Browsing: Analysis and Opinion

Sea Link has development consent from the UK energy department, with a converter station within 5 km of Friston substation. The cost is still open.

Korea offshore wind gets a second 2026 tender of about 2.2 GW, with ceilings of 168,937 and 174,003 won per MWh, slightly below the first round.

South Korea won the first SMR design approval in 2012 but has no small modular reactor running. Data center demand and the IAEA meeting in Incheon raise the pressure.

The PJM market monitor says data centers caused 6.3 billion dollars of the latest 16.4 billion dollar capacity bill. A separate auction could change who pays.

The African Development Bank will back four hydrogen projects with 20 million dollars of grants. They pay for studies, not plants, and offtake is still the open question.

A new CREA estimate says China clean tech exports in 2026 avert about 450 million tonnes of CO2 a year. The number is large, and the caveats matter.

Spain has had 681 hours of negative power prices this year, more than all of 2025. The cause is not too much solar but too little storage and grid.

IRENA’s director general says 2026 will add less clean power than 2025’s record 692 GW, blaming a mismatch with grid capacity.

Jemena paused 66 kV works near Melbourne, so Nextdc cut FY27 revenue guidance by A$140 million and put new projects on hold.

Widely quoted estimates put the capital cost of 100 MW of data center capacity at $900 million to more than…