Toray Wind 2026, 50% Chinese Supply, Siemens Gamesa

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


Energy Transfer LNG 2026, $5.3B Lake Charles cancellation

US LNG Export Policy, 17 Bcf/d Capacity, Sempra's Tokyo Gas Deal, and 2 Key…


Google Fuel Cell 2026, $725B Capex Cycle with Microsoft

Google On-Site Generation, 1 GW Texas Project, $725 B Hyperscaler Capex, and 75…


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…


En BW Wind 2026, 3 GW UK Project Canceled, Shell Exit

Offshore Wind Cancellations, En BW €1.2 B Loss, 16 GW German Capacity At-Risk,…


CATL Energy Storage 2026, $11B US Project Cancellations

BESS Project Viability, CATL 36% Share, 1.2 GW Offtake, and Project…


Ørsted Wind 2026, 13 GW Canceled with Equinor

Offshore Wind Pipeline, Ørsted Faces 2.6 GW Cancellation, Equinor & Total…


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