Green Hydrogen Crosses the Cost Threshold as $200 Billion Pipeline Takes Shape
Green hydrogen production costs drop below $3/kg as massive electrolyser projects in the Middle East, Australia, and EU reshape the global energy landscape.
Energy is where infrastructure timelines, policy and commodity prices collide, and where the gap between announcement and delivery is widest. A generation project announced today may connect in a decade, if the transmission exists.
We follow generation and storage build-out, grid and transmission constraints, and the policy settings that determine what gets financed. Storage economics have moved fastest and are the most under-covered, largely because batteries are less photogenic than turbines.
For most businesses this lands as one number — the cost per kilowatt hour, and how predictable it is over a contract term.
10 articles in Energy
Green hydrogen production costs drop below $3/kg as massive electrolyser projects in the Middle East, Australia, and EU reshape the global energy landscape.
Winter Storm Fern triggers a record 360 Bcf natural gas withdrawal, shuts in 18.3 Bcf/day of production, and sends Henry Hub prices to $30.565/MMBtu.
U.S. offshore wind at a crossroads: $25 billion invested, political headwinds, and project delays.
The world added 112 GW and 307 GWh of batteries in 2025, up 48%. China took 54% of it, the US 16% — and the two units are not interchangeable.
SMRs attract billions in investment from Big Tech. NuScale leads with NRC approval, while TerraPower and X-energy partner with Amazon, Google,
Renewable energy accounted for 93% of U.S. capacity additions in 2025. Global solar and wind installations exceeded 800 GW, tripling since 2021.
Complete 2026 guide to nuclear energy covering fission fundamentals, global nuclear power, SMRs, fusion breakthroughs, Big Tech's nuclear pivot, safety,
Nuclear energy experiences a renaissance driven by AI data centre power demands and net-zero commitments.
NASA's Space Launch System rocket and Orion spacecraft roll to launch pad at Kennedy Space Center for humanity's first crewed mission beyond low Earth orbit.
Global investment in the energy transition reached an unprecedented $2.3 trillion in 2025, up 8% from the previous year.