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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Sinopec Carbon Capture 2025, 10 Mtpa Shell Study
1 Mtpa Sinopec CCUS project operational in 2025, with a $22.8B corporate CAPEX and key partnerships with Exxon Mobil and BASF.…
Petro China Carbon Capture 2025, $3.6B Pipe China JV
55.9% CO2 injection increase in 2025 via Petro China's CCUS-EOR, while CNOOC launches its 0.1 Mtpa offshore project and Aramco…
BP Carbon Capture 2025, $1B Kwinana Halt, Eni JV
5 to 7 BP CCUS projects funded by an $800M low-carbon budget (2025-2027), including the Equinor NZT Power JV and an Enbridge…
Microsoft Nuclear 2026, 1,920 MW Amazon PPA
2.7 GW in tech nuclear deals (2024-2026), including Talen…
Next Era Energy Storage 2026, 1,400 MWh Quinbrook Deal
4,600 MWh Hecate Energy BESS projects planned for 2024-2026,…
MOL Fuel Cell 2026, 3 Alliances Including DSME
A 10 kW SOFC module from Ceres Power and a MAN Energy Solutions…
Panasonic Energy Storage 2026, $4B Kansas Facility
100 GWh Gotion High-tech factory planned for 2024-2026, with a…
Thyssenkrupp Hydrogen 2024, 1 GW NEOM Shipment
100 MW Sunfire electrolyzer for RWE and 317 MW from Plug Power…
Google AI & Data Center Energy 2026, 1 GW TotalEnergies
Microsoft signs renewable PPAs with ENGIE for data centers as…
X-energy Nuclear 2025, 320 MWe for Dow in Texas
10 U.S. SMR projects advance from 2024-2026, including Meta's…
Plug Power Hydrogen 2026, 3 Projects Axed, Wood Mackenzie
$34.8B in US projects canceled (2025-2026), as Fortescue axed…
NVIDIA Semiconductors 2026, $194B with TSMC
The $35B HBM market sees SK Hynix supply AI accelerators through…
Eni Carbon Capture 2026, 5 Deals, ExxonMobil Buy
Eni's CCUS hub model follows a $12.5B Brookfield bid for Origin…
Cemex Carbon Capture 2026, $3.7 B DOE Funding Cut
2 Cemex CCUS partnerships from 2023-2025 face $85/ton 45Q…
Vantage Data Centers Geothermal 2026, $4.5B Liberty Deal
300 MW of geothermal in the BTM power project, including…
Meta Geothermal 2026, $462M Fervo Energy Funding
150 MW Google PPA with Ormat Technologies and $1.7B in Q1 2025…
Bloom Energy Fuel Cell 2026, 1 PONANT OCCS Deal
5 maritime SOFC projects (2022-2026), including a 150 kW MSC…
Stena Line Fuel Cell 2024, 3 Partnerships, Wärtsilä MOU
Stena Line's 225 kW Hyflex project with Volvo Penta and plans…
Softbank Liquid Cooling 2024, 5,000 MW G 42 AI Campus Plan
A 310 MW Nebius liquid cooling factory is planned for 2025,…
Bloom Energy Fuel Cell 2026: $3.6B in Data Center Sales
Ceres Power's licensing model hits £45M in 2026 revenue as…
More Sjo Fuel Cell 2026, €40M Dutch Subsidy, Samskip
More Sjo's $50-60M hydrogen vessel orders from 2025, de-risking…
Chevron Carbon Capture 2024, Gorgon Stage 3 Project
Total Energies' 17 GW renewables pipeline leads 2024-2025…
Hanwha Fuel Cell 2026, 2 JVs with Amogy & GS E&C
600 tons of ammonia bunkered for Hanwha's fuel cell systems…
Ørsted Wind 2026, 6 GW US Capacity with Equinor
5 US offshore wind projects restart, with a $228 million…
Ørsted Wind 2026, 5 GW Target, Equinor Legal Challenge
7.7 GW of solar & 2.2 GW of US Wind projects were targeted in…
Meta Nuclear Strategy 2026: 8 TerraPower Reactors
10 power deals for AI data centers (2024-2026), including AWS's…
China WHR 2026, $1.7T CAPEX Gap & Baowu Steel Group
925 TWh recoverable heat potential for China's WHR projects from…
Categories
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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