Powering the next century of growth
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.
Form Energy raised $750M at a valuation roughly 40% below its last round while its iron-air order backlog quadrupled to 80 GWh. The down round is the market pricing industrial execution risk honestly.
Odyssey Energy Solutions raised $74M to finance the installers building distributed solar across emerging markets. What the round signals for the sector.
Octave.energy, profitable for three straight years, just raised €10 million to scale battery storage and energy-management software into three new European markets. The asset-finance structure of the round is the story.
Fervo Energy’s 396 MW enhanced-geothermal PPA with Google is the largest on record. Here’s why the deal makes EGS bankable, and what the superhot frontier means next.