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.
June 3, 2026
Meta Nuclear 2026, 6.6 GW Firm Power Agreements
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May 1, 2026
China Huaneng Carbon Capture 2026, 20% Subsidy, U.S. Steel
$56B ETS market and 5% offset allowance for firms like…
May 1, 2026
BHP Carbon Capture 2026, $7.6B Incentives, ArcelorMittal
$25.4B in UK funding models BHP's CCUS hub strategy (2021-2026),…
May 1, 2026
U.S. Steel Carbon Capture 2026, 750k ton Carbon Free Deal
1.4-year payback for U.S. Steel CCU projects (2024-2026), with…
May 1, 2026
Equinix Nuclear 2026, 500 MW Stellaria PPA
Equinix's nuclear strategy targets grid independence by 2026,…
May 1, 2026
AWS Nuclear 2026, 17-Year Talen Energy PPA
6.6 GW in Meta nuclear agreements with Vistra and Oklo, and…
May 1, 2026
WATT Fuel Cell Fuel Cell 2026, 30% ITC for Utilities
$3,000-$4,000/kW CAPEX for WATT residential SOFCs (2025-2026),…
May 1, 2026
National Grid Hydrogen 2026, $400/MWh LCOE, Mainspring
TRL 9 validation for National Grid's 100% H2 generator contrasts…
May 1, 2026
MSC Group Fuel Cell 2026, 6 MW Fincantieri Systems
€10.6M+ incremental CAPEX per MSC fuel cell ship, following a…
May 1, 2026
Heirloom Carbon Capture 2026 targets below $108/ton
Occidental's 500,000 tonne Stratos plant is among key DAC…
May 1, 2026
GMI Rederi Fuel Cell 2026, 70 M NOK Mitsui Investment
2 GMI Rederi 4,000 dwt vessels (2025-2026), including 3 MW Power…
May 1, 2026
Terra Power Nuclear 2024, 345 MW PacifiCorp Project
10 advanced reactor projects for 2024-2025, including TVA's…
May 1, 2026
ERCOT Fuel Cell 2026, $10B Fund After 266 GW Canceled
1,891 project cancellations spur firm power deals, including…
May 1, 2026
Scatec Hydrogen 2024, US$3B Reliance Samsung C&T Deal
10 green hydrogen projects advance to 2026, including Chariot's…
May 1, 2026
Pathways Alliance Carbon Capture 2025, 400-km Suncor plan
10 Equinor & Occidental CCUS projects for 2024-2026, including…
May 1, 2026
Jinko Solar Solar 2026, $920M Arevon Financing
35 GW of capacity at curtailment risk per CRISIL, with Octopus…
May 1, 2026
Grenergy Energy Storage 2026, 11,000 MWh Oasis de Atacama
22 GW of US BESS projects are planned for 2025-2027, with Arevon…
April 30, 2026
BHP Carbon Capture 2026, $15M JFE Steel Deal
BHP's CCUS deals include a consortium with Chevron and an R&D…
April 30, 2026
U.S. Steel Carbon Capture 2026, $150M Gary Works Project
$34.8M annual value from the U.S. Steel CCU project by 2026,…
April 30, 2026
Equinix Nuclear 2026, 500 MW Oklo Power Purchase Pact
1.25 GW in Equinix nuclear agreements (2025-2026), including a…
April 30, 2026
Amazon Nuclear 2024, 4 Pacts Including Microsoft
Meta's 6.6 GW nuclear power deals and Google's 500 MW SMR plan…
April 30, 2026
WATT Fuel Cell Fuel Cell 2026, $40B American Water Merger
7,250 WATT HOME systems for Hope Gas from 2025-2026, plus a…
April 30, 2026
National Grid Hydrogen 2026, $11M Mainspring Energy Pilot
$6.9M for 5 Long Island hydrogen projects (2025-2026), including…
April 30, 2026
CO 280 Carbon Capture 2026, 500k-Ton Occidental Project
Climeworks' 36,000-ton DAC plant vs Amazon's 250,000-ton offtake…
April 30, 2026
MSC Group Fuel Cell 2028, 150 kW Bloom Energy Pilot
MSC's 6-ship fleet adds 2 hydrogen vessels for 5.8 MW port…
April 30, 2026
Google’s Nuclear Plan 2025: 1.8 GW with Elementl
Amazon's 1.92 GW nuclear deal with Talen Energy and Microsoft's…
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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