Provaris Energy Hydrogen 2026, 1 Uniper Agreement
Provaris Green Hydrogen Transport, $1.325 M Raise, 1 "K" Line Agreement, and 2 Key Projects (2021 to 2026) Hydrogen Supply Chain Risk, Provaris…
Modine Liquid Cooling 2026, $4B Deal, Supermicro Rival
Modine Manufacturing Liquid Cooling, $4 B Capacity Deal, $165 M Upfront Payment, and 3 Expansion Projects (2024 to 2026) AI Cooling Supply…
MARA Natural Gas Power 2026, 4,076 BTC Sale for Pivot
MARA Holdings Energy Pivot, $1.5 B Long Ridge Acquisition, 1 GW Starwood Deal, and 2.2 GW Capacity (2025 to 2026) From Bitcoin Mining to AI Power:…
Form Energy Energy Storage 2026, $405M Financing Round
Form Energy Iron-Air Battery Deployments, $1 B Google Deal, 3, 073 MW Pacifi Corp Plan, and 4 Utility Agreements (2021 to 2026) Form Energy…
Air Products Fuel Cell 2026, $8.4B NEOM Green Hydrogen
SOFC Marinized Fuel Cells, $8.4 B NEOM Deal with Air Products, 1 SABA Offtake Agreement, and Over 20% of EU Projects Stalled (2021 to 2026) Industry…
Meta Nuclear 2026, 8 Terra Power Reactor Plants
SMR Data Center Deals, Oklo 500 MW Equinix Agreement, 34 Last Energy PPAs, and Amazon's $500 M Investment (2021 to 2026) $6.8 B Market by 2034,…
Indian Oil Hydrogen 2026, $24B Plan, Re New Power JV
Indian Oil Green Hydrogen, ₹2 Trillion Investment, 10, 000 Tonne L&T Plant, and 3 Major Projects (2021 to 2026) Green Hydrogen Project Execution,…
Google Wind 2026, 10 GW Com Ed Plans, Intersect Power
Onshore Wind PPAs for Data Centers, 833% PJM Price Spike, 7.9 GW Illinois Procurement, and 11 State Bills (2021 to 2026) Grid Balkanization Risks,…
Kiewit Desalination 2026, $6B NEOM Cut, 1 Reversal
Desalination Project Viability, $1.2 B Corpus Christi Reversal, 1 Kiewit Termination, and a Permit Delay (2025-2026) The necessity of desalination…
Critical Minerals 2026, $1.5B Critical Metals Corp. JV
Critical Minerals Supply Chain Risk, 90% China Refining, $400 M Pentagon Deal, and 10+ Policy Incentives (2021 to 2026) Geopolitical Choke Points:…
Sempra LNG 2025, 14.8 MTPA Sanctioned, Cheniere Expansion
Top 10 LNG Export Projects: $72 B in US FIDs and a $17.5 B Woodside Deal (2024-2025) The global liquefied natural gas (LNG) market saw an…
Wind Energy 2025, $34.8B Cancellations, 11% LCOE Spike
Onshore Wind Project Disruption, $24 B Cancellations, 9% CAPEX Increase Under New U.S. 10% Tariff Regime (2025-2026) The 2025 imposition of a 10%…
Ener Venue Energy Storage 2026, 10 Deals, Google Signal
Top 10 Data Center Energy Deals: Crusoe's $1.17 B Debt and Panthalassa's $140 M Venture Raise (2024-2026) The primary driver of investment in data…
PJM Fuel Cell 2026, 4.7 GW Capacity Loss, Dominion Energy
Grid Infrastructure Delays, 11 GW At-Risk Capacity, 5-Year Transformer Backlog, and 25 Project Cancellations (2024 to 2026) 11 GW At-Risk, PJM Power…
Oracle Natural Gas 2025, 2,300 MW Volta Grid Fleet
Top 10 Behind-the-Meter Power Projects: Fermi America's 11, 000 MW Plan and 48 GW Surge (2024-2025) The explosive power demand from artificial…
Suncor Energy Storage 2025, $1.09B Oil Focus, Storm Fisher
Suncor Energy BESS Strategy, $0 in Projects, VCR JV Exit, and $1.6 B in Quarterly Oil Earnings (2025) BESS Market Avoidance, Suncor Energy Focus on…
Valero Energy Carbon Capture 2025, $40M Darling Deal
Valero Energy Biofuel Strategy, 50% DGD SAF Conversion, $2 B Sustainability Spend, and 0 BESS Deals (2025) Valero Energy Projects: Focus on Biofuels…
Repsol Energy Storage 2025, 49% Schroders Greencoat Deal
Repsol BESS Expansion, the $340 M Stonepeak Deal for a 777 MW US Portfolio, and 3 Major Partnerships (2021-2025) Asset Rotation, Repsol's Model for…
CNOOC Energy Storage 2025, 1B kWh Goal, Shell LNG JV
CNOOC BESS Strategy, 4 Oil Projects, 760 M BOE Target, and 2 LNG JVs (2021 to 2025) 760 M BOE Production Target, CNOOC's Strategic Divergence from…
Phillips 66 Energy Storage 2025, $2.2B EPIC Y-Grade Deal
Phillips 66 BESS Materials Strategy, $1.4 B Cenovus Deal, EAM Partnership, and 3 Projects (2025) Battery Materials Supply Chain, Phillips 66 Shifts…
