Powering the next century of growth
Yara's Sluiskil facility captures up to 800,000 tonnes of CO2 a year — half a percent of Dutch emissions — and ships it to Norway for burial 2.6 km beneath the seabed. The capture works; storage capacity is the bottleneck.
A half-megawatt AEM electrolyzer is now installing at the Port of Antwerp-Bruges, and a Repsol pilot projects 50,000-hour stack life. The 65% capex claim is the one investors have to test.
The AI bottleneck moved from chips to turbines. GE Vernova’s backlog hit 116 GW and Siemens Energy sits near 70 GW, with deliveries booked into 2031. The equipment layer is now the scarcest input in the build-out.
Geothermal Engineering Ltd became the first producer in Europe to turn deep geothermal brine into technical-grade lithium carbonate, clearing 99.3% purity at its United Downs plant in Cornwall. The milestone reframes deep geothermal as a two-revenue asset.
Sweden’s four-reactor SMR program rests on a consortium of reactor vendor, builder and financiers. The syndicate structure is the template; the missing final investment decision is the risk.
Sodium-ion has moved from pilot line to procurement. CATL TENER Sodium is the first sodium-ion grid battery it calls commercially mature, and partners in Europe and the US have committed gigawatt-hours. Manufacturing yield, not chemistry, decides what happens next.
Robots moved from inspecting offshore wind blades to repairing them in 2026. Clobotics and Ørsted cut a leading-edge repair to 27 minutes at Horns Rev 2; Aerones has robot-serviced 25,000 turbines. The next bet is resident robotics that stay at sea for months.
Gridsight raised a $26M Series B led by Insight Partners to scale AI grid-capacity software. The platform doubled household solar export and unlocked 600+ MW on an existing network.