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Browsing: Americas
Energy transition news from North and South America: hydrogen hubs, storage, nuclear and clean energy policy.
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 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.
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.
Tesla and LG Energy Solution (LGES) are expanding their U.S. battery manufacturing footprint with a $4.3 billion lithium-iron phosphate (LFP) prismatic cell facility in Lansing, Michigan, aimed at supporting Tesla’s Megapack 3 energy storage systems.
SK Innovation’s battery unit, SK On, is actively negotiating with multiple U.S.-based data center operators and energy developers to supply lithium iron phosphate (LFP) batteries for energy storage systems, aiming to secure at least 10 gigawatt-hours of contracts in 2026.
Samsung SDI has secured an additional battery supply contract worth approximately 1.5 trillion won, about $1.1 billion, for energy storage system batteries in the United States, extending deliveries through 2029.
Canada’s ambitions to become a major exporter of green hydrogen are increasingly intersecting with another fast growing source of electricity demand: data centers.
MAX Power has initiated a financing round aiming to raise between C$4 million and C$20 million to accelerate development of its Saskatchewan natural hydrogen assets.
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