Natural Gas & Electricity (Pasteurization, Refrigeration)

EQT Corporation (Pittsburgh, PA; NYSE: EQT) is the largest US natural gas producer by volume and operates significant underground gas storage assets in West Virginia and Pennsylvania. EQT's storage is integrated with its Appalachian Basin production — depleted reservoir fields that serve as both production infrastructure and seasonal storage. EQT's storage fields in West Virginia (including storage along the Equitrans Midstream system, now an EQT subsidiary after the 2024 Equitrans acquisition for ~$5.5 billion) give EQT direct control over Appalachian gathering, compression, and storage. Equitrans Midstream operated the Mountain Valley Pipeline (MVP, ~303 miles from West Virginia to Virginia, completed June 2024) and associated gathering systems that include storage infrastructure. EQT's storage capacity is approximately 45 Bcf of working gas across its storage fields.

NextEra Energy (Juno Beach FL; NYSE: NEE; ~$24B revenue; ~$130B market cap) is the world's largest electricity generator by installed capacity (~58 GW total), comprising regulated utility Florida Power & Light (~30 GW) plus NextEra Energy Resources — the world's largest operator of wind (~21 GW) and solar (~8 GW) generation. NextEra sells primarily to utilities and municipal cooperatives but directly to large industrial customers through long-term Power Purchase Agreements (PPAs). Major data center and industrial PPAs include agreements with Amazon, Google, and aluminum producers. NextEra's wind/solar PPA pricing (~$25-40/MWh) is among the lowest cost electricity available in the US, enabling large industrial customers to lock in predictable low-cost power for 15-25 year terms. NextEra is also the parent of NextEra Energy Partners (NYSE: NEP), a publicly traded yieldco that holds operating wind/solar assets.