Editorial coverage of the companies, founders and technologies emerging across generation, storage, grid and the wider energy transition, from early-stage start-ups to established listed players. This Insider+ category tracks new technology, funding rounds and leadership changes as they are announced. Editorial coverage, not investment advice.
Watchlist
High-voltage cable is one of the least glamorous but most structurally supported corners of the energy transition, underpinned by grid upgrades, offshore wind and interconnectors. Supply is concentrated among a few manufacturers. Here are the five that matter.
Hydrogen
Hydrogen investing in 2026 looks nothing like the hype cycle before it. The listed universe has split into profitable gas majors, loss-making pure plays, and names finding real traction powering AI data centres. Here are five listed companies that show how the sector has changed.
Grid
The humble power transformer has become the energy transition's biggest bottleneck, with lead times stretching to four years. Grid upgrades, ageing infrastructure and the AI data-centre boom are driving sustained demand. Here are five ways to follow it.
Watchlist
The energy transition is, at bottom, a materials story: lithium and nickel for batteries, rare earths for magnets, copper for the grid. Surging demand meets constrained supply and Chinese processing dominance. Here are five ways to follow the theme.
Nuclear
Nuclear has re-entered the market through an unexpected door: the AI data centre. Small modular reactors promise firm, carbon-free power, but the sector is overwhelmingly pre-revenue. Here are five names spanning developers, fuel and diversified industrials.
Energy Storage
Long-duration storage has moved from research curiosity to a key pillar of the energy transition, with the market forecast to nearly triple by 2033. Here are five listed ways to follow the theme, and the demand signals driving it.
United Kingdom
Gen2 Carbon, a little-known carbon recycling company in the UK, has experienced a surge in orders from wind farm companies.
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