Author: Arnes Biogradlija

Fervo Energy’s 396-megawatt power purchase agreement with Google, expandable to nearly 1 gigawatt by June 2030, is described as the world’s largest enhanced geothermal deal to date. It is being signed against a Cape Station project whose first and far smaller 100-megawatt phase has not yet delivered a single megawatt: the first of three GeoBlocks making up that phase is targeted for the fourth quarter of 2026, with the remaining two following in early 2027. Fervo’s agreement with Google, signed August 26 and announced September 1, commits the company to supply 396 megawatts from an enhanced geothermal GeoCluster at Cape…

AVILOO’s newly published battery health rankings place the Mercedes-Benz EQA and Hyundai IONIQ 5 at the top after 150,000 kilometers and the Nissan Leaf ZE1 at the bottom, a pattern that holds up consistently across independent coverage of the report. The specific percentage figures behind that ranking do not hold up quite as consistently: the Leaf’s median state of health at that mileage appears as both 86.3% and 86.7% in different summaries of the identical dataset, a small but telling sign that the underlying report’s numbers are not being reproduced with full precision even in outlets covering the same release.…

The Trump administration’s October 2025 cancellation of ARCHES, California’s federal hydrogen hub agreement, is routinely described as the loss of 1.2 billion dollars. Court filings show only about 30 million dollars of that commitment had actually been disbursed before the termination. The distinction does not make the cancellation less damaging to a program built on the assumption that the remaining funding would eventually arrive, but it clarifies how much of California’s hydrogen buildout was already running on a fraction of its promised capital before the money was pulled entirely. ARCHES, the Alliance for Renewable Clean Hydrogen Energy Systems, was structured…

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,…