ErhanEren@enkiai.com

From Enchanted Rock’s resilience-as-a-service to Plus Power’s billion-dollar battery buildout, Texas is turning its blackout lessons into a blueprint for grid independence.

Texas isn’t just funding microgrids ,it’s redefining resilience.

$1.8B in public capital is powering the largest wave of solar, battery, and gas backup systems for critical infrastructure in the U.S.

Buyers like POSCO are lining up. But demand signals still lag the supply hype.

If even half of this materializes, Australia won't just join the hydrogen trade, it’ll help define it.

Australia isn’t just building a hydrogen sector, it’s going straight for commodity scale.

With targets topping 1M tonnes, export corridors tied to ammonia and methanol, and $2B in federal support, this is no pilot push. It’s a global grab.

China ships solar panels and railways.
The U.S.? Vibes and volatility.

This isn’t just trade. It’s a contrast in economic identities:
One builds the 21st-century backbone.
The other brands the future.

Yet here’s the twist: 82% of new clean energy projects are in Republican districts.

Markets may bend. They won’t break.

Trump’s vendetta against wind power isn’t just personal — it’s policy.

From blocking offshore permits to gutting $373B in clean energy investment, the real threat isn’t his rhetoric — it’s the legislative muscle behind it.

This isn’t a slowdown. It’s a chokehold.

Without immediate pushback, the entire solar engine risks grinding to a halt.

Trump’s not just targeting solar — he’s hitting both ends of the system.

Tariffs raise panel prices by 45%

Tax credit cuts stall demand

Developers pause. Jobs disappear. Fossil fuels win.

Power-to-X, energy islands, advanced grid tools — Denmark is now a living lab for the energy transition.

Denmark isn’t just scaling renewables — it’s exporting the playbook.

With 88% of power from renewables and wind covering 60%, the focus has shifted. This isn’t about more turbines. It’s about smarter systems.

🔥 Geothermal isn’t just trending, it’s scaling.

From Fervo and Google’s project to $1.7B in public funding last quarter, the momentum is real.

New drilling tech means clean power anywhere. And when Meta, BASF, and SLB start showing up? It’s not a fringe play anymore.

6/6 ⚙️ It suggests the right questions based on my topic,
🎯 Optimizes the prompt,
📡 And pulls in credible commercial data from sources like Bloomberg, EIA, IEA, and company filings.

I get deep, domain-specific insights in minutes, not hours.

5.1/6 ✅ I’ve Now Automated This Workflow with ENKI Energy Intelligence Platform

Instead of manually crafting prompts and stitching outputs, I use Enki to automate the entire opportunity analysis process.

5/6 These three different runs will bring me the most richful data.

🧩 Final Prompt – Summarize the Opportunity
“Summarize all opportunities for Fuel Cells in data centers and rail.
Back every claim with commercial signals. No generic summaries.”

4.1/6 📌 Pull data from Bloomberg, EIA, IEA, filings, press releases, and trade journals

🔍 Highlight real commercial events: JVs, MoUs, pilot projects, launches

🧾 Use clear headers, bullet points, and cite sources (e.g., Bloomberg Q2 2025)

4/6 Prompt 3 – Segment Deep Dive
“For Fuel Cells in data centers:
Who are the emerging players?
What value do fuel cells bring to this segment?
Which customers are willing to pay a premium, and why?”

📁 Data & Output Format
Ask ChatGPT to:

3/6 Prompt 2 – Commercial Signals
“Show the latest partnerships, JVs, product launches, and investments.
Who are the leading companies?
What do new entrants reveal about shifting demand?
What new segments are emerging?
Which regions will benefit most? (Cite EIA, IEA, Bloomberg.)”

2.2/6 No fluff, only actionable insights.”

📊 Step 2: Run Key Prompts

Prompt 1 – Market Drivers
“For Fuel Cells, what are the market drivers? Include TAM growth, CAGR, and analyst perspectives.”

2.1/6 So here’s the exact workflow I use to uncover in-depth opportunities. Let’s say we’re exploring Fuel Cells.

🧠 Step 1: Set the Right Persona
“You are a Bloomberg-style clean tech analyst. Your job is to uncover high-value commercial opportunities backed by real data.

2/6 You need to:

🧭 Understand market drivers
🤝 Map the partnerships ecosystem
🌱 Spot emerging applications early

But doing this with LLMs like ChatGPT means running multiple prompts, stitching together insights, and hoping the output isn’t too generic.

1/6 Most people use ChatGPT wrong. Here's the workflow I built to spot high-value market opportunities.

When I talk to product and strategy managers in clean tech, one challenge comes up over and over again:

👉 How do we identify new market opportunities for our technology—fast and with confidence?

This isn’t just about access. It’s about ownership.

The future? Networked microgrids. Local resilience. Real economic roots.

The Caribbean might just be outpacing the mainland.

🌞 What if losing the grid didn’t mean losing power?

Puerto Rico is quietly leading a shift in energy thinking. From microgrids in Adjuntas to Enel and Eaton’s 5 MW solar+storage system, the island is showing what happens when communities, corporates, and policy work together.

The bigger signal?
Hydrogen hubs like Rotterdam are becoming the only models that get financed.

23,000 tonnes of H₂ annually for TotalEnergies

Plugged into Europe’s largest hydrogen cluster

This isn’t just another project. It’s proof that scaling green hydrogen works — but only when offtakers, policy, and capital move together.

💥 Another 200 MW green hydrogen project hits FID , this time it’s Air Liquide in Rotterdam.

What makes ELYgator stand out?

€500M in Dutch subsidy support

Combined PEM and alkaline electrolyzers

Winners now? Australia. The EU. Markets that don’t rewrite the rules mid-game.

Next wave? Smaller, leaner, offtake-backed projects. Less flash. More staying power.

We're tracking the fallout with EnkiAI — because one vote can shift the global energy map.

Fortescue’s retreat should raise eyebrows.

This isn’t a theoretical policy risk. It’s $150 million, gone.

Two U.S. hydrogen projects collapsed after FID. Why? Subsidies vanished. Just like that.

The message is clear: ambition isn’t enough. Certainty matters.

Floating wind. First Nations partnerships. Green hydrogen links. This isn’t just a project. It’s a national-scale prototype.

We're tracking it through EnkiAI. Because this level of ambition needs real-time visibility.