Deals, Policy Shifts, and Market Signals in Clean Tech
Curated by EnkiAI analysts. The deals, regulations, and traction signals shaping emerging energy and infrastructure markets this week.
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Gazprom Carbon Capture 2025, $20.38B Pivot to China
38.8 Bcm in Gazprom gas exports to China (2025) and a 13 million tonnes/year LNG project contrast with CCUS progress from Chevron…
Petrobras Carbon Capture 2025, $109B TotalEnergies JV
14.2M tons of CO2 injected via Petrobras's CCUS program through 2025, part of a $16.3B plan with Shell & CNPC, plus a 100k ton…
ADNOC Carbon Capture 2025, $150B Next Decade Deal
ADNOC's 2025 CCUS strategy includes a $1.5B expansion, the 1.5 MTPA Habshan project, and technology partnerships with JERA and…
Fuel Cell Energy Fuel Cell 2026, $160M Eversource PPA
12.5 MW data center system, $1.19B backlog, and 4 Fuel Cell…
Data 4 Nuclear 2026, 837 MW Microsoft Deal
1,121 MW Meta PPA and a 500 MW Google agreement with Kairos…
Google Geothermal 2026, 10 MW Baseload Capital Deal
29.5 GW geothermal capacity by 2031 is driven by Google's…
Hopium Fuel Cell 2026, $35B in US Cancellations
Hopium's PEM fuel cell validation (2025-2026) uses the IRA's…
Fervo Energy Geothermal 2026, 10.5 GW Microsoft Deal
US DOE cuts solar R&D from $318M to $42M while Google signs a…
Arcelor Mittal Hydrogen 2025, 2.3M Tonne Spain Plant
2.1 million tonne Salzgitter AG DRI plant advances despite a 93%…
Doosan Fuel Cell 2025, 600 kW SOFC Project for Maersk
Hapag-Lloyd's 312,000 TEU methanol vessel orders, including a…
Amazon Private Power Grids 2026, 233 GW ERCOT Queue
10 GW "Stargate" project from SoftBank and Oracle targets…
Plug Power Hydrogen 2026, 20-Year Fertiglobe Offtake
2 cancelled Plug Power projects (2025-2026) signal market shift,…
X-energy Nuclear 2026, $650M Terra Power Funding
2 X-energy SMR funding rounds (2025-2026), including an $863M…
Dominion Energy Nuclear 2026, 70 GW Backlog in PJM
186 GW in Oncor data center power requests for ERCOT through…
Total Energies Solar 2026, $300M Nextnorth Project
89% Q1 profit jump for Saudi Energy and over €100M daily…
Bloom Energy Fuel Cell Deals 2025, 1 GW AEP Agreement
10 Bloom Energy SOFC projects for 2024-2026, including a 1 GW…
Google Nuclear 2026, 3 600 MW Projects with Kairos Power
1,920 MW AWS nuclear offtake agreement with Talen Energy, plus a…
Egypt Hydrogen 2026, $14B Masdar & BP Project
39 projects in Egypt's green hydrogen pipeline (2025-2026),…
MHI Carbon Capture 2026, $232M Worley Partnership
800,000 tonne/year MHI CCUS projects (2021-2026), including CHF…
Air Products Carbon Capture 2026, 5M Ton Project, ExxonMobil
50% capture rate challenges blue hydrogen projects (2021-2026),…
TVA Nuclear 2026, 4 Projects with GE-Hitachi & Holtec
TVA nuclear deals (2021-26) with Google & OPG face $180/MWh FOAK…
Bloom Energy Fuel Cell 2026, 1 GW AEP Plan
900+ Bloom Energy SOFC installations by 2024, with finance from…
Cyrus One AI Data Center 2026, $1.2B KKR Investment
1.16 GW secured for Cyrus One via two Texas projects…
Fuel Cell Deployments for 2026: 249 Guangzhou Buses
90 Nikola Corporation fuel cell truck deliveries through 2026,…
Møre Sjø Fuel Cell 2025, $7B US Hubs, 1 Daimler Deal
16 DOE fuel cell projects (2024-2026), including a $540M funding…
AI & Data Center Energy 2026, >$200B U.S. Utilities
40 GW in Amazon renewable projects by 2026, with a ~$2.5B Exxon…
Equinor Carbon Capture 2026, 16 Projects Miss Targets
$200M Canada Growth Fund backs Pathways Alliance projects (2021…
Exxon Mobil Carbon Capture 2026, $3.5B+ with Shell
10 CCUS hubs by 2030, including Equinor's 10 Mtpa Longship…
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Browse the latest deals, signals, and market intelligence across clean tech sectors.
AI & Data Infrastructure
Hydrogen & Fuel Cells
Solar & Distributed Energy
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Carbon Capture
Sustainability
Wind Energy
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Electrical Vehicles
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Critical Minerals
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Battery Storage
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Maritime
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Liquified Natural Gas
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Geothermal
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Policy & Regulations
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Nuclear
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SAF
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