ASEAN Grid & Power Infrastructure 2026, $540 B CAPEX, CSIS Gap

ASEAN Grid Upgrades, $100 B ADB Transmission Gap, 100 TWh Demand Surge, 8…


Chevron Critical Minerals 2025, $9 B & Mitsubishi Power Deal

Chevron Energy Transition, $1 B Fund, GE Vernova Power Deal, and 125, 000 Acre…


GE Vernova Gas Turbine 2026, $90B Pennsylvania AI Hub

Gas Turbine Supply Chain, AI-Driven Demand Risks New Crunch, 97 GW Data Center…


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,…


Bar chart showing power transformer market size rising from $27.79B in 2025 to $54.89B in 2035, with yearly increments shown (2026–2034).

Siemens Energy Power Transformer 2027, $421M NC Plant

Siemens Energy Power Transformer 2027, $421M NC Plant Top 10 Power Transformer…


Infographic on Low Carbon Hydrogen Market: bar chart of market size from 2020 to 2032, a bar chart by process, and a pie chart by region.

Chevron Hydrogen 2026, $10B Fund, Mitsubishi Power JV

Chevron Green Hydrogen Strategy, $5 B Project Labrador, 30 Iwatani Stations,…


Infographic dashboard with vertical blue bars showing increasing values and a multi-color pie chart on the lower right, plus a logo in the top left.

Chevron Distributed Energy 2025, 4 GW GE Vernova Plan

Chevron Data Center Power, 4 GW GE Vernova Plan, $9 B Investment, and 2.5 GW…


Infographic dashboard with a bar chart, a pie chart, and a small logo top-left on a dark background; bars labeled 14.22 Bn and 21.95 Bn appear.

Chevron Carbon Capture 2025, $85/ton Credit & GE Vernova

Chevron DAC Infrastructure Strategy, Bayou Bend Hub with Talos Energy, 3 Key…


Timeline of five DAC projects (2020–2025): AIR2WATER—H2O capture directly from air; AIR2CO2 Contactor—DAC prototype captures 1kg CO2/day; DAC Hub - Houston—removes CO2 from air; DAC-EMP Program—DAC to biofuels; AIR2MeOH—DAC + SOCC to fuels.

GE Vernova Carbon Capture 2025, Project Bison Cancelled

GE Vernova DAC Pivot, 1 Deep Sky Deal, $600 M Manufacturing Investment, and 2…


Infographic slide detailing Duke Energy's plan to add ~14 GW by 2031; left: photos of Catawba Nuclear Station, a gas plant site, and Knightdale battery storage; right: strategy bullets.

Duke Energy Grid Infrastructure 2025, $87B Brookfield Plan

Duke Energy AI Grid Upgrades, $87 B Capital Plan, Brookfield Deal, and Coal…


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