Author: Arnes Biogradlija

Brazil’s December auction for battery storage capacity is really two auctions, one requiring proof of national content and one that does not. CATL, the world’s largest battery maker, is pursuing the harder path through a partnership with Moura, a Brazilian company whose role in their existing relationship has so far been assembly and after-sales service rather than cell manufacturing, a distinction that matters for what Brazil’s localization requirement will actually deliver. The Brazilian Ministry of Mines and Energy’s Ordinance No. 136/2026 splits December’s Capacity Reserve Auction for battery storage into two separate processes. Auction No. 5, scheduled for December 2,…

The Worley report commissioned by the Australian Renewable Energy Agency projects capital costs for green hydrogen could fall 68% by 2035 through standardised, digitised plant design. BloombergNEF’s own electrolyser price survey found system costs have instead risen by a median of 57% since 2022, the opposite direction the roadmap assumes, and the report itself excludes electricity costs, which account for roughly 70% of the levelised cost of hydrogen. ARENA’s newly commissioned roadmap identifies 24 separate levers developers could pull to reduce green hydrogen project costs, from modular, standardised equipment packages to AI-assisted staffing, and estimates that digitised construction and standardisation…

Quaise Energy has raised 280 million dollars total to prove a drilling technology that, as of its most recent disclosed test results, has not yet reached the depth Fervo Energy achieved years ago with conventional rotary drilling at an enhanced geothermal plant already selling power in Nevada. The gap between Quaise’s demonstrated progress and the more than 5 kilometers Project Obsidian ultimately requires is the more relevant number for judging what the new financing actually buys. Quaise Energy closed the final tranche of a Series B round in late August, bringing in 180 million dollars and lifting the company’s cumulative…

Solar PV and battery manufacturing capacity already exceeded 2024 global demand by more than double and more than triple respectively, according to the International Energy Agency’s Energy Technology Perspectives 2026. That overcapacity, not a straightforward growth story, is the more useful lens for reading the record 1.1 trillion dollar market value the same report attributes to key energy technologies in 2025. The IEA’s ETP-2026 commentary puts the combined 2025 market value of solar PV, wind, batteries, electric vehicles, heat pumps and electrolysers at more than 1.1 trillion dollars, following average annual growth of around 20% over the past decade. That…

Ballard Power Systems generated 20.6 million dollars in revenue in the second quarter of 2026. The company just acquired GeoPura, at an enterprise value of roughly 301.1 million pounds, close to 400 million dollars, and expects about 38 million pounds of revenue this year on its own, a figure that would make the newly acquired fuel cell business larger than Ballard’s historical core. Ballard’s completed purchase of GeoPura, structured as 275 million pounds of upfront consideration funded through 82.5 million pounds of cash and 49.4 million newly issued Ballard shares, plus up to 27.5 million pounds in earnout payments, values…

Climate TRACE puts first-half 2026 global greenhouse gas emissions at 29.7 billion tonnes of CO2 equivalent, just 0.2% above the same period in 2025. The United Nations Environment Programme’s own accounting says emissions need to fall by 55% from 2019 levels by 2035 to stay on a 1.5 degree pathway. A war that shut down roughly a quarter of the world’s seaborne oil trade for months barely moved the number. Climate TRACE’s satellite and sensor-based tracking, an independent measurement effort separate from the self-reported national inventories most governments rely on, found global emissions rose 56.4 million tonnes of CO2 equivalent…

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…