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Chart titled 'Illustrative Islanded GW-Scale Datacenter Redundancy Overbuild vs. Unit Size (3 Nines Uptime)'. It shows redundancy percentage rising with unit size: Small ~10–15%, Medium ~15–25%, Large ~ data-lazy-src=

50%, Large/Largest >100%. Left axis labeled Redundancy Overbuild (%), right of axis not shown. Icons of engines and a data-center module illustrate increasing redundancy; source note at bottom left: 'Source: SemiAnalysis Datacenter Industry Model'" />

ERCOT Fuel Cell 2026, $10B Fund After 266 GW Canceled

May 1, 2026Data CenterSWOT Analysis,Risk & Crisis,Utilities & Power,AI & Data Center Energy,Data Centers,Fuel Cells,Meta,Google,Oracle,ERCOT

SOFC Projects for Texas Data Centers, 2.3 GW Oracle Deal, 1 GW AEP Agreement,…

Infographic map titled 'Global Hydrogen Production in 2023' showing regional production with blue circles for blue hydrogen and green dots for green hydrogen; North America and Asia Pacific are the largest producers, with smaller values in Europe, the Middle East, Africa, and the Americas.

Scatec Hydrogen 2024, US$3B Reliance Samsung C&T Deal

May 1, 2026Hydrogen,Market Outlook,Top 10 Companies & Projects,Ammonia,Steel & Metals,Hydrogen,Agriculture & Fertilizers,ACWA Power,BP,Scatec,Reliance IndustriesH2 Green Steel

Top 10 Green Hydrogen Exports: Scatec's 20-Year Deal, EUR 2 B Plant, and…

Stacked bar chart of the Carbon Capture, Utilization, & Storage Market from 2025 to 2035, showing total market size in USD billions rising from 5.3B in 2025 to 30.7B in 2035 (with yearly labels). It layers data by capture, transportation, utilization, and storage.

Pathways Alliance Carbon Capture 2025, 400-km Suncor plan

May 1, 2026Utilities & Power,Oil & Gas,Top 10 Companies & Projects,DAC,CCUS,Policy & Regulation,Carbon Capture,Equinor,Pathways Alliance,Holcim,OccidentalChina Huaneng Group

Top 10 CCUS Projects: Pathways Alliance's C$16.5 B plan, Equinor's 2 FIDs, and…

Line/area chart showing Chinese solar exports rising to a peak in Jan 2026, with two stacked areas for panels and cells & wafers (GW). The title notes exports doubled in March 2026 amid tax rebate changes.

Jinko Solar Solar 2026, $920M Arevon Financing

May 1, 2026Risk & Crisis,Utilities & Power,Solar,Market Analysis,Grid & Power Infrastructure,Solar Energy,Jinko Solar,Arevon,OctopusClenera

Solar PV Grid Risk: 68 GW Export Flood, 35 GW Curtailment, and Rising PPA…

Stacked bar chart showing projected grid-scale battery storage market size by region from 2018 to 2030, with MEA, Latin America, Asia Pacific, Europe, and North America; total reaches $44.0B in 2030.

Grenergy Energy Storage 2026, 11,000 MWh Oasis de Atacama

May 1, 2026Utilities & Power,Battery & BESS,Market Analysis,Top 10 Companies & Projects,Data Centers,Grid & Power Infrastructure,Battery Storage,BYD,Xcel Energy,Form Energy,GrenergyArevon Energy

Top 10 BESS Projects, with Form Energy's 30, 000 MWh deal and 12, 500 MWh BYD…

Oil refinery with tall smokestacks and a glowing global data network projected over the ground, illustrating a global energy system.

BHP Carbon Capture 2026, $15M JFE Steel Deal

April 30, 2026Hydrogen,SWOT Analysis,Strategy & Roadmap,CCUS,Steel & Metals,Carbon Capture,Chevron,BHP,JSW SteelJFE Steel

BHP CCUS Hubs, $400 M Fund, 5 Sites with JSW Steel, and 6 Key Agreements (2021…

Two charts from a carbon report: top chart shows embedded carbon demand by energy, transport, and materials today vs. 2050; bottom chart shows carbon embedded in chemicals and derived materials with 2020–2050 projections and shares.

U.S. Steel Carbon Capture 2026, $150M Gary Works Project

April 30, 2026SWOT Analysis,Investment Analysis,CCUS,Chemicals & Refining,Steel & Metals,Carbon Capture,Holcim,U.S. Steel,Carbon FreeNucor

CCUS Profitable Decarbonization: U.S. Steel’s $150 M Carbon Free Project, 50,…

Industrial electrical substation inside a factory with large transformers, metal piping, and yellow safety catwalks seen from an elevated angle.

Equinix Nuclear 2026, 500 MW Oklo Power Purchase Pact

April 30, 2026Strategy & Roadmap,Investment Analysis,Technology & Cloud,AI & Data Center Energy,Data Centers,Nuclear & SMR,Nuclear,Equinix,Oklo,at North,CPP InvestmentsRadiant

Equinix Advanced Reactor Pacts, 1.25 GW Nuclear Deals, a $1.6 B Stake in at…

Data center with rows of server racks and overhead cables; a technician in a hard hat inspects a cabinet.

Amazon Nuclear 2024, 4 Pacts Including Microsoft

April 30, 2026SWOT Analysis,Strategy & Roadmap,Technology & Cloud,AI & Data Center Energy,Data Centers,Nuclear & SMR,Nuclear,Meta,Microsoft,GoogleAWS

AWS SMR Strategy, $650 M Talen Energy Deal, 960 MW Capacity, and 3 Competitor…

WATT Fuel Cell Fuel Cell 2026, $40B American Water Merger

April 30, 2026SWOT Analysis,Utilities & Power,Partnerships & Alliances,Distributed Energy & Microgrids,SOFC,Fuel Cell,WATT Fuel Cell,Hope Gas,Essential Utilities,GeneracAmerican Water

WATT Fuel Cell SOFC Utility Model, 7, 250 Hope Gas Lease Deal, 2 k W Rollout,…