Our Scans · Energy Systems & Transition Pathways · Weekly Summary

• [New] Even an energy curtailment of 10% of total demand, could unlock 76 GW of capacity in the U.S., or, put differently, 10% of total U.S. peak demand. Energy Central
• [New] Findings from the National Renewable Energy Laboratory emphasize that balancing highly renewable power sectors will require scaling grid-scale and distributed diurnal energy storage capacity up to 200 gigawatts by mid-century. Market Data Forecast
• [New] BloombergNEF highlighted the growing role of battery storage, with demand for stationary energy storage systems expected to increase by 27% between 2025 and 2035 compared with previous forecasts. Green Building Africa
• [New] Road transport electrification is expected to push global road fuel demand to its peak by 2029, significantly reducing long term oil consumption. Green Building Africa
• [New] The energy requirements of data centers are colossal, so delivering their expansion at pace alongside London's other infrastructure needs will require more coordinated planning. UKAuthority
• [New] California AB 2647 would require the State Energy Resource Conservation and Development Commission to prepare a comprehensive assessment of the potential role of advanced nuclear technologies in supporting critical infrastructure in California. National Conference of State Legislatures
• [New] Renewable-energy-based hydrogen deployment is not expected to scale up until roughly 2035, and hydrogen-related energy infrastructure is expected to have multi-decade lifespans. PubMed Central (PMC)
• [New] $14.9 million for 10 projects that will advance energy storage, solar and wind energy development, interprovincial electricity transmission planning, Indigenous-led clean energy projects and workforce development. The AI Journal
• [New] SB Neo will draw on SoftBank Group's 10-gigawatt-scale energy and AI infrastructure already under development in the U.S., and expand capacity in phases. Morningstar, Inc.
• [New] Construction on the Potentia-Viridi battery energy storage system, developed by a subsidiary of Clearway Energy Group in Alameda County, is expected to begin in 2027. JD Supra
• Forge Nano is investing between $300 and $330 million, subsidized by a $100 million grant from the Department of Energy, to build a 3 GWh per year advanced battery plant in Morrisville, NC, that will leverage Samsung SDI's manufacturing expertise and supply chain pricing. AZOM
• The exponential rise in AI workloads and hyperscale data center expansion is intensifying global power demand, creating a high-value opportunity for small modular reactors as low-carbon, reliable energy sources. Persistence Market Research
• Countries capable of combining: renewable energy, nuclear power, smart grids, AI-based optimization systems, energy storage, semiconductor infrastructure and advanced cooling technologies will gain a decisive advantage in the emerging global order. Global Panorama
• Microsoft is reconsidering aspects of its 2030 clean-energy targets due to soaring AI-related electricity demand. Global Panorama
• Countries capable of integrating renewable energy, artificial intelligence, smart grids and advanced digital infrastructure will shape the future balance of global power. Global Panorama
• BNEF expects Turkey to achieve its target of 120 GW of wind and solar capacity by 2035, positioning renewables to play an increasingly central role in meeting rising electricity demand and reducing dependence on imported fossil fuels. BloombergNEF
• A national hydrogen backbone infrastructure is planned, with the first phase set for 2030 and full deployment by 2050, reinforcing hydrogen's role in industrial decarbonization and cross-sector energy flexibility. World Energy Council
• Wood Mackenzie's latest report aligns with its previous US Energy Storage Monitor for Q1 2026, which forecast that the US energy storage industry will install around half a terawatt-hour of new capacity over the next five years. Energy-Storage.News

Last updated: 08 July 2026