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Semafor net zero

Clean energy companies paring back climate talk

Downplaying climate in corporate messaging may be a smart political move but risks putting companies out of touch with their customers, analysts warned.
Wind turbines on a farm in Texas. Nick Oxford/File Photo/Reuters

How a trade war with China helps (some) US clean tech companies

Battery companies have been preparing for a rift with Chinese suppliers for years.
A worker is seen in Ascend Elements’ facility in Covington on Tuesday, March 28, 2023.Arvin Temkar/The Atlanta Journal-Constitution/Reuters

China can win an energy trade war with the US

Losing access to the US market could be great for China’s clean tech companies.
Employees are producing lithium battery products on a workshop production line in Nantong, Jiangsu province, China, on January 3, 2024.Costfoto/NurPhoto/Reuters

Trump’s trade war has a few silver linings for clean energy

Middle-income importers of clean tech from China could stand to benefit from a trade war.
Employees inspect solar panels at a workshop in Chint Solar Co. Ltd. factory in Hangzhou, Zhejiang province December 8, 2009.Lang Lang/Reuters

How Trump slowed the fight against ‘forever chemicals’

The first Trump administration took steps to slow down regulations or alter the agency’s research on chemicals that pose a pressing public health threat, former officials say.
A woman looks to buy disinfectant wipes in low supply at a Fred Meyer in Portland, Ore., on March 2, 2020. Alex Milan Tracy/Sipa USA/Reuters

Trump’s tariffs are a major setback for AI

If the goal is to stand up new US industries, the rest of Trump’s agenda is at odds with his new trade barriers.
Wind turbines and solar panels are seen at a wind and solar power plant by State Power Investment Corporation (SPIC) in Zhangjiakou, Hebei province, China October 29, 2018.Stringer/Reuters

The SEC wants to ignore climate risks. They’re not going away

The Securities and Exchange Commission wants to let one of its signature accomplishments of recent years wither.

Global renewable energy capacity hits record expansion

The growth, however significant, is still short of the pace needed to achieve the COP28 goal of tripling capacity by 2030.

Climate investors see opportunity in Trump’s anti-climate push

Bad vibes for renewables means bargains for patient investors.

Repealing the Inflation Reduction Act could wipe $160 billion off US GDP

Republican-controlled states stand out as some of the biggest losers, according to projections by the think tank Energy Innovation.

China’s foreign infrastructure push is greener than ever

Renewables beat fossil fuels in China’s overseas power projects last year.

Climate change could slash global GDP by a third by century’s end

The cost of investing in climate mitigation, although hefty, pales in comparison to the price of inaction.

Big gas turbine manufacturers aren’t ready to bet on the AI boom

Demand for gas power-generation hardware is surging, but the few companies that make it are reluctant to scale up.

Wind and solar together overtake coal for first time in US

It’s now a two-horse race between solar and gas to meet the country’s rising electricity demand.

Exxon isn’t scared of low oil prices

Big Oil still sees a bright future ahead.

Inflation Reduction Act exposes US taxpayers to ‘potentially unlimited liability,’ Cato Institute argues

The libertarian think tank has long criticized the Biden-era energy subsidies as a fiscally reckless example of ‘crony capitalism.’

Trump’s Big Oil bear hug won’t help the AI race

Renewables offer a cheaper and faster way to meet surging power demands, said the CEO of the largest US electricity provider.

Barely anyone has outlined emissions cuts. Financiers see that as an opportunity

Bond investors and banks are pressing for “investable” national climate transition plans.