BHEL Hydrogen 2026, 2,400 MW Project, thyssenkrupp Deal

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US Solar 2026, $64/MWh PPA Prices & China Tariffs

Solar PV Geopolitical Pricing, 50% Tariffs, $14.7 B in Canceled Funds, and 266…


Infra Build EAF 2026, $3B SSAB HYBRIT Deal

Infra Build Green Steel Expansion, 25% Capacity Increase, $150 M Bondholder…


Adani Green Energy Solar 2026, $3.64B Capex, Google PPA

Adani Green Energy Bifacial Projects, 5.1 GW Khavda Commissioning, Google PPA,…


Bloom Energy Fuel Cell 2026, $5B AI Power Deal

AI Data Center Delays, 50% of US Projects Stalled, 2, 600 GW in Queues, and 7…


Bloom Energy Fuel Cell 2026, $2.5B Brookfield Deal

Data Center Grid Constraint, $130 B in Canceled Projects, 7 GW Lost Capacity,…


AEP Fuel Cell 2026, 1 GW Bloom Energy Agreement

AEP Grid Infrastructure Strategy, 63 GW Load, $78 B Plan, and 1 Quanta Services…


Chevron Natural Gas 2026, 3 GW Plan with GE Vernova

Chevron Natural Gas AI Power, 2.67 GW Microsoft PPA, $7 B Project Kilby, and 3…


PIF Hydrogen 2026, $43B Financed, World Bank Project

Middle East Green Hydrogen Constraints, $642 B Pipeline, 15 GW Saudi Grid…


China Solar 2025, 430 GW Added; Microsoft PPA Contrast

Solar PV Project Economics, $27/MWh China LCOE, $24 B in US Cancellations, and…


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