pilots to offtake negotiations
for transformers, copper, and skilled labor; nuclear sees a cautious revival via life-extensions, small modular concepts, and microreactors for mining sites and remote communities, while hydrogen projects shift from pilots to offtake negotiations focused on price floors, certificates of origin, and pipeline repurposing; in transportation, automakers juggle EV adoption plateaus in some markets with charging build-out, battery chemistries that trade off energy density and cost, and policy incentives that increasingly
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