Author: Arnes Biogradlija

Europe’s public hydrogen refueling station count barely moved between 2023 and May 2026, rising from 178 to 179 sites, even as the underlying network was almost entirely rebuilt. Stations built for passenger cars at 700 bar collapsed from 108 to 32 over the same period, while dual-pressure sites designed for trucks rose from 50 to 129. The coalition of Daimler Truck, Volvo, Toyota, Bosch, Air Liquide, TotalEnergies, Teal Mobility and MB Energy, set to detail its refueling network plans in Hanover on September 15, is proposing to build on top of a market that has already gone through one expensive…

Equinor’s Citrus Flatts Energy Center enters Texas’s grid on a fully merchant basis, with no long-term utility contract backing its revenue. ERCOT battery storage’s monthly revenue index fell from 46,264 dollars per megawatt per year in January 2026 to just 15,306 dollars in February, a two-thirds drop in a single month, part of a broader collapse that has already cut average ancillary service earnings by roughly 80% since the market’s earlier boom years. East Point Energy, Equinor’s wholly owned US battery storage subsidiary, brought the 100 megawatt, 200 megawatt-hour Citrus Flatts Energy Center in Harlingen online as its largest US…

The North American Electric Reliability Corporation’s projection for summer peak demand growth over the next decade has gone from 55 gigawatts in 2022 to 80 gigawatts in 2023 to 132 gigawatts in 2024 to 224 gigawatts in 2025, the steepest year-over-year jump in the compound annual growth rates NERC has tracked since it began in 1995. That escalating revision pattern, more than any single forecast, is the clearest evidence that the timing gap between hyperscaler buildout speed and utility grid planning cycles is widening rather than stabilizing. Rob Gramlich’s description of a “mismatch in timing” between how fast technology companies…

Germany’s hydrogen core network is designed to carry around 280 terawatt-hours annually by 2032. The government’s own National Hydrogen Strategy puts actual expected need at 95 to 130 terawatt-hours by 2030. The 17 kilometre pipeline section Creos Deutschland just broke ground on in Saarland is a small, specific illustration of that same gap between built capacity and confirmed demand. Creos Deutschland has started construction on its 17 kilometre share of the mosaHYc cross-border hydrogen pipeline, connecting the French border near Leidingen to Dillingen in Saarland. The wider project, developed jointly with Engie subsidiary NaTran, is intended to link hydrogen producers…

CORNEX’s Xiangyang facility went from groundbreaking to first product in ten months, a genuine construction achievement the company says beat its own schedule by two months. The plant itself is rated at 70 gigawatt-hours of annual capacity, and it is only one of four Hubei province bases that together give CORNEX, a manufacturer with little name recognition outside China, 110 gigawatt-hours of capacity already operating and 500 gigawatt-hours planned in total. CORNEX broke ground on its Xiangyang lithium battery industrial park on October 28, 2025, and reached first production roughly ten months later, with the project’s first cell manufacturing workshop…

Federal safe harbor tables already assign 52% of a grid-scale battery system’s total direct cost to the cells alone, meaning a project sourcing cells from a Chinese manufacturer fails the 55% non-Chinese content threshold required for 2026 tax credit eligibility before a single other component is even counted. Until August 26, a developer could still forgo the credit and install that equipment anyway. President Trump’s bulk power system executive order removes that option entirely. The Treasury Department’s February 12 guidance on Foreign Entity of Concern rules, Notice 2026-15, gave battery storage developers a specific and narrow test. Projects beginning construction…

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…