news & insights
Nightpeak Energy Secures $75mm Corporate Credit Facility with Macquarie
08.13.2026
Nightpeak Energy secured a $75 million corporate credit facility with Macquarie Group, strengthening its financial capacity to continue growing its portfolio of power generation and large-load enablement assets. PEI served as exclusive financial advisor to Nightpeak.
PJM Capacity Auction Clears at Price Cap for Fourth Consecutive Record
08.10.2026
PEI’s MAI team examines the 2028/2029 PJM capacity auction, which cleared at the $325/MW-day price cap for a fourth consecutive price record as reserve margins remained below target. The report also explores the continued rally in forward energy margins, increasing market-implied scarcity and the implications for thermal generation across PJM.
PEI Discusses U.S. Power Market Trends in Tokyo
08.05.2026
Adil Sener and Taylor Palumbo participated in a seminar in Tokyo co-hosted by Sojitz Corporation, PEI and Mintz, focused on the rapidly evolving U.S. power market. The discussion covered AI-driven electricity demand, U.S. energy policy, thermal generation investment and M&A opportunities, providing perspectives on the trends shaping the sector.
Kevin Phillips Discusses U.S. Power Grid Stress on CNBC Power Lunch
07.09.2026
Kevin Phillips joined CNBC’s Power Lunch to discuss how extreme summer temperatures and record electricity demand are placing additional pressure on the U.S. power grid. Kevin highlighted the need for continued investment in new generation and grid infrastructure as AI, data centers and broader electrification drive load growth across the country.
AI Infrastructure: From Demand Story to Execution Story
07.08.2026
PEI’s MAI team examines the next phase of the AI infrastructure buildout as the market shifts from a demand story to an execution story. The report explores power availability, equipment and capital constraints, behind-the-meter generation, regulatory considerations and other challenges developers face in bringing large-scale data center projects online.
Kevin Phillips Discusses AI Power Demand and Grid Constraints on Bloomberg Radio
06.10.2026
Kevin Phillips joined Bloomberg Radio to discuss rapidly growing electricity demand from AI and data centers and the implications for the U.S. power sector. The conversation also covered the proposed NextEra-Dominion transaction and interconnection constraints affecting new power development.
Pathway Power Secures Preferred Equity and $150mm Development Facility
06.09.2026
Institutional infrastructure equity struggles to commit capital to pre-PPA development platforms. Pathway Power, with PEI as its advisor, found a way with Igneo. We provided the full capital stack to build the platform: a $150 million revolving development facility from AB CarVal to fund development costs with Igneo as Pathway’s long-term institutional equity partner.
John Bills and Adil Sener Discuss Surging Power Demand on Currents Podcast
05.21.2026
John Bills and Adil Sener joined Norton Rose Fulbright’s Currents podcast to discuss the renewed growth of gas-fired generation and its role in meeting surging U.S. electricity demand. The conversation covered data center and AI load growth, the need for reliable generation and the financing considerations surrounding new thermal development.
AI-Driven Demand Reshapes Power Infrastructure Investment
04.07.2026
In Institutional Investing in Infrastructure (i3), PEI’s Pragyan Pradhan examines how accelerating AI and data center demand is reshaping power infrastructure investment. The piece explores shifting capital needs, development risk and the growing importance of speed to power.
Takanock Secures $500mm Equipment Financing Facility
03.27.2026
Takanock, backed by ArcLight Capital Partners and DigitalBridge, secured a $500 million equipment financing facility to support turbine acquisitions for its later-stage thermal development projects serving growing data center power demand.
BrightNight Announces First Close of $850mm Upsized Corporate Credit Facility
03.26.2026
BrightNight completed the first close of its upsized corporate credit facility, providing for a maximum commitment of $850 million across LC, equipment and revolver tranches to support continued growth and renewable energy development.
Hull Street Energy to Acquire Two PJM Power Plants from Rockland Capital
03.24.2026
Rockland Capital entered into an agreement to sell two power generation facilities totaling more than 1,250 MW to Hull Street Energy, including the Lee facility in Illinois and the Tait facility in Ohio. PEI served as financial advisor to Rockland alongside Houlihan Lokey.
PEI Wins Green Street’s ‘Market Pioneer - Energy, North America’ Award
03.16.2026
PEI won the 2025 Green Street, formerly IJGlobal "Market Pioneer - Energy, North America" award.
This recognition reflects the work of our team and our continued commitment to advising on innovative transactions that advance the development of critical energy and infrastructure projects across North America.
Nexamp Wins Green Street’s ‘Solar Deal of the Year, North America’
03.16.2026
Congratulations to Nexamp on winning ‘Solar Deal of the Year, North America’ at the Green Street Awards for Yellowstone and Denali. The award recognizes Nexamp’s financing, including a $350 million facility from Macquarie Asset Management supporting the construction of utility-scale solar and battery storage projects, alongside development capital from Nomura.
Adil Sener, Guest Host, Discussed AI Demand and Where Energy Deals are Heating Up
02.09.2026
Adil Sener joined The Money Path podcast with Todd Schoenberger to discuss the structural shifts redefining energy markets. They cover how AI and data center growth are driving a surge in power demand, why grid bottlenecks and interconnection reform are now critical investment issues, and what this means for power and infrastructure M&A.
Talen Energy Acquires 2.6 GW Portfolio of Gas-Fired Assets from Energy Capital Partners
01.15.2026
Congratulations to ECP (Energy Capital Partners) and Talen Energy on the successful sale of a 2.6 GW portfolio of gas-fired assets for $3.45b, consisting of $2.55b in cash and $900mm in stock. The portfolio, located in PJM, provides critical baseload generation to the Ohio region amidst an environment of rapid load growth.
Heelstone Renewable Energy Secures a $200mm Senior Secured Corporate Credit Facility
01.13.2026
Congratulations to Heelstone Renewable Energy on the successful close of a $200 million senior secured corporate credit facility, led by Deutsche Bank. The financing will strengthen Heelstone’s capacity to deliver an expanding portfolio of renewable energy projects across the United States.
Power Generation in the Age of AI: Year-End 2025 Outlook
01.05.2026
Exciting start to 2026 with Adil Sener featured in Power Magazine with his year-end outlook. In his piece, Adil explores the growing power race between the U.S. and China, and why expanding the power grid supported by private capital and clear policy direction will be critical to staying ahead in the AI era.