Articles Summary
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8 questions engineering firms should answer before committing to a data centre project. AirTrunk’s recent US$1.5 billion pause shows why.
AirTrunk is delaying its planned Singapore REIT listing until next year, according to people familiar with…
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AirTrunk just put its US$1.5 billion listing on hold. In a volatile data centre market, qualification is no longer optional.
An eight-question test any organisation should apply before committing people, capital or capacity to a development-stage…
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Firmus pulled a $44 billion float. Strip away the headlines and it’s a lesson in capital raising fundamentals.
Firmus withdrew its ASX listing application on Friday morning, citing market volatility. It had set its…
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Goodman just walked away from a $1.2 billion data centre. Engineering firms should treat it as a warning.
Six changes engineering firms should make to their operating model: Last week Goodman Group withdrew its…
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The data centre risk hiding in the connection queue. Do you know if your data centre development site has grid capacity?
In June, Transgrid told the market that the transmission network in Western Sydney “is becoming increasingly…
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Northvolt had US$55 billion in orders just before it went bankrupt. The cost of skipping the development of a commercial pathway.
It’s a warning for any board that treats an order book as proof of revenue. Northvolt…
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POSCO makes an estimated $2 billion decision to eliminate its exposure to the Strait of Hormuz
In brief: POSCO, South Korea’s largest steelmaker, is negotiating a long-term power purchase agreement with the…
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Queensland just landed a $32 billion data centre. Now comes the harder question: energy play or AI capability play?
Anthropic has committed $32 billion to a data centre near Dalby. Whether that’s an AI capability…
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Queensland’s DC Technology Agnostic Bet Just Paid Off, to the Tune of $30 Billion.
Three days ago, writing about BlackRock’s $40 billion Aligned Data Centers deal, I referenced Zerra’s proposed…
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BlackRock’s $40 billion data centre deal is really a bet on energy.
On July 21, BlackRock’s Global Infrastructure Partners, Abu Dhabi’s MGX, and the Nvidia and Microsoft-backed AI…
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Stonepeak valued Singapore’s Princeton Digital Group’s power bank at US$4 billion in 2025. Australia is about to start rewarding the same combination.
ARC Group’s Southeast Asia Data Centre M&A 2026 report makes a clear argument. As power, water…
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El Niño and the Global Warming Trend Reordering Board Risk Priorities
Australian business is already navigating serious economic headwinds. Now add a strong El Niño, confirmed by…
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POSCO just moved on Australian sustainable jet fuel. The $1.1 billion question is who moves next.
Jet Zero Australia will announce on Monday that Korean industrial group POSCO has joined a $30…
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Shell just sold Sonnen at a loss. It’s a warning for anyone banking on the battery boom.
As Rachel Williamson reported for RenewEconomy, Shell has confirmed the sale of home battery maker Sonnen…
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Wattle Point and Hallett Hill wind farms up for sale for $400 million, and what it signals for data centres
Street Talk reported this week (AFR, 23 August 2026) that London headquartered Foresight Group has put…
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Are You Managing the Biggest Risk in Your Capital Raise?
I’m having a lot of conversations right now with companies in the energy transition space about…
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Would an 85% Drop in Trading Margins Change Your Board’s Battery Investment Decision? Here’s a Market Trend You Need to Know About
Australia’s grid-scale battery fleet is being celebrated as a genuine success story, and on the surface…
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The Job Creation Claim That Could Become Australian Data Centres’ Next Governance Exposure
Everyone on data centre and energy transition boards is watching the grid. Fewer are watching the…
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A Long Iraq War Is Quietly Rewriting How Australian Capital Gets Allocated
Six months into the 2026 Iran war. The Strait of Hormuz still effectively closed to Western…
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What AGL’s Softer Earnings Tell Us About the Future of Energy Trading and Renewables Investment
AGL Energy’s latest results, reported this week by the Australian Financial Review, offer a useful window…