ErhanEren@enkiai.com

Think about this. $336 billion in investments erased. 237 GW of clean energy projects canceled. That’s not just numbers. That’s jobs, innovation, and progress put on hold. Clean tech will survive, but it slows us down. And while we hesitate, other countries push ahead.

China’s latest solar buildout is changing the math.
Power demand keeps climbing, yet emissions are dropping.
That’s not a blip — it signals a deeper structural turn.

The UK is making big moves in clean energy — but it’s not alone.
Germany added 2.3 GW of solar in a single auction.
Australia cleared 1.3 GW of wind and solar.
This isn’t a regional story anymore. It’s a global one.

The world may have passed peak fossil.
Wind and solar are handling all the new demand.
So the story isn’t whether clean power can win.
It’s how fast it can push fossil fuels out of the picture.

The green push in Europe isn’t only about megawatts or euros.
It’s about making sure the gains are shared.
Massive capital, strong policy, and breakthrough tech are in play — but without tackling inequality and fossil dependence, half the continent could fall behind.

Even with policy uncertainty in DC, clean energy is holding its ground.
Texas, Iowa, and Midwest
markets are moving ahead on pure cost advantage — solar at $38–78/MWh without subsidies and record installs this year.
It’s clear the momentum is coming from states, not the capital.

For Big Oil, plastics are Plan B.
As gasoline and diesel demand levels off, petrochemicals keep revenue flowing.

This makes the Global Plastics Treaty a lot bigger than a pollution debate, it strikes at fossil demand itself.

That 1.5 MW cutoff matters.
It decides which rooftops and sites can go big on solar.

Airports like JFK already run arrays over 6 MW.
Industrial estates are producing up to 10 times their own needs.
The scale is ready — but policy support has to match it.

Australia’s battery story is no longer just about solar rooftops.
It’s about big capital flows, falling lithium prices, and bold policy moves.

Over 40 GW is lined up, revenues are hitting records, and batteries are now seen as a core part of keeping the grid secure.

The UK solar market is shifting gears.
After record installations, the focus in 2025 is on integration.

Hybrid systems, storage, and corporate PPAs are reshaping how solar fits into the grid.

The OBBBA is reshaping U.S. clean energy priorities.
Solar, wind, and EVs face setbacks, while CCUS, nuclear, and blue hydrogen gain momentum.

Winners and losers are clear.
The real uncertainty is how quickly capital shifts to follow.

The numbers are in.
IEA sees $2.2T going into clean energy in 2025, twice what fossil fuels will receive.

From renewables to storage to grids, electrification isn’t just a trend anymore — it’s where the money is moving.

In Manitoba, clean energy isn’t just a talking point.
Indigenous-led solar projects and a 10 GW manufacturing hub are putting steel in the ground and people to work.
The result: more jobs, stronger local control, and new economic momentum.

China now accounts for nearly half of global low-carbon investment, pairs it with unmatched manufacturing scale, and posts record capacity growth.
The result is a widening gap with the West — one that is starting to look like a chasm.

In BC, carbon tax dollars aren’t just collected — they’re reinvested.
The CleanBC Industry Fund backs clean tech projects while keeping industry competitive.
A clear case of climate policy working on both fronts.

The IRA has done more than fund clean energy.
It has reshaped the structure of the U.S. energy economy.

The real competition now isn’t renewables versus fossil fuels.
It’s about which players can capture the incentives before political momentum shifts.

Right now, public money is backing both clean energy growth and fossil fuel expansion.
Until subsidies align with climate targets, the market will keep receiving conflicting signals.

@ioneras.com @winterforlovers.bsky.social @mwilko.bsky.social ‪@targray.bsky.social‬ @jillpestana.bsky.social @sustainableenergy.bsky.social @richard004.bsky.social

💡 At Enki, we track battery storage & clean tech partnerships in real time.
Which of these should we unpack next? ⬇️

We track the batter storage since 2018. To see the all the commercial activities, check the link below:

enkiai.com/battery-stor...

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🔄 Innovative Applications

Google & Energy Dome: Deploy CO₂-based long-duration batteries toward carbon-free energy goals.

GM & Redwood Materials: Repurpose EV batteries to power AI data centers, advancing the circular battery economy.

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📈 High-Capacity Additions

Lydian Energy: $233M for 3 Texas projects adding 1+ GWh to ERCOT.

Fluence: Signs record 2,000 MWh deal with AGL — its largest global BESS project.

4/6
⚡ Grid-Scale Storage Milestones

Ampyr: $340M Wellington BESS (600 MWh) reaches financial close in Australia.

Arevon Energy: $300M Peregrine Project goes live in San Diego, delivering peak-hour support.

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💰 Big Capital Commitments

KKR: A$500M investment into CleanPeak for a distributed energy platform in Australia.

GSSG Chikuden (Japan): $400M from Vision Ridge Partners for utility-scale battery projects.

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🌞 Integrated Clean Energy Complexes

Oriana Power & Invest Alberta: $1B project in Canada combining solar, storage, and hydrogen.

Tesla: $557M deal to build China’s largest battery facility, expanding its energy storage reach.

🔋 Major Battery Storage Commercial Activities for August | ENKI Energy Intelligence Platform 🔋 Major Battery Storage Commercial Activities for August - Oriana Power & Invest Alberta to build a $1B clean energy complex integrating solar, storage, and hydrogen in Canada. - Tesla secures a $55...

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🔋 Major Battery Storage Commercial Activities – August
From billion-dollar complexes to record-breaking storage deals, August was packed with moves shaping the future of grid stability and clean power. Here’s the rundown ⬇️

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💡 At Enki, we track e-methanol and clean tech partnerships in real time.
Which of these projects should we unpack next? Comment below ⬇️

To see all of the commercial activities in e-methanol, check below:

enkiai.com/e-methanol-m...

5.1/6 Invest Alberta signs MoU for green H₂ & e-methanol projects in Canada (Rs 2,500+ crore order book).

Johnson Matthey commissions 3 advanced methanol units.

Yang Ming doubles methanol-ready ship order to 6 vessels.

5/6
🌏 Shipping & Infrastructure Moves

Towngas & Royal Vopak form Asia-Pacific alliance for methanol bunkering infrastructure.

4/6
♻️ Circular Economy Boost

HyOrc & Acetech (UK) to build waste-to-methanol plant, targeting $200M revenue.

Khimod (France) secures €23M under France 2030 to scale hydrogen-based fuel production.

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⚡ Production & Integration Milestones

Shanghai Electric delivers first green methanol from its 680 MW Taonan project — integrating hydrogen-to-methanol at scale.

AIDEA (Alaska) approves $70M loan to turn stranded gas into methanol, monetizing untapped reserves.