Forward to: EnergyTech

Energy Technology
Workflows

Ten agent workflows for the EnergyTech team — battery technology monitoring, EV infrastructure tracking, hydrogen economy analysis, grid technology intelligence, carbon capture technology assessment, digital oilfield monitoring, energy storage innovation tracking, nuclear technology intelligence, geothermal technology monitoring, and energy technology strategy dashboards — enabling data-driven technology decisions powered by comprehensive domain intelligence.

1Battery Technology Monitoring

AI agent monitors battery manufacturer, research institution, and material supplier domains to track battery chemistry breakthroughs, manufacturing capacity, cost trajectories, and supply chain developments across lithium-ion, solid-state, and alternative chemistries.

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Track Battery Technology Signals
/products/press/aboutIAB CategoriesOpenPageRank
BATTERY TECHNOLOGY INTELLIGENCE — 120 COMPANIES TRACKED ════════════════════════════════════════════════════════ catl.com — Contemporary Amperex Technology /products: Condensed matter battery — 500 Wh/kg energy density /press: Sodium-ion mass production — $40/kWh target SIGNAL: CATL sodium-ion disrupts lithium dependency — game changer quantumscape.com — Solid-state batteries /investors: First automotive qualification samples delivered /press: Solid-state cell — 800+ cycles, 15-minute fast charge Domain Age: 3,650 days | PageRank: 5.1 SIGNAL: Solid-state approaching commercial viability — 2027 production formenergyinc.com — Iron-air batteries /products: 100-hour duration storage — iron-air chemistry /press: First utility-scale deployment — 10MW / 1,000MWh SIGNAL: Multi-day storage breakthrough — transforms grid reliability BATTERY COST TRAJECTORY: Li-ion pack: $100/kWh (down from $140 in 2023) LFP cells: $55/kWh — cheapest chemistry Sodium-ion: $40/kWh target by 2027 Solid-state: $250/kWh — needs scale to compete

2EV Infrastructure Tracking

AI agent monitors EV charging network, automaker, and fleet electrification company domains to track charging infrastructure deployment, fleet transition timelines, and electricity demand impacts from transportation electrification.

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Track EV Infrastructure Signals
/about/press/productsCountries
EV INFRASTRUCTURE INTELLIGENCE ════════════════════════════════════════════════════════ tesla.com — Supercharger Network /about: 60,000+ Supercharger stalls globally /press: NACS connector — now North American standard SIGNAL: Tesla opening network — universal access accelerating chargepoint.com — /about: 300,000+ activated ports /press: Fleet electrification platform — depot charging solutions /products: Power management — dynamic load balancing SIGNAL: Fleet electrification creating massive new load growth EV MARKET IMPACT ON ENERGY: US EV sales 2025: 4.2M (28% of new sales) Electricity demand from EVs: 85 TWh by 2030 (US) Peak charging load: 45GW additional demand by 2030 Oil demand displacement: 2.5M bbl/day by 2030 SIGNAL: EVs creating both load growth opportunity and oil demand risk

3Hydrogen Economy Analysis

AI agent monitors hydrogen electrolyzer manufacturer, hydrogen infrastructure developer, and industrial hydrogen consumer domains to track green/blue hydrogen project developments, cost trajectories, and market formation.

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Track Hydrogen Economy Signals
/products/press/investorsCountries
HYDROGEN ECONOMY INTELLIGENCE ════════════════════════════════════════════════════════ plugpower.com — Green hydrogen producer /products: 5MW PEM electrolyzers — modular design /investors: Cash burn concerns — $1.2B liquidity remaining /press: 150 tonnes/day green H2 production capacity SIGNAL: Green hydrogen leaders struggling financially — sector shakeout airproducts.com — Blue hydrogen at scale /press: $7B NEOM green hydrogen project — Saudi Arabia /products: Steam methane reforming + CCS — blue H2 at $2/kg SIGNAL: Blue hydrogen more commercially viable near-term nelhydrogen.com — Electrolyzer manufacturer /products: Alkaline electrolyzers — 1GW/year manufacturing capacity /press: Electrolyzer costs: $500/kW (target: $200/kW by 2030) HYDROGEN COST TRAJECTORY: Gray H2: $1.00-1.50/kg (cheapest — no carbon cost) Blue H2: $1.80-2.50/kg (competitive with 45Q credit) Green H2: $4.00-6.00/kg (needs scale + cheap renewables) Green H2 with 45V PTC: $1.00-3.00/kg (IRA makes competitive)

4Carbon Capture Technology Assessment

AI agent monitors CCS developer, direct air capture company, and CO2 utilization startup domains to track carbon capture technology maturation, project deployments, cost curves, and policy support driving CCS investment.

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Evaluate CCS Technology Landscape
/products/press/aboutDomain Ages
CARBON CAPTURE TECHNOLOGY INTELLIGENCE ════════════════════════════════════════════════════════ climeworks.com — Direct Air Capture /about: Mammoth plant — 36,000 tonnes/year CO2 removal /press: DAC cost: $400-600/tonne (target: $100 by 2030) SIGNAL: DAC scaling rapidly — costs declining on learning curve carboncapture.com — Carbon Capture Inc. /products: Modular DAC system — 5,000 tonne modules /press: Bison project — Wyoming — 5 MTPA capacity Domain Age: 2,400 days | PageRank: 3.8 exxonmobil.com/ccs /press: Largest CCS portfolio — 9 MTPA capacity planned by 2030 /investors: $17B low-carbon investment through 2027 SIGNAL: ExxonMobil betting big on CCS — industrial hub strategy CCS ECONOMICS (with 45Q): Point source CCS: $50-80/tonne — 45Q: $85/tonne = profitable DAC: $400-600/tonne — 45Q: $180/tonne = still needs scale Enhanced oil recovery: CO2-EOR adds $20-30/bbl revenue

5Digital Oilfield Monitoring

AI agent monitors oilfield technology vendor, industrial IoT platform, and AI analytics company domains to track digital oilfield solutions, autonomous operations, and AI-driven production optimization technologies.

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Track Digital Oilfield Technology
/products/case-studies/pressIAB Categories
DIGITAL OILFIELD INTELLIGENCE ════════════════════════════════════════════════════════ slb.com/digital — SLB Digital Solutions /products: Delfi AI platform — well and reservoir optimization /case-studies: 15% production uplift for Permian operator SIGNAL: AI-driven well optimization delivering material production gains c3.ai — Enterprise AI for Oil & Gas /products: C3 AI Production Optimization — predictive analytics /press: Shell deployment — $100M+ in annual production value /case-studies: Predictive maintenance reducing downtime 35% cognite.com — Industrial DataOps /products: Cognite Data Fusion — operational digital twin /press: Aker BP full-field digital twin — unmanned platform operations SIGNAL: Digital twin enabling autonomous offshore operations DIGITAL OILFIELD ROI: Production optimization: 10-15% uplift typical Predictive maintenance: 30-40% downtime reduction Remote operations: 25% OpEx reduction offshore Digital twin adoption: 45% of large E&Ps (up from 15% in 2022)

6Energy Storage Innovation Tracking

AI agent monitors grid-scale energy storage developer, long-duration storage startup, and utility procurement domains to track energy storage technology deployments, cost curves, and market growth across batteries, compressed air, thermal, and gravity storage.

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Track Energy Storage Innovation
/products/press/aboutDomain Ages
ENERGY STORAGE INNOVATION TRACKER ════════════════════════════════════════════════════════ essinc.com — ESS Inc. — Iron flow batteries /products: Energy Warehouse — 6-12 hour duration /press: 10-year calendar life, zero degradation SIGNAL: Iron flow batteries — no rare minerals, long duration energyvault.com — Gravity-based storage /products: EVx — modular gravity storage system /press: 200MWh gravity storage commissioned in China Domain Age: 2,800 days | PageRank: 4.2 maltatinc.com — Thermal energy storage /products: Pumped heat storage — 100MW, 10-hour duration /about: Backed by Breakthrough Energy Ventures SIGNAL: Non-lithium storage technologies maturing for grid deployment STORAGE DEPLOYMENT: US grid storage installed: 22GW / 68GWh (+45% YoY) Li-ion 4hr: $180/kWh LCOS — competitive with gas peakers Long duration (8-100hr): Early commercial — costs declining rapidly IRA ITC for storage: 30-50% — accelerating deployment

7Nuclear Technology Intelligence

AI agent monitors nuclear technology developer, SMR vendor, and nuclear utility domains to track next-generation nuclear developments, small modular reactor deployments, and nuclear energy policy supporting baseload decarbonization.

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Track Nuclear Technology Signals
/products/press/aboutCountries
NUCLEAR TECHNOLOGY INTELLIGENCE ════════════════════════════════════════════════════════ nuscalepower.com — NuScale Power (SMR) /products: VOYGR SMR — 77MW modules, factory-built /press: CFPP project cancelled — cost overruns SIGNAL: SMR cost challenges — rethink timeline expectations kairos-power.com — Kairos Power /about: Hermes test reactor — molten salt coolant /press: NRC construction permit received — first advanced reactor SIGNAL: Advanced reactor regulatory pathway clearing oklo.com — Fast reactor technology /products: Aurora compact fast reactor — 15MW /investors: Sam Altman-backed — $500M raised /press: Data center power — Microsoft, Google evaluating SIGNAL: Tech industry demand driving nuclear microreactor development NUCLEAR RENAISSANCE SIGNALS: Reactor life extensions: 80-year license renewals approved Uranium price: $95/lb (up from $30 in 2020) Countries expanding nuclear: 28 (COP28 pledge to triple by 2050) Data center nuclear PPAs: 3 announced (Microsoft, Google, Amazon)

8Geothermal Technology Monitoring

AI agent monitors geothermal developer, enhanced geothermal system (EGS), and drilling technology company domains to track geothermal innovation, project deployments, and the convergence of oil & gas expertise with geothermal development.

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Track Geothermal Technology Signals
/products/press/aboutOpenPageRank
GEOTHERMAL TECHNOLOGY INTELLIGENCE ════════════════════════════════════════════════════════ fervorenergy.com — Fervo Energy (EGS) /about: Enhanced Geothermal — oil & gas horizontal drilling applied /press: Cape Station — 400MW EGS project — largest in world /careers: +45% hiring — drilling engineers from O&G industry SIGNAL: EGS proven — O&G skills directly transferable sagegeosystems.com — Sage Geosystems /products: Geopressured geothermal + gravity energy storage /press: Combined geothermal heat + storage — dual revenue Domain Age: 1,600 days | PageRank: 2.8 SIGNAL: Novel business model — energy + storage from single well eavor.com — Eavor Technologies /products: Eavor-Loop — closed-loop geothermal, no fracturing needed /press: First commercial project — Germany — 8MW SIGNAL: Closed-loop eliminates seismicity risk — broader applicability GEOTHERMAL MARKET: Global installed: 16GW (+3GW in development) EGS potential (US): 100+ GW technically recoverable LCOE range: $50-70/MWh — competitive with wind/solar + storage O&G skill overlap: 78% of drilling/completion skills transfer

9Grid Technology Intelligence

AI agent monitors power electronics, grid software, and transmission technology company domains to track innovations in grid-forming inverters, HVDC transmission, virtual power plants, and AI-powered grid management systems.

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Track Grid Technology Innovation
/products/press/case-studiesOpenPageRank
GRID TECHNOLOGY INTELLIGENCE ════════════════════════════════════════════════════════ hitachienergy.com — Grid technology leader /products: HVDC Light — 3GW capacity, 2,000km distance /press: EconiQ SF6-free switchgear — eliminating potent GHG SIGNAL: SF6-free technology — environmental regulatory advantage fluence.com — Grid-scale storage + software /products: Mosaic AI — battery dispatch optimization /case-studies: 30% revenue uplift from AI-optimized dispatch SIGNAL: AI grid software delivering measurable value improvements EMERGING GRID TECHNOLOGIES: Grid-forming inverters: Required for high-renewable grids — 12 utility RFPs Superconducting cables: Pilot stage — 10x current capacity Dynamic line rating: 15-30% capacity increase on existing lines GETs (Grid Enhancing Tech): $2B deployment by 2028 Digital substations: IEC 61850 adoption at 45% of new builds

10Energy Technology Dashboard

AI agent synthesizes all energy technology intelligence into a strategic dashboard — providing the EnergyTech team with visibility into battery innovations, hydrogen developments, CCS progress, nuclear advances, and digital transformation trends across the energy technology landscape.

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Generate Technology Dashboard
/products/press/aboutOpenPageRank
ENERGY TECHNOLOGY DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ Technology domains tracked: 120+ | Battery cost: $100/kWh Hydrogen (green): $4-6/kg (with 45V: $1-3/kg) | CCS capacity: 9 MTPA planned EV demand impact: 2.5M bbl/day by 2030 | Grid storage: 22GW installed Nuclear SMR: Cost challenges | Geothermal EGS: 400MW Fervo project
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Generate Technology Report

Energy Technology Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Technology companies monitored: 120+ across batteries, hydrogen, CCS, nuclear, digital Battery costs: $100/kWh for Li-ion, $40/kWh target for sodium-ion by 2027 Hydrogen: Green H2 at $4-6/kg, IRA 45V PTC making competitive at $1-3/kg CCS: 45Q credits ($85/tonne) making point-source CCS profitable EV impact: 4.2M US sales in 2025 — displacing 2.5M bbl/day oil by 2030 Grid storage: 22GW installed, long-duration technologies commercializing Nuclear: SMR cost challenges, but data center demand driving microreactor interest Geothermal: EGS proven at scale — 78% O&G skill transfer, major diversification opportunity
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