Industrial power plant exterior with large transformers, steel walkways with yellow railings, and numerous pipes; steam rises from a tall, rusted structure in the background.

PG&E Fuel Cell 2026, $59B Market, Bloom Energy projects

PEM Fuel Cell Resilience Projects, 150+ AT&T Deployments, $3/kg Hydrogen Credit, and 11 Market Projections (2021 to 2026) Industry Adoption of Fuel…

Map of the United States with colored markers: orange dots, blue and green circles, red fault lines, and gray triangles marking various geological features or events.

Atome Hydrogen 2026, $14B US Projects, Plug Power Axed

Green Hydrogen Project Viability, $665 M Atome FID, 75% of US Pipeline at Risk, and Two Competing Models (2021 to 2026) Green Hydrogen Projects Face…

Industrial plant with colorful blocks spelling CCUS in the foreground and a carbon capture diagram in a green background, illustrating CCUS technology concept.

Samsung C&T Carbon Capture 2026, $85/ton Axens Deal

Samsung C&T CCUS Market Entry, Axens DMX Partnership, Targeting $35/ton Capture Cost, and a $196 B Global Market (2021 to 2026) CCUS Commercial…

Diagram of the steelmaking process showing sintering, coke oven, blast furnace, and CO2 capture/recovery pathways.

JFE Steel Carbon Capture 2026, $430/ton Price, Mitsubishi

JFE Steel CCUS Partnership, 1 Mizushima Plant Deal with Mitsubishi, and ¥50, 000 Green Steel Subsidy (2021-2026) Industrial Symbiosis Projects, JFE…

Chart of data-center cooling options by power (3kW–200+ kW) with gray lower and purple upper boundaries; orange shows hybrids.

Switch Geothermal 2026, $1.7B Risk, Fervo Energy

Switch Enhanced Geothermal Strategy, 13 MW Ormat PPA, and 14 24/7 Power Deals (2021 to 2026) Data Center Power Risks: Switch Leads Shift to Baseload…

Diagram of a small modular reactor system: a building connected to a labeled cross-section of the reactor with core, control rods, and pumps (informational)

Microsoft Nuclear 2026, 1,920 MW Amazon PPA

Advanced Reactor PPA Model, 837 MW Microsoft Constellation Deal, 6 GW Meta Commitment, and 8 Tech Partnerships (2021-2026) Nuclear PPA Adoption: Big…

Top: schematic of a metabolic pathway from glucose to pyruvate with labeled steps (glycolysis, fermentation, respiration); bottom: stacked bar chart comparing component contributions across samples. Note: bars use color coding for different compounds or processes.

KHI Hydrogen 2026, $6.8B Shell Japan Deal

Kawasaki Heavy Industries' Liquid Hydrogen Supply Chain, $20 B Japan Cf D, Iwatani Partnership, and 1 HESC Withdrawal (2024 to 2026) Kawasaki Heavy…

US map with red dots marking solar power plant locations; title 'Geodata Requirements for Solar Farm Siting'

Next Era Energy Storage 2026, 1,400 MWh Quinbrook Deal

Top 10 US BESS Projects: Next Era's 300 GW Pipeline, 1, 150 MW Darden Project, and Grid-Scale Growth (2024-2026) The defining trend in the U.S.…

Container ship docked at a busy port with tall red gantry cranes and stacked colorful cargo containers on the docked vessel area, viewed from above.

MOL Fuel Cell 2026, 3 Alliances Including DSME

MOL SOFC Pilots, Samsung Heavy Industries Partnership, 174 k m³ LNG Carrier, and 2 Key Ai Ps (2021 to 2026) Maritime SOFC Projects, Mitsui O.S.K.…

Bar chart showing market share of top EV battery makers; CATL leads at about 45%, followed by BYD, LG Energy Solution, CALB, Panasonic, Gotion High-tech, SK On, Svolt, Eve Energy, Samsung SDI, and Others.

Panasonic Energy Storage 2026, $4B Kansas Facility

Top 10 EV Battery Makers: CATL's 45% Share, Samsung's $3 B GM JV, and 1, 187 GWh Installed (2024-2026) The global electric vehicle (EV) battery…

Infographic showing electrolyzer capacity split (donut) by company, a boxed list of growth drivers, and two bar charts of capacity and installations from 2023–2027.

Thyssenkrupp Hydrogen 2024, 1 GW NEOM Shipment

Top 10 Green Hydrogen Makers, 6.5 GW PERIC Scale & Cummins' 35 MW Linde Deal (2024-2026) The global green hydrogen electrolyzer market is rapidly…

Line chart of projected electricity demand (TWh) from 2010 to 2030 for Hyperscale, Colocation (Retail), and Colocation (Wholesale); wholesale and retail rise steadily, hyperscale increases sharply after 2020.

Google AI & Data Center Energy 2026, 1 GW TotalEnergies

Data Center Grid Constraints, 1, 000 TWh Demand by 2026, 40% Operational Shortfalls, and 20% Connection Delays (2021 to 2026) Grid Instability Risks,…

Chart showing projected data center electricity use (left axis, TWh) and VOYGR-12 units needed (right axis) from 2015 to ~2038. Includes historical data (black), future range (gray), low/high supply (teal/orange), and low/high demand projections (purple/blue) with milestone lines at 2025 and 2030.

X-energy Nuclear 2025, 320 MWe for Dow in Texas

Top 10 SMR Projects: TVA's 6 GW Deal and Meta's Procurement for U.S. Deployment (2024-2026) The Small Modular Reactor (SMR) sector in the United…

Infographic of a hydrogen energy cycle showing materials, production, storage, policy, and uses around a central H2 symbol (five-step loop). This explains the H2 economy flow.

Plug Power Hydrogen 2026, 3 Projects Axed, Wood Mackenzie

Green Hydrogen Project Cancellations, Plug Power $1.7 B Suspension, 2 Fortescue Projects Axed (2025 to 2026) Project Viability Risks, Hydrogen Sector…

Chart showing chipmaking companies ranked by projected 2026 net income; Samsung Electronics at about $155.6B, followed by SK Hynix (111.83) and Micron Technology (81.76).

NVIDIA Semiconductors 2026, $194B with TSMC

Top 10 AI Chip and Memory Companies Winning the Data Center Supply Race in 2026 The global AI infrastructure buildout represents the most significant…

Dual-line chart showing global mean temperature (°C) from 1850 to 2025 (white line) and radiative forcing (RF) on the right axis (dark line), with RF rising notably after 1970.

Eni Carbon Capture 2026, 5 Deals, ExxonMobil Buy

Eni CCUS Spinoff, 49.99% GIP Stake, $5.8 B Market, and 5 Infrastructure Deals (2021 to 2026) CCUS Project Structures, Eni Shifts to Service-Oriented…

Industrial cement plant with CO2 capture pointing to permanent underground storage 1–2 km below seabed

Cemex Carbon Capture 2026, $3.7 B DOE Funding Cut

Cemex CCUS Proving Grounds, $1.1 M RTI International Pilot, and 1 ETFuels Utilization Deal (2021 to 2026) CCUS Pilot Risks, Cemex Navigates $3.7 B…

Infographic showing the rapid adoption trajectory for behind-the-meter data centers: 2024 at 13%, 2030 at 38%, and 2035 at 45–50%, with stacked colored layers for Fuel Cells, Reciprocating Engines, Gas Turbines, and Hybrid Systems.

Vantage Data Centers Geothermal 2026, $4.5B Liberty Deal

Enhanced Geothermal Projects, Vantage Data Centers 1 GW Liberty Energy JV, and 3 Pilot Agreements (2021 to 2026) Industry Adoption Shifts as Data…

Infographic showing a geothermal power plant supplying heat to an absorption chiller, which provides chilled water to a data center, with arrows indicating flow.

Meta Geothermal 2026, $462M Fervo Energy Funding

Enhanced Geothermal Projects, Meta 300 MW PPA, 2 XGS Energy and Sage Geosystems Deals, and 4 Corporate Agreements (2025-2026) The enormous power…

Industrial power plant with large transformers, piping, and metal frameworks viewed from above

Bloom Energy Fuel Cell 2026, 1 PONANT OCCS Deal

Maritime SOFC Projects: 1 PONANT OCCS Deal, MSC's 150 k W Pilot, and 2 New IMO Rules (2021 to 2026) The strategic approach to deploying solid oxide…


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