Case Details

Powering a Competitive and Resilient World

The global transition is no longer just a climate initiative; it is a race for economic sovereignty. Countries are now competing to secure the supply chains for batteries, hydrogen, and clean-tech manufacturing, recognizing that energy security is the foundation of the AI-driven economy.

Key Global Drivers in 2026:

• The Rise of the “Energy-AI” Nexus: With global data center demand surging by 17% this year, access to clean, reliable power is now the primary factor for technological growth.

• Storage at Scale: For the first time, annual global battery storage installations are expected to exceed 100GW. This is driven by a massive 61% drop in battery costs since 2020, making 24/7 renewable power financially viable.

• Green Hydrogen Megaprojects: Projects like Saudi Arabia’s Neom Green Hydrogen Solar PV Park (4GW) are nearing completion, proving that hydrogen can decarbonize “hard-to-abate” sectors like heavy shipping and steel.

• Decentralized Energy Access: In emerging markets across Southeast Asia and Africa, mini-grids and distributed solar are providing reliable energy to remote regions, bypassing the need for traditional, expensive grid expansions.

Strategic Global Initiatives:

1. T-MED (Trans-Mediterranean Cooperation): A landmark initiative between the EU and North Africa to build massive solar and wind hubs that export clean energy and green ammonia across the Mediterranean.

2. India’s Dhirubhai Energy Complex: Set to begin operations this year, it represents the new “Giga-factory” model—hosting solar, battery, and electrolyzer manufacturing under one roof to ensure supply chain resilience.

3. Cross-Border Smart Grids: Europe is modernizing its infrastructure with a new Grid Package, focusing on high-voltage interconnections to share wind power from the North Sea with the rest of the continent.