Infographic showing US electrical equipment demand growth vs. 2025 market deficit with bars for each component and percentages; title and notes from Wood Mackenzie.

Hitachi Grid & Power Infrastructure 2026, $1B U.S. Push

Switchgear Lead Times, Eaton's $30 M Plant, 5-Year Delays from GE & Siemens,…


Diagram of an integrated energy system: RES sources (solar, wind) feed the grid, with BESS, electrolyzer, HAES ship, AES, and fuel cell loop connected to the grid.

Hopium Fuel Cell 2026, $35B in US Cancellations

Hopium PEM Fuel Cell Sale, 200 k W K-Challenge Deal, and 5 Key Maritime Project…


Line chart of percentage growth from May to late July, ending at about 68.6% with fluctuations (barchart source).

Samskip Fuel Cell 2026, €33.6M Subsidy, ABB Integration

PEM Fuel Cell Shipping Blueprint, Samskip's 6.4 MW Ballard Order, 2 Hydrogen…


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