Energy Investment Brief — August 26, 2026

Today's Developments

US companies are on the cusp of big climate solutions. Thank the government.¹ (Grist)

The Department of Energy’s moonshot funding program is working. President Trump seems inclined to keep it.

Norway warns EU against pushing green agenda² (RT)

Norwegian energy minister vows to keep drilling in Arctic, rejecting the long-standing idea of his country as Europe’s ‘green battery’ Read Full Article at RT.com

Avantus secures $300m in tax equity for Aratina 2 solar storage project³ (Energymonitor.ai)

The tax equity investment marks the latest stage of financing for Aratina 2, which is currently under construction.

A U.S. - Canada Trade War Would Bring Dire Impacts On Oil Trade⁴ (Forbes)

The recent collapse in trade talks between the U.S. and Canada could result in dire energy-related consequences if cooler heads to not prevail.

Bloom Energy Climbs 5% on Nancy Pelosi Disclosure, FuelCell Rises 4%, Plug Power Advances 2%⁵ (24/7 Wall St.)

A congressional disclosure just turned one fuel cell stock into the morning's biggest mover, but the filer's cost basis tells a very different story than tod...

Avaada inks MoU with Haryana for ₹10,000 crore Zero-CBAM Green Industrial Campus⁶ (BusinessLine)

The proposed campus is envisioned as a next-generation green industrial ecosystem, powered by reliable, traceable and round-the-clock renewable energy; the project is expected to create more than 5,000 jobs

Heidelberger Druckmaschinen Bets on Defense and Energy as Q1 Sales Slide⁷ (MarketBeat)

Heidelberger Druckmaschinen Aktiengesellschaft (ETR:HDD) said it is pursuing a strategy to expand beyond its traditional print and packaging equipment busine...

Avaada signs pact for ₹10,000 crore green industrial campus in Hisar⁸ (Business Standard)

The proposed 300-acre campus will run on round-the-clock renewable energy, create over 5,000 jobs and support industries seeking to decarbonise operations