SWOT Analysis - EnkiAI - Page 37

Møre Sjø Fuel Cell 2025, $7B US Hubs, 1 Daimler Deal

PEM Fuel Cell Maritime Adoption, 2 Møre Sjø Orders, 1 Lloyd's Register…

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,…

Trade shares EU–Mercosur (2023–24): EU imports minerals 30.5%, vegetables 18.9%, foods 18.3%; paper 6.8%; live animals 5%. EU exports machinery 28.2%, chemicals 25%, transport equipment 12.1%, metals 6%, plastics 5.3%.

NEOM Hydrogen 2026, 1 GW Thyssenkrupp Electrolyzer

Green Hydrogen Offtake Model, $8.4 B NEOM Air Products Deal, $280 B in…

Industrial plant interior with large cylindrical turbines, steel framework, and yellow safety railings.

Pathways Alliance Carbon Capture 2026, 400km Pipeline, Suncor

Pathways Alliance CCUS Policy Dependence, C$16.5 B Project, 50% Federal ITC,…

Infographic describing BKV's planned path to Net Zero (Scope 1-3) with three initiatives on the left and a right-side chart showing estimates and planned reductions to reach Net Zero, including CCUS-related figures around 18.7 MtCO2e and small offsets (0.53, 0.15, 0.87 MtCO2e).

BKV Corp. Carbon Capture 2026, $1.1B Occidental Deal

CCUS Sequestration-as-a-Service, BKV Corp. & Comstock JV, $85/tonne IRA Credit,…

A data center aisle with tall server racks on both sides and colorful cables overhead between ceiling trays.

Fuel Cell Energy Fuel Cell 2026, 450 MW SDCL Partnership

Fuel Cell Energy MCFC Data Center Power, 450 MW SDCL Partnership, 12.5 MW…

Table of yearly data center electricity use (TWh) and share of US total demand from 2023 to 2030; 2023: 147 TWh, 3.7%; 2030: 606 TWh, 11.7% (increasing trend).

Amazon Nuclear 2024, $650M Talen Energy Deal

SMR Data Center Projects, 960 MW Amazon Deal, 835 MW Microsoft PPA, and 6 Key…

Line chart showing total data center electricity consumption (TWh) from 2014 to 2028, with a solid historical line and a shaded future range; key points: 1.9% of US total in 2018, 4.4% in 2022, and 6.7–12% by 2028.

Oracle Nuclear 2026, $50B Amazon Partnership

SMR AI Data Center Deals, Oracle's 1 GW SMR Project, Switch's 12 GW Oklo…

Industrial substation with transformers, cooling units, and yellow railings against a snowy mountain landscape in the distance.

Meta Geothermal 2026, 650 MW AES Solar PPA

Geothermal Data Centers, 1, 000 TWh Demand Surge, Meta & Equinix PPAs, and $7.8…

Stacked area chart of cumulative AI infrastructure investment by category from 2024 to 2035, showing AI Chips & Accelerators, Hyperscaler/Cloud Infrastructure, Colocation Data Centers, and AI Model Companies (US$ billions).

Crusoe Energy Geothermal 2026, $750M Brookfield Credit

Enhanced Geothermal Data Centers, 7 GW US Grid Gap, $750 M Crusoe Facility, and…