Risk & Crisis - EnkiAI

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…

Composite infographic with four line charts showing tanker freight rates: Middle East to China, Singapore to China, Nigeria to the Netherlands, and US Gulf to the Netherlands, highlighting a spike in 2026 amid Iran strikes.

Toyota Hydrogen 2026, 70% Gas Price Surge Spurs cellcentric

Green Hydrogen Market Acceleration, Toyota cellcentric Partnership, €1 B Moeve…

Stacked bar chart of LCOH (€) per kg by tech group (PEMEL, AEL, SOEL) showing CAPEX (orange), OPEX (blue), electricity consumption (green) over time.

Topsoe Hydrogen 2026, 100 MW First Ammonia Deal

SOEC Commercialization Risk: Topsoe's 100 MW First Ammonia Deal Collapse, 200…