Critical Minerals 2026, 190 GW AI Demand Shock, LME
Tin Supply Chain Risk, $53, 462/tonne Price High, 73% U.S. Import Reliance, and…
GM Energy Storage 2026, 160 GWh Ultium, Element 25 Deal
BESS Supply Chain Risks, GM's LMR & Sodium-Ion Strategy, 370 GWh Chinese…
Total Energies Wind 2026, $928M Buyout, RWE Exit
Offshore Wind Federal Risk, $1.8 B in Lease Buyouts for Total Energies & EDP,…
ADNOC Grid & Power Infrastructure 2026, $400M S&P Global PPP
ADNOC Hormuz Bypass Pipeline, $55 B Project Pipeline, 3.6 M BPD Export Capacity…
OpenAI AI & Data Center Energy 2026, $300B Oracle Deal
AI Compute Financing, $35 B Apollo Deal for Anthropic, 3.5 GW Target, and $500…
Oracle AI Data Centers 2026, $638B RPO, Blackstone Deal
Oracle Data Center Expansion, $70 B Cap Ex Plan, $40 B Nvidia Deal, and Open AI…
ADB Grid & Power Infrastructure 2026, 400 GW, Masdar Deal
Asia Pacific Grid Infrastructure, $70 B ADB Plan, Total Energies JV, and 37…
Energy Storage 2026, 266 GW Canceled in ERCOT & CAISO
BESS Project Cancellations, 79 GW Lost in 2025, $400 B in Canceled Power…
Almonty Industries Critical Minerals 2026, $700M Cove Kaz Deal
Tungsten Supply Chain Security, 557% Price Surge, $40 M Allied Critical Metals…
EVelution Energy Critical Minerals 2026, $850M Mitsui Deal
DRC Cobalt Supply Squeeze, 150% Price Surge, $12 B US Response, and 2 State…