Risk & Crisis - EnkiAI

Hype Cycle chart for Artificial Intelligence, 2025 showing stages from Innovation Trigger to Plateau of Productivity with AI topics like Edge AI and Generative AI highlighted.

NOV AI Strategy 2025, $405B CapEx vs Microsoft Moves

NOV AI Strategy Risk: 0 Public Deals vs. $340 M ADNOC Contract and $56.4 B…

Infographic showing projected data center electricity generation by fuel type (coal, natural gas, nuclear, renewables, other) for Global, China, and the U.S. in 2025 and 2035, with a title about AI-driven energy demand.

Microsoft Carbon Capture 2026, $4.75B Alphabet Deal

AI Power Grid Constraints: Microsoft's 2 GW Pullback, $22 B in Canceled…

Bar chart comparing prior (gray) vs recent (orange) trends across six categories: Cost Reduction, Flexibility/Resilience, Sustainability, Customization, Time to Market, and Customer Satisfaction (PwC).

SCW Systems DAC Deployment: 2026 Innovation Stalls

SCW Systems 2026: Analysis of Halted DAC Projects & Commercial Dormancy An…

Six-panel chart showing Net-CO2 removal (blue bars) and price (red line) over 24 h; panels (a)(i–iii) and (b)(i–iii) with left axis Net-CO2 removal and right axis price/wholesale electricity price.

Plug Power Hydrogen 2026, 223 Projects & Fertiglobe Deal

Green Hydrogen Project Viability, $7.56 B DOE Funding Cut, $1.2 B DAC Hub…

Line chart showing LCOS ($/kWh) by year (2025–2050) for Green hydrogen CCGT (brown line) and BESS (blue line with shaded ranges). Green hydrogen LCOS starts around 0.72 $/kWh in 2025 and falls to ~0.37 by 2050; BESS LCOS starts around 0.60 $/kWh and declines to about 0.40 by 2050, with uncertainty bands shown as blue shading.

Atome Energy Hydrogen 2026, $420M Yara International Deal

Green Hydrogen Policy Risk: 6 Mtpa of Projects Halted, Atome Energy $665 M FID,…

Table of offshore wind job projections by phase: Under construction 4,377 total; Fully permitted federally 9,211; Federal permitting pipeline 4,284; grand total 17,872 (direct and indirect jobs).

Ørsted Wind 2026, 5 GW Target, Equinor Legal Challenge

Offshore Wind Political Risk: 5 Court Injunctions for Ørsted and Dominion…

Chart titled 'Illustrative Islanded GW-Scale Datacenter Redundancy Overbuild vs. Unit Size (3 Nines Uptime)'. It shows redundancy percentage rising with unit size: Small ~10–15%, Medium ~15–25%, Large ~>50%, Large/Largest >100%. Left axis labeled Redundancy Overbuild (%), right of axis not shown. Icons of engines and a data-center module illustrate increasing redundancy; source note at bottom left: 'Source: SemiAnalysis Datacenter Industry Model'

ERCOT Fuel Cell 2026, $10B Fund After 266 GW Canceled

SOFC Projects for Texas Data Centers, 2.3 GW Oracle Deal, 1 GW AEP Agreement,…

Line/area chart showing Chinese solar exports rising to a peak in Jan 2026, with two stacked areas for panels and cells & wafers (GW). The title notes exports doubled in March 2026 amid tax rebate changes.

Jinko Solar Solar 2026, $920M Arevon Financing

Solar PV Grid Risk: 68 GW Export Flood, 35 GW Curtailment, and Rising PPA…

Worker in hard hat and safety vest walks between rows of blue solar panels in a desert solar farm, with electrical gear nearby.

China Solar 2026, 80% Supply Chain Control Amid Disruption

Global Energy Supply Chains, 12.9 M bpd US Exports, 20 M bpd Disruption, and 68…

DAC vs BECCS comparison infographic: costs, land, energy, water, storage, and scalability; notes on portfolio strategy and scaling.

Occidental Carbon Capture 2025, $3.5B w/ Carbon Engineering

Top 10 DAC Projects: Occidental's 1 MTPA Plant Amidst $3.5 B IRA Pause…