The Politics of Helium

The Department of Justice filed to voluntarily remand and vacate its approval of the Construction and Operations Plan for US Wind’s Maryland Offshore Wind Project. 

In response, Oceantic Network has issued the following statement from CEO Liz Burdock: 

“Today’s news is yet another targeted action against American energy. The unlawful actions by the Trump administration against fully permitted offshore wind projects up and down the East Coast represent one of the largest, economically devastating assaults on U.S. workers, businesses, and energy in decades. Revoking a permit on an approved project after years of thorough agency review will raise electricity prices for families, jeopardize private investment, delay economic growth, and weaken our power grid.   

“Offshore wind is already delivering for Maryland—creating skilled jobs, revitalizing local steel manufacturing and port redevelopment, and attracting billions in supply chain investment—while building national steel capacities that enhance our national security. This American energy resource is a generational opportunity that nearly 70% of Marylanders support. Families can't afford to pick and choose which types of domestic energy come online to meet rising demand and costs—we need it all. Let’s make sure every community benefits by advancing a shovel-ready project set to power 600,000 Maryland homes with reliable, affordable energy.” 

Governor Wes Moore spoke out about the agency’s intentions following the August 22, 2025, filing: 

“Canceling a project set to bring in $1 billion in investment, create thousands of good-paying jobs in manufacturing, and generate more Maryland-made electrical supply is utterly shortsighted. The President’s actions will directly lead to utility-rate hikes by taking off most promising ways for Maryland to meet its looming energy generation challenges.”  

Oceantic Network | https://oceantic.org/

HiTHIUM, a leading global provider of integrated energy storage products and solutions, unveiled its AI data center ESS solution at RE+ 2025. The portfolio includes the ∞Power 6.25MWh 8h long-duration BESS, the ∞Power N2.28MWh 1h BESS, and a dedicated lifespan assessment model for AIDC ESS. The solution addresses both the real-time and reliability requirements of data centers while helping while help boost renewable energy utilization. This marks a breakthrough in applying long-duration storage to the data center industry.

AIDC’s Urgent Need for Long-Duration Energy Storage

In the AI era, data centers need to balance green transition while maintaining efficient operations. Increasing the share of renewable energy is essential for data centers to cut costs and emissions. However, the intermittency of renewable energy and millisecond-level load fluctuations challenge power stability and computing performance, making 8-hour long-duration storage an essential solution.

Most existing energy storage solutions rely on a single product and generalized models, which are not optimized for the specific needs of AI data centers. To address these challenges, HiTHIUM has developed a tailored AIDC energy storage solution that delivers scenario-specific performance and reliability.

Balancing Demands: Lithium for Stability, Sodium for Power Surges

The solution combines the ∞Power 6.25MWh 8h BESS, designed as the backbone for long-duration storage, and the ∞Power N2.28MWh 1h BESS, a sodium-ion solution purpose-built to handle sudden power surges. Together, these complementary technologies enable data center operators to meet both base load and peak demands efficiently, without sacrificing reliability. The dedicated lifetime assessment model for AIDC ESS further ensures precise degradation insights, longer and more reliable project lifespan guaranteed under highly dynamic workloads. Notably, HiTHIUM’s AIDC ESS solution can effectively enhance renewable energy utilization, significantly reduce the levelized cost of electricity (LCOE) , and thereby improve the efficiency and quality of AI power supply.

“At HiTHIUM, we designed our AI data center energy storage portfolio with customer operations in mind. The ∞Power 6.25MWh 8h BESS reduces auxiliary consumption and maximizes long-duration efficiency, while the ∞Power N2.28MWh 1h BESS built on the ∞Cell N162Ah, delivers 20,000 cycles and stable performance even under millisecond-level load fluctuations. These capabilities ensure operators can achieve reliability and cost efficiency as AI data centers push the boundaries of energy demand,” said Kush Sutaria, HiTHIUM Senior Manager of Application Engineering.

Empowering AI Data Centers with Local Networks and Vertical Integration

Beyond product innovation, HiTHIUM empowers AI data center with integrated manufacturing and localized service. Its fully operational 10GWh Texas factory, together with a U.S. network of 100+ engineers, regional warehouses, and a 72-hour on-site response, enables fast, reliable, and scalable deployment. Leveraging its “Local for Local” strategy and vertical integration capability, HiTHIUM ensures both rapid deployment and long-term reliability for AI data centers in North America and globally.

With its leading customization capabilities and efficient global delivery, HiTHIUM has secured TOP 2 in global energy storage battery shipments and utility-scale shipments in the first half of 2025. The launch of AIDC ESS solutions marks a new milestone for HiTHIUM in its full-scenario customization capability. By breaking through the limits of time and space, HiTHIUM is extending energy storage applications into diverse industries and pioneering new pathways for emerging fields—driving the shift to clean energy and sustainability.

HiTHIUM | https://www.hithium.com/

The U.S. wind turbine market size is expected to reach USD 100.88 billion by 2034, according to a new study by Polaris Market Research. The report “U.S. Wind Turbine Market Size, Share, Trend, Industry Analysis Report By Axis (Horizontal, Vertical), By Installation, By Connectivity, By Rating, By Application – Market Forecast, 2025–2034” gives a detailed insight into current market dynamics and provides analysis on future market growth.

The U.S. wind turbine market refers to the industry focused on the manufacturing, installation, and maintenance of wind energy systems used for power generation. The market is gaining momentum due to rising demand for cleaner energy sources and national goals to reduce carbon emissions. Government incentives, long-term power purchase agreements, and renewable energy targets are supporting large-scale deployment of wind energy technologies. The ongoing development of offshore wind infrastructure, supported by strategic leasing and grid modernization efforts, is expanding the application scope for next-generation turbines. Market participants are also prioritizing technology enhancements such as taller towers, longer blades, and improved rotor designs to optimize performance in low to moderate wind conditions. Innovations in digital monitoring and predictive maintenance systems are improving operational reliability and lowering lifecycle costs. 

Do you have any questions? Would you like to request a sample or make an inquiry before purchasing this report? Simply click the link below: https://www.polarismarketresearch.com/industry-analysis/us-wind-turbine-market/request-for-sample

OEMs and developers are increasingly focused on modular, scalable systems that enable faster deployment and reduced installation times. High-voltage transmission improvements and interconnection upgrades are opening new areas for wind farm development. Additionally, rising demand from commercial and industrial power users seeking cost-efficient renewable sources is creating opportunities for direct procurement models. Market dynamics are also influenced by shifting material sourcing strategies, localized production initiatives, and vertical integration across the supply chain. The industry is positioned for long-term growth driven by robust policy support, strong investor interest, and expanding applications across distributed and utility-scale energy production. The combination of supportive regulation, maturing technology, and growing energy demand is expected to sustain steady expansion across the value chain.

U.S. Wind Turbine Market Report Highlights

• By axis, the horizontal segment accounted for the largest revenue share in 2024 due to high efficiency and scalability offered by its design in utility-scale projects.
• Based on installation, the onshore segment held ~79% of the revenue share in 2024 due to faster deployment timelines, lower capital costs, and well-established infrastructure that simplifies permitting and maintenance.
• A few key players in the U.S. wind turbine market include Acciona Energía; E.ON Climate & Renewables; GE Renewable Energy; Nordex; Orsted U.S. Offshore Wind; Siemens Gamesa Renewable Energy; Suzlon Energy; TPI Composites; and Vestas.

Polaris Market Research has segmented the U.S. wind turbine market report on the basis of axis, installation, connectivity, rating, application:

By Axis Outlook (Revenue, USD Billion, 2020–2034)

• Horizontal (HAWTs)
• Vertical (VAWTs)

By Installation Outlook (Revenue, USD Billion, 2020–2034)

• Onshore
• Offshore

By Connectivity Outlook (Revenue, USD Billion, 2020–2034)

• Grid Connected
• Stand Alone

By Rating Outlook (Revenue, USD Billion, 2020–2034)

• 100 kW
• 100 kW to 250 kW
• > 250 kW to 500 kW
• > 500 kW to 1 MW
• 1 MW to 2 MW
• > 2 MW

By Application Outlook (Revenue, USD Billion, 2020–2034)

• Residential
• Commercial & Industrial
• Others

Polaris Market Research | https://www.polarismarketresearch.com/

Alléo Energy, a pioneer in sustainable energy solutions, announced a cellulose-to-hydrogen process yielding over one hundred kilograms of hydrogen per ton of cellulosic waste. Alléo’s proprietary process converts cellulosic waste into abundant carbon-negative green hydrogen, capable of achieving negative Carbon Intensity (CI) scores that surpass competing approaches. By transforming this waste into clean energy, Alléo is poised to contribute a significant step forward for the global hydrogen market, valued at $280 billion in 2025 and projected to grow at a CAGR of 9.3% through 2030.

The renewable energy requirement of the Alléo process is less than 63% of the benchmark established by water electrolysis. This efficiency enables production costs well below competing initiatives, making Alléo green H2 scalable, safe, and reliable for widespread adoption. Alléo has achieved this production in a commercial-scale reactor under multi-day operations. Alléo intends to sequester 6 kg CO2 for every kg of hydrogen produced: Alléo-produced H2 will result in a six-fold reduction in greenhouse gas emissions!

“In a few short months, we expect to begin selling H2 into the transportation market from our first commercial plant in Bay Minette. Alléo’s carbon-negative green hydrogen is sustainably abundant and doesn't require subsidies to be profitable; it’s a game-changer," said Simeon Chow, CEO of Alléo Energy. “We want to thank our investors and partners who have carried us to this point. We believe their patience will be rewarded as we execute our business plan to scale up production at multiple sites around the world.”

Alléo's Bay Minette facility in Alabama, operational since 2023, has proven its reforming technology on a commercial scale. The first reactor achieved nameplate production in Q1 2023 in liquid fuels focused operations and commissioned a second reactor in Q1 2025 demonstrating scalability, yield, safety, and reliability in multi-day continuous operations.

Alléo Energy | www.alleoenergy.com

Archer Aviation Inc. (NYSE: ACHR) announced it is aiming to participate in the White House’s newly established eVTOL Integration Pilot Program (eIPP) alongside U.S. airlines, including United Airlines, and interested cities. This is the first federal initiative designed specifically to accelerate real world electric air taxi operations in the U.S.

Initially outlined in June 2025 as part of the “Unleashing Drone Dominance” Executive Order, the DOT and FAA announced today a framework for cities across the U.S. to participate in the eIPP with OEMs and operators like Archer, unlocking a path to supervised, pre-certification trial operations of eVTOL aircraft in the U.S. as soon as next year.

Archer is now exploring pathways to work together with U.S. airlines, including United Airlines, and interested cities under the new program to design and execute trial operations of Archer's Midnight aircraft as part of the eIPP. The trials are expected to focus on demonstrating that eVTOL operations are safe, quiet and scalable—key factors in building community trust and support for adoption of this new technology.

“This is a landmark moment for our industry and our country. We have an Administration that is prioritizing the integration of eVTOL operations in U.S. cities ahead of full certification in a pragmatic way. We’ll demonstrate that air taxis can operate safely and quietly,” said Adam Goldstein, Archer Founder and CEO. “These early flights will help cement American leadership in advanced aviation and set the stage for scaled commercial operations in the U.S. and beyond.”

“When United invested in Archer back in 2021, it was because we believed electric flying taxis could redefine how we move around our passengers in and around the cities they are departing and arriving at every day. Today, that vision is closer than ever,” said United Airlines Executive Vice President and Chief Financial Officer, Mike Leskinen. He continued, “This program underscores President Trump’s and Secretary Duffy’s commitment to American innovation and to bringing advanced technology to market for our customers.”

The eIPP marks the next step in moving from development to deployment, building momentum toward full-scale commercialization in the years ahead. This program will provide critical operational data and community engagement needed to scale this new mode of transportation.

Archer | www.archer.com

SINEXCEL (300693.SZ) announced a strategic manufacturing partnership with SMTC Corporation, a U.S.-based electronics manufacturing services provider. The agreement, officially signed at the RE+ 2025, establishes a U.S. production base for SINEXCEL's EV chargers, ensuring full compliance with the Build America, Buy America (BABA) Act.

Through this partnership, SINEXCEL will localize production of its advanced EV charger portfolio at SMTC's Fremont and Bay Area facilities. Leveraging SMTC's strengths in PCBA, system integration, and box-build assembly—supported by certifications such as ISO 9001 and AS9100—the alliance guarantees "Made in America" standards while enhancing supply chain efficiency, shortening lead times, and strengthening customer service nationwide.

"This collaboration reflects SMTC's ability to accelerate product rollout with scalable manufacturing and engineering support, ensuring SINEXCEL's chargers meet the highest quality and reliability standards for the U.S. market," said Josh Chien, Chief Commercial Officer of SMTC.

This partnership represents a significant milestone in SINEXCEL's North American strategy. "By combining global innovation with localized manufacturing, we are able to respond more swiftly to market demands and establish a strong foundation for long-term growth in EV charging and other sustainable solutions," said Mike Heiden, Regional Sales Director at SINEXCEL.

This strategic move represents a key milestone for SINEXCEL in the North American market and an important step in its global expansion. By establishing localized manufacturing in the U.S., SINEXCEL not only ensures compliance with the Build America, Buy America Act but also strengthens its global supply chain resilience. Moving forward, the company will continue to advance the energy transition by delivering reliable, high-quality, and locally manufactured charging solutions in the U.S., while reinforcing its commitment to innovation and sustainable energy solutions across the globe.

SMTC Corporation | https://www.smtc.com/

SINEXCEL | https://en.sinexcel.com/

Abigail Ross Hopper, president and CEO of the Solar Energy Industries Association, will be the keynote speaker at the Novogradac 2025 Fall Renewable Energy Tax Credits Conference, Nov. 6-7 at the Fairmont Washington D.C. At 9 a.m. on the second day of the conference, Hopper will share her thoughts on the state of clean energy development in the wake of legislative changes such as the One Big Beautiful Bill Act (OBBBA) that passed July 4.

Investors, developers, consultants and advocates attending the conference will gain valuable insights into the current landscape of clean energy incentives, with a focus on timely subjects such as policy developments, market trends and practical approaches to structuring investments. The full agenda can be found here.

"Renewable energy project finance has always been complicated, but since the Inflation Reduction Act and now with the passage of OBBBA, staying up to speed on the myriad of tax structuring issues feels like a full-time job, even for non-tax professionals," says Tony Grappone, CPA, a partner in Novogradac's Andover, Massachusetts, office and chair of the conference. "While the OBBBA further complicates the monetization of tax credits generated by clean energy facilities, investors and developers still have a variety of options available. We will review what those options are at the Novogradac 2025 Fall Renewable Energy Tax Credits Conference, as well as discuss how stakeholders can best advocate for the industry."

The Novogradac 2025 Fall Renewable Energy Tax Credits Conference is co-hosted by Advantage Growth Capital, Bildmore Clean Energy, Crux Climate, Foley & Lardner, KeyState Renewables and Nixon Peabody. Conference sponsors include Alliant Insurance Services, Aon, Atlantic Global Risk, BakerHostetler, CAC Specialty, Crowell & Moring, Euclid Transactional, Foss and Company, Kutak Rock, Latham & Watkins, Lux Speed Capital, Monarch Private Capital, the National Trust Community Investment Corporation, Parker Poe, Reunion, Scale Microgrid Solutions, Summit Ridge Energy and WTW.

Novogradac will offer a preconference workshop Nov. 5. The Renewable Energy 360 Workshop will serve as an overview of renewable energy tax credits, incentives and the structures used to finance renewable energy facilities. The workshop will also discuss issues such as Internal Revenue Service safe harbors for structuring investments, minimum gain, at-risk rules and passive activities, tax-exempt use property and more. Separate registration fees for the preconference workshop applies.

Novogradac | www.novoco.com