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The Energy Investor

Your 10-minute edge in clean energy, delivered bi-weekly. Deep research on the tech, policy, markets, and deals shaping the energy transition.

Written by

Chris Holmes and Quintin Neuls

Recent News

⚡ Blackstone’s €250M Solar Bet, ArcLight Closes $3.9B Fund, ECP’s $2B Nuclear Move

Apr 10, 2026

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6 min read

⚡ Blackstone’s €250M Solar Bet, ArcLight Closes $3.9B Fund, ECP’s $2B Nuclear Move

PLUS: Valar raises $450M for AI nuclear, Fervo locks 1.75GW geothermal buildout, and Plume’s AI cuts renewable timelines

Chris Holmes, +1

🚀 Ex-AWS Founders Raise $7M, TotalEnergies’ $2.2B Deal, PowerChina’s $1.9B Win

Apr 3, 2026

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6 min read

🚀 Ex-AWS Founders Raise $7M, TotalEnergies’ $2.2B Deal, PowerChina’s $1.9B Win

PLUS: $300M Series B in energy storage, $538M India acquisition, NVIDIA-backed AI, and Drax expands into BESS

Chris Holmes, +1

🇨🇦 Brookfield’s $9B Deal, OpenAI's Massive 50GW Fusion Bet, and Meta Buys 440MW

Mar 27, 2026

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6 min read

🇨🇦 Brookfield’s $9B Deal, OpenAI's Massive 50GW Fusion Bet, and Meta Buys 440MW

PLUS: China’s leading battery and energy storage players have added over $70 billion in market value since the escalation of conflict in the Middle East

Chris Holmes, +1

Delfos raises €3M seed round for energy AI, Brookfield backs 2GW platform in Europe, $4.5B solar project moves forward

Mar 20, 2026

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8 min read

Delfos raises €3M seed round for energy AI, Brookfield backs 2GW platform in Europe, $4.5B solar project moves forward

PLUS: Form Energy lands first international battery project, MGA Thermal raises $17M for industrial heat

Chris Holmes, +1

⚡ BlackRock’s $33B AES Deal, Brookfield Builds 2.3GW Platform, Fervo Eyes IPO

Mar 6, 2026

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7 min read

⚡ BlackRock’s $33B AES Deal, Brookfield Builds 2.3GW Platform, Fervo Eyes IPO

PLUS: Ex-DoorDash exec launches AI energy deals platform with $3M pre-seed, Meta signs an 80MW solar deal, and Lunar Energy raises $232M

Chris Holmes, +1

📊 2026 IEA Report Summary, KKR’s $1.3B Power Deal, Fusion Raises $450M Series A

Feb 13, 2026

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8 min read

📊 2026 IEA Report Summary, KKR’s $1.3B Power Deal, Fusion Raises $450M Series A

PLUS: New York’s largest solar project, $75m into AI energy markets, and private capital reloads

Chris Holmes

🚀 $1.2B Hecate SPAC, General Fusion IPO Move, Clean Energy M&A Turns

Jan 30, 2026

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7 min read

🚀 $1.2B Hecate SPAC, General Fusion IPO Move, Clean Energy M&A Turns

Plus: EnBW’s wind exit, Sage’s $97M geothermal raise, and a 100-hour grid battery breakthrough

Chris Holmes

🌋 Deals of the Week: Geothermal Goes Live, Fusion Raises $863M, Ørsted Gets a $1B Lifeline

Sep 5, 2025

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6 min read

🌋 Deals of the Week: Geothermal Goes Live, Fusion Raises $863M, Ørsted Gets a $1B Lifeline

PLUS: Clean energy finance startup Crux widens its offerings.

Chris Holmes

⏳New IRS Notice Forces Developers To Act Fast On Wind & Solar Projects

Aug 22, 2025

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8 min read

⏳New IRS Notice Forces Developers To Act Fast On Wind & Solar Projects

PLUS: $860M battery firm sold for $40M to Glencore 🔋 + the $100M startup building nuclear plants for AI

Chris Holmes

Featured Posts

🪨 ⛏️ The Copper Crunch: Tariffs, AI, and the Next Energy Bottleneck

Jul 11, 2025

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11 min read

🪨 ⛏️ The Copper Crunch: Tariffs, AI, and the Next Energy Bottleneck

PLUS: Uranium Outperforms the S&P. AES Stock Soars 20% on Buyout Hype. Gold H2 Produces First Subsurface Hydrogen

Chris Holmes

📉 Why Clean Energy Startups Are Suddenly Struggling to Raise Money

Jul 4, 2025

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8 min read

📉 Why Clean Energy Startups Are Suddenly Struggling to Raise Money

VC pullback, grant rollbacks, and how the funding drought will reshape winners and losers.

Chris Holmes

This Solar Tech Just Cracked 34% Efficiency: Here’s Why It Matters

Jun 20, 2025

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9 min read

This Solar Tech Just Cracked 34% Efficiency: Here’s Why It Matters

From lab breakthroughs to market challenges, we explore what’s holding back the most promising solar tech of the decade

Chris Holmes

📉 Global solar sector funding dropped 39% year-over-year... But M&A heats up

Jul 25, 2025

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8 min read

📉 Global solar sector funding dropped 39% year-over-year... But M&A heats up

PLUS: Enbridge is investing US$900 million into a 600 MW solar project in San Antonio, Texas, for Meta.

Chris Holmes

Aug 22, 2025

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8 min read

⏳New IRS Notice Forces Developers To Act Fast On Wind & Solar Projects

PLUS: $860M battery firm sold for $40M to Glencore 🔋 + the $100M startup building nuclear plants for AI

Chris Holmes

Unlocking Ultra-Low Cost Hydrogen: Investment outlook for geological hydrogen

Jun 10, 2025

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12 min read

Unlocking Ultra-Low Cost Hydrogen: Investment outlook for geological hydrogen

Exploration is accelerating and capital is circling, but the path to commercialization still largely unproven.

Chris Holmes