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Industry signals and analysis on exergy, efficiency and planetary limits.
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Waste heat recovery and efficiency targets push thermoelectric materials towards a USD 1.59 billion market
Emergen Research values the global thermoelectric materials market at USD 728.4 million in 2025, reaching USD 1.59 billion by 2035. Waste heat recovery leads applications, while tellurium supply and modest conversion efficiency remain constraints.
Industry3 min read
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IEA finds critical mineral security weakening as prices rebound and investment falls
The IEA's Global Critical Minerals Outlook 2026 reports a price rebound, refining concentration edging higher to 72%, a 9% fall in critical mineral investment and persistent copper and lithium supply deficits to 2035.
Industry3 min read
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UNCTAD maps a critical minerals trade order built on export measures and partnerships
UNCTAD's Global Trade Update for June 2026 finds lithium demand rising 353% between 2024 and 2040, supply concentrated in a few countries, nearly 100 new export measures since 2020 and 73 critical mineral partnership agreements analysed.
Industry2 min read
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IEA-PVPS rebuilds the benchmark PV life cycle inventory on 83 factory-level assessments
IEA-PVPS has published its first life cycle inventory update since 2020, drawing on 83 factory-level LCAs collected through France's ADEME tender process. It reports higher internally recycled silicon, lower kerf loss and markedly reduced supply chain impacts.
Industry3 min read
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High-temperature heat pumps move from innovation to industrial reality
The High-Temperature Heat Pump Symposium 2026 in Copenhagen concluded that high-temperature heat pumps are becoming a cornerstone of industrial decarbonisation, with case studies covering steam above 150 °C in chemicals, food, dairy and paper.
Industry2 min read
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Critical minerals: why supply chain worries have gone from risk to reality
Reporting on IEA analysis, SCI finds export controls have converted supply concentration into an immediate risk. Full implementation of China's expanded rare earth measures could expose USD 6.5 trillion a year of downstream production outside China.
Industry3 min read
Read articleLONGi lifts crystalline silicon–perovskite tandem cell efficiency to a certified 35.5%
LONGi has announced a 35.5% conversion efficiency for its two-terminal crystalline silicon–perovskite tandem cell, certified by ESTI. Larger-area devices reached 34.3% and 32.2%, with tandem modules certified at 31.4% and 29.4%.
Industry2 min read
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TheStorage puts its first industrial-scale sand heat store to work at a brewery
TheStorage installed its first industrial-scale sand-based heat storage pilot at a brewery in January 2026, producing fossil-free steam for production lines. The company says the technology scales from 20 to 500 MWh with 1 to 20 MW of charging power.
Industry3 min read
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EU Battery Regulation: carbon footprint declarations bite in 2026, passports follow in 2027
From 18 February 2026, industrial rechargeable batteries above 2 kWh must carry verified carbon footprint declarations under EU Regulation 2023/1542. Digital battery passports follow on 18 February 2027, with recycling efficiency and material recovery targets from 2027.
Industry3 min read
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IEA-PVPS reports measurable gains in PV module recycling recovery and purity
IEA-PVPS finds meaningful advances in PV module recycling, with SPR reporting 98 wt% silicon recovery by mechanical processing and Solarcycle nearly 92 wt% silver. Purity and reuse pathways improved, but reporting and boundary harmonisation gaps remain.
Industry3 min read
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Grid scale flow battery cleared for a 400 MWh build
A vanadium flow battery project receives final approval, offering long duration storage with high round trip exergy efficiency.
Industry1 min read
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