Author: Anela Dokso

Global electricity demand projections are being recalibrated as artificial intelligence and hyperscale data centers move from marginal load drivers to structural forces in energy planning. According to Uranium Unlocked: The Future of AI & Global Energy Demand, a new institutional research study commissioned by Uranium.io and based on responses from more than 600 investors, this shift is already altering long-term expectations for nuclear generation and uranium procurement at a time when supply fundamentals are tightening.

Plug Power confirmed the installation of its 5 MW GenEco proton exchange membrane electrolyzer for Cleanergy Solutions Namibia at a site near Walvis Bay, marking what the companies describe as Africa’s first fully integrated green hydrogen production and distribution facility.

Masdar has started commercial operations at its 20MW/40MWh battery energy storage system facility on Welkin Road in Stockport, marking the first completed project under its £1 billion investment in UK battery storage.

Colorado faces a sudden withdrawal of $109 million in federal transportation and clean energy funding, as the Trump administration moves to cancel projects focused on electric vehicles, EV infrastructure, and rail improvements, including research into hydrogen and natural gas-powered trains.

US electric vehicle sales growth has slowed compared with earlier in the decade, prompting automakers to recalibrate capital allocation, as exemplified by Ford’s decision to cancel plans for a new pure electric van and a fully electric F150 pickup following the Trump administration’s removal of federal purchase incentives and easing of vehicle emissions regulations.

Europe’s hydrogen pipeline is growing on paper faster than it is on the ground. While gigawatt-scale electrolyzer announcements and national hydrogen strategies continue to dominate headlines, deployment timelines are slipping, permitting queues are lengthening, and investment decisions are being deferred.

Getech has secured its first contract in stimulated geologic hydrogen, partnering with GeoKiln on a pilot project in Minnesota that targets hydrogen production directly within iron-rich subsurface formations rather than at the surface.

Global demand for silver continues to climb, driven by its critical role in electronics, solar panels, and other clean technologies, yet only around 20 percent of supply is currently recycled.

The European Union is moving to broaden its Carbon Border Adjustment Mechanism (CBAM) to include manufactured goods such as car parts, household appliances, and construction equipment, signaling a shift from targeting raw materials to addressing embedded emissions deeper in global supply chains.

Iron-sodium batteries, built on sodium metal chloride chemistry, are advancing from laboratory validation into utility-observed system testing.