Browsing: REGIONAL

The efficiency limitations of water electrolysis remain one of the largest technical and economic barriers to scaling green hydrogen production. While renewable electricity costs have declined sharply over the past decade, the oxygen evolution reaction inside electrolyzers continues to require high energy input, slowing system efficiency and sustaining dependence on expensive precious metal catalysts such as iridium and ruthenium.

The United States installed 9.7 GWh of new energy storage capacity during the first quarter of 2026, setting a record for the period and reinforcing how rapidly battery deployment is becoming tied to grid reliability concerns, electricity price volatility, and the accelerating power requirements of artificial intelligence infrastructure.

At a time when the United States is scaling grid storage capacity beyond 25 GW of operational battery systems and adding hundreds of megawatts of new installations each year, POET and Antora Energy’s deployment of a 5 gigawatt hour thermal energy storage facility in Big Stone City, South Dakota signals a parallel but less conventional trajectory: industrial heat decarbonization anchored in high temperature carbon based storage rather than electrochemical batteries.