CFS Nuclear 2026, Virginia ARC Plant & Realta Deal
Commonwealth Fusion Systems Tokamak Supply Chain, $1 B Eni Offtake, ~$3 B…
Cameco Nuclear 2026, $80B Brookfield Acquisition
Cameco Advanced Reactor Fuel, $80 B Westinghouse Deal, 22 M lbs India Contract,…
BHEL Hydrogen 2026, 2,400 MW Project, thyssenkrupp Deal
BHEL Chinese Vendor Exemption, $3 B NLC India Ltd Deal, and 4 Power Project…
Hanwha Qcells Solar 2026, $1.45B DOE Loan, NASA Deal
Qcells Perovskite R&D, $2.8 B Georgia Investment, 5 GWh LG Energy Solution…
US Solar 2026, $64/MWh PPA Prices & China Tariffs
Solar PV Geopolitical Pricing, 50% Tariffs, $14.7 B in Canceled Funds, and 266…
Alsym Energy Storage 2026, 9 GWh ERITY Partnership
Alsym Energy BESS Commercialization, 9 GWh ERITY Partnership, 8.5 GWh ESS Deal,…
Siemens Gamesa Wind 2026, 960 MW Iberdrola Project
Siemens Gamesa Offshore Wind Supply Chain, -1.7% Margin, $200 M US Plant…
Fluence Energy Storage 2026, 44% NVIDIA AI Deal
Fluence BESS Supply Chain, Siemens AI Data Center Deal, $5.6 B Backlog, and…
First Solar Solar 2026, $2.1B Tax Credits, NSG Deal
First Solar US Manufacturing, $4.5 B Investment, NSG Group Supply Deal, and 18…
Talon PV Solar 2026, $14B Cancellations, T1 Energy Deal
Talon PV US Solar Cell Manufacturing, 4 GW SEG Solar Offtake, 86 GW…