Earth’s surface, and that AI could help us find and benefit from it.

  Article

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  PE Exits

  European PE holding periods fall for the first time since 2020

  January 29, 2026

  Energy experienced the largest improvement among sectors, decreasing by 39% from its 2024 peak.

  Article

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  Analyst Note

  PitchBook Analyst Note: The Elevated Oil Stakes of Iranian Stability

  January 21, 2026

  Iranian oil disruption could impact 3.5% of global supply. We examine risks to the Strait of Hormuz, US producer strategies, and PE investment opportunities in Iran’s energy sector if sanctions ease.

  Research

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  Energy

  Westwood Holdings raises $300M to buy stakes in energy funds

  January 14, 2026

  The secondaries market has taken off as pricing expectations of buyers and sellers narrow.

  Article

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  Analyst Note

  PitchBook Analyst Note: Eyes on Venezuela’s Oil Revival

  January 8, 2026

  This analyst note examines Venezuela’s long-term oil revival opportunity following political change, the costly path to recovery, market implications, and how PE may cautiously engage.

  Research

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  Energy

  AI power demand fuels PE deals in European energy

  November 11, 2025

  Soaring electricity use driven by data centers, coupled with falling borrowing costs, has spurred investments into the continent’s power grid.

  Article

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  Clean Energy

  Apollo commits $6.5B to the world’s largest offshore wind farm

  November 4, 2025

  The UK deal with Ørsted for the Hornsea 3 project adds to the PE giant’s growing European energy portfolio.

  Article

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