TodayToday's edition
Grid
Nigeria's Power Ministry says six Kano and Katsina substations add 640 MW of transmission capacity, but TCN's own statement counts five projects and about 616 MW.
Energy & Cooling Desk
Batteries
Rwanda's EDCL opened a tender for a 200 MW floating solar plant with a 200 MW/800 MWh, four-hour battery on Lake Sake. Prequalification bids are due Nov. 12; chemistry and supplier are not named.
Energy & Cooling Desk
Data centers
Ukrainian drones reportedly struck a Federal Tax Service data center in Gorodets on Oct. 23; damage and any outage are unconfirmed, and a mirrored second site may limit the risk.
Chips & Power Desk
Policy & Economics
Gujarat's cabinet added Rs 1,000 crore to the PM Surya Ghar subsidy on 22 October 2026; households with systems up to 2.18 kWp pay 5% to 10% of the benchmark cost.
Policy & Economics Desk
Grid
Hyosung's HVDC system for South Korea's west coast has key 2 GW algorithms done, The Elec reports. Design is due by 2027 and commissioning by 2030, but the joint development agreement is unsigned.
Energy & Cooling Desk
Daily Science
South Korea's Hanbat National University reports a deliberately disordered, cobalt-free lithium-rich cathode kept about 90% of capacity; the release gives no mAh/g or full-cell data.
Science Desk
Chips
Firebird's US licence covers NVIDIA Grace Blackwell GPUs for Ekibastuz, but no delivery date is given; commercial launch targets Q3 2027 and total potential capacity is about 500 MW.
Chips & Power Desk
ChipsReview roundup
Surface Laptop Ultra reviews from Notebookcheck, Computerwoche and PCWorld find strong RTX Spark graphics and AI throughput, but a CPU behind Apple's M5 Pro and a Mini-LED panel with no local dimming.
Hardware & Analysis Desk
Power
Etango's forecast US$353M pre-production capex is covered by existing joint-venture cash, Bannerman says, with first yellowcake targeted during 2028 and CNNC Overseas holding rights to 60% of output, Ecofin reported.
Chips & Power Desk
ChipsReview roundup
PC Gamer measured 43 W average GPU draw against 97 W for a Razer Blade 14 with an RTX 5070; Windows Central, Engadget and others weigh price, emulated games and battery life.
Hardware & Analysis Desk
Power
Holtec said Oct. 21 it moved the tilted Palisades fuel assembly to the spent fuel pool so loading can resume, but the plant's power contracts require service by March 2027.
Chips & Power Desk
PowerAnalysis
Bloom Energy's customer concentration is high: two buyers took about 43% and 26% of Q3 revenue, one a Brookfield-linked related party, while operations used $27.1 million in cash.
Nuclear & Microgrids Desk
Batteries
CATL confirmed its Qilin cells are in Nio Firefly's new 60-kWh NCM pack, rated 560 km CLTC, beside the 42-kWh Sunwoda LFP pack. Qilin generation and charge rate are undisclosed.
Energy & Cooling Desk
Batteries
Gotion will return the Mecosta County land to the state and drop its suit as Michigan drops a grant clawback of over $24 million, ending the $2.4 billion plant. The deal is still being finalized.
Energy & Cooling Desk
Data centers
Mississippi DEQ notices to SpaceXAI affiliate MZX Tech allege construction began before stormwater permit coverage at three sites, with up to $25,000 per day sought, SpaceX's 10-Q says.
Chips & Power Desk
Policy & Economics
Dispatch 10790/VPCP-CN gives Vietnam's provinces until end-December 2026 to back household rooftop PV. It sets no national subsidy rate and targets a peak-demand cut of at least 3 GW.
Policy & Economics Desk
ChipsProduct file
NVIDIA says DGX Station now ships from seven OEMs. Two independent labs find the GB300 tower is a multi-user inference node that needs its own 20A circuit, not a personal PC; NVIDIA lists no price, and one retailer listing starts at $94,930.
Hardware & Analysis Desk
Daily Science
Tohoku University researchers say 1 at% manganese keeps an aluminum foil anode at 81% first-cycle efficiency, versus 56% with silicon, and extends half-cell life past 85 cycles.
Science Desk
Grid
National Grid awarded Balfour Beatty the first phase of the Birkhill Wood substation in East Yorkshire, built to connect 4.22 GW of Dogger Bank wind. Main works start in 2027; no value disclosed.
Energy & Cooling Desk
Batteries
Taiwan's AIDC commissioned a 9MW/54MWh behind-the-meter battery microgrid at Shuinan on Oct 22, claiming 6 hours of full-site backup and a 40% energy-cost cut, and now targets AI data centers.
Energy & Cooling Desk