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Browsing: Analysis and Opinion
Energy transition analysis: data driven reporting that separates realities from fairy tales in hydrogen, storage, nuclear and grids.
Germany’s grid-scale battery storage capacity stood at over 1.5 GW across 207 commissioned projects as of June 2025 and was…
Middle East Disruptions Expose Hydrogen Supply Chain Risks as Low Emissions Hydrogen Struggles to Scale
The global hydrogen market exceeded 100 million tonnes in 2025, yet the sector’s vulnerability became increasingly visible as disruptions in the Middle East affected fertilizer, chemicals and refined product supply chains.
The European Public Prosecutor’s Office has opened an investigation into InnoEnergy, the EU-backed clean technology investor that has received €760…
Data centre electricity consumption reached 415 terawatt-hours globally in 2024, roughly 1.5% of total global electricity use, and the IEA…
South Korea allocated 721.8 billion won for hydrogen vehicle distribution in 2025, covering 11,000 passenger cars, 2,000 buses, and a…
The electrical steel market for electric vehicles was valued at approximately $5 billion in 2025 and is projected to grow…
Norway sells electric vehicles to 96% of new car buyers. Its EV fleet now represents roughly 35% of all cars…
Global Energy Investment Reaches $3.4 Trillion as Security Concerns Reshape Spending Priorities
The world is on track to invest $3.4 trillion in energy in 2026, yet the most significant shift is not the scale of spending but where the money is flowing. Electricity infrastructure, renewables, nuclear power, storage, and efficiency are attracting nearly twice as much investment as fossil fuels, reflecting how a second major energy crisis within five years is reshaping global perceptions of energy security.
At 40 gigawatts of offshore wind, the Netherlands’ electricity grid infrastructure will require a cumulative investment of €246 billion between…
Green Hydrogen Mandates, E Fuel Policies, and Emerging Supply Gap Threatening Aviation, Shipping, and Automotive Decarbonization Targets by 2030
In 2025 policy frameworks across Europe, the United Kingdom, and the United States collectively converged on a shared assumption that is now becoming structurally difficult to sustain: that green hydrogen production will scale fast enough to supply synthetic fuels for aviation, maritime transport, and increasingly road vehicles.
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