Google Energy Storage 2026, $1.4T Grid Spend, Meta Deal

Virtual Power Plants for Data Centers, Google 100 MW Voltus VPP, and 7 GW in…


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…


Reliance Industries Energy Storage 2026, $9B Xiamen Hithium Deal

Reliance Industries BESS Strategy, 120 GWh Gigafactory, $3 B Samsung Deal, and…


LONGi Solar 2026, 65 GW EU Market & Tariff Policy

LONGi 1.5 GW Europe Project, Enery Partnership, and the EU's 100% Solar Tariff…


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…


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