TodayToday's edition
Power
The US Trade and Development Agency signed an agreement on Oct. 26 to fund a study of small modular reactors at Türkiye's largest refiner, but gave no grant amount and has not yet chosen a contractor.
Chips & Power Desk
Power
Putin said Turkish companies are ready to take a stake in the Akkuyu nuclear plant, which Rosatom owns, but no buyer, stake size or price has been named, and the first reactor is still not running.
Chips & Power Desk
Batteries
Ronbay disclosed on Oct. 22 that it will lease its Chungju plant to related party Amco Bay New Energy, after a sale stalled, to keep supplying North American customers under US rules.
Energy & Cooling Desk
Policy & Economics
Batteries
EnerSys agreed on Oct. 27 to acquire Ultralife for $16 a share in cash, about $320 million in enterprise value, to add multi-chemistry defense cells. Closing is targeted for early 2027.
Energy & Cooling Desk
Policy & Economics
Chancellor John Healey's Oct. 28 Budget ties priority grid connections and interim on-site power to local-benefit tests, as the UK targets 6 GW of AI data centre capacity by 2030.
Policy & Economics Desk
Chips
A decommissioned 300-rack cluster of 9,600 NVIDIA A100 GPUs is priced at $59.7M, about $6,200 per GPU, a data point for used-GPU values behind neocloud debt.
Chips & Power Desk
Daily Science
An Oxford-led Nature study finds bismuth sulfide absorbs light strongly yet cuts its charge-loss rate by about 75%, a mechanism for better solar cells that has not yet been built into a device.
Science Desk
Policy & Economics
Bangladesh is renegotiating solar PPAs signed under a 2010 special-provisions act, and investors warn of contract risk. A December 2025 round cut tariffs by about $0.03/kWh.
Policy & Economics Desk
Power
A 510 MW gas plant that Switch says it will own and buy power from awaits Nevada regulators. Nevada Current reports it would run 30 years or more on a pipeline expansion still needing FERC approval.
Chips & Power Desk
Batteries
Battery Station Kyushu began preparatory work in October 2026 on Battery Station Isahaya in Nagasaki. It is the venture's largest project and is due to start operating in December 2028.
Energy & Cooling Desk
Batteries
ADS-TEC Energy says its Pulverdingen battery file is complete and the permit is due shortly, but financing hinges on selling a majority stake. Grid connection is targeted for 2029.
Energy & Cooling Desk
Data centers
AirTrunk's A$4.25 billion green loan for its SYD3 campus in Western Sydney is backed by 32 lenders, with completion due by mid-2028. The company gave no loan tenor, pricing or megawatt figure.
Chips & Power Desk
Chips
Chinese cloud operators have reportedly asked Samsung and SK hynix for DRAM supply contracts of up to 10 years, while SK hynix says its long-term deals with 14 customers typically run five years.
Chips & Power Desk
Chips
SK hynix said on its Oct. 28 earnings call it will scale 6F2 DRAM with EUV before moving to 4F2 or 3D DRAM, giving no dates. DigiTimes reports CXMT is pursuing 4F2.
Chips & Power Desk
Chips
Banks plan to sell as much as about $21 billion of high-grade bonds from early 2027 to refinance part of the $42 billion loan in Broadcom's $63 billion Anthropic chip package, Bloomberg reports.
Chips & Power Desk
Power
Hyundai Engineering signed MoUs with NANO Nuclear on its 15 MWe-rated KRONOS in Illinois and with ARC on the 100 MWe ARC-100, World Nuclear News reports; no contract value, work package or date is given.
Chips & Power Desk
Policy & Economics
Western Australia opened consultation on Oct. 28 to legalise plug-in solar and batteries, the first Australian state to do so, with no proposed cap on battery size and no electrician required.
Policy & Economics Desk
Grid
The UK granted consent to four NSIP solar projects with batteries in October; the largest, Great North Road, has an 800 MW grid connection and a 440 MW / 880 MWh battery.
Energy & Cooling Desk
Batteries
Ingrid Capacity and Alpiq will explore long-term offtake for up to 500 MW of Nordic battery projects, a financing framework with no named site, price or build date yet.
Energy & Cooling Desk
Chips
Infineon and Enphase call their 900 V CoolGaN bidirectional switches the first monolithic GaN parts at that rating. They have passed testing, but production qualification and a commercial date are still open.
Chips & Power Desk