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…
Bloom Energy Fuel Cell 2026, $5B Brookfield Partnership
Bloom Energy SOFC Deployments, $5 B Brookfield Partnership, 900 MW Wyoming…
AEP Fuel Cell 2026, 1 GW Bloom Energy Agreement
AEP Grid Infrastructure Strategy, 63 GW Load, $78 B Plan, and 1 Quanta Services…
Bloom Energy Fuel Cell 2026, 1 GW AEP Supply Agreement
Bloom Energy SOFC Data Center Deals, $25 B Brookfield Partnership, 2 GW…
Total Energies Wind 2026, $2.2B Masdar Joint Venture
Total Energies Offshore Wind Cancellations, ~$1 B US Deal, $2.2 B Masdar JV,…
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,…
PIF Hydrogen 2026, $43B Financed, World Bank Project
Middle East Green Hydrogen Constraints, $642 B Pipeline, 15 GW Saudi Grid…
China Solar 2025, 430 GW Added; Microsoft PPA Contrast
Solar PV Project Economics, $27/MWh China LCOE, $24 B in US Cancellations, and…
NextEra Solar 2026, $6.9B Cancellations from OBBBA
Bifacial Solar Grid Interconnection Delays, 2, 600 GW in Queues, >50 Month Wait…