Sempra Grid & Power Infra 2026, $48B Plan & ConocoPhillips
Sempra Grid Modernization, $65 B Capital Plan, $36 B Oncor Investment, and $13 B 2026 Deployment (2024-2026) Grid Modernization Risks, Sempra…
RWE Wind 2026, $1B Lease Talks, Ørsted Projects
Offshore Wind Policy Risk, RWE's €17 B Plan, 50 NGOs, and 5 Halted Projects (2025 to 2026) Policy Risk in Offshore Wind, RWE Navigates 5 Project…
Fuel Cell Energy Fuel Cell 2026, 450 MW SDCL Partnership
Fuel Cell Energy SOFC Data Center Shift, 100 MW Inuverse MOU, 450 MW SDCL Plan, and 2 Major Agreements (2025 to 2026) The strategic role of hydrogen…
Lyten Energy Storage 2026, $1.9M Nex Tech SBIR Award
Lithium-Sulfur Cathodes for Grid Storage: 14 Bankruptcies, Lyten's Northvolt Deal, and the 2, 000-Cycle Hurdle (2021 to 2026) Lithium-Sulfur…
Next Era Grid Infrastructure 2026, 110 GW Dominion Merger
Next Era Energy and Dominion Energy Proposed Merger, $67 B All-Stock Deal to Serve 130 GW AI Demand Pipeline (2025 to 2026) Grid Bottlenecks Drive…
Ksi Lisims LNG 2026, 3 MTPA Secured in Shell Offtake
Ksi Lisims LNG Offtake Strategy, 1 MTPA SEFE Deal, a 2 MTPA Shell SPA, and 2 Major Agreements (2022 to 2026) Canadian LNG Project Adoption, Ksi…
Plug Power Hydrogen 2026, 223 Projects & Kimberly-Clark Deal
Plug Power PEM Electrolysis, 30 MW Barrow FID with Carlton Power, and 55 MW in UK Projects (2025 to 2026) Green Hydrogen Projects: A Shift from Hype…
Deep Sky Carbon Capture 2026, 18,000 Credit TD Bank Deal
DAC Offtake Agreements, $40 M Deep Sky Grant, Lufthansa Deal, and 5 Corporate Pacts Validating Project Bankability (2021-2026) DAC Commercial Scale,…
PJM Grid & Power Infrastructure 2026, 9.3 GW FERC Approval
PJM Grid Interconnection Failure, 220 GW New Apps vs. 3 GW Connected, a 60 GW Shortfall, and 51 Fast-Tracked Projects (2021 to 2026) PJM…
Hyperscaler AI & Data Center Energy 2026, $726B Dell’Oro
AI Data Center Grid Constraint, 50 GW Gas Projects, 7-Year Delays, and 38 State Tax Re-evaluations (2021 to 2026) AI Infrastructure Project Risks,…
Australia Energy Storage 2026, A$155B Pipeline, Genaspi
Australia Data Center Grid Strain, 430 MW Amazon PPA, AEMC Proposes New Ride-Through Rules (2025 to 2026) Industry Risks: Australia Data Centers Face…
Google Nuclear 2026, 1.2 GW Clearway Energy Deal
Top 10 SMR and Renewable PPAs: Google's 500 MW Kairos Deal, Microsoft's 10.5 GW Agreement (2024-2026) The immense power requirements of artificial…
ASEAN Grid & Power Infrastructure 2026, $540 B CAPEX, CSIS Gap
ASEAN Grid Upgrades, $100 B ADB Transmission Gap, 100 TWh Demand Surge, 8 Interconnections Built (2025 to 2026) Grid Congestion Risks, ASEAN $18 B…
OPG Nuclear 2025, 1,200 MW GE Hitachi Project
Top 10 SMR Projects: Meta's 6.6 GW Ambition & Amazon's X-energy Partnership Drive Nuclear Deals (2024-2025) A strategic shift is underway in the…
Adani AI & Data Center Energy 2026, $200B Reliance Pledge
India AI Data Centers, $30 B Investment Pipeline, 9.2 GW Capacity Target, and Critical Grid Supply Constraints (2025-2030) Grid Supply Risk, India's…
Chevron Critical Minerals 2025, $9 B & Mitsubishi Power Deal
Chevron Energy Transition, $1 B Fund, GE Vernova Power Deal, and 125, 000 Acre Lithium Play (2021-2025) Powering AI, Chevron's $9 B US Investment and…
Exxon Mobil Energy Storage 2025, $20B Next Era Partnership
Exxon Mobil BESS Supply Chain, $20 B Investment, Superior Graphite Acquisition, and 2 Key Projects (2025) Lithium Supply Chain Risk, Exxon Mobil's…
Aramco Energy Storage 2026, 12.5 GWh BYD Contract
Aramco Flow Battery Integration, $11 B GIP Deal, 1 MW Pilot, and Ma'aden Lithium Venture (2025 to 2026) Aramco Storage Projects Signal Shift from…
Maersk Methanol 2025, $100M ENEOS Investment
Maersk Green Methanol Supply, $100 M ENEOS Investment, 19 Vessels, and 4 Commercial Agreements (2021 to 2025) Maersk Green Methanol Projects and…
COSCO Green Methanol 2025, 29 Ship Order vs Maersk
COSCO Green Methanol Strategy, $1.75 B Ship Order, 500 Ton Dalian Bunkering, and 2 Retrofit Projects (2021 to 2025) COSCO Green Methanol Adoption, 29…
