Author: Arnes Biogradlija

Seventy one percent of Americans oppose data center construction in their local area, according to Gallup’s March 2026 survey, a higher opposition rate than Americans express toward nuclear plants. Only 16% of that opposition traces to pollution, the category battery energy storage systems most directly address. Roughly half cites water and energy consumption, a set of concerns battery storage does not change. Cummins’ newly announced battery energy storage deployment, described as the company’s largest to date, is being positioned in industry coverage as more than a technical upgrade to grid interconnection performance. It is being framed as a partial answer…

China accounts for 80% of global lithium-ion battery supply chain production capacity and 85% of solar production capacity, according to the International Energy Agency. The executive order President Trump signed on August 26 restricting foreign-made bulk-power grid equipment does not name China, but the equipment categories it covers, batteries, transformers, inverters and generators, are precisely the ones where that concentration is highest, and the order arrives at a moment when the United States is already short of the equipment it is proposing to restrict. President Trump’s order, issued under the International Emergency Economic Powers Act and the National Emergencies Act,…

Europe’s marine battery market is projected to grow from roughly 1.8 to 2.2 billion euros in 2026 to 8 to 11 billion euros by 2035, and the world’s most widely installed marine battery brand just moved its next product line onto cells built by the world’s largest battery manufacturer. The more consequential fact in this week’s launch is not the product, but who supplies what inside it. Corvus Energy describes itself as the world’s leading supplier of marine energy storage, a claim rooted in its Orca system’s status as the most widely installed marine battery in service. Its newest product,…

The new Kawasaki facilities are being built to produce at least 2 gigawatts each of electrolysis cell frames and membranes annually by 2028. Asahi Kasei’s confirmed alkaline water electrolyzer deployments to date, a Kawasaki pilot plant, a 10-megawatt project for Japan’s state-backed FH2R initiative, and a Malaysian project still at the feasibility study stage, add up to a small fraction of one year’s planned output of hydrogen. Kanagawa Prefecture and the City of Kawasaki have awarded regional incentives to Asahi Kasei’s plan to build new cell frame and membrane manufacturing facilities for alkaline water electrolysis alongside its existing ion-exchange membrane…

The investment announced for Hefei is smaller than the $457 million Hitachi Energy is spending on a single transformer factory in Virginia, and smaller still than the more than $1 billion it has committed to US grid manufacturing overall. Framed as reinforcing global supply chain resilience, the Hefei expansion lines up far more closely with the record capital spending China’s own grid operators are directing at their domestic transformer market. Hitachi Energy’s announcement of a $300 million investment to expand power transformer and component manufacturing in Hefei, Anhui province, positions the move as a response to global transformer scarcity, a…

The announcement discloses a 5 megawatt-hour nominal capacity per unit, no total project size, no customer name, and no site location. Judged against what competing generator makers have already put on the public record this year, gigawatt-scale gas deals paired with battery storage measured in the hundreds of megawatt-hours, calling this Cummins’ largest battery energy storage deployment to date is a claim about the company’s own short history in the category more than about its position in the market. Cummins entered the battery energy storage business in May 2025, which means the deal announced this week, its largest to date…

Lithium iron phosphate batteries reached 84.6% of China’s power battery installations in July, a fresh record. The more consequential number in the same report is that battery production grew 54.9% over the first seven months of the year, more than three times the 15.4% growth in domestic installations, and the reasons that gap is not closing cleanly are more complicated than persistent oversupply alone. China’s domestic power battery installations reached 74.6 GWh in July, up 33.5% year on year and the fourth consecutive month of accelerating growth, according to the China Automotive Battery Innovation Alliance. LFP batteries drove essentially all…

Fervo Energy raised 1.89 billion dollars in a single share sale in May, the largest climate tech listing of the year. Eavor’s flagship European project needed a stack of grants, a European Investment Bank loan, and financing from three separate international banks to reach a fraction of that sum. The gap between those two financing models, more than any resource shortfall, is what a delayed EU strategy has failed to close. The European Commission’s Electrification Action Plan, published on July 17, arrived without the companion Geothermal Action Plan that EU energy ministers had requested in their Council conclusions of December…

A single demonstration facility processing 10,000 tonnes of retired wind and solar equipment a year sits against a projected 20 million tonnes of decommissioned solar panels by 2050 and 3 million tonnes of wind turbine blades by 2035. The gap between pilot-scale capacity and the coming wave, not the absence of policy, is the more useful measure of how far China’s closed-loop ambition has to travel. The National Development and Reform Commission’s announcement on August 16 that recycling rules for wind, solar, and electric vehicle equipment will roll out faster than planned did not arrive in a vacuum. It extends…

On April 28, 2025, Spain and Portugal lost power. Two full European Union member states went dark within seconds, and it took most of a day to restore the grid. It’s a useful backdrop for a new reserve and production breakdown, compiled by geologist Simon Michaux, that complicates a plan reportedly circulating among European bank executives: quietly stepping back from the green transition and falling back on gas. WATCH HERE A weaker correlation, and three hidden groups Oil consumption tracks GDP tightly across countries. Gas doesn’t. Run the same comparison on gas, and the data splits into two clusters instead…