A revised aggregation of hyperscaler capital plans, adjusted for construction inflation and expanded private AI investment cycles, places the global AI infrastructure buildout near $9 trillion through 2030.
Jinko ESS has secured a strategic cooperation agreement covering 1 GWh of battery energy storage systems across the region. The portfolio is focused on grid-side and utility-scale deployments, reflecting a broader shift in storage demand from behind-the-meter applications toward system-level balancing.
Tensions around the Strait of Hormuz continue to expose a structural weakness in global logistics: a freight system still overwhelmingly dependent on diesel.
Recent internal discussions at major financial institutions reveal a stark divergence between public narratives and institutional risk management. During a…
The US energy storage sector set a new benchmark in 2025, deploying 18.9 gigawatts of capacity totaling 51 gigawatt-hours across utility-scale, residential, and commercial segments, according to the latest US Energy Storage Monitor from Wood Mackenzie and the American Clean Power Association.
Carbon allowance prices in North America highlight a growing divergence in climate policy design, with California credits assessed at $29.19 per allowance compared to $65.26 in Washington state, where tighter supply has driven higher costs.
Sungrow Hydrogen has completed near-simultaneous shipments of electrolysis systems to projects in Oman, Italy, and Brazil, offering a case study in how vendors are attempting to scale both manufacturing and delivery in parallel.
LG Energy Solution is intensifying its push into battery recycling and repurposing, positioning circular resource systems as a core component of its long-term supply strategy.
The closure of the Strait of Hormuz by Iran, affecting roughly 20 percent of global oil and gas flows and one-third of worldwide fertilizer trade, underscores a shift in the architecture of international economic power.
Canadian Solar has secured a 500 MW, 2,493 MWh battery energy storage system agreement through its e-STORAGE division, targeting infrastructure that supports data center reliability and grid resilience.
