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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Atome Energy Hydrogen 2026, $420M Yara International Deal
145 MW Atome Energy project advances (2025-2026), with a $94.8M…
Microsoft On-site Power 2026, $100B Azure Expansion
1.8 GW Quantum Loophole campus leads 2024-2026 data center…
NEOM Hydrogen 2026, 1 GW Thyssenkrupp Electrolyzer
20% government allocation decrease stalls Plug Power hydrogen…
Pathways Alliance Carbon Capture 2026, 400km Pipeline, Suncor
Pathways Alliance's 10 Mtpa CCUS project (2025-26), a C$16.5B…
BKV Corp. Carbon Capture 2026, $1.1B Occidental Deal
12-year 45Q credit drives BKV Corp. CCUS hub projects from…
Fuel Cell Energy Fuel Cell 2026, 450 MW SDCL Partnership
$7.65B in fuel cell deals (2025-2026) pits FCE against Bloom…
Amazon Nuclear 2024, $650M Talen Energy Deal
6 big tech nuclear agreements (2023-2026), including a $1.6 B…
Oracle Nuclear 2026, $50B Amazon Partnership
10+ hyperscaler SMR deals (2023-2026), including Meta's 6.6 GW…
Hapag-Lloyd LNG Dual-Fuel 2026, 30 Ships from China
79+ LNG dual-fuel ship orders from 2024-2026 as rates pass…
Meta Geothermal 2026, 650 MW AES Solar PPA
100 kW AI racks drive Meta's PPA with RWE and Google's deals…
DEC Wind 2026, 66.9 GW Guangdong vs Ørsted Reset
2.7 GW Mingyang offshore wind awards in 2025, while RWE exits…
Crusoe Energy Geothermal 2026, $750M Brookfield Credit
150 MW Google geothermal PPA from Ormat and at North’s 80 MW…
Cummins Fuel Cell 2025, 20,000 stacks with Toyota
81.2% of the market is vehicular systems, driving Hyundai…
Eclipse Energy Hydrogen 2026, $3/kg Credit, Wood Deal
10-year revenue certainty for Eclipse Energy's hydrogen projects…
Exxon Mobil Hydrogen 2025, $1.2B Hy Velocity Hub
4 blue hydrogen hubs advance in 2026, including the $925M ARCH 2…
Rolls-Royce Nuclear, £2.5B for UK with ČEZ Group
European SMR deployment advances with a 1,440 MWe project, a…
Radiant Nuclear 2026, 1 MWe Kaleidos for US Air Force
A 5 MWe Oklo project at Eielson AFB and a $6.8B market forecast…
Scorpio Tankers Nuclear 2026, $2.6B BWXT Naval Deal
5 maritime nuclear agreements (2025-2026), including an ABB &…
HD Hyundai Nuclear 2026, 100 MW Design, Rolls-Royce GDA
5 reactor designs at TRL 3-5 for Scorpio Tankers and…
PG&E Fuel Cell 2026, $59B Market, Bloom Energy projects
8-15 MW installed base for Fuel Cell Energy telecom backup…
Atome Hydrogen 2026, $14B US Projects, Plug Power Axed
$22 billion in clean energy cuts, a TotalEnergies refinery deal,…
Samsung C&T Carbon Capture 2026, $85/ton Axens Deal
$3.7B in US grant cuts and £20B in UK funds shape the market for…
JFE Steel Carbon Capture 2026, $430/ton Price, Mitsubishi
JFE Steel's 1 Mizushima CCUS plant targets 97.1% conversion,…
Switch Geothermal 2026, $1.7B Risk, Fervo Energy
14 24/7 power deals from 2025-2026 counter 60 kW rack demand and…
Microsoft Nuclear 2026, 1,920 MW Amazon PPA
2.7 GW in tech nuclear deals (2024-2026), including Talen…
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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
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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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