Author: Anela Dokso

Global LNG markets are operating under an extreme stress test as tanker traffic through the Strait of Hormuz collapses from an average of 94 vessels per day to just over five in early March 2026, with LNG and oil tanker flows falling from more than 53 per day to roughly two.

The Sedgwick County Commission approved a moratorium on new battery energy storage system applications through March 11, 2027. The decision reflects a widening disconnect between the pace of grid-scale storage deployment and the readiness of local governance structures to evaluate and regulate these projects.

Rolls-Royce has begun construction of its first large-scale battery energy storage system in the domestic market, signaling a strategic shift from global deployments toward participation in one of Europe’s most advanced storage ecosystems.

Fusion energy systems have spent decades operating under a persistent commercial constraint: even advanced experimental reactors still struggle with net energy stability once internal power demands are fully accounted for.

Daimler Truck AG, Volvo Group, and Toyota Motor Corporation have signed a non-binding agreement to jointly advance fuel cell systems through their existing joint venture, cellcentric.

Chiyoda Corporation, Nippon Yusen Kabushiki Kaisha, and Knutsen NYK Carbon Carriers have signed a memorandum of understanding to jointly explore carbon capture and storage deployment across global markets.

Brussels’ approval of Italy’s €6 billion ($6.9 billion) hydrogen support scheme comes at a moment when verified green hydrogen output in the country remains near industrial infancy, with production estimated at just 27 tonnes per day.

A revised aggregation of hyperscaler capital plans, adjusted for construction inflation and expanded private AI investment cycles, places the global AI infrastructure buildout near $9 trillion through 2030.

Jinko ESS has secured a strategic cooperation agreement covering 1 GWh of battery energy storage systems across the region. The portfolio is focused on grid-side and utility-scale deployments, reflecting a broader shift in storage demand from behind-the-meter applications toward system-level balancing.

Tensions around the Strait of Hormuz continue to expose a structural weakness in global logistics: a freight system still overwhelmingly dependent on diesel.