Powering the next century of growth
Cardiff-based Reclinker closed an oversubscribed £10M Series A co-led by Clean Growth Fund and AP Ventures. It re-clinkers demolition waste inside electric arc furnaces already recycling steel — a replacement for the blast-furnace slag cement makers have relied on as their cheapest emissions lever.
78% of new storage is built for four hours. The multi-day stack — iron-air, compressed air, pumped hydro — landed its biggest contracts and its first valuation resets in 2026. A comparison radar of where the next cost curve begins.
Fervo Energy's Cape Station is the world's first utility-scale enhanced geothermal system to reach contractual commercial operation. The first GeoBlock hit 33 MW net on 30 September 2026 after a 23-month build, with about 900 MW contracted.
Google, NVIDIA and Anthropic joined 15 other companies to launch the AI Energy Management Alliance on 16 September. Its members claim 100 GW of new interconnection; regulators are writing the rules that decide it — six FERC orders, an 18-month clock, and the question of who pays for the grid.
NOX Energy earns $72k ARR from a megawatt of commercial heat-pump flexibility and $72 a year from a house. The Antwerp startup closed a €3M seed round to build the software layer that turns heat pumps already in people's cellars into participants in wholesale power markets.
Energy Vault acquired Goshe Energy Storage's portfolio of 2.3+ GW across 15 US battery projects. Two, totalling 350 MW, are ready to build for Q1 2028 and roughly $30M of annual run-rate EBITDA. The scarce input in US storage is the queue position, not the megawatt.
PG&E launched SHARE on September 3, 2026 — a virtual power plant fully funded by Google that enrolls almost 21,000 home devices in the Bay Area. It is Google's third demand-side flexibility deal this year, and a test of whether flexible capacity can arrive faster than a new transmission line.
The grid connection queue runs five to seven years. TAR raised $120M at a $1B valuation to sell the alternative: modular solar, wind and battery blocks, built in a factory and trucked to the site. The bet is that speed now matters more than the fuel.