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🟡 Semafor Net Zero: Big Money loves renewables
The world’s biggest investors disagree with President Trump’s argument that clean energy is a ‘scam.’
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Trade restrictions likely to be new normal post-Trump
Jennifer Granholm, energy secretary under President Joe Biden, spoke to reporters about the future of tariffs.
Mario Tama/Getty Images/Reuters
Clean energy finance firm Generate Capital expects industry consolidation
David Crane gave his first interview to Semafor since being tapped as CEO of Generate Capital.
Jonathan Wiggs/The Boston Globe via Getty Images
Mitsubishi fails to sell carbon-capture systems
Takajiro Ishikawa, CEO of Mitsubishi Heavy Industries America, explains why.
Trish Badger/Reuters
Brookfield still bullish on renewable energy investments
Private equity has become a critical source of capital for large-scale renewables, which firms like Brookfield view as a low-risk of long-term income.
Mario Tama/Getty Images
Gas makes a comeback at Climate Week
At a number of events in New York on Tuesday, senior officials made a case for gas as essential for energy security and a buttress to renewables.
Isaac Urrutia/Reuters
Aluminum tariffs not driving US investment: Alcoa chief
The levies are also pushing the mining firm to pull back from expansion in Canada, among its largest production sites.
Chu Baorui/VCG via Getty Images
Trump elevates role of nuclear in trade talks
Donald Trump’s state visit to the UK this week inof a deal that will make it easier for US companies to build nuclear power stations in Britain.
Exxon CEO ‘pessimistic’ about Trump breakthrough on Europe’s ESG rules
‘We don’t have any plans’ for new projects or investments in Russia, Darren Woods added.
IEA report points to Big Oil’s spending problem
The oil and gas industry is spending about $500 billion a year just to maintain consistent production from existing wells, a new IEA report found.
EPA to stop collecting emissions data from polluters
Critics said that without this data, governments can’t identify emission sources — or reduce them.
JPMorgan is still bullish on the energy transition
In a report shared exclusively with Semafor, the largest US bank explains why and how it’s advising clients to plan for a ‘new energy security age.’
US withdrawal highlights COP30’s deeper challenge
Negotiators have several issues to tackle, but the principal one is protecting the actual process of global climate talks, the head of last year’s summit said.
Trump’s climate rollbacks to sharply slow US emissions cuts: Report
What were once worst-case projections under former US President Joe Biden are now best-case under President Donald Trump.
Hydrogen production still growing despite project cancellations
Investment in new clean hydrogen projects topped $110 billion in the last year, across more than 500 projects, a report by the Hydrogen Council found.
Trump administration ramps up campaign against EU climate rules
Chris Wright sees methane regulations as an obstacle to fulfilling a $750 billion energy trade deal.
The gas industry’s spirits are high
As the world’s biggest gas industry conference, there’s a tangible sense that gas is back, and no longer needs to apologize for being a fossil fuel.
Obstacles threaten nuclear sector’s 2050 ambition
Attendees at a recent industry conference voiced confidence the target would be reached, but were quick to point out the challenges.
Kenya calls out Western leaders over failed climate promises
Ruto said climate inaction was costing tens of thousands of lives and compounding development challenges in the world’s poorest nations.