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Intelligence for the New World Economy

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Intelligence for the New World Economy

Semafor Energy

Why speed is the best energy solution

When it comes to the future of energy, the best solution is the one that can get built most quickly, experts argued at Semafor’s World Economy Summit.
Workers install a solar panel in Jiuquan.Stringer/Reuters

AI energy demand could soon ‘become a crisis,’ former Biden energy envoy warns

The US doesn’t have the capacity to meet the industry’s growing demands, Amos Hochstein said at Semafor’s World Economy Summit.
Amos Hochstein, Managing Partner, TWG Global speaksAmos Hochstein. Paul Morigi/Getty Images for Semafor

The US is paying the price for complacency with China. Time is running out.

Washington did not heed the lessons of an episode a generation ago. Now it’s paying the price.
A view of the MP Materials rare earth open-pit mine in Mountain Pass.Steve Marcus/Reuters

Impossible Foods CEO says climate-based marketing a ‘mistake’

Introducing fake meat as a climate solution made the industry a political target, Impossible Foods CEO Peter McGuinness said.
Impossible Foods CEO Peter McGuinness.Impossible Foods CEO Peter McGuinness. Paul Morigi/Getty Images for Semafor.

Norway declares victory in move away from gas cars

Eighty-nine percent of all cars sold in the country last year were electric, and that figure has risen to more than 95%.
Cars get charged at a charging point in Oslo, Norway.Leonhard Foeger/Reuters

As electricity bills rise, candidates in both parties blame data centers

The AI-driven, power-hungry projects are emerging as a new target for America’s emboldened populists.
Data centers in VirginiaLeah Millis/Reuters

Fossil fuels will power the AI revolution, Saudi Aramco CEO says

The surge in electricity demand driven by electric vehicles and data centers will be supported by fossil fuels rather than renewables, Amin Nasser said.

Trump eyes deeper energy project cuts as shutdown drags on

A so-called ‘kill list’ shared with Semafor details billions of dollars in additional potential cuts to some of the country’s biggest clean energy projects.

OPEC oil output increase likely to lead to glut

The likely glut will help Riyadh score points with the White House by contributing to low gasoline prices for US drivers.

Global renewable energy generation surpasses coal for first time

China and India largely drove the rise in renewables and met much of the world’s growing appetite for electricity.

Europe struggles to help Ukraine rebuild its battered energy system

Mutual attacks by Ukraine and Russia on each other’s electricity and fossil fuel networks have increased over the past week.

Trump’s cuts hurt climate tech favored by Big Tech and Big Oil

Carbon removal is one nascent sector where the US has a chance to outcompete China.

Renewables overtake coal as world’s primary source of electricity

The milestone was led by solar and wind power adoption in China, with the US and EU relying more on fossil fuels in the first half of 2025 than in the previous year.

AES chief frustrated by stockmarket’s turn against renewables

The stock market is bad at understanding the value of renewable energy, the CEO of one of the largest US power companies told Semafor.

Nuclear power startups are starting to look like a bubble

Amid a wave of support from the Trump administration, Wall Street analysts think some new nuclear companies are overvalued.

OPEC’s moment to squeeze US shale

A slowdown in US oil output may allow the group to add supply without crashing prices.

PepsiCo’s renewable energy plans

PepsiCo’s chief sustainability officer spoke to Semafor about the beverage giant’s climate plans.

US govt shutdown would push back energy permitting

Congress looks unlikely to agree on a budget by Wednesday.