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…


Line chart: Market Growth Forecasts in Enki's Target & Adjacent Sectors — series: Argentina Ink Additives Market

Project Enki Wind 2026, 1 Vattenfall Alliance

Offshore Wind Data Centers, Project Enki's Vattenfall Pact, $5.5 M AI Funding,…


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: Global Offshore Wind Market Size Forecasts ($B) — series: Offshore Wind Market (Overall), Floating Offshore Wind Market

Equinor Wind 2026, $4B Spend and bp Asset Swap

Offshore Wind Portfolio Shifts, Equinor $4 B Empire Wind Spend, 1 bp Asset…


Line chart: U.S. Annual Electricity Demand Growth Forecasts (%) — series: Grid Strategies (Avg. next 5 yrs), McKinsey (Annual through 2040), NEMA (Annual), EIA (Commercial Sector Avg.), EIA (Industrial Sector Avg.)

US Wind Energy Policy 2026, 31 EPA Actions Threaten IRA

Offshore Wind Projects Face Uncertainty as US Policy Shifts from IRA to OBBBA…


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…


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,…


How the Big Beautiful Bill Act Reshaped Clean Tech Manufacturing, in Charts | Council on Foreign Relations

Ørsted Wind 2026, 4.4 GW Equinor Stop-Work Orders

Offshore Wind Cancellations, 9.4 GW Halted, $1 B Total Energies Lease Buyout,…


DOE Wind 2026, $83.6B Loan Cuts, Total Energies Exit

Offshore Wind Project Cancellations, $2 B in Lease Buyouts, 4 Invenergy Leases…


Toray Wind 2026, 50% Chinese Supply, Siemens Gamesa

Offshore Wind Supply Chain, $320/sqm Carbon Fiber Costs, 6, 120 Ton Recycling…


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