🧭 Grid, reimagined
Energy Transition.
Batteries, green steel, sustainable aviation fuel, advanced nuclear, and the physical infrastructure investments actually moving decarbonisation.
Battery Supply Chain Rewiring
📈 RisingUS IRA domestic-content rules, EU Critical Raw Materials Act, and India PLI for cells are systematically restructuring the battery supply chain away from sole-Chinese dependence. Lithium, cobalt, nickel provenance under microscope.
1 source · updated 2026-04-26 →
Nuclear Revival & SMRs
📈 RisingSmall modular reactor (SMR) project approvals progressing (NuScale, X-energy, TerraPower). Hyperscaler power demand from AI datacentres accelerating nuclear interest. Financing + fuel-cycle politics remain challenging.
1 source · updated 2026-04-26 →
Sustainable Aviation Fuel (SAF)
📈 RisingEU ReFuelEU Aviation mandate (2% SAF 2025, 6% 2030, 70% 2050) driving supply build-out. US IRA SAF tax credits creating capacity. Price premiums remain structural; passing-through to tickets in progress.
1 source · updated 2026-04-26 →
Green Steel Economics
➤ SteadyH2-DRI (hydrogen direct-reduced iron) pilots scaling — SSAB, H2 Green Steel, Stegra (formerly H2GS). EU CBAM accelerating demand; cost premiums of 20-40% over conventional steel absorbed by premium automotive + construction buyers.
1 source · updated 2026-04-26 →
📋 Frequently asked · 8 answers