- APAC Hydrogen Pipeline Stalls as Less Than 12% of Capacity Reaches Construction Outside China
- Renewable Capacity Hits 5,149 GW Amid Middle East Volatility and Uneven Global Growth
- Etzel Hydrogen Storage Pilot Tests 90 Tonnes in Salt Caverns
- Lhyfe Revenue Doubles but Losses Deepen as Green Hydrogen Scaling Costs Outpace Market Growth
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The Sedgwick County Commission approved a moratorium on new battery energy storage system applications through March 11, 2027. The decision reflects a widening disconnect between the pace of grid-scale storage deployment and the readiness of local governance structures to evaluate and regulate these projects.
AI Data Center Capex Nears $9 Trillion as Demand Arithmetic Collides With Power, Debt, and Adoption Risk
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.
Oil Chokepoints and Fragile Supply Chains: Why Freight Electrification Is Moving From Concept to Necessity
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…
US Energy Storage Market Surpasses Records Amid Policy Shifts, Poised for Half-Terawatt-Hour Growth
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 Markets Gain Strategic Relevance as Geopolitical Shocks Reshape Energy Transition Priorities
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 Expands Battery Recycling Strategy as Raw Material Constraints Reshape EV Supply Chains
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 End of the US Monopoly on Sanctions: Iran, China, and the Emerging Limits of Economic Coercion
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.
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