Author: Arnes Biogradlija

National Grid’s Electricity System Operator signed a formal connection offer with Tata Steel in May 2024, committing to build the infrastructure needed to power Port Talbot’s new electric arc furnace by the end of 2027. That written commitment has already been missed. The furnace itself, originally targeted for early 2028 commissioning contingent on that grid readiness date, is now expected no earlier than late 2028, with Tata Steel’s own calculations pointing to a further slip into early 2029. Stephen Kinnock’s acknowledgment this week that “the challenge we have with the electric arc furnace is the grid connection” describes a problem…

Electricity demand increased by more than 3% annually from 2015 to 2025, expanding nearly twice as fast as overall global energy demand. The fuel serves as the primary energy source for high-value economic sectors generating more than 45% of global gross domestic product, despite meeting just 23% of total final energy consumption today. Policymakers and industry leaders are weighing an ambitious target to raise this share of final energy consumption to 35% by 2035, an objective championed by the COP31 Presidency. Achieving this transition requires scrutinizing structural barriers, evaluating grid readiness, and navigating the changing nature of geopolitical energy security…

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Every major battery maker racing toward 400 to 500 watt-hour-per-kilogram lithium-metal and solid-state cells, BYD, CATL, Geely, and others among them, has validated those designs primarily by completing thousands of charge-discharge cycles within a few months of continuous lab testing. A new Cell Press Perspective argues that this metric is close to meaningless for lithium metal specifically, because compressing years of ownership into months of uninterrupted cycling systematically hides a separate and distinct failure mode: degradation driven by elapsed calendar time and rest, independent of how many cycles a cell completes. The mechanism the paper describes is specific to lithium…

For years, Germany’s greenhouse gas reduction quota system generated certificate trading value that stayed largely invisible to end users. This October’s price cut at 15 H2 Mobility stations, following a similar reduction in June, marks that compliance market’s value reaching retail hydrogen pricing for what independent analysts describe as perhaps the first time. The timing is not incidental: the credit market only began generating meaningful value after a 2025-2026 regulatory reform addressed a prolonged oversupply of the same credits that had depressed their price for years. Germany’s Treibhausgasminderungsquote, the THG quota, requires companies placing fossil fuels on the transport market…

The World Trade Organization panel established this week is framed as Russia’s challenge to the EU’s carbon border levy, but eighteen other WTO members, including the United States, China, India, Japan, Brazil, Canada, South Korea and the United Kingdom, formally reserved third-party rights to participate in the same proceedings. That scale of multilateral interest is considerably broader than a bilateral dispute, even as the case’s practical ability to change anything about CBAM in the near term remains limited by a structural weakness in the WTO’s own dispute system. The case, formally WTO dispute DS639, began when Russia requested consultations with…

Sodium-ion batteries have been marketed across the storage industry as a safer, lower-cost alternative to lithium chemistries for stationary and grid-support applications. A new experimental study pairing a sodium-ion cell with a supercapacitor for exactly this kind of use, voltage regulation on remote rural grid feeders, found the combination delivered no net energy benefit to the battery at three of four tested switching frequencies, the opposite of what the same pairing achieved with a lithium iron phosphate cell under identical conditions. The study tested two passive battery-supercapacitor hybrids, lithium iron phosphate paired with a commercial 400 farad supercapacitor and a…

Romanian battery storage revenues fell by roughly 35% in August for both two- and four-hour systems, and Clean Horizon’s own exclamation points to one cause: increased competition following the commissioning of new capacity, including the Gura Ialomiței project. That is a live instance of the exact cannibalization dynamic Wood Mackenzie has separately flagged as “looming” for Germany, Europe’s largest battery market, where connection requests for new storage capacity have reportedly reached hundreds of gigawatts, while only a fraction of that volume has actually been built. Germany’s own performance in this same monthly report is consistent with that structural warning rather…

China’s renewable hydrogen production capacity, now exceeding 1.4 million tonnes annually between what is operating and what is under construction, reads as validation that the production question is largely solved and attention can shift to storage, transport and demand. Set against China’s total hydrogen production and consumption of roughly 35 million tonnes a year, more than 97% of it is still grey hydrogen from coal and natural gas; that entire renewable pipeline, even fully built out, would cover under 4% of the country’s hydrogen use. The operating share today is smaller still, at roughly 250,000 to 270,000 tonnes, under 1%…

Fervo Energy has synchronized the first of three 33-megawatt generating blocks at Cape Station to the grid, a genuine technical milestone for enhanced geothermal systems. What has actually reached commercial operation so far is one block, not the roughly 100-megawatt first phase the announcement is being measured against, with the remaining two blocks not expected online until January 1, 2027. That distinction matters because Cape Station’s broader numbers, a 500-megawatt combined first and second phase by 2028, up to 3 gigawatts contemplated under Fervo’s framework agreement with Google through 2033, and roughly 900 megawatts described as covered by power purchase…