Author: Arnes Biogradlija

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…

The industry’s own numbers show why the debate over 100, 170, or 300 million tonnes by 2050 matters less than it sounds. Roughly 700 megawatts of electrolysers are actually running today, producing around 110,000 tonnes of green hydrogen a year, a fraction of even the most conservative target on the table. Global electrolyser capacity in operation today stands at around 700 megawatts, producing an estimated 110,000 tonnes of green hydrogen annually, according to analysis published by BloombergNEF’s Michael Liebreich. Whether the eventual 2050 market turns out to be 100 million tonnes, 170 million, or 300 million, current output represents somewhere…

The world’s largest battery maker says 20 of its plants are now carbon neutral and its supply chain will follow by 2035. The timeline lines up closely with EU rules that will start blocking high-carbon batteries from the European market in 2027, and the company’s own numbers show why its factories were always the easier half of the problem. CATL supplied 39.2% of the batteries installed in electric vehicles worldwide in 2025, according to SNE Research, the only manufacturer above 30% and, together with fellow Chinese maker BYD at 16.4%, more than half of a global market that itself grew…

The 106-foot demonstrator flew for 27 minutes on about $5 of electricity, a genuine engineering result. But the certification target it is meant to support has already slipped several times, and the industry’s closest comparable programs have mostly gone bankrupt or been shelved before reaching theirs. On August 12, Heart Aerospace’s X1 demonstrator took off from Plattsburgh International Airport in upstate New York, flew for 27 minutes on battery power alone, reached 1,100 feet, and landed having used roughly $5 worth of electricity, according to the company. At 106 feet of wingspan and more than 25,000 pounds at takeoff, it…