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/daily ·12 AUG 2026 ·WEDNESDAY ·3 MIN READ ·6 STORIES

The grid doubles, the river runs hot, and Amazon builds America's biggest gas plant

The EIA projects US battery storage capacity will double by 2028; July 2026 is confirmed as the hottest month ever recorded; and Amazon is building the United States' largest fossil fuel power plant — to feed its AI data centres.

01 / The Day

WEDNESDAY 12 AUG 2026, ranked

06

EIA: US grid battery storage on track to double capacity by 2028

New EIA projections show US grid-connected battery energy storage capacity on track to double from current levels by 2028, driven by a combination of falling cell costs, IRA incentives, and a pipeline of contracted projects already in late-stage development.

Why it mattersDoubling in two years is a build rate that would have been dismissed as optimistic in 2022. The EIA projects it as a base case. That gap between prior expectations and current trajectory is the real story.

Amazon is building the United States' largest fossil fuel power plant — for its AI data centres

Amazon is developing GW Ranch, a dedicated natural gas power plant in the US that would be the country's single largest fossil fuel generation facility. It is intended exclusively to power Amazon's AI data centres, bypassing the public grid entirely.

Why it mattersThe hyperscaler that has made the most aggressive public net-zero commitments is building the country's biggest gas plant. The gap between decarbonisation pledges and AI infrastructure investment choices is now measurable in gigawatts.

July 2026 confirmed as the hottest month ever recorded in human history

Climate data services have confirmed July 2026 as the hottest calendar month in the instrumental record, surpassing July 2023. Ocean surface temperatures, atmospheric heat content, and land surface temperatures all registered records simultaneously.

Why it mattersRecords are falling so regularly they are losing their shock value. The relevant signal is the rate: July 2026 being hotter than July 2023 — which was itself then-unprecedented — establishes a pace that is not slowing.

Researchers achieve near-100% silver recovery from end-of-life solar panels

A materials research team has developed a process that recovers close to 100% of the silver content from decommissioned crystalline silicon solar panels, a critical element that currently represents about 10% of photovoltaic panel material costs.

Why it mattersSolar panel recycling has been a credibility problem for the industry — panels last 25-30 years, but most early installations are now entering end-of-life without viable recovery pathways. This closes the silver loop at commercial purity.

BYD wins Germany's Paul Pietsch Award for megawatt flash charging technology

BYD received the German International Paul Pietsch Award for its megawatt-class flash charging technology, which can add approximately 400km of driving range in five minutes. The award recognises the technical achievement in the context of the broader EV transition.

Why it mattersCharging speed at this level — faster than a tank of petrol for equivalent range in everyday driving — eliminates the last practical objection to EVs for high-mileage drivers. European recognition of Chinese technology also has geopolitical texture.

Energy Vault signs 1.25 GW AI data centre power infrastructure deal in Texas

Energy Vault has signed a 1.25 GW energy storage and power infrastructure agreement in Texas targeted at AI data centre load, combining battery storage with grid integration services to provide firm power for compute-intensive facilities.

Why it mattersData centre operators signing GW-scale storage deals directly with energy technology companies — bypassing utility procurement — is a new market structure. It signals that AI infrastructure timelines are too fast for conventional utility planning cycles.
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