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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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Latest Briefs

June 19, 2026

SMMT Electric Vehicles 2026, £6B Vertu Motors Support

Trending News

Shell Wind 2026, $1B Sale & TotalEnergies Buyout

June 18, 2026

World Bank Metals Markets 2026, $50B in Gulf Assets at Risk

June 18, 2026

MP Materials Critical Minerals 2026, $110/kg DoD Price Floor

June 18, 2026

Centrus Energy Nuclear 2026, $2.7B DOE Program, Orano Award

June 18, 2026

Categories

Browse the latest deals, signals, and market intelligence across clean tech sectors.

AI & Data Infrastructure

Bar chart labeled GS Estimate showing three capacity categories by quarter (1Q23 to 4Q26): dark blue for Hyperscale + Cloud rising from ~22 GW to ~40 GW, light blue for Non-Hyperscale/Cloud around ~18–19 GW, and purple for AI rising from ~1 GW to ~15 GW. Y-axis in GW (0–40).

Meta Solar & Wind 2026, 2.5 GW NextEra PPAs

June 3, 2026

AI Infrastructure

Bar chart showing power transformer market size rising from $27.79B in 2025 to $54.89B in 2035, with yearly increments shown (2026–2034).

Siemens Energy Power Transformer 2027, $421M NC Plant

June 3, 2026

Bar chart: U.S. transformer supply deficit by type (2025) with GSU 47%, Power 30%, Distribution (3-Phase) 15%, Distribution (1-Phase) 10%.

Hitachi Energy Grid Infrastructure 2026, $4.5B for Amazon

June 3, 2026

Infographic map of the top U.S. data center markets with city names and facility counts

Amazon Private Power Grids 2026, 233 GW ERCOT Queue

May 8, 2026

Pie chart of each state’s estimated share of future data center power capacity; Virginia 26.1% is largest, Texas 19.1%.

Dominion Energy Nuclear 2026, 70 GW Backlog in PJM

May 7, 2026

Microsoft On-site Power 2026, $100B Azure Expansion

May 6, 2026

Hydrogen & Fuel Cells

Impact Analysis of Key Factors for Fuel Cell Market: colored bars show Low–High ratings for Drivers, Resistances, and Opportunities with circular gauges indicating emphasis measurements.

Cummins Fuel Cell 2025, 20,000 stacks with Toyota

May 4, 2026

Map of the United States highlighting Regional Clean Hydrogen Hubs: Heartland, Midwest, Appalachian, and Gulf Coast sites

Exxon Mobil Hydrogen 2025, $1.2B Hy Velocity Hub

May 4, 2026

Timeline of steps for installation and operation of nuclear power by 2030, showing regulatory, site, manufacturing, testing, and infrastructure phases.

Radiant Nuclear 2026, 1 MWe Kaleidos for US Air Force

May 4, 2026

Industrial power plant exterior with large transformers, steel walkways with yellow railings, and numerous pipes; steam rises from a tall, rusted structure in the background.

PG&E Fuel Cell 2026, $59B Market, Bloom Energy projects

May 3, 2026

Map of the United States with colored markers: orange dots, blue and green circles, red fault lines, and gray triangles marking various geological features or events.

Atome Hydrogen 2026, $14B US Projects, Plug Power Axed

May 3, 2026

Top: schematic of a metabolic pathway from glucose to pyruvate with labeled steps (glycolysis, fermentation, respiration); bottom: stacked bar chart comparing component contributions across samples. Note: bars use color coding for different compounds or processes.

KHI Hydrogen 2026, $6.8B Shell Japan Deal

May 3, 2026

Solar & Distributed Energy

Solar Growth Hotspots 2026: Mapping AI & Policy Shifts

February 13, 2026

Solar Grid Expansion 2026: The New Utility Playbook

February 13, 2026

Corporate Solar in 2026: Why Portfolio Procurement Wins

February 13, 2026

Solar PPAs for AI: 2026’s Top Growth Drivers Revealed

February 13, 2026

Gigawatt PPAs: How AI Redefined Hyperscaler Energy in 2026

February 13, 2026

CATL Grid Strategy 2025: Inside Its Giga-Scale Takeover

December 28, 2025

Distributed Energy

Carbon Capture

Direct Air Capture Market Overview infographic showing growth driver, market size, regional share, and key players with charts and logos.

China Huaneng Carbon Capture 2026, 20% Subsidy, U.S. Steel

May 1, 2026

Industrial refinery with glowing holographic data overlays showing CO2, BHP and analytics.

BHP Carbon Capture 2026, $7.6B Incentives, ArcelorMittal

May 1, 2026

Infographic: MCDA evaluation of novel CO2 utilization pathways in Saudi Arabia, shown as a colorful circular score chart across categories like scalability and feasibility.

U.S. Steel Carbon Capture 2026, 750k ton Carbon Free Deal

May 1, 2026

CDR.fyi Top 10 carbon removal purchasers ranked by total tonnage purchased, showing Microsoft first with about 2.82M, then Airbus, NextGen, Frontier, JPMorgan Chase, Shopify, Swiss Re, BCG, UBS Financial, and All Nippon Airways with smaller totals.

Heirloom Carbon Capture 2026 targets below $108/ton

May 1, 2026

Stacked bar chart of the Carbon Capture, Utilization, & Storage Market from 2025 to 2035, showing total market size in USD billions rising from 5.3B in 2025 to 30.7B in 2035 (with yearly labels). It layers data by capture, transportation, utilization, and storage.

Pathways Alliance Carbon Capture 2025, 400-km Suncor plan

May 1, 2026

Oil refinery with tall smokestacks and a glowing global data network projected over the ground, illustrating a global energy system.

BHP Carbon Capture 2026, $15M JFE Steel Deal

April 30, 2026

Sustainability

Hess Corporation LNG 2025, 2 Tcf Equus, GIP Exit

June 14, 2026

Sustainability Initiatives

Devon Energy LNG 2026, $4.9B Capex, Delfin Partnership

June 14, 2026

Sustainability Initiatives

Woodside Energy LNG 2025, 1.0 Mtpa Uniper Offtake Deal

June 14, 2026

Sustainability Initiatives

Suncor Energy Carbon Capture 2025, 6 Pathways Partners

June 14, 2026

Sustainability Initiatives

Valero Biofuel 2025 vs. 400k bpd ONEOK NGL Project

June 13, 2026

Sustainability Initiatives

Repsol Hydrogen 2025, 12 MTPA Eni Argentina Project

June 13, 2026

Sustainability Initiatives

Wind Energy

Equinor Offshore Wind Strategy 2025: A Bold New Playbook

December 12, 2025

Apple’s 2025 Renewable Strategy: Powering AI’s Future

November 4, 2025

24/7 Carbon-Free Energy: Digital Realty’s 2025 AI Plan

November 4, 2025

Oracle’s 2025 Fuel Cell Bet: The New AI Power Play

November 4, 2025

IBM Solar Strategy 2025: Powering Future Data Centers

November 4, 2025

Alibaba’s Data Center Strategy 2025: Fueling Global AI

November 4, 2025

Electrical Vehicles

Nothing found.

Critical Minerals

Nothing found.

Battery Storage

CATL’s 2025 Strategy: Dominating the EV Battery Market

December 28, 2025

Battery Storage

CATL Liquid Cooling Strategy 2025: Secure Market Dominance

December 28, 2025

Battery Storage

CATL BESS Strategy: Dominating Global Energy in 2025

December 28, 2025

Battery Storage

CATL Lithium Strategy 2025: Inside its Global Takeover

December 28, 2025

Battery Storage

Liquid Cooling for AI: Prometheus’s 2025 Gigawatt Plan

December 16, 2025

Battery Storage

Mitsui’s 2025 Battery Strategy: Inside the Energy Empire

December 16, 2025

Battery Storage

Maritime

Nothing found.

Liquified Natural Gas

NOV LNG Initiatives for 2025: Key Projects, Strategies and Market Impact

May 22, 2025

Tenaris LNG Initiatives for 2025: Key Projects, Strategies and Market Impact

May 22, 2025

Transocean LNG Initiatives for 2025: Key Projects, Strategies and Market Impact

May 22, 2025

Geothermal

Enel’s Geothermal Pivot: 2025 Strategy Revealed

October 10, 2025

Ormat’s Geothermal Strategy 2025: The Next-Gen Pivot

October 10, 2025

Halliburton Geothermal: Inside Their 2025 Clean Energy Pivot

October 10, 2025

Geothermal Pivot: Weatherford’s 2025 Strategy Revealed

October 10, 2025

Berkshire’s Geothermal Pivot 2025: From Power to Lithium

October 10, 2025

MHI’s Geothermal Strategy 2025: Pivot to EGS Dominance

October 10, 2025

Policy & Regulations

Nothing found.

Nuclear

Nothing found.

SAF

Nothing found.

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All Posts

Shell Wind 2026, $1B Sale & TotalEnergies Buyout

June 18, 2026

World Bank Metals Markets 2026, $50B in Gulf Assets at Risk

June 18, 2026

Policy and Regulations

MP Materials Critical Minerals 2026, $110/kg DoD Price Floor

June 18, 2026

Critical Minerals

Centrus Energy Nuclear 2026, $2.7B DOE Program, Orano Award

June 18, 2026