Browsing: SPOTLIGHT

Global electricity generation investment reached $1 trillion annually, while grid spending climbed to only $400 billion, creating infrastructure asymmetry that…

As the European Union’s Carbon Border Adjustment Mechanism enters its fully operational phase on January 1, the policy is shifting from a theoretical deterrent to a real cost line item for exporters of emissions-intensive goods.

Australia’s electricity system is approaching a structural inflection point. Renewable generation is on track to overtake coal on an annual basis, reshaping how the National Electricity Market manages reliability, stability, and investment risk.

Global electricity demand projections are being recalibrated as artificial intelligence and hyperscale data centers move from marginal load drivers to structural forces in energy planning. According to Uranium Unlocked: The Future of AI & Global Energy Demand, a new institutional research study commissioned by Uranium.io and based on responses from more than 600 investors, this shift is already altering long-term expectations for nuclear generation and uranium procurement at a time when supply fundamentals are tightening.

Europe’s hydrogen pipeline is growing on paper faster than it is on the ground. While gigawatt-scale electrolyzer announcements and national hydrogen strategies continue to dominate headlines, deployment timelines are slipping, permitting queues are lengthening, and investment decisions are being deferred.

At H2 MEET, while electrolyzers, mobility platforms, and hydrogen infrastructure maps dominated the exhibition floor, 3M delivered a perspective that cut across the hype: hydrogen today does not face a technological barrier in production or transport. Its primary constraint is industrial uptake.

A recent public post on LinkedIn by energy commentator Joe Romm discusses concerns highlighted in a Bloomberg analysis regarding U.S. policy on renewable energy and its potential impact on the artificial intelligence (AI) boom.

India’s electric vehicle battery demand is projected to expand from 17.7 GWh in 2025 to 256.3 GWh by 2032, according…

Global hydrogen demand currently consumes close to 100 million tonnes annually for refining and ammonia production, creating a potential market…

Type One Energy aims to achieve first plasma from its Infinity-1 validation device by decade’s end, positioning construction of the…