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U.S. Tightens Tariffs on Chinese Graphite, Reshaping Lithium-Ion Battery Supply Chains
The United States has significantly escalated trade restrictions on Chinese graphite used in lithium-ion batteries, following a year-long investigation into unfair trade practices.
UK Green Hydrogen Strategy Tested by £300 Million Fawley Project as Industrial Demand Takes Center Stage
The UK’s hydrogen strategy is increasingly defined by whether projects can move beyond policy ambition and anchor demand in existing industrial systems. That tension sits at the core of a newly signed memorandum of understanding between Hy24 and Hynamics UK, which sets out plans to develop a £300 million green hydrogen facility in Fawley.
Europe’s Hydrogen Industry Pushes “Made in Europe” Rules as Electrolyzer Competition Intensifies
European hydrogen executives are urging the European Union to introduce “Made in Europe” requirements for state funded hydrogen projects, a move they argue is necessary to prevent a repeat of the solar manufacturing collapse of the 2000s, according to Reuters.
Europe’s hydrogen import strategy is increasingly colliding with a practical constraint in partner countries: grid capacity. That tension is visible in the European Commission’s decision to back two renewable energy projects in Egypt worth roughly €124.3 million, splitting funding between export oriented hydrogen derivatives and domestic grid reinforcement.
Kenya’s Green Hydrogen Ambition Tests Limits of Renewable Integration and Export Economics
Kenya’s plan to develop a mega scale green hydrogen facility is less a symbolic climate gesture than an attempt to leverage structural advantages in geothermal, wind, and solar generation to enter an increasingly competitive global hydrogen market.
Vallourec and Baker Hughes Target Hydrogen Storage Economics as Compression Becomes Cost Bottleneck
Vallourec has signed a memorandum of understanding with Baker Hughes aimed squarely at the compression storage interface, a segment where efficiency losses and capital intensity frequently undermine project bankability.
Statkraft has commissioned what it describes as Ireland’s first four-hour grid-scale Battery Energy Storage System at its Cushaling site in County Offaly, a move that targets curtailment economics as much as grid stability.
Uzbekistan has taken a significant step toward modernizing its power sector with the commercial start of a 501-megawatt-hour battery energy storage system at ACWA Power’s Riverside Solar project, according to a filing on the Saudi stock exchange.
Final investment decisions remain the main bottleneck for Europe’s green hydrogen pipeline, which makes ITM Power’s latest notice to proceed notable more for what it signals than for its size.
Kazakhstan’s pitch to deepen energy ties with Germany comes as Europe continues to recalibrate its supply chains under tighter climate and security constraints.
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