More Sjo Fuel Cell 2026, €40M Dutch Subsidy, Samskip
PEM Fuel Cell Shipping Risk, More Sjo's $120 M Order, 2 Hydrogen Vessels, and 15 Bunkering Projects (2021 to 2026) The primary constraint on the…
Chevron Carbon Capture 2024, Gorgon Stage 3 Project
Top 10 CCUS Investments: Exxon Mobil & Calpine Deal, $30 B Framework, 1 B Ton Hub (2024-2025) An analysis of capital commitments from 2024 and 2025…
Hanwha Fuel Cell 2026, 2 JVs with Amogy & GS E&C
SOFC Maritime Projects, Hanwha-KOMERI Consortium, 2 Korean JVs, and 18 Global Pilots (2021 to 2026) South Korea's formation of a national hydrogen…
Ørsted Wind 2026, 6 GW US Capacity with Equinor
Top 10 Offshore Wind Developers, RWE's 6.9 GW Win, and 5 US Projects Restarted (2024-2026) The global offshore wind industry has demonstrated…
Ørsted Wind 2026, 5 GW Target, Equinor Legal Challenge
Offshore Wind Political Risk: 5 Court Injunctions for Ørsted and Dominion Energy Unblock 5.8 GW of Projects After Trump Administration Halt…
Meta Nuclear Strategy 2026: 8 TerraPower Reactors
Top 10 Advanced Reactor Strategies: Meta's 6.6 GW Deal with Terra Power & 4 Other Agreements (2024-2026) Hyperscalers are aggressively securing…
China WHR 2026, $1.7T CAPEX Gap & Baowu Steel Group
China ORC Market: $18.28 B by 2025, 1 Carbon Tax, and 5 Industrial Applications (2025-2026) China's WHR Policy, 1 15 th Five-Year Plan, and 5 Key…
China Huaneng Carbon Capture 2026, 20% Subsidy, U.S. Steel
China DAC Infrastructure, 2.1 Gt/yr Demand, 55% Lower CAPEX, and China Huaneng's 1.5 Mtpa Project (2025 to 2026) From Policy to Pilots: China’s DAC…
BHP Carbon Capture 2026, $7.6B Incentives, ArcelorMittal
BHP CCUS Hubs, $69 M Funding for 5 Steel Decarbonization Sites with POSCO (2021 to 2026) CCUS Hub Adoption, BHP Industrial Decarbonization Models The…
U.S. Steel Carbon Capture 2026, 750k ton Carbon Free Deal
CCUS Waste-to-Value Model, U.S. Steel $150 M Project, $60/ton Credit, and 2 Profitable Offtake Markets (2021-2026) CCUS Projects Scale Up, U.S. Steel…
Equinix Nuclear 2026, 500 MW Stellaria PPA
SMR Grid Bypass Strategy, Equinix 500 MW Oklo PPA, 3 Nuclear Pacts, and 11 Projects (2021 to 2026) Data Center SMR Projects, Equinix 500 MW Deals…
AWS Nuclear 2026, 17-Year Talen Energy PPA
Advanced Reactor Procurement, $18 B AWS-Talen PPA, 1.9 GW Capacity, and 4 Hyperscaler Agreements (2021 to 2026) Hyperscaler Nuclear PPAs, AWS and…
WATT Fuel Cell Fuel Cell 2026, 30% ITC for Utilities
WATT Fuel Cell SOFC Rollout, 2 k W System with Peoples Gas, Hope Gas Pilots, and 26 Commercial Agreements (2021 to 2026) Residential SOFC Adoption,…
National Grid Hydrogen 2026, $400/MWh LCOE, Mainspring
Green Hydrogen Grid Power, National Grid's Mainspring Pilot, the $3/kg IRA Credit, and 2 Major Project Cancellations (2022-2026) Hydrogen Grid…
MSC Group Fuel Cell 2026, 6 MW Fincantieri Systems
MSC Group PEM Fuel Cell Orders, 2 Fincantieri Ships with 6 MW Systems, and 11 Commercial Agreements (2021 to 2026) Maritime Fuel Cell Projects Shift…
Heirloom Carbon Capture 2026 targets below $108/ton
Top 10 DAC Companies by Cost, CO 280's sub-$200 deal with JPMorgan, and Climeworks' $1.0 B raise (2024-2026) The Direct Air Capture (DAC) market is…
GMI Rederi Fuel Cell 2026, 70 M NOK Mitsui Investment
GMI Rederi PEM Fuel Cell Orders, 3 MW Systems from Power Cell, 2 Pilot Vessels, and 4 Infrastructure Agreements (2021 to 2026) Maritime Hydrogen…
Terra Power Nuclear 2024, 345 MW PacifiCorp Project
Top 10 Advanced Reactor Projects: TVA's 6 GW Deal, AWS Signs 960 MW PPA & Key Utility Contracts (2024-2025) The exponential power demand from…
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
SOFC Projects for Texas Data Centers, 2.3 GW Oracle Deal, 1 GW AEP Agreement, and 11 Power Pacts (2021 to 2026) ERCOT Project Queues Signal a Forced…
Scatec Hydrogen 2024, US$3B Reliance Samsung C&T Deal
Top 10 Green Hydrogen Exports: Scatec's 20-Year Deal, EUR 2 B Plant, and Binding Offtakes (2024-2026) The global Green Hydrogen market is rapidly…
