Powering the next century of growth
Cemvita proved its FermOil process at 75,000 liters, turning biodiesel waste into a drop-in renewable oil for sustainable aviation fuel. The scale-up path, not the headline volume, is the signal.
AI cut an 8,000-experiment green ammonia catalyst screen to 28 runs, and energy foundation models now run the first commercial plant. The screening bottleneck is solved.
Washington put $94 million behind small modular reactors in May 2026. The money targets the supply chain, not a single reactor, and the real driver is AI data-center power demand.
MIT's virus-templated battery electrodes promise room-temperature, defect-free materials, yet never left the coin cell. Can biology out-build the furnace?
For decades the carbon-capture bottleneck wasn’t the idea — it was the material. Generative AI now designs the sorbents and catalysts that decide whether direct air capture pays for itself.
Microbial electrosynthesis uses living electroactive biofilms as biocatalysts that turn CO2 and renewable power into hydrogen. A 2026 breakthrough doubled acetate output by steering which microbe grows on the cathode, and startups Ossus and Cemvita now aim the same living cathode at fuel.
One fuel line now serves two customers: advanced reactors on the grid and cislunar rockets. The bottleneck is enrichment and fuel fabrication, built years ahead of the reactors that burn it.
Wind and solar are now cheaper to build than new fossil plants, yet the investment story has moved to storage, grids and stranded-asset risk.