Uber Accelerates Robotaxi Ambitions With Baidu and Lucid Partnerships

Saptakee S
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Uber Accelerates Robotaxi Ambitions With Baidu and Lucid Partnerships

Uber is moving toward autonomous mobility with a new strategy. This plan highlights collaboration, scale, and sustainability. Recent partnerships with Baidu, Lucid Motors, and Nuro show Uber wants to lead in the self-driving robotaxi market. They aim to compete against Waymo and Tesla.

According to a report, the global robotaxi market could grow from $0.4 billion in 2023 to $45.7 billion by 2030, at a rate of almost 92%.

robotaxi

Uber and Baidu Launch Global Robotaxi Fleet Outside the U.S. and China

Uber Technologies, Inc. (NYSE: UBER) has partnered with Baidu, Inc. (NASDAQ: BIDU) for a multi-year project. They will deploy Baidu’s Apollo Go autonomous vehicles globally, and this rollout will focus on Asia and the Middle East. The U.S. and China are not included, as demand for affordable ride-hailing services is rising fast in these regions.

Dara Khosrowshahi, CEO of Uber, said,

“This partnership brings together two of the world’s most iconic technology companies to help shape the future of mobility. As the world’s largest platform of its kind, spanning mobility, delivery, and freight, Uber is uniquely positioned to help AV leaders like Baidu bring their autonomous technology to the world.”

Baidu’s self-driving tech powers these robotaxis, which will work with the Uber platform. Riders who request eligible trips might soon get matched with Apollo Go’s driverless vehicles.

Notably, Baidu’s sixth-generation AV costs about 200,000 yuan (around $27,670), and it cuts production costs by 60%, enabling larger fleets.

Furthermore, Apollo Go has completed over 11 million rides worldwide, making it one of the most experienced autonomous fleets. Its strong safety record and operations in 15 cities, including Dubai and Abu Dhabi, make it an appealing partner.

Robin Li, Co-founder, Chairman, and CEO of Baidu, also commented,

“We are committed to bringing the benefit of autonomous driving technology to more people in more markets, and this partnership with Uber represents a major milestone in deploying our technology on a global scale. We look forward to working with Uber to deliver safe and efficient autonomous mobility solutions to riders around the world.”

Uber, Lucid, and Nuro Collaborate to Launch Premium Robotaxis in the U.S.

Uber’s next move is teaming up with Lucid Group (NASDAQ: LCID) and American self-driving technology company, Nuro, to launch a premium robotaxi service exclusively for the Uber ride-hailing platform.

This partnership will feature Lucid’s luxury electric SUV, the Lucid Gravity. It will also utilize Nuro’s Level 4 autonomous driving system, the “Nuro Driver™.”

Marc Winterhoff, Interim CEO at Lucid, highlighted,

“This investment from Uber further validates Lucid’s fully redundant zonal architecture and highly capable platform as ideal for autonomous vehicles, and our industry-leading range and spacious well-appointed interiors, as ideal for ridesharing. This is the start of our path to extend our innovation and technology leadership into this multi-trillion-dollar market.”

Uber plans to deploy over 20,000 of these AVs in six years. These robotaxis will be owned and operated by Uber or fleet partners, available only through the Uber app. Testing is underway at Nuro’s facility in Las Vegas, with full-scale production starting soon.

Lucid’s cars can drive up to 450 miles on a single charge, which means they spend less time charging and more time on the road. Nuro’s technology ensures safety and a smooth ride, even in busy or tricky places. All these features add up to scaling robotaxis.

UBER LUCID ROBOTAXI
Source: Uber

Built for Success: Safe, Efficient, and Ready to Scale

The robotaxi will run on Lucid Gravity’s advanced platform, offering long range, smart controls, and strong electric systems ideal for large-scale use.

  • It’s powered by the Nuro Driver, a Level 4 autonomous system.
  • It uses AI with built-in safety layers, allowing it to adapt quickly to new cities, roles, and vehicle types, speeding up deployment.

Jiajun Zhu, Co-Founder and CEO at Nuro, said,

“We believe this partnership will demonstrate what’s possible when proven AV technology meets real-world scale. Nuro has spent nearly a decade building an AI-first autonomy system that’s safe, scalable, and vehicle-agnostic, proven through five years of driverless deployments across multiple U.S. cities and states. By combining our self-driving technology with Lucid’s advanced vehicle architecture and Uber’s global platform, we’re proud to enable a robotaxi service designed to reach millions of people around the world.”

Lucid will install all the necessary hardware on its assembly line. Then, once the vehicle is ready for Uber, Nuro will add its self-driving software.

Uber has the reach to roll out robotaxis worldwide, with operations in 70 countries and 34 million trips a day,

Uber’s Autonomous Vehicle Strategy Shifts from In-House to Platform-Based

Uber’s approach to self-driving technology has changed significantly. After selling its Advanced Technologies Group (ATG) to Aurora for $400 million in 2020, Uber moved from creating its own AV technology to using solutions from leading companies.

This shift is paying off. Uber now partners with 18 AV companies and supports 1.5 million autonomous trips each year. Through alliances with Waymo, Pony AI, WeRide, and Volkswagen, Uber is becoming the main global platform for self-driving rides.

Waymo robotaxis are already available on Uber’s app in Phoenix and Austin, with plans to expand to Atlanta soon. These partnerships let Uber grow quickly while lowering costs and risks compared to pursuing its own AV solution.

Chinese Robotaxis Go Global with Uber

Uber is crucial in the global expansion of Chinese robotaxi developers. In addition to Baidu, companies like Pony AI, WeRide, and Beijing Momenta have teamed with Uber to offer AV rides outside China.

Momenta plans to deploy autonomous vehicles in European cities starting in 2026. The initial rollouts will include safety operators in the early phases. These efforts are part of a broader push by Chinese AV firms to enter international markets, especially in the Middle East and Europe.

EV Adoption: The Key Pillar of Uber’s Net Zero Strategy 

Uber’s renewed robotaxi push also supports its climate goals. The company aims for all rides in the U.S., Canada, and Europe to be fully electric by 2030, and globally by 2040. With over 34 million trips daily in 70 countries, Uber’s electrification efforts can significantly reduce transportation-related emissions.

It speeds up this shift by helping drivers overcome barriers. High EV costs and limited charging options are key challenges. Partnerships with EV-first companies, such as Lucid, support this mission. They provide longer-range vehicles that cut operating costs and boost ride availability.

UBER EMISSIONS
Data Source: Uber

Uber Stock Slips Despite Robotaxi Push

Despite announcing more robotaxi partnerships, Uber stock dipped slightly to $90.34 on Thursday, its seventh day of losses in a row. The stock has fallen below its 21-day moving average and is getting close to testing its 50-day line.

Still, Uber shares are up nearly 50% so far in 2025, bouncing back from last year’s decline.

UBER STOCK
Source: Yahoo Finance

Meanwhile, Baidu stock (BIDU) rose over 2% following the Uber deal, as investors welcomed the expansion of its autonomous driving business. On the other hand, Lucid stock surged more than 42% with the Uber partnership.

However, analysts remain cautious. Wedbush’s Scott Devitt said the Lucid-Nuro deal shows Uber has a “weak hand” in the driverless tech race, especially against big players like Tesla and Waymo.

Can Uber Succeed in the Robotaxi Race?

Uber’s vision is ambitious, but challenges remain in this highly competitive robotaxi space. Different regions have various regulatory frameworks for robotaxis. Validating AV safety in real-world conditions requires significant resources. Operating costs for autonomous fleets can also be high, especially with new hardware.

It leverages its large platform, global reach, and diverse AV partnerships for an edge. It utilizes technology from partners such as Baidu and Nuro, plus advanced EVs from Lucid. This varied strategy may enable Uber to launch robotaxis more quickly and affordably than rivals that focus on in-house development.

Also, Uber’s move from an AV developer to a global AV platform is a game-changer. It is helping Uber meet a variety of customer needs, including budget-conscious riders in Asia to high-end users in major U.S. cities.

With significant AV deals underway and more planned, Uber is signaling a clear message: the future of urban transportation will be electric, autonomous, and platform-driven, and Uber aims to lead the way.

Microsoft (MSFT Stock) Partners with INL to Accelerate Nuclear Reactor Permits Using AI

Saptakee S
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0
Microsoft (MSFT Stock) Partners with INL to Accelerate Nuclear Reactor Permits Using AI

Microsoft (NASDAQ: MSFT) and the Idaho National Laboratory (INL) have joined forces to make the nuclear licensing process faster and more efficient using Azure cloud and AI technology.

Backed by funding from the U.S. Department of Energy (DOE) Office of Nuclear Energy, through the National Reactor Innovation Center, this project aims to cut through the red tape that often delays the development of nuclear power.

INL and Microsoft have collaborated earlier as well. In 2023, INL and Idaho State University (ISU) nuclear engineering students developed the world’s first nuclear reactor digital twin — a virtual replica of ISU’s AGN-201 reactor — using Microsoft’s Azure cloud computing platform.

Heidi Kobylski, vice president for Federal Civilian Agencies, Microsoft, said,

“Artificial intelligence technologies can enable a new frontier of innovation and advancement by automating routine processes, accelerating development and freeing scientists and researchers to focus on the real complex challenges affecting our society. We are honored to collaborate with INL to help address the complicated process of nuclear licensing to potentially help speed the approval of nuclear reactors necessary to support our increasing energy demands.”

How Can Microsoft’s Azure AI Simplify INL’s Nuclear Licensing Documents?

INL is using a Microsoft-developed solution powered by Azure AI to generate engineering and safety analysis reports. These reports are required when applying for construction permits or operating licenses for nuclear power plants.

Normally, assembling these reports takes a lot of time and money. This is because developers have to gather safety data and technical details from various sources, then compile them into massive documents.

However, the Azure AI tool is changing that by significantly speeding up the process. It automatically generates the paperwork required for approvals from the U.S. Nuclear Regulatory Commission (NRC) and the Department of Energy (DOE), saving both time and resources.

Jess Gehin, associate laboratory director for Nuclear Science and Technology at Idaho National Laboratory, highlighted,

“This is a big deal for the nuclear licensing process. Introducing AI technologies will enhance efficiency and accelerate the deployment of advanced nuclear technologies.”

Additionally, Chris Ritter, division director of Scientific Computing and AI at INL, noted,

“AI holds significant potential to accelerate the process to design, license, and deploy new nuclear energy for the nation’s increasing energy needs. INL looks forward to early research to evaluate the applicability of generative AI in the nuclear licensing space.”

Blending AI Speed with Human Oversight

Moving on, this AI solution focuses on assembling the necessary reports using existing engineering and safety information instead of analyzing the data itself. Once the AI creates the draft documents, human experts step in to thoroughly review and verify every detail, ensuring accuracy, completeness, and regulatory compliance.

Moreover, the tool can help with many types of nuclear projects. It supports licensing for new light water reactors, upgrades to current plants, and even advanced reactor designs that use different fuels and cooling systems.

It’s also useful for nuclear test facilities approved by the NRC or DOE. Since advanced reactors often don’t follow standard designs, they need custom paperwork. This makes the AI tool especially helpful for developers trying to handle complex licensing steps quickly and correctly.

microsoft azure

nuclear US

Trump’s Support for Faster Nuclear Approvals

This AI effort aligns with recent U.S. policy shifts. In May, President Donald Trump signed executive orders aimed at accelerating the licensing process for new nuclear power plants. The goal is to shrink what’s typically a multi-year approval cycle down to just 18 months, as demand for electricity, especially from AI data centers, continues to rise.

data centers nuclear
Source: Bloom Energy

According to the Nuclear Energy Institute (NEI), the United States has 94 nuclear reactors that provide power to tens of millions of homes and serve as vital anchors for local communities.

The DOE is also encouraging private companies to submit proposals to build and operate advanced test reactors under the Atomic Energy Act. Their goal is to have at least three advanced reactors operational by July 4, 2026.

Notably, INL has received federal approval under the Defense Production Act, giving it priority access to materials and services to build two key facilities, namely the DOME and LOTUS

These test beds will support microreactors—compact nuclear units that produce 1 to 50 megawatts of reliable, zero-emission energy. They’re ideal for powering military bases, remote sites, and off-grid communities.

How AI Is Revolutionizing Nuclear Energy

As the world moves toward net zero, nuclear energy is gaining renewed focus as a clean, reliable power source. And AI is driving this transformation. Apart from s

Smarter, Safer, and More Efficient

From predictive maintenance to fusion research, it’s making nuclear power smarter, safer, and more efficient.

Notably, the U.S. Department of Energy already uses AI for reactor monitoring and maintenance. Also, fusion projects at MIT, ITER, and private firms use AI to manage complex plasma behavior, predict disruptions, and optimize reactor designs.

Boosting SMR Development

AI speeds up the development of advanced reactors, such as Small Modular Reactors (SMRs), by simulating performance and optimizing fuel efficiency. Companies like NuScale and TerraPower utilize AI to develop safer and more affordable nuclear solutions.

Safer Waste Management

Another important use of AI-powered robots and computer vision is in nuclear decommissioning. They handle hazardous waste and dismantle old plants, keeping humans safe from harm. Facilities like Sellafield in the UK are already benefiting from these innovations.

From this, we can well perceive how AI is proving to be a game-changer in the nuclear sector. From simplifying paperwork to accelerating approvals and cutting costs, tools like Azure AI are helping the U.S. lead the way in nuclear innovation. And INL is tapping on the right technology at the right time.

All in all, this success could make Microsoft a leader in AI for critical infrastructure and open up chances to bring AI to other heavily regulated industries.

Huawei’s 3,000 km Solid-State EV Battery: Is It the Game-Changer We’ve Been Waiting For?

Jennifer L
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Huawei’s 3,000 km Solid-State EV Battery: Is It the Game-Changer We’ve Been Waiting For?

Huawei has filed a patent for a new type of solid-state electric vehicle (EV) battery that could significantly change the future of clean transportation. The technology promises a driving range of up to 3,000 kilometers on a single charge and the ability to fully recharge in just five minutes.

A solid-state battery uses a solid electrolyte instead of the liquid or gel found in traditional lithium-ion batteries. This design enhances the battery’s safety, enables higher energy density, and facilitates faster charging.

If successful in real-world use, this battery could solve two major problems in EV adoption: limited driving range and long charging times.

What Makes This EV Battery Different?

Huawei’s breakthrough is based on a nitrogen-doped sulfide solid-state battery, which claims to reach energy densities between 400 and 500 watt-hours per kilogram (Wh/kg). That’s about 2 to 3 times more than the energy density of most current lithium-ion EV batteries.

Huawei’s patent focuses on a few key improvements that address common problems in solid-state battery development, including:

Higher energy density

This gives the battery a much longer driving range. Under China’s CLTC test cycle, the range reaches 3,000 km. Under the stricter U.S. EPA test, it would still exceed 2,000 km, well beyond most current EV models.

Ultra-fast charging

The battery could fully recharge in 5 minutes. This could greatly reduce charging times and ease “range anxiety.”

Greater safety and cycle life

The nitrogen-doping process improves the battery’s chemical stability and reduces unwanted side reactions. This helps prevent overheating or failure over time.

These improvements aim to overcome long-standing challenges in solid-state battery design, especially those linked to lithium interface instability and short battery life.

From Lab to Road: Crossing the Commercialization Chasm

Despite its potential, experts are cautious. They point out that many battery technologies that work well in labs don’t always perform the same way in real-world use. Huawei’s new battery faces several key challenges:

  • High cost: Sulfide electrolytes used in this design are currently very expensive—up to $1,400 per kilowatt-hour (kWh), and in some cases more expensive than gold by weight. This limits affordability for mass-market EVs.
  • Manufacturing scale: Scaling production from lab samples to commercial EV batteries requires major investment and time.
  • Battery size and weight: Reaching a 3,000 km range might require a very large and heavy battery pack, possibly weighing over a ton. This could affect how the car handles and how much space is left for passengers or cargo.
  • Charging infrastructure: To support five-minute charges, major upgrades to the power grid and public charging stations would be needed. Today’s networks are not designed for such fast, high-capacity charging.

Still, the patent shows Huawei’s strong move into EV technology. It may also help advance the industry, even if the battery isn’t ready for mass production soon.

The Global EV Battery Market: Rapid Growth and Innovation

Huawei’s patent enters a global market that is already undergoing rapid change. Driven by the global shift toward clean energy and zero-emission transport, the EV battery market is growing fast.

Here are some key numbers:

Year Market Size Estimate
2025 $76.99 to $91.93 billion
2030 Up to $198.86–$289.19 billion
2035 $115.21 to $251.33 billion
Growth CAGR of 8.5% to 22.2%

 

In particular, solid-state batteries are emerging as the next big leap in EV technology. Unlike traditional lithium-ion batteries, they use solid electrolytes, which offer higher energy density, improved safety, and longer life. 

  • Market forecasts predict the global solid-state battery sector could grow from $1.2 billion in 2024 to over $8 billion by 2030, with a CAGR of over 56%. 

Meanwhile, companies across Asia, Europe, and North America—like CATL, Panasonic, QuantumScape, and Toyota—are racing to create the first mass-market solid-state battery. They are investing heavily to bring this technology to market.

Solid-state batteries could reduce charging times and increase driving range beyond 1,000 km, key factors in broader EV adoption. However, challenges such as high production costs, temperature sensitivity, and scaling remain. As research progresses, solid-state innovations are expected to play a leading role in shaping the future of electric vehicles.

Other major EV market trends to note include:

  • Surging EV sales: In 2024, global EV sales rose 25%, hitting 17 million units. This drove battery demand past 1 terawatt-hour for the first time. This trend continues to the first quarter this year.
quarterly EV sales q1 2025
Source: IEA
  • Government support: Many countries now offer incentives or set rules requiring zero-emission vehicles.
  • Falling costs: Battery pack prices have dropped below $100 per kWh, helping EVs get closer to price parity with gas-powered cars.

However, some challenges for the entire industry remain, such as:

  • Securing supply chains: EV batteries depend on minerals like lithium, nickel, and cobalt, which are hard to mine and recycle.
  • Charging networks: Infrastructure must grow to match the speed and scale of next-gen batteries.
  • Cost vs. performance: Companies must balance affordability with high energy output and safety.

Huawei’s Bold Bet on EVs’ Next Frontier

Huawei’s entry into the EV battery market adds momentum to an already competitive space. Its solid-state battery offers up to 500 Wh/kg in energy density and charges in just five minutes. This could set new industry standards and urge competitors to accelerate their development.

If successful, Huawei’s innovation may strengthen China’s lead in battery technology and impact global supply chains.

Ultra-fast charging needs big upgrades to the charging system and grid capacity. A longer-lasting, faster-charging battery could also reduce resource use and cut total EV ownership costs over time. These potential benefits depend on Huawei’s ability to scale production and lower costs.

Despite the excitement, commercialization remains uncertain. Many lab successes face real-world hurdles in durability, safety, and affordability. Huawei’s challenge is to shift from patents to production. They must also overcome barriers that have slowed next-gen battery tech.

Still, Huawei’s 3,000 km solid-state battery patent is an exciting development in EV technology. Its claims of high energy density and ultra-fast charging, if proven at scale, could greatly change how EVs are built, charged, and used.

While challenges remain, this innovation reflects the growing pace of change in clean transport. It also adds pressure on the global EV industry to move faster, safer, and further.

The next few years will show whether Huawei’s battery can go from blueprint to real-world breakthrough. If it does, it could be a game-changer—not just for EVs, but for the entire clean energy movement.

Rivian’s (RIVN Stock) Road Ahead: Amazon Partnership Drives Carbon-Neutral Logistics

Jennifer L
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0
Rivian’s (RIVN Stock) Road Ahead: Amazon Partnership Drives Carbon-Neutral Logistics

Rivian Automotive, once hailed as a strong challenger to Tesla, is navigating a fast-changing electric vehicle (EV) market. Known for its all-electric R1T pickup and R1S SUV, the company has drawn attention with its rugged design, solid range, and eco-friendly mission.

Backed by major investors like Amazon and Ford, Rivian made headlines in 2021 with one of the largest IPOs in U.S. history. But as competition heats up and market conditions shift, Rivian must prove it can scale production, reduce costs, and stay ahead in a growing yet challenging EV landscape.

Building a Brand Around Adventure and Sustainability

Rivian targets a specific niche in the EV market—adventure vehicles. The R1T and R1S are built for off-road use but are designed with premium features and environmental sustainability in mind. Both models are powered by Rivian’s proprietary skateboard platform, which houses the battery, motors, and suspension system in a flat, low structure.

The EV startup emphasizes its green mission. Its batteries are made with materials sourced under strict environmental and social standards. It also uses a direct-to-consumer model like Tesla. This helps control the customer experience and reduce dealership costs.

In the long term, Rivian aims to build a nationwide charging network, called the Rivian Adventure Network, focused on outdoor and remote areas.

Production Push and Delivery Challenges

Rivian’s main challenge has been scaling up production. Manufacturing EVs at volume is hard, even for experienced automakers. Rivian’s Illinois plant, a former Mitsubishi facility, has been central to its rollout.

In 2024, Rivian produced approximately 49,476 vehicles and delivered about 51,579. It’s a drop of 14% compared to the previous year. Below is the company’s yearly vehicle production. 

Rivian annual vehicle production
Data source: Rivian report

Some of the major hurdles the company faces include:

  • Supply chain issues: Shortages of chips and battery components have slowed production.
  • High production costs: Building vehicles at scale while keeping quality high has proven expensive.
  • Narrow product line: With only a few models, Rivian has limited options to grow sales quickly.

Rivian plans to build a new $5 billion plant in Georgia. This plant will support its next-generation R2 platform, set to launch in 2026. The R2 line will include more affordable EVs that can appeal to a broader customer base.

Amazon Partnership: Driving Scale and Innovation

One of Rivian’s most important deals is with Amazon, which owns a significant stake in the company. Rivian agreed to produce 100,000 electric delivery vans (EDVs) for Amazon as part of its push toward a net-zero carbon footprint by 2040. Thousands of these vans are already in use across the U.S., helping Amazon cut delivery emissions.

By late 2024, Amazon had deployed over 20,000 Rivian EDVs across 100+ cities in the U.S. and Europe. These vans delivered over one billion packages in 2024, supported by a private charging network with 17,000+ chargers at Amazon facilities.

Innovation is central to their partnership. By early 2025, Amazon will introduce 1,000 EDVs equipped with Vision-Assisted Package Retrieval (VAPR) technology. This helps drivers find packages faster, improving efficiency and reducing fatigue.

The vans were co-designed with Amazon’s logistics teams for safety, ergonomics, and urban delivery needs. These vans cut greenhouse gas emissions by over 50% compared to diesel models, contributing to Amazon’s net-zero goals. Deployment has expanded beyond the U.S. to Europe and the UK, adapting to local requirements.

This partnership is a key example of how Rivian and Amazon are advancing sustainable, tech-enabled last-mile delivery. Initially exclusive to Amazon, Rivian now offers the EDVs to other fleets, helping expand electric commercial vehicle adoption.

The commercial EV market presents a major growth opportunity. Businesses like FedEx, UPS, and Walmart are also exploring electric delivery fleets. 

EV Market Trends: Growth, Support, and Stock Swings

Globally, the EV market continues to grow, but the road ahead is not without bumps. In 2024, electric car sales grew further to exceed 17 million vehicles globally. That’s an increase of more than 25% from 2023.

The share of EVs surpassed 20% of all new car sales worldwide. By 2030, EVs could make up more than half of new car sales in several major markets. Notably, governments are also pushing the shift through:

  • Tax credits and rebates
  • Emissions regulations 
  • Carbon reduction goals 

Despite all these, Rivian faces uncertainties and bottlenecks. Its stock has had a rollercoaster ride. After debuting at nearly $130 per share in 2021, the stock plunged below $20 in 2024 amid losses and investor concern about production delays.

Rivian stock price chart
Source: Yahoo Finance

As of mid-2025, Rivian has shown some signs of recovery, boosted by stronger delivery numbers and narrowing losses. Still, the company remains unprofitable.

In Q1 2025, Rivian reported revenue of $1.2 billion and a net loss of $1.1 billion. While that’s a large deficit, it’s an improvement from the previous year. The company also reported a cash balance of about $9 billion, giving it enough runway to keep investing in new models and production capacity.

Investors are watching key indicators like:

  • Quarterly production and delivery numbers
  • Progress on the R2 platform
  • Demand for Amazon vans and other commercial deals
  • Operating cost reductions and gross margin improvements

If Rivian can reduce its cost per vehicle and increase output, its path to profitability could become more realistic by 2026 or 2027, per analysts’ predictions. And one more noteworthy for ESG investors is the EV startup’s role in driving decarbonization in transportation.

Driving Toward Net Zero: Rivian’s Role in Carbon Reduction and Climate Strategy

Rivian is helping big companies cut carbon emissions, especially in delivery like Amazon. In the U.S. and Europe, delivery vans cause about 20% of city transport emissions. They could further climb to 30% by 2030, per the World Economic Forum estimates and other studies. Replacing diesel vans with electric ones is a big step toward climate goals.

Amazon’s partnership with Rivian is part of its Climate Pledge. The company aims to be net zero by 2040. That means cutting as much carbon as it produces. Rivian’s electric delivery vans (EDVs) are a key part of that plan.

But the impact goes beyond Amazon. Rivian’s vans are built for many customers. The company is now testing vans in the UK and Europe. It’s also working on smaller vans for tight city areas.

As climate rules grow stricter, more companies will need cleaner fleets. New rules in the U.S. and EU make it harder to ignore delivery emissions. Rivian offers a solution.

Switching to electric vans can also earn companies carbon credits. These credits show real progress toward reducing emissions. Rivian’s vans collect useful data, too, like how much carbon they save. This helps companies track climate progress and meet investor expectations.

If it succeeds in its plan, Rivian could emerge as one of the few EV startups to survive and thrive in a market that’s quickly becoming dominated by giants. If that’s the case, Rivian isn’t just making vans—it’s helping build a cleaner future. 

New York-based Amogy Accelerates Ammonia-to-Power Solutions with $23M Funding Boost

Aiden Green
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New York-based Amogy Accelerates Ammonia-to-Power Solutions with $23M Funding Boost

New York-based clean energy startup Amogy has secured an additional $23 million in funding, bringing its total investment to $80 million. This latest round was led by the Korea Development Bank. The fresh capital will accelerate Amogy’s work on its ammonia-to-power technology, which generates clean electricity without emissions.

The company aims to deploy this technology mainly for powering ships and large energy systems across Asia.

Seonghoon Woo, co-founder and CEO at Amogy said,

“We’ve long recognized the strong demand for ammonia-to-power technology in the shipping industry, but we also see much broader opportunities to use ammonia as a clean fuel – especially with the growing demand for the ‘clean power’ globally. We’re ready to meet that market demand. Support for a hydrogen-based economy is especially strong in Asia, and as the most cost-effective hydrogen carrier, ammonia is quickly evolving into the leading zero-carbon fuel solution for these markets. We are deeply grateful for the strong confidence our investors have placed in our vision and growth trajectory. We are especially proud to partner with institutions like Korea Development Bank, whose deep expertise in scaling energy infrastructure brings significant value to our mission.”

Why Ammonia-to-Power is a Game-Changer

Unlike fossil fuels, ammonia produces no carbon dioxide when used this way. During power generation, only water and nitrogen gas are emitted. This makes ammonia a powerful tool for reducing emissions in industries like shipping, which accounts for about 2.5% of global CO2 emissions (3rd IMO GHG study).

Ammonia’s high energy density means it stores more energy in less space than hydrogen alone, and it’s easier and safer to handle—no extreme pressures or freezing required.

However, the environmental benefits depend on how ammonia is made. Currently, much of the world uses “gray ammonia,” produced from natural gas and releasing CO2. Amogy’s goal is to shift toward “green ammonia,” made using renewable electricity, closing the loop on carbon emissions.

In Asia, where coal and gas still dominate power generation, projects like Amogy’s 40 MW plant in South Korea could significantly cut pollution and carbon output. These systems can replace or support fossil fuel plants, improving local air quality and helping countries meet climate goals.

Amogy’s Cutting-Edge Tech Turns Ammonia Into Emission-Free Electricity

Its patented “ammonia cracking technology” is a game-changer for decarbonizing heavy industries. It efficiently converts ammonia (NH₃) into electric power without burning the ammonia directly. Instead, ammonia is fed into a reactor where a special catalyst “cracks” it into hydrogen and nitrogen at lower temperatures than other systems.

Next, the hydrogen and nitrogen gases pass through a purification step to remove any ammonia traces. The hydrogen then powers fuel cells or hydrogen engines, generating 100% carbon-free electricity. The nitrogen is safely released back into the air.

Amogy’s ammonia cracking technology

amogy ammonia
Source: Amogy

This process eliminates the need for diesel pilot fuel, lowers costs, and enables decarbonization of engines that currently rely on fossil fuels.

With this technology, Amogy targets sectors like shipping and heavy industry, which currently face big challenges in cutting emissions. So, cleaning up their energy use is critical to fighting climate change.

amogy
Source: Amogy

In 2024, Amogy unveiled the world’s first carbon-free, ammonia-powered ship, proving that ammonia can serve as a practical fuel. Now, the company plans a much bigger project: a 40-megawatt ammonia-powered energy plant in Pohang, South Korea, expected to be up and running by 2029.

Asia: The Strategic Hub for Amogy’s Growth

Asia is vital for Amogy’s expansion because energy demand there is growing fast, especially in countries like South Korea and Japan. These nations have limited natural resources and depend heavily on imports.

They also have strong policies promoting clean hydrogen and ammonia fuels, such as South Korea’s Clean Hydrogen Portfolio Standard, which aims for 2% of electricity from hydrogen and ammonia by 2030, and 7% by 2035.

By focusing on Asia and building partnerships there, Amogy is positioning itself as a leader in the ammonia fuel market. The Korea Development Bank’s backing adds both financial strength and local support to Amogy’s projects.

The Huge Market Potential for Ammonia Energy

The clean energy sector is booming, with the International Energy Agency estimating that more than $2 trillion per year must be invested by 2030 to hit net-zero targets. Ammonia is gaining ground as a way to store and transport hydrogen energy. It can also use existing fuel infrastructure, making it a versatile solution.

MarketReportAnalytics projects strong growth ahead for the lightweight ammonia cracker market. It would be mainly fueled by rising investments from both the public and private sectors. The global market is expected to exceed $10 billion by 2035, reflecting a bright future for this emerging technology.

ammonia cracking technology
Source: Market Report Analytics

Amogy’s systems can power both new and retrofitted ships, as well as large facilities like factories and ports. This creates enormous market opportunities. With Asia’s rapid industrial growth driving power needs, Amogy is well placed to tap into one of the world’s most energy-hungry regions. Their successful ammonia-powered ship trial in September 2024 further shows the technology’s potential to scale.

Investor Confidence Runs High

With $80 million raised so far and a company valuation of $700 million, investor confidence in Amogy is strong. The latest round led by Korea Development Bank not only provides funding but also brings strategic guidance in a region keen to adopt green fuels.

Major industry players like Samsung Heavy Industries and Mitsui O.S.K. Lines have already teamed up with Amogy. These partnerships help speed up commercialization and provide real-world testing opportunities in shipping and energy infrastructure. Amogy plans to move from pilot projects to full commercial operations within the next four years.

By focusing on hard-to-abate sectors with few zero-emission alternatives, Amogy’s versatile ammonia-to-power solution gives it a competitive edge in the growing clean tech market.

Amogy’s Road Ahead: Powering the Net-Zero Future

Amogy is at a pivotal moment in clean energy innovation. Its ammonia-to-power technology offers a practical way to decarbonize some of the hardest energy challenges in the world. If it scales successfully and transitions fully to green ammonia, it could become a cost-effective solution that helps meet global net-zero goals.

Global policy trends and rising investments are aligned with Amogy’s mission. The next few years will be critical as the company expands projects, builds partnerships, and demonstrates its technology at larger scales, setting the stage to lead the future of clean power.

Offset Your Carbon Footprint (and Make a Profit)

Saptakee S
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0
Offset Your Carbon Footprint (and Make a Profit)

Disseminated on behalf of World Tree.

What if your next investment could help the planet and your portfolio? With World Tree’s 2025 Eco-Tree Program, it can.

As North America’s largest grower of Empress trees, World Tree plants hardwoods that grow 3X faster than traditional trees, sequester massive amounts of carbon, and regenerate farmland. Just one acre offsets your carbon footprint for an entire decade.

Even better? Each acre you invest can also return up to $20,000 within 8-12 years. Here’s how World Tree is changing the landscape, literally and figuratively, of sustainable investing.

How You Can Profit

Here’s how your investment works:

  • You Invest: Your funds go directly toward planting Empress Splendor trees across carefully selected farms in the U.S., Mexico, and Costa Rica.
  • They Grow: Over 8–12 years, the trees mature into premium-grade lumber.
  • You Earn: You get 30% of the profits when we sell our trees. Based on an 80% survival and an average selling price of 5.89 per board foot, you can make up to a 5X return on your investment.

Why the 2025 Eco-Tree Program Stands Out

World Tree is perfectly positioned to capitalize on this lumber boom, a $170B North American opportunity already, with demand expected to quadruple by 2050.

With over 7,000 acres planted across 375 carefully vetted farms, they’ve established themselves as the largest grower of Empress Splendor trees in North and Latin America. These farms are rigorously selected, ensuring optimal conditions for growth and committed farmers who receive ongoing support and training.

Meanwhile, Empress Splendor trees are a game-changer in the industry, reaching maturity 3X faster than traditional trees like cedar. World Tree’s proven expertise, extensive infrastructure, and trusted partnerships make it the leader in this market, offering investors a rare opportunity to benefit from this fast-growing opportunity.

The Environmental Bonus

Profits aren’t the only benefit this deal delivers. Investing in the 2025 Eco-Tree Program can help save our planet.

Each acre of Empress Splendor trees offsets a decade of carbon emissions for the average person, making it one of the most efficient natural carbon sequestration tools available. And even beyond capturing carbon, these trees restore degraded farmland, promoting healthier ecosystems through soil revitalization.

By planting these fast-growing trees, World Tree also enhances biodiversity, creating habitats for pollinators and protecting native forests. This is an investment that not only generates financial returns but also leaves a lasting environmental legacy.

Don’t Miss This Low Price

This deal gets even better for those who act quickly. Investments made before the deadline will secure the current unit price before it increases.

That means an acre investment before the deadline could return as much as $24,000. And more trees mean more profits (and a bigger environmental impact).

In the end, the 2025 Eco-Tree Program offers an investment opportunity that’s as rare as rewarding. And with the deadline before the current price increases fast approaching, the time to act is now.

Make the most of your stake in the lumber boom with the fastest-growing trees around. Visit invest.ecotreeprogram.com to learn more before the price increase takes effect.

This is a paid advertisement for World Tree’s Regulation CF Offering. Please read the offering circular at invest.ecotreeprogram.com

Disclosure: Owners, members, directors, and employees of carboncredits.com have/may have stock or option positions in any of the companies mentioned: None.

Carboncredits.com receives compensation for this publication and has a business relationship with any company whose stock(s) is/are mentioned in this article.

Additional disclosure: This communication serves the sole purpose of adding value to the research process and is for information only. Please do your own due diligence. Every investment in securities mentioned in publications of carboncredits.com involves risks that could lead to a total loss of the invested capital.

Please read our Full RISKS and DISCLOSURE here.

Rio Tinto, Antofagasta Lead Copper Surge—But Trump’s Tariff Threat Casts a Shadow

Saptakee S
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0
Rio Tinto, Antofagasta Lead Copper Surge—But Trump’s Tariff Threat Casts a Shadow

In July 2025, the copper market is teetering between booming production and growing political uncertainty. Mining giants such as Rio Tinto and Antofagasta have delivered strong first-half results, indicating that global copper supply is in good shape.

Yet, looming trade disruptions, especially U.S. President Donald Trump’s plan to slap a 50% tariff on copper imports, are stirring fear in the market. While copper demand remains healthy due to clean energy and electrification trends, the tariff shock and rising inventories have shaken investor confidence. Prices, although still up year-on-year, are losing steam fast.

Rio Tinto Delivers a Copper Surge

Rio Tinto’s second-quarter copper production hit 229,000 tonnes—its highest in years. That’s a 15% jump year-on-year and a 9% increase from Q1. The figures include both copper concentrate and refined metal.

  • CuEq production: Up 13% YoY for Q2
  • Half-year growth: 6% YoY
  • Oyu Tolgoi mine: Star performer with 87,000 tonnes, up 65% YoY
  • Escondida (Rio’s share): Production rose 4% despite lower ore grades

Rio Tinto CEO Jakob Stausholm called it a “strong operational quarter,” noting the company’s consistent performance in bauxite and iron ore as well. He emphasized that Oyu Tolgoi remains on track to become the fourth-largest copper mine globally by 2030.

2025 Guidance

The company expects to reach the higher end of its full-year copper production guidance—between 780,000 and 850,000 tonnes. Cost controls remain strong, helping Rio position itself well for the second half.

Meanwhile, expansion efforts are ongoing, with two key projects in the pipeline:

  • Resolution Copper in Arizona
  • Winu Project in Western Australia

Rio’s flagship Oyu Tolgoi mine is expected to scale up to 500,000 tonnes per year between 2028 and 2036, further strengthening its global copper dominance.

Antofagasta’s Copper Surge Meets Market Caution

Chile’s Antofagasta also posted solid growth, producing 314,900 tonnes of copper in H1 2025—a 10.6% increase year-over-year.

Strong output from the Centinela Concentrates and Los Pelambres mines offset a decline in cathode production.

  • However, the company has chosen to keep its annual guidance unchanged at 660,000–700,000 tonnes, similar to its 2024 figures.

That cautious outlook reflects the uncertain pricing environment and potential headwinds from global trade actions.

In general, tighter regulations, environmental rules, and rising production costs are pushing more companies to merge. Experts say that over the next 25 years, the copper industry will need more than $2.1 trillion in investments to keep up with global demand.

At the same time, companies are focusing more on strong ESG practices to boost transparency and improve their sustainability efforts.

Trump’s Tariff Threat Rattles the Copper Market

The copper market’s biggest shock came from Trump’s announcement: a 50% tariff on all copper imports into the U.S., set to take effect August 1, 2025. However, the goal is to boost domestic production and reduce reliance on imports.

The U.S. Geological Survey highlighted key facts about the U.S. copper market

  • U.S. copper production: Covers just over half of domestic demand. In 2024, U.S. mine production of recoverable copper was approximately 1.10 million tonnes, down from ~1.13 Mt in 2023.
  • Arizona’s contribution: Over two-thirds of the U.S. copper supply
  • 2024 imports: Over 90% came from Chile, Canada, and Peru. Refined copper imports reached roughly 0.81 Mt in 2024
  • The U.S. consumes about 1.6 Mt annually but only produces ~1.1 Mt domestically, leading to a net import reliance of nearly 45%.
U.S. COPPER
Source: U.S. Geological Survey, Mineral Commodity Summaries, January 2025

Reuters reported that the tariff news sparked a surge in imports as buyers rushed to stockpile ahead of the deadline. Reports say that now, inventories have built up at ports across Texas, New Jersey, and California. Buyers are drawing from these stockpiles instead of placing fresh orders, leading to weaker near-term demand.

Experts warn that if domestic prices rise too quickly, the U.S. might be forced to reverse the tariffs or risk triggering inflation in downstream industries.

Copper Prices Retreat Despite Strong Demand

Despite a solid demand backdrop, copper prices have begun to slip. As per SMM reports, LME copper dipped 0.2% to $9,663 per metric ton, while SHFE copper fell 0.27% to 78,320 yuan per metric ton.

Meanwhile, copper futures dropped below $5.50 per pound.

copper prices
Source: Trading Economics

This price retreat reflects softer U.S. demand, swelling inventories, and investor caution ahead of the August tariff deadline. Although the broader copper market has gained 24% year-on-year, it’s up just 2% so far in 2025, signaling fading momentum despite strong underlying fundamentals.

The copper market is facing a rare moment where supply growth and political tension collide. Nonetheless, it is essential for power systems because of its conductivity. This is why it’s significant for numerous low-carbon products and data centers.

Mining leaders like Rio Tinto and Antofagasta are reporting record or near-record output, with new projects coming online and long-term demand drivers intact. But Trump’s tariff bombshell is reshaping global trade flows, spooking investors, and forcing market players to reassess their strategies.

Why Madsen Will Work This Time: A Smarter Start for a Legendary Gold Mine

Jennifer L
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0
Why Madsen Will Work This Time: A Smarter Start for a Legendary Gold Mine

Disseminated on behalf of West Red Lake Gold Mines Ltd.

The Madsen Mine, located in Ontario’s renowned Red Lake gold district, has a legacy of high-grade gold production. Historically, this region has produced over 30 million ounces of gold, proving its geological richness and mining potential. However, previous attempts to revive the Madsen Mine fell short due to operational inefficiencies and technical missteps. 

Today, under the leadership of West Red Lake Gold Mines Ltd. (WRLG), Madsen is setting up to succeed. With a clear plan, robust infrastructure improvements, and lessons learned from the past, this revitalized operation is poised to deliver results. 

Here’s why Madsen will work this time.

A Gold-Rich Region with Clear Rules for Success

Red Lake has long been recognized as one of the most prolific gold-producing regions in Canada. The geology is well understood, and successful mining here follows established rules of thumb. West Red Lake Gold Mines has embraced these principles to ensure Madsen’s success.

Madsen map

One critical factor is drilling density – how much drilling is done to really understand the deposit before mining it. The previous operator tried to mine the deposit using drill holes about 20 meters apart. This method didn’t work well for Red Lake’s narrow vein deposits. 

The rule of thumb in this region is 7-meter spacing to define a resource for mining accurately. West Red Lake Gold has followed this standard to define the tonnes it will mine in the first 18 months, with 90,000 metres of drilling already done. It will keep doing this definition drilling for Madsen’s entire lifespan. This commitment ensures precise resource estimation and minimizes risk during production.

Proactive Development: Building Access for Efficiency

Mining narrow vein high-grade deposits requires proactive planning and development. A key lesson from past operators is the need to access multiple work areas at the same time. This means driving tunnels to mining areas is planned 6 to 12 months. The tunnels are used first for definition drilling and then for mining.

West Red Lake Gold has been developing access at Madsen for over 1.5 years already. This approach ensures that drilling and mining operations can proceed smoothly across several areas at any given time. 

By jumping in and getting access development done, the company has mitigated challenges that previously hindered deposit model accuracy and productivity at Madsen and set the stage for sustainable operations.

WRLG deposit and development

Infrastructure Upgrades: Efficiency at Every Level

Operational efficiency is essential for modern mining success. So WRLG made significant investments in upgrading Madsen’s infrastructure. The prior operator built the mine on a tight budget, leaving several critical projects incomplete. These omissions led to inefficiencies that hampered productivity.

West Red Lake Gold tackled these issues directly by finishing important infrastructure projects. These projects boost efficiency throughout the mine:

  • Connection Drift: An underground highway to move material smoothly within the mine.
  • On Site Camp: Quality accommodation facilities to attract and retain good staff.
  • Mine Dry Facility: Enlarging spaces for workers to prepare for shifts.
  • Maintenance Shop: Enabling proper equipment upkeep for higher availability.
  • Primary Crusher Upgrade: Improving rock processing capacity.
  • Tailings Dam Lift: Setting up waste management capabilities proactively.

These upgrades have made Madsen more efficient. Now, it can handle modern production needs and reduce downtime.

Operational Readiness: Building for Success 

Mines are complex systems that require careful preparation before full-scale operations can begin. West Red Lake Gold understands this and has prioritized building out, testing, and refining each component of Madsen’s operations before starting production at full capacity.

The company has made significant progress in preparing Madsen Mine for its restart. Underground development rates are steadily increasing, ensuring access to multiple mining areas. Also, mining operations have achieved consistent accuracy while daily tonnage has risen as planned. 

WRLG average development per day

The mill, restarted after 28 months of dry shutdown, has operated smoothly following extensive pre-commissioning efforts. A high-grade ore stockpile is growing toward the 30,000-tonne goal, providing over a month of operational flexibility. 

Safety remains a top priority, with a strong culture reinforced across the workforce. Additionally, over 200 personnel have been hired, ensuring the mine is staffed for efficient operations.

This focus on operational readiness means testing equipment, systems, and processes. The company wants to ensure they are reliable from day one. By addressing potential issues during the preparation phase, WRLG cut risks associated with startup delays or inefficiencies.

Lessons From the Past

Notably, restarting Madsen brings important lessons from past operators. A key takeaway is the need to align operational strategies with the unique characteristics of narrow vein deposits in Red Lake. 

West Red Lake Gold’s adherence to best practices—such as tighter drill spacing and proactive access development—demonstrates its commitment to overcoming past challenges.

Also, the company has improved infrastructure and operational readiness. This has fixed issues that previously hurt productivity at Madsen. These measures not only enhance efficiency but also position the mine for long-term success.

A New Era for Madsen

Under West Red Lake Gold Mines, Madsen Mine is entering a new era defined by strategic planning, operational excellence, and sustainability. Madsen is now equipped to succeed where others struggled by addressing past shortcomings:

  • Insufficient drill spacing,
  • Lack of access to development, and
  • Incomplete infrastructure.

The company takes a proactive approach that helps ensure accurate resource estimates. Its investments in infrastructure and readiness further support efficient production. WRLG’s focus on sustainability and responsibility in Madsen makes it a model for modern mining in Canada.

This time around, Madsen is set to work and thrive as Canada’s newest gold mine. With production slated to begin soon, stakeholders can look forward to a bright mining future driven by innovation, efficiency, and resilience.

DISCLAIMER 

New Era Publishing Inc. and/or CarbonCredits.com (“We” or “Us”) are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. West Red Lake Gold Mines Ltd. made a one-time payment of $30,000 to provide marketing services for a term of 1 month. None of the owners, members, directors, or employees of New Era Publishing Inc. and/or CarbonCredits.com currently hold, or have any beneficial ownership in, any shares, stocks, or options in the companies mentioned. This article is informational only and is solely for use by prospective investors in determining whether to seek additional information. This does not constitute an offer to sell or a solicitation of an offer to buy any securities. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR+ and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR+ and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

CAUTIONARY STATEMENT AND FORWARD-LOOKING INFORMATION

Certain statements contained in this news release may constitute “forward-looking information” within the meaning of applicable securities laws. Forward-looking information generally can be identified by words such as “anticipate”, “expect”, “estimate”, “forecast”, “planned”, and similar expressions suggesting future outcomes or events. Forward-looking information is based on current expectations of management; however, it is subject to known and unknown risks, uncertainties and other factors that may cause actual results to differ materially from the forward-looking information in this news release and include without limitation, statements relating to the plans and timing for the potential production of mining operations at the Madsen Mine, the potential (including the amount of tonnes and grades of material from the bulk sample program) of the Madsen Mine; the benefits of test mining; any untapped growth potential in the Madsen deposit or Rowan deposit; and the Company’s future objectives and plans. Readers are cautioned not to place undue reliance on forward-looking information.

Forward-looking information involve numerous risks and uncertainties and actual results might differ materially from results suggested in any forward-looking information. These risks and uncertainties include, among other things, market volatility; the state of the financial markets for the Company’s securities; fluctuations in commodity prices; timing and results of the cleanup and recovery at the Madsen Mine; and changes in the Company’s business plans. Forward-looking information is based on a number of key expectations and assumptions, including without limitation, that the Company will continue with its stated business objectives and its ability to raise additional capital to proceed. Although management of the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such forward-looking information will prove to be accurate, as actual results and future events could differ materially from those anticipated in such forward-looking information. Accordingly, readers should not place undue reliance on forward-looking information. Readers are cautioned that reliance on such information may not be appropriate for other purposes. Additional information about risks and uncertainties is contained in the Company’s management’s discussion and analysis for the year ended December 31, 2024, and the Company’s annual information form for the year ended December 31, 2024, copies of which are available on SEDAR+ at www.sedarplus.ca.

The forward-looking information contained herein is expressly qualified in its entirety by this cautionary statement. Forward-looking information reflects management’s current beliefs and is based on information currently available to the Company. The forward-looking information is made as of the date of this news release and the Company assumes no obligation to update or revise such information to reflect new events or circumstances, except as may be required by applicable law.

For more information on the Company, investors should review the Company’s continuous disclosure filings that are available on SEDAR+ at www.sedarplus.ca.

Please read our Full RISKS and DISCLOSURE here.

Silver Prices Surge to 14-Year High in 2025: What’s Sparking this Sustainable Metal Boom?

Saptakee S
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0
Silver Prices Surge to 14-Year High in 2025: What’s Sparking this Sustainable Metal Boom?

In 2025, silver has shown remarkable strength despite global trade tensions, shifting investor behavior, and changes in the mining industry. With rising macro risks and uncertain policy decisions ahead, silver is benefiting from solid supply-demand fundamentals and strong technical patterns that suggest more upside may be coming.

Silver Shines Amid Trump Tariffs and Trade Wars

Rising geopolitical risks have played a major role in silver’s rally. When former U.S. President Donald Trump threatened to impose a 30% tariff on imports from Mexico and the European Union, markets reacted fast.

Investors rushed to buy safe-haven assets, driving silver prices to nearly $39 per ounce—a level not seen since 2011. Mexico, being the largest silver producer in the world, is especially exposed to these kinds of policy moves, adding even more pressure to the supply side of the market.

silver prices

Bullish Technical Patterns Signal More Upside

Experts say that if silver consolidates between $35 and $37, it could be a sign of continued strength. Technical tools like Fibonacci extensions and measured move projections also suggest a possible rally to the $41–$42 range.

Adding to the bullish case, CME Group silver futures show rising open interest during this consolidation period, often a sign that investors are accumulating silver, not selling.

Investor Behavior Shifts Across Regions

Institutional investors are also bullish on silver stocks. According to the Silver Institute’s report, Silver-backed ETFs (Exchange-Traded Funds) have seen record inflows this year. And Global holdings recently reached over 1.13 billion ounces.

This large-scale accumulation reflects growing long-term confidence in silver’s value as a safe haven and also as an asset linked to clean energy and industry. Combined with tightening supply and ongoing global risks, the outlook for silver remains positive.

Silver Keeps Pace with Gold

  • The report further says that this 25% silver price jump in the first half of 2025 nearly matches gold’s 26% rise during the same period.

In April and May, the gold-to-silver ratio remained high, making silver look undervalued to long-term investors. At the same time, renewed trade talks between China and the US boosted confidence in industrial metals, giving silver an extra lift.’

Silver’s Supply and Demand: A Tight Market

New projections from the Silver Institute indicate that the total silver supply in 2025 will rise by 2% to about 1,030.6 million ounces. This increase mainly comes from mine production, expected to hit 835 million ounces. Meanwhile, recycling levels remain steady at 193.2 million ounces.

On the demand side, total usage is set to fall by 1% to 1,148.3 million ounces. Lower demand for jewelry and less physical investment will be offset by steady industrial use. This is especially true in electronics and solar panels.

The market faces a deficit of roughly 96 million ounces. This gap widens when excluding exchange-traded product (ETP) holdings. This imbalance keeps prices high and suggests that further increases may follow.

Silver supply and demand
Source: Metals Focus

Sustainable and AI-Driven Silver Mining

Silver mining is evolving due to global sustainability demands. Companies are adopting new technologies to improve efficiency and reduce environmental impact:

  • AI-Driven Ore Sorting: Mines now use real-time AI to quickly sort silver ores by quality. This boosts recovery rates and lowers waste, making production more efficient and sustainable.
  • Predictive Analytics and Monitoring: Advanced software can predict equipment failures before they occur. This cuts downtime and helps maintain a steady supply despite market changes.
  • ESG and Resource Optimization: They use satellite monitoring to track emissions and optimize resources. This tech-driven method is essential for reducing costs and impacts. It is especially useful in remote areas like Chile and Australia.

Industrial Demand: The Backbone of Silver

Silver is vital for the net-zero economy. Its uses span electronics, renewable energy, and healthcare, keeping industrial demand strong:

  • Electronics and Communication: Silver’s excellent conductivity makes it essential for circuit boards and electronic parts.
  • Solar Panels and Renewable Energy: The clean energy movement boosts silver demand, as its efficiency is key for solar panels.
  • Healthcare and Green Technologies: Silver fights germs in medical devices. It also helps new green technologies. This makes silver vital in fast-growing sectors.

Countries like Mexico, Peru, and Australia are key suppliers. Any disruptions in their output could tighten the global market further.

Silver’s Future: Price, Policy, and Profit Opportunities

Silver is expected to rise in 2025. This is due to increasing geopolitical risks, a tight supply market, and strong technical setups. If prices break above the $40 mark, we may see more buying as profit-taking meets accumulation.

Investors can use these trends to guard against inflation and trade uncertainty. Also, tech advancements and sustainability are changing silver mining. These factors could also affect silver’s performance this year.

In conclusion, current technical patterns and market fundamentals suggest a bullish trend for silver. Strong institutional inflows and solid industrial demand support this outlook. Also, improvements in mining efficiency will help. The precious metal is likely to be a key asset in uncertain economic times.

Bitcoin Hits All-Time High, But Will Its Carbon Footprint Cloud the Rally?

Jennifer L
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0
Bitcoin Hits All-Time High, But Will Its Carbon Footprint Cloud the Rally?

Bitcoin has once again broken records, soaring past the $120,000 mark early this week. The world’s most famous cryptocurrency is riding a wave of investor enthusiasm, policy momentum, and institutional support. But behind the price surge is a growing concern: Bitcoin’s massive carbon footprint.

As Bitcoin gains more value, it needs more energy. This raises big questions about sustainability in the digital world. Let’s dig deeper into how and why this could be the case.

Record-Breaking Rally and What’s Fueling It

Bitcoin reached a new all-time high of over $120,000 last week, supported by major institutional investments. Spot Bitcoin ETFs saw over $2.7 billion in inflows, showing strong demand from large investors. Companies like MicroStrategy have also continued their buying spree, recently adding $472 million in Bitcoin to their holdings.

bitcoin price all time high
Source: Reuters

Several other key drivers are behind this rally:

  • U.S. lawmakers kicked off “Crypto Week.” They introduced new laws to support stablecoins, clarify digital assets, and even create a Strategic Bitcoin Reserve.
  • President Donald Trump showed support for crypto during his campaign. This raised hopes that future regulations could benefit the industry.
  • Technical analysts now predict price targets between $130,000 and $160,000. This depends on market momentum and sentiment.

Bitcoin is becoming more accepted on Wall Street. Its use in regulated financial products, like ETFs, is also growing. This makes Bitcoin easier to access than ever. This momentum is helping reshape the digital asset’s role in the global financial system.

The Carbon Caveat: Energy Use and Emissions Surge

Bitcoin’s success doesn’t come free, at least not environmentally. The process of mining Bitcoin is energy-intensive, as it relies on powerful computers solving complex math problems 24/7. This activity consumes a tremendous amount of electricity.

According to the Digiconomist Bitcoin Energy Consumption Index, the Bitcoin network uses around 175.9 terawatt-hours (TWh) per year. That’s more electricity than entire countries like Poland or Argentina. The resulting emissions are estimated at nearly 98 million tonnes of CO₂ annually—about the same as Greece emits in a year.

bitcoin energy use worldwide
Source: Statista

Let’s break it down further:

  • Each Bitcoin transaction emits about 672 kg of CO₂—as much as driving 1,600 km in a gas-powered car.
  • Bitcoin mining now accounts for about 0.7% of global CO₂ emissions.
  • The International Monetary Fund (IMF) warns that by 2027, US crypto and AI could use 2% of global electricity. They might also contribute 1% to total emissions.
US Bitcoin mining vs US Data center energy use 2023
Source: IMF

This energy use raises big worries about climate change. The world is racing to reach net-zero goals. Critics say Bitcoin’s environmental cost might be higher than its financial gains. They believe the industry needs to improve.

Green Bitcoin? Renewables and “Clean Mining” Push

In response to growing criticism, many Bitcoin miners are shifting toward renewable energy sources. A report by the Cambridge Centre for Alternative Finance found that as of 2025, over 52% of Bitcoin’s electricity now comes from clean sources. This includes:

  • 23% from hydropower
  • 15% from wind
  • 3% from solar
  • Around 10% from nuclear energy
Bitcoin electricity use and mix by method
Source: Cambridge Report

Big mining companies like Marathon Digital, Riot Platforms, and CleanSpark are setting up near wind or solar farms. They are also trying flare gas capture, which uses waste methane from oil fields to power their mining operations. Others are purchasing renewable energy certificates (RECs) or engaging in tokenized carbon offset programs.

However, not all miners are on the green path. A 2025 environmental review showed that in key U.S. mining states—like Texas and Kentucky—up to 85% of the electricity still comes from fossil fuels.

This imbalance is a challenge. While some parts of the network are “clean,” others continue to rely heavily on coal and natural gas. And the patchy data makes it hard for ESG investors to know which projects are sustainable.

Policy Tailwinds vs. Environmental Headwinds

Recently, the U.S. is on the verge of passing a trio of significant crypto bills aimed at shaping the future of digital assets and their regulation. These laws aim to provide clarity, security, and innovation in the fast-changing world of cryptocurrency.

First, the GENIUS Act is a landmark bill focused on regulating stablecoins—digital currencies pegged to traditional money. It sets up a tiered system for issuers. It also requires stablecoins to be fully backed by liquid reserves, like cash and Treasury bills.

Moreover, the CLARITY Act, alongside the GENIUS Act, aims to set clear rules for crypto markets. In contrast, the Anti-CBDC Surveillance Act wants to ban central bank digital currencies. This is to protect user privacy and ensure national security.

These bills promote cryptocurrency adoption. They offer legal certainty and protect consumers. They are now close to passing the U.S. House with strong bipartisan support and are expected to be signed into law soon.

As Bitcoin becomes more popular, regulators are scrutinizing its environmental impact more closely. Several proposals aim to bring transparency and accountability to crypto mining’s carbon footprint.

Some of the current regulatory moves include:

  • The Sustainable Bitcoin Protocol, which promotes blockchain-based proof that Bitcoin was mined using renewable energy.
  • The European Union and U.S. SEC are exploring carbon intensity scoring for crypto assets—essentially labeling them “clean” or “dirty” based on emissions.
  • The IMF has proposed a carbon tax of up to $0.09 per kWh for crypto miners. If implemented, this could raise $5 billion per year in revenue while cutting up to 100 million tonnes of CO₂.

These policy discussions show that environmental concerns are now part of the crypto conversation. If Bitcoin mining doesn’t improve, regulators might act tougher. They could ban high-emission projects from ESG-focused portfolios.

Some governments are also starting to link crypto mining to energy strain on national grids. During heatwaves in Texas and Canada, mining operations have been temporarily shut down to reduce demand. These events hint at the challenges ahead in balancing Bitcoin’s growth with grid stability.

Forecast: Sustainability Meets Financial Opportunity

As Bitcoin’s price keeps climbing, sustainability will become more important to its future. Here’s what analysts suggest BTC could hit:

  • $130K (short-term)
  • $160K by Q4 if ETF inflows continue
  • $200K by 2026, per Citi and Standard Chartered

Some banks, like Citi and Standard Chartered, project Bitcoin could reach $200,000 by the end of 2026—if sustainability concerns are addressed and institutional investors keep flowing in.

But that “if” is important. Many ESG-focused funds already screen out companies that don’t meet sustainability standards. If Bitcoin mining doesn’t get greener, those funds may avoid crypto altogether.

Bitcoin’s latest rally shows its growing influence in the financial world. However, its rising carbon footprint is now under the spotlight. While over half of the network is powered by renewable energy, the remaining fossil fuel use still contributes significantly to emissions.

Mining innovation is helping, with new projects using solar, wind, and methane capture. And regulators are pushing for more transparency and accountability. Unless the entire network commits to sustainability, Bitcoin’s environmental reputation may limit its future growth.

Still, if Bitcoin can combine financial performance with climate responsibility, it could become a true store of value—not just in dollars, but in environmental integrity.

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