American Energy Stories

American Energy Stories

nick.nigro@atlaspolicy.com

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Eaton Corporation 2 (48C Self-Disclosed)

In El Paso, Texas, Eaton is investing $80M to significantly expand its manufacturing footprint -opening a new facility and increasing capacity at its existing manufacturing plant. This project will expand production of low-voltage switchgear, circuit breakers, switchboards, panelboards and other assemblies for critical U.S. energy infrastructure projects across industries.

By |2025-08-19T13:51:45-04:00August 19th, 2025|Uncategorized|0 Comments

Cummins, Inc. (48C Self-Disclosed)

Cummins is investing in large-scale PEM electrolyzer manufacturing and testing for Accelera by Cummins, its zero-emissions technology brand, at its Fridley, MN, U.S. plant. This hydrogen production technology enables customers to decarbonize hard-to-abate applications and sectors of the economy. Driving cost-effective domestic manufacturing of electrolyzers at commercial scale is required to develop a viable hydrogen economy and accelerate the shift to zero.

By |2025-08-19T13:51:45-04:00August 19th, 2025|Uncategorized|0 Comments

Eaton Corporation 1 (48C Self-Disclosed)

Eaton is expanding production capacity of voltage regulators at their Nacogdoches, TX manufacturing facility. The current facility sits at 192,650 sq ft and produces single-phase polemount and padmount transformers. This project will add 243,000 sq ft to the existing facility and will accommodate increased manufacturing of voltage regulators. The investment at the Nacogdoches, TX facility will increase Eaton's ability to meet customer demands and support utility companies' efforts to modernize the grid. Voltage regulators are a key component in grid stability and resiliency because they hold the distribution line voltage constant. This project will also facilitate the expanded production of medium voltage liquid-immersed transformers for distribution utilities at Eaton's Waukesha, WI facility. Voltage regulators and distribution transformers are necessary to meet current and long-term electricity demand and to enable the broader use of distributed energy resources and electrification of the nation's transportation system.

By |2025-08-19T13:51:45-04:00August 19th, 2025|Uncategorized|0 Comments

Covestro LLC (48C Self-Disclosed)

Covestro, a leading manufacturer of high-quality polymer materials, has initiated a project to significantly reduce Scope 1 emissions, specifically the N2O and NOx emissions associated with nitric acid production at its Baytown, Texas facility. The project is solely to reduce N2O and NOx emissions. It will not increase production capacity, revenue or profit for Covestro, and it will result in a chemically identical product. The project will, however, help Covestro achieve its climate neutrality targets through reduced emissions and result in a more environmentally sound product.

By |2025-08-19T13:51:45-04:00August 19th, 2025|Uncategorized|0 Comments

Eaton Corporation 3 (48C Self-Disclosed)

Eaton is investing $22M in equipment at its Waukesha, Wisconsin, facility to increase manufacturing capacity of three-phase transformers for utility, data center, large commercial and industrial applications. Eaton's equipment provides vital functionality to support electric grid resilience, renewable energy projects and electric vehicle (EV) charging stations.

By |2025-08-19T13:51:45-04:00August 19th, 2025|Uncategorized|0 Comments

American Battery Technology Company (48C Self-Disclosed)

This project will support the construction of a new facility for the recycling of lithium-ion batteries utilizing these internally-developed technologies with a throughput of 20,000 tonnes per year. This facility will produce battery grade critical materials of nickel sulfate, cobalt sulfate, manganese sulfate, lithium hydroxide, spherical graphite, copper, and aluminum. ABTC specifically manufactures these products to the battery grade specifications of its customers so that these products can be reintroduced into the domestic-US supply chain to create a closed-loop infrastructure.

By |2025-08-19T13:51:43-04:00August 19th, 2025|Uncategorized|0 Comments

ArcelorMittal Calvert LLC (48C Self-Disclosed)

ArcelorMittal proposes to build an advanced manufacturing facility in Calvert, Alabama to produce high-quality non-grain oriented electrical steel (NOES) - a critical material essential in electric vehicle motors and other clean energy technologies. The project will fill a critical gap in the domestic supply chain, reducing dependency on imports while supporting decarbonization of the automotive sector.

By |2025-08-19T13:51:43-04:00August 19th, 2025|Uncategorized|0 Comments

Ardent Process Technologies (48C Self-Disclosed)

Ardent will be expanding its production capacity of Carbon Capture membranes at its facility in New Castle, DE. The investment enables 10x expansion of units over the next two years to fulfill the growing CO2 capture market in the US and internationally. Its chemically resistant membranes allow creative and low cost designs of industrial flue gas capture in traditionally hard to abate petchem, kiln, boiler, bio-energy, agricultural process industries.

By |2025-08-19T13:51:43-04:00August 19th, 2025|Uncategorized|0 Comments

AtmosZero, Inc. (48C Self-Disclosed)

AtmosZero, the Colorado-based company on a mission to decarbonize steam, has secured 48C funding to construct its first "giga-factory" in Loveland. AtmosZero produces Boiler 2.0, a modular plug and play air-sourced steam generating heat pump, which is capable of addressing 50% of industrial heat needs, representing 8% of global emissions. The factory will output 1 Gigwawatt of new steam production capacity annually, equating to 1.9M tons of CO2 abatement capacity per year. This represents a dramatic and important escalation of domestic industrial heat pump production fueling American innovation and enabling the US industry to rapidly and cost competitively transition to a net zero economy.

By |2025-08-19T13:51:43-04:00August 19th, 2025|Uncategorized|0 Comments

Ballard Power Systems (48C Self-Disclosed)

Ballard Power Systems Inc. (Ballard) plans to construct a new 230,000 square foot facility in Rockwall, Texas which will demonstrate disruptive, low-cost, fully automated manufacturing processes to position Ballard to meet expected future market demand, while significantly driving down costs of its market-leading fuel cell engines. The facility represents the next stage of Ballard's 'local for local' strategy, featuring cutting-edge fuel cell and advanced manufacturing strategy. This will enable further scaling and commercialization of Ballard's zero emission fuel cell solutions across their target markets of bus, truck, rail, marine, off-road, and stationary power applications. Ballard plans for the new facility, dubbed Ballard Rockwall Giga 1, to be located on a parcel of 22 acres of industrial land within the Rockwall Technology Park in Rockwall, Texas. In Phase I, Ballard plans to build and commission this new manufacturing facility with annual production capacity of 8 million MEAs, 8 million bipolar plates, 20,000 fuel cell stacks, and up to 20,000 fuel cell engines per year, or the equivalent of 3 gigawatts of fuel cells.

By |2025-08-19T13:51:43-04:00August 19th, 2025|Uncategorized|0 Comments