In the past 48 hours, the clean energy industry shows robust momentum with major project launches, partnerships, and financing deals signaling accelerated growth amid policy pushes for sustainable fuels and storage.
China marked a milestone on December 16 with the "Qingqing No. 1" project, the worlds largest integrated green hydrogen ammonia and methanol facility, entering Phase I operation, while CIMC Enrics green methanol plant hit 70 to 80 percent capacity, producing 3000 tons monthly and eyeing full output by early 2026[1]. In maritime, Hapag-Lloyd secured ZEMBAs second e-fuel tender on December 17, committing to 120000 metric tonnes of CO2e abatement via e-methanol on transoceanic routes[1]. UKs Lighthouse Green Fuels advanced its 2 billion pound Teesside SAF facility to public consultation, targeting commercial scale[1].
Storage and RNG surged in the US: esVolta transferred ITC from its 15 MW/60 MWh Black Walnut project, commissioned October 2025, to Computacenter, bolstering Californias grid[2]. Waga Energy won a contract for a WAGABOX unit in Marylands Wicomico County, yielding 210000 MMBtu RNG yearly and cutting 12200 metric tons CO2e[3]. Pivot Energy locked in over 225 million dollars from lenders for community solar expansion[12].
Policy stirred action: US lawmakers pushed the Securing Americas Fuels Act to restore SAF bonus credits up to 1.75 per gallon under 45Z, vital after July 2025 cuts threatened projects; Delta Air Lines praised it for investment certainty[1]. CleanTrade processed 16 billion dollars notional volume in VPPA/PPA/REC trades, unlocking 75 billion dollars Q3 2025 US clean energy investment[7].
Leaders respond decisively: Sunrun and NRG partnered for Texas solar-storage with VPP aggregation to ease ERCOT peaks[4]; TotalEnergies inked a 21-year solar deal for Googles Malaysia data centers[16]. Compared to early December, activity intensified from policy uncertainty to deal-making, with no major disruptions but rising focus on supply chain emissions tracking like Amazons model[5]. Consumer shifts favor incentives, with US states urging tax credit uptake before expiry[10]. Overall, the sector eyes 90 percent of new US capacity from renewables, defying policy slumps[7].
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