Diagram of an integrated energy system: RES sources (solar, wind) feed the grid, with BESS, electrolyzer, HAES ship, AES, and fuel cell loop connected to the grid.

Hopium Fuel Cell 2026, $35B in US Cancellations

Hopium PEM Fuel Cell Sale, 200 k W K-Challenge Deal, and 5 Key Maritime Project…


Line chart comparing 1-year indexed performance of IGV, SPY, and VIS ETFs with a Claude Sonnet 4.5 release marker

X-energy Nuclear 2026, $650M Terra Power Funding

X-energy SMR Funding for Data Centers, $1.4 B Raised, $500 M Amazon Investment,…


Infographic showing oil flow by destination: China 38%, Rest of World 24%, S. Korea 12%, Japan 11%, India 15%; total ~20M barrels/day before the Strait closure.

Total Energies Solar 2026, $300M Nextnorth Project

Solar Investment for Security, Total Energies 440 MW Project, $300 M Financing,…


A data center aisle flanked by server racks with cooling units and ceiling conduit, illuminated by bright overhead lights

Google Nuclear 2026, 3 600 MW Projects with Kairos Power

SMR Data Center Projects, 11 Confirmed 1 GW Sites, $900 M DOE Fund, and 3 Big…


Infographic about Levelized Cost of Hydrogen (LCOH) showing a studied location in Africa and hydrogen flow to Germany and domestic use.

Egypt Hydrogen 2026, $14B Masdar & BP Project

Green Hydrogen in Egypt, $83 B Mo U Pipeline, 1 UNIDO Deal, and 100 MW Scatec…


Outdoor electric substation with transformers, switchgear, and yellow safety railings; cooling towers visible in the background under a cloudy sky.

MHI Carbon Capture 2026, $232M Worley Partnership

MHI Post-Combustion Capture, 800, 000 Tonne Heidelberg Project, 95% Capture…


Bar chart of planned vs. actual CO2 capture (million short tons) by year: 2017 (planned 1.6, actual 1.2), 2018 (planned 1.4, actual 1.1), 2019 (planned 1.6, actual 1.5); magenta line shows 85% capture-rate plan rising from ~70% to ~95%.

Air Products Carbon Capture 2026, 5M Ton Project, ExxonMobil

CCUS Performance Gap: Air Products Pauses $4.5 B Plant, 2 New Projects…


Kairos Power path diagram showing Plan–Design–Build–Test stages feeding the KP-X plant, Hermes reactors, and ETU demonstrations.

TVA Nuclear 2026, 4 Projects with GE-Hitachi & Holtec

Advanced Reactor Commercialization, TVA's 50 MW Kairos PPA, $400 M DOE Grant,…


Large industrial rolling mill with thick metal rollers and a yellow safety catwalk, in a dimly lit factory setting.

Bloom Energy Fuel Cell 2026, 1 GW AEP Plan

Bloom Energy SOFC Project Finance, $6 B for 1.5 GW Deployed with Utility…


Isometric diagram showing a data center connected to a battery energy storage system, a cloud, and a power grid via glowing lines.

Cyrus One AI Data Center 2026, $1.2B KKR Investment

Cyrus One Powered Land Strategy, 1.1 GW Calpine Partnership, $1.2 B Investment,…


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