Not really a $BE fit. This thing is a massive grid build. They're building at least 9.2 GW of new gas generation on federal land, largely with Japanese funding, and connecting it to the AEP grid. SB Energy is also paying for $4.2B of transmission upgrades. It's a pretty remarkable trade if it works: OAI gets a staggering amount of power, SB Energy gets to develop and own a monster 20-year infrastructure business (taxpayers still own the land), AEP gets billions in new transmission infra, and Ohio ratepayers get a stronger grid + access to excess power without footing the bill. (And somewhere in Japan, a high-yield bond salesman is licking his lips.) Bloom can absolutely do multi-GW deployments but its killer app is getting modular onsite power up fast when the grid can't. Here they're b
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