Author: Arnes Biogradlija
Arnes Biogradlija
Arnes Biogradlija is the founder and Editor in Chief of EnergyNews.biz, which he launched in 2021 to separate energy transition realities from fairy tales. He writes data driven analysis on hydrogen, energy storage, small modular reactors, grids and industrial policy, and leads the Energy Talks interview series. EnergyNews.biz reporting has been cited more than 100 times by the International Energy Agency.
The EU ETS proposal would cut industrial decarbonisation investment by €90 billion to 2040, from €329 billion to €239 billion, a new study finds.
NuScale revenue fell to $75,000 in Q2 2026 from $8.05 million a year earlier, while net loss rose to $50.1 million against $1.9 billion in cash.
The ministry puts at least €1.5 billion into a hydrogen window of the 2027 CCfD round, and the figure carries three conditions.
A Countdown analysis from the Zero Carbon Shipping Center models energy efficiency at nearly 38% of shipping cuts by 2050, but no standard records which measures work.
Gevo says its carbon business will deliver over $50 million in 2026, of which $20 million is a one time sale of banked Canadian credits.
A Frontiers in Nuclear Engineering study sizes three SMR designs for 2,525 MW of Brazilian data center demand and puts natural uranium at 1,094 to 1,314 tonnes a year.
Kawasaki Heavy Industries started construction on 19 October 2026 of a 50 tonne per day hydrogen liquefier at Ogishima, due end 2028.
ITM Power reported FY26 revenue of £43.6m on 19 October 2026 and guided cash down to £170m to £180m by April 2027.
Widely quoted estimates put the capital cost of 100 MW of data center capacity at $900 million to more than $1.8 billion depending on facility type, and they do not necessarily include servers and GPUs. Epoch AI’s May 2026 model implies the building is about 30% of the upfront capital for a GB200 NVL72 campus, while Cushman & Wakefield finds costs up 21% per MW in under two years. The ranges are plausible, but they describe one layer of the cost stack. Epoch AI’s May 2026 model of a typical US hyperscaler AI campus puts upfront capital at $37.9 billion…
A 2030 optimisation study of five shipped fuels finds electricity is at least 41 percent of every delivered cost, shipping is minor even over 10,000 km, and liquid hydrogen needs about 76 times the shipping capex of ammonia per MW.
