Network graph: Energy Transition Capital Flow Network (2025-2026)

Shell Wind 2026, 3.25B Litre Raízen Biofuel Deal

Shell Offshore Wind Pivot, $1 B Asset Sale, 2 North Sea Cancellations, and $928…


Bar chart: Reported Clean Energy Project Cancellations in the U.S. (GW) — series: Capacity (GW)

US Offshore Wind 2026, 165 Projects Halted, RWE Buyout

Offshore Wind Cancellations, 266 GW of US Projects Halted, $1 B Total Energies…


Line chart: Market Growth Forecast: BESS vs. EV Battery ($B) — series: Battery Energy Storage System Market, EV Battery Market

Ford Energy Storage 2026, $6.5B LG Contract Cancellation

BESS Manufacturing Pivot, Ford's $20 B Write-Down, SK On's 7.2 GWh Flatiron…


Bosch Fuel Cell 2025, €6M Power Cell Deal & Pivot

Bosch SOFC Market Exit, €400 M Plan Reversed, 1 Ceres Power JV Collapse, and…


Bar chart: Lost Clean Energy Capacity in 2026 by Technology (GW) — series: Lost Capacity (GW)

Cleveland-Cliffs Hydrogen 2026, $17B Ørsted Cancellations

Green Hydrogen Supply Risk: Cleveland-Cliffs Ends $500 M Project, Ørsted…


Line chart: Hydrogen Truck & FCEV Market Size Forecasts ($B) — series: Coherent Market Insights (H2 Trucks), Grand View Research (H2 Trucks), Mordor Intelligence (FCEV Truck/Bus)

Hyzon Motors Fuel Cell 2025, 200 kW IP to Horizon

PEM Fuel Cell Truck Risks, Hyzon Motors' Collapse, 30+ Fleet Trials Halted, and…


Bar chart: InterContinental Energy's Pilbara Hydrogen Hubs: Planned Scale — series: Renewable Capacity (GW), H2 Production (Million Tonnes/Year)

Inter Continental Energy Hydrogen 2026, 26 GW AREH After BP Exit

Inter Continental Energy Green Hydrogen Pivot, $21 M ARENA Grant After BP…


Bar chart: Capacity of Canceled & Suspended Offshore Wind Projects (MW) — series: Capacity

Hydrogen Project Risk 2026, 266 GW & Ørsted Cuts

Green Hydrogen Project Risk, Arcelor Mittal Rejects €1.3 B, 223 DOE Grants Cut,…


Bar chart: Levelized Cost of Hydrogen (LCOH) Comparison by 2026 ($/kg) — series: Production Cost Range

Green Hydrogen Risk 2026, $3/kg 45V Repeal Halts Shell

Green Hydrogen Commercial Risk, 45 V Credit Repeal, $7.00/kg Cost, and 2025…


Line chart: Green Hydrogen Market Size Forecasts ($B) — series: Precedence Research

Green Steel 2026, 25+ Projects Delayed, SSAB Halts EAF

Green Steel Cancellations, 25+ Projects Delayed, $13 B in US Funding Cuts, and…


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