As President Trump and President Xi Jinping prepare for high-stakes talks following the breakdown of the May Geneva trade agreement, China’s tightening grip on critical mineral exports—especially graphite, rare earths, and...more
6/10/2025
/ Acquisitions ,
Artificial Intelligence ,
China ,
Clean Energy ,
Energy Policy ,
Energy Sector ,
Geopolitical Risks ,
International Trade ,
Mergers ,
Minerals ,
National Security ,
Renewable Energy ,
Supply Chain ,
Tariffs
As temperatures soar and Texas faces another grid stress test, solar and battery storage are proving their worth – even as lawmakers consider measures that could limit their future growth. Texas is currently sweating through...more
A recent Reuters report outlines potential implications of recent U.S. trade and industrial policy changes for the critical minerals supply chain — a key component in the development of clean energy technologies....more
The U.S. battery sector faces significant challenges that could impede its growth, particularly as the demand for energy storage rises with the push for renewable energy. A major issue is the increasing reliance on lithium...more
I had the privilege of speaking at both CERAWeek 2025 and the Infocast Solar + Wind Finance & Investment Summit in March 2025, gaining distinct yet complementary insights into the energy transition. CERAWeek offered a macro...more
The growing demands of data centers are positioning renewables as essential, with wind, solar, and storage offering the most flexible and cost-effective solution to grid instability. This week, the New York Times reported...more
The U.S. energy horizon is heralding a seismic shift, according to a recent Canary Media report that digs into new estimates from the U.S. Energy Information Administration. The estimates predict 63 gigawatts of new capacity...more
President Trump’s aggressive tariff policies—10% on Chinese imports and 25% on Canadian and Mexican goods (temporarily suspended)—are disrupting global trade and taking a toll on the clean energy market. Rising Costs: Tariffs...more
Blackstone Inc. has announced that it has raised $5.6 billion for a fund dedicated to investing in the transition to cleaner energy. This is about a third larger than its previous fund, reflecting increasing investor interest...more
Japan is targeting a 73% emissions cut by 2040, with renewables at 50% of its energy mix despite calls for even more ambition. One way Japan is accelerating this renewable energy transition is by investing $1.5 billion into...more
This week marks a pivotal moment in U.S. Energy history. With Chris Wright confirmed as U.S. Energy Secretary, he and President Trump are set to pursue their promise of a "Golden Era of American Energy Dominance." Their...more
Amidst ongoing tension, a remarkable transformation is unfolding. The U.S. solar industry is writing its own comeback story, transforming from an import-dependent sector to a powerhouse of domestic manufacturing. In today’s...more
On January 3, 2025, the Internal Revenue Service (“IRS”) and the Department of the Treasury (“Treasury”) released long-awaited final regulations regarding the clean hydrogen production tax credit under section 45V of the...more
Yesterday, at his Senate confirmation hearing, Chris Wright, nominee for U.S. U.S. Department of Energy (DOE) Secretary, advocated for a forward-thinking “all-of-the-above” energy strategy, integrating fossil fuels with...more
1/16/2025
/ Clean Energy ,
Climate Change ,
Department of Energy (DOE) ,
Energy Policy ,
Energy Sector ,
Fossil Fuel ,
Greenhouse Gas Emissions ,
Infrastructure ,
Natural Gas ,
Nuclear Power ,
Renewable Energy ,
Solar Energy ,
Wind Power
he future’s coming faster than we thought—let’s embrace it. China is pioneering a space-based solar power project, hailed as the “Manhattan Project” of clean energy. Imagine a 1km-wide solar array orbiting 36,000 km above...more
The U.S. Department of the Treasury Department and Internal Revenue Service newly released Section 45V hydrogen tax credit guidance now includes nuclear plants if certain criteria are met - unlocking up to $3/kg for clean...more
1/9/2025
/ Clean Energy ,
Department of Energy (DOE) ,
Energy Projects ,
Energy Sector ,
Hydrogen Power ,
IRS ,
Nuclear Power ,
Regulatory Agenda ,
Renewable Energy ,
Tax Credits ,
U.S. Treasury
I want to wish you all a happy and healthy 2025. Despite challenging headlines, 2024 delivered extraordinary wins in our clean energy transition. But first, better stock up on espresso and cocoa now. Coffee and cocoa prices...more