Microsoft Signs $19 Billion AI Deal With Nebius: Nvidia Scores Big as GPU King

Jennifer L
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0
Microsoft Signs $19 Billion AI Deal With Nebius: Nvidia Scores Big as GPU King

Microsoft (MSFT) has taken a bold step in the race for artificial intelligence (AI) infrastructure. The company signed a deal with Nebius, an AI-focused infrastructure provider, valued between $17.4 billion and $19.4 billion over five years. This agreement, one of the largest of its kind, shows how fast demand for AI computing is growing and highlights Nvidia as a major beneficiary.

A Deal That Turns Heads

The contract between Microsoft and Nebius will supply Microsoft with advanced GPU-powered computing infrastructure. Deliveries will begin in late 2025 and are expected to continue for at least five years. The deal includes an option for Microsoft to expand capacity, raising the value from $17.4 billion to as much as $19.4 billion.

This agreement reflects the massive appetite for computing power created by AI models and applications. Training and running these systems requires huge numbers of high-performance GPUs. By choosing Nebius as a supplier, Microsoft ensures it has what it needs to compete with Amazon and Google in the cloud and AI markets.

The announcement had an immediate impact on financial markets. Nebius’ shares soared over 40% after the news, and it is the highest since the company’s founding. This shows how excited investors are about its role in the booming AI ecosystem.

Nebius stock
Source: TradingView

Nebius: A Rising Infrastructure Player

Nebius is a relatively new name in the global AI infrastructure market. Based in Amsterdam, it emerged from a spin-off of Yandex’s international operations. The company calls itself a “neocloud” provider. This means it offers GPU-focused infrastructure tailored for AI workloads.

The Microsoft deal transforms Nebius almost overnight into one of the most important players in this space. The agreement not only guarantees billions in revenue but also enhances Nebius’ profile with future partners.

The company plans to raise $3 billion more. They will use financing tools like convertible notes and stock offerings. These funds will help expand data centers and strengthen infrastructure. They aim to meet the demand from the new partnership with Microsoft.

This expansion is critical. AI adoption continues to accelerate, and the world’s largest companies are competing to secure reliable access to GPUs. Nebius, with Microsoft as a customer, has demonstrated its ability to deliver capacity on a massive scale.

artificial intelligence AI market 2030
Source: Grand View Research

Nvidia: The Silent Winner

While Microsoft and Nebius signed the contract, Nvidia also emerged as a big winner. Nebius’ infrastructure relies heavily on Nvidia’s GPUs, which are the most widely used chips for training and running AI models.

For Nvidia, this deal means billions of dollars in new demand for its products. Nebius will need to scale up its GPU purchases significantly to meet the contract requirements. In addition, Nvidia already owns a stake in Nebius, giving it a direct interest in the company’s success.

This development strengthens Nvidia’s dominance in the AI chip market. Despite competition from rivals such as AMD and Intel, Nvidia remains the go-to choice for large-scale AI infrastructure. The Microsoft–Nebius deal is another sign that Nvidia’s chips will remain central to AI growth for years to come.

Microsoft’s Strategy: Growth Without Heavy Spending

One of the most interesting aspects of this deal is what it says about Microsoft’s strategy. Rather than building all the data centers it needs on its own, the giant tech is turning to specialized providers like Nebius. This approach allows the company to expand its AI infrastructure faster and at a lower upfront cost.

Microsoft lowers financial risk by outsourcing a lot of capital expenses to Nebius. This way, they still get vital GPU capacity. Nebius will handle the heavy lifting of financing, building, and managing new data centers.

Microsoft, in turn, locks in the resources it needs to scale AI services such as Azure OpenAI without waiting years for in-house construction. 

Shaking Up the AI Infrastructure Game

The agreement between Microsoft and Nebius reflects a larger shift in the way AI infrastructure is being built. Instead of relying solely on in-house resources, tech giants are increasingly forming partnerships with focused infrastructure providers. This approach has several implications:

  • Faster scaling: Partnerships help companies like Microsoft quickly boost AI capacity. This method avoids the delays of constructing new facilities from the ground up.
  • Capital efficiency: Outsourcing big projects saves resources. Companies can then invest in software, apps, and customer services.
  • Industry growth: Deals of this size validate the role of new players like Nebius and give them the financial backing to expand further.

The AI Gold Rush: Billions Flowing Into GPUs

The Microsoft–Nebius deal fits into a fast-growing AI infrastructure market. Global spending on AI chips and cloud capacity is projected to exceed $200 billion by 2030, up from about $45 billion in 2024. One report even forecasted it to grow up to $400 billion by the decade’s end. 

AI for chips and cloud market
Source:

Demand for GPUs is expected to grow at an annual rate of 25–30%, driven by generative AI adoption. Analysts forecast that “neocloud” providers like Nebius could capture up to 15% of AI infrastructure contracts by 2030.

Nvidia, already holding more than 80% of the AI GPU market, is likely to remain the dominant supplier as demand surges worldwide.

At What Cost? AI’s Carbon and Energy Footprint

While the $19B Microsoft–Nebius deal reflects rapid AI growth, it also raises questions about sustainability. Training and running AI models need a lot of computing power. This means they also use a lot of energy.

Recent studies estimate that training a single large language model can emit over 500 metric tons of CO₂—equivalent to the lifetime emissions of several cars. Below is a comparison of the energy use and carbon footprint of the top LLMs used today.

Generative AI environmental footprint comparison

Data centers powering AI workloads already account for about 1.5% of global electricity use, and this could rise to 4% by 2030 as AI adoption surges. Much of this demand comes from GPUs, which consume far more power than traditional processors. Companies like Microsoft are under pressure to balance growth with environmental responsibility.

This means:

  • Investing in renewable energy

  • Improving data center efficiency

  • Exploring low-carbon infrastructure solutions

If the sector keeps going as it is, AI might turn into a big source of carbon emissions in tech. Major energy efficiency breakthroughs are needed to change this.

Why Everyone Wins in This AI Mega-Deal

The $19 billion deal between Microsoft and Nebius marks a turning point in the AI infrastructure market. It gives Microsoft the capacity it needs to compete in the fast-moving AI race. It elevates Nebius from a growing player to a global force in cloud infrastructure. And it confirms Nvidia’s role as the backbone of AI computing, benefiting directly from the demand for GPUs.

As demand for AI continues to rise, more deals like this are likely. Microsoft’s partnership with Nebius may be one of the biggest so far, but it is unlikely to be the last. The AI race is just beginning, and infrastructure providers, chipmakers, and cloud giants will all play critical roles in shaping its future.

Coinbase Stock (COIN) Rises as Green Crypto and Carbon Credit Tokenization Gain Momentum

Jennifer L
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0
Coinbase Stock (COIN) Rises as Green Crypto and Carbon Credit Tokenization Gain Momentum

Coinbase (NASDAQ: COIN), the biggest U.S. cryptocurrency exchange, saw its stock rise by 4.15%. This increase comes as investors grow excited about the company’s role in the fast-expanding areas of cryptocurrency, sustainability, and carbon markets.

Coinbase is quickly integrating green crypto initiatives. As the world turns to climate-friendly finance, it will add tokenized carbon credits and ESG-aligned digital asset strategies to its platform.

The timing is significant. Governments, corporations, and investors are focusing on decarbonization. In this effort, blockchain technology is becoming essential. It offers transparency, efficiency, and scalability in carbon markets.

Coinbase’s Position at the Intersection of Crypto and Climate

Coinbase, a well-known name in the crypto market, aims to seize this momentum. It plans to connect mainstream digital finance with sustainable finance innovations.

The stock rally also comes after a wave of positive regulatory signals in the U.S. Regulators proposed allowing spot crypto trading on regulated exchanges. This could ease current restrictions.

coinbase COIN stock price

Also, lawmakers are pushing the Responsible Financial Innovation Act of 2025 to better clarify oversight. The news helped lift confidence, as the overall crypto market cap also rose past $4 trillion. This regulatory boost adds to previous wins that already favor Coinbase’s long-term ESG and tokenization strategy.

As of now, Coinbase has not launched its own proprietary carbon-neutral blockchain project explicitly branded or marketed as such.

But the crypto platform supports many carbon-neutral and green blockchain projects and tokens. This shows its commitment to sustainability in digital assets. It also supports larger crypto industry efforts for carbon neutrality and environmental care. This aligns with trends showing:

  • Use of energy-efficient consensus mechanisms like proof-of-stake or hybrid models.

  • Integration of renewable energy sources for mining/validation.

  • Support for on-chain carbon offset programs and transparent carbon accounting.

  • Collaboration with climate and blockchain experts to promote carbon-neutral ecosystems.

In 2025, analyses often mention blockchain projects focused on carbon neutrality. Examples include Algorand, Hedera, Cardano, and Polkadot. They use low-energy consensus and carbon offsetting.

Coinbase acts mainly as a market facilitator, an exchange platform, and an advocate. It does not directly develop or operate a carbon-neutral blockchain network.

For institutional investors wary of crypto’s carbon footprint, a carbon-neutral blockchain could provide a gateway into ESG-compliant digital assets. 

Carbon Credit Tokenization: Unlocking Liquidity and Trust

Beyond green crypto, Coinbase is also moving into the tokenization of carbon credits—a sector with enormous potential. Tokenization involves representing real-world assets, such as verified carbon offsets, on the blockchain. This innovation addresses several challenges in traditional carbon markets:

  • Transparency: Blockchain ledgers ensure all carbon credits are tracked, preventing double-counting.
  • Liquidity: Tokenized credits can be traded more efficiently, making carbon markets more accessible.
  • Verification: Smart contracts and third-party auditing improve trust in offset integrity.
carbon credit tokenization lifecycle PwC
Source: PwC

Coinbase listed Moss’s MCO2 token, an Ethereum carbon credit asset, but then paused trading because of liquidity issues. The trial shows Coinbase’s interest in ESG tokens. It also signals that the company is open to integrating real-world environmental assets into its platform.

The broader industry is moving in the same direction. JPMorgan and S&P Global are testing blockchain for carbon credit markets. Meanwhile, startups are quickly working to tokenize credits on a larger scale. Investing early in infrastructure and partnerships could help Coinbase lead the market for digitized carbon assets.

Wall Street Meets Web3: $12.5B Carbon Push

Green crypto and tokenized carbon markets are gaining real momentum. This growth comes from increased support from institutions and substantial funding. In Q2 2025, Web3 carbon infrastructure platforms raised $12.5 billion. This shows strong confidence in blockchain’s role in climate markets.

Coinbase is positioning itself as the go-to platform for these innovations. The company’s recent regulatory wins and new partnerships from the 2025 State of Crypto Summit show its bigger goal. It aims to lead in transparent, ESG-compliant digital asset strategies. Their foray into tokenized stocks and prediction markets supports this ambition.

This matters because institutional investors like pension funds, asset managers, and corporations with ESG goals need reliable platforms. They want to access tokenized carbon markets that are compliant and credible.

Coinbase is well-known for its brand, solid regulatory history, and strong infrastructure. This makes it a smart choice for meeting the rising demand.

From Criticism to Climate Positive: Crypto’s Image Shift

Coinbase’s pivot toward sustainability has wider implications for the crypto sector. The company makes blockchain more eco-friendly. By adding environmental responsibility to its products, it changes the story. Blockchain is seen not just as energy-intensive but also as a climate-positive tool.

Coinbase is also expanding into real-world assets (RWAs). This includes carbon credits and tokenized equities. This move broadens their business model. Tokenized assets are nearing $300 billion in value, mainly from stablecoins. Analysts believe carbon credits and ESG-linked products will be the next big trend.

For crypto investors, this opens new revenue streams. It brings transparency and liquidity to carbon markets that have been unclear and divided for a long time.

Coinbase’s ESG Report Card: Gains and Gaps

Coinbase’s ESG profile is still a work in progress. Independent assessments show moderate transparency but room for improvement, especially in environmental disclosure. ESG rating platforms give Coinbase strong governance scores. However, they rate it lower for carbon footprint reporting.

Coinbase can boost its ESG credentials by promoting carbon-neutral blockchain projects. Supporting tokenized carbon assets may also attract climate-conscious investors. The company must show steady cuts in its operational emissions. It also needs to give clearer reports to meet the demands of regulators and institutional clients.

Why It Matters to Investors and Carbon Market Participants

Green crypto and tokenized carbon credits are not just a niche trend anymore. They show how digital finance and climate action are coming together. Coinbase’s involvement creates meaningful implications for multiple stakeholders:

  • Crypto Investors: Accessing ESG-compliant digital assets helps diversify portfolios. It also provides exposure to fast-growing sustainability sectors.
  • Carbon Market Stakeholders: Tokenization offers efficiency, global access, and reliable verification for carbon credit trading.
  • Institutional Investors: Coinbase offers a way to access ESG-linked digital assets. These can meet the needs of sustainable finance.
  • Sustainable Finance Innovators: The platform’s infrastructure could scale green token adoption across retail and institutional markets.

Coinbase’s Strategic Green Push

The crypto platform’s stock rise shows that investors see it as more than a crypto exchange. It acts as a link between blockchain and sustainable finance.

Coinbase is experimenting with carbon credit tokenization and expanding into tokenized assets. This market is set to grow quickly in the next decade, as shown below.

global-carbon-credit-validation-verification-and
Source: Research and Markets

For cryptocurrency investors, the message is clear: green crypto is becoming central to digital finance. On this note, Coinbase provides a platform for carbon market participants. It boosts trust, transparency, and liquidity in environmental assets. By integrating ESG-aligned digital assets, it stands to benefit in both crypto and carbon markets.

ARMR Sciences – The Future of Drug Defense

Shokan Kussainov
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0

Disseminated on behalf of ARMR Sciences.

. . .

Please read our Full RISKS and DISCLOSURE here.

Anglo American and Teck Create a $50B Copper Giant to Fuel the Clean Energy Revolution

Saptakee S
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0
Anglo American and Teck Create a $50B Copper Giant to Fuel the Clean Energy Revolution

In a landmark move, Anglo American (LON: AAL) and Teck Resources (TSX: TECK.A/TECK.B, NYSE: TECK) announced a $50 billion all-share merger that would reshape the global mining landscape. The combined company, to be named Anglo Teck, is set to become the world’s fifth-largest copper producer if regulators in Canada, the U.S., and China give their nod of approval.

This merger is about positioning both companies at the forefront of the global shift towards electrification and renewable energy, where copper plays a vital role. With global copper demand soaring, Anglo Teck is set to benefit from some of the highest-quality copper assets in the world.

Anglo American–Teck Deal: A Smart Move Balancing Value and Growth

For 2024, Anglo American reported $8.46 billion in underlying EBITDA, while Teck reported CAD$2.93 billion. The merger is expected to enhance margins, scale, and resilience through operational synergies and expanded assets.

The structure of the merger has raised eyebrows and interest alike. The press release highlights that Anglo American will exchange 1.3301 shares for each Teck share, calling it a “zero-premium” deal.

However, analysts have pointed out that this translates to a 17% premium on Teck’s recent share price. Anglo plans to offset this with a $4.5 billion special dividend to its shareholders, lowering the effective premium to just 1%.

Once completed, Anglo shareholders will control 62.4% of the new company, while Teck shareholders will hold 37.6%.

Leadership roles are well-defined: Anglo’s CEO Duncan Wanblad will lead Anglo Teck, with Teck’s Jonathan Price serving as deputy CEO. The global headquarters will be based in Vancouver, with streamlined offices in London, and listings planned in Toronto, Johannesburg, and New York.

At the Core: Copper Fuels Anglo Teck’s Strategy

Copper is the driving force behind the merger. Both Anglo and Teck have been refining their portfolios, moving away from coal and diamonds and focusing on minerals that are key to clean energy. Teck’s prized Quebrada Blanca (QB) mine in Chile is central to the strategy, despite its past challenges with cost overruns and operations.

Anglo’s access to QB’s assets will bolster its copper output at a time when demand from electric vehicles, solar farms, and grid expansion is accelerating.

Franck Bekaert, senior bond analyst at Gimme Credit, pointed out that Anglo Teck will emerge as a leading copper producer with a diversified portfolio that includes iron ore and zinc.”

Unlocking Synergies: QB and Collahuasi

One of the merger’s standout features is the operational synergy between two adjacent copper mines in Chile, Quebrada Blanca and Collahuasi. The latter is co-owned by Anglo and Glencore. Together, the mines are expected to deliver up to $1.4 billion in EBITDA gains through shared procurement and operational efficiencies. The companies estimate $800 million in annual pre-tax recurring synergies by combining resources, infrastructure, and expertise.

Though Glencore wasn’t consulted on the deal, the logic of combining operations has long been recognized as a path to reducing costs.

Building a Premier Critical Minerals Portfolio

Anglo Teck’s portfolio will include six world-class copper assets, along with premium iron ore and zinc businesses. The merger will also strengthen Anglo’s existing partnerships, such as a joint plan with Codelco in Chile and exploration opportunities across Canada, Latin America, the U.S., Europe, and Africa.

Here’s a glimpse of the production assets that will shape Anglo Teck’s future:

anglo american teck deal
Source: Anglo American press release

Additionally, Anglo Teck will remain a major player in iron ore and zinc markets, including Red Dog (Alaska) and Trail Operations (British Columbia).

Anglo Teck’s Vision to Make Canada a Critical Minerals Powerhouse

With the merger, Canada takes center stage. Anglo Teck’s global headquarters will be located in Vancouver.

The new company has committed to investing CAD$4.5 billion over five years across Canadian projects. It includes extending the life of Highland Valley Copper, expanding processing at Trail Operations, and exploring new copper resources in British Columbia.

The company also plans to work closely with Indigenous communities, labour unions, and local governments, ensuring that growth supports regional development and social inclusion.

As part of this commitment, Anglo Teck will partner with the Government of Canada to establish a Global Institute for Critical Minerals Research and Innovation. It aims to foster advanced exploration techniques, AI-driven geoscience, and sustainable mining practices.

The Canadian Government highlighted that,

  • In 2023, Canadian mines produced 508,250 tonnes of copper in concentrate, with nearly half originating from British Columbia.
  • Canada’s exports of copper and copper-based products were valued at $9.4 billion in 2023.
Canada copper
Source: Govt of Canada

Furthermore, industry reports also say that the copper market in the USA and Canada is valued at approximately USD 23.09 billion in 2025 and is projected to grow to USD 37.88 billion by 2035, at an annual growth rate (CAGR) of 5.1%.

copper market Canada
Source: Future Market Insights

With a planned TSX listing and a strong North American presence, Anglo Teck aims to make Canada a critical minerals hub, creating jobs, driving innovation, and supporting clean energy goals.

Duncan Wanblad, Chief Executive Officer of Anglo American, commented:

“We are unlocking outstanding value both in the near and longer term – forming a global critical minerals champion with the focus, agility, capabilities and culture that have characterised both companies for so long. Having made such significant progress with Anglo American’s portfolio transformation, which has already added substantial value for our shareholders over the past year, now is the optimal time to take this next strategic step to accelerate our growth. We have a unique opportunity to bring together two highly regarded mining companies whose portfolios and capabilities are deeply complementary, while also sharing a common set of values. We are all committed to preserving and building on the proud heritage of both companies, both in Canada, as Anglo Teck’s natural headquarters, and in South Africa where our commitment to investment and national priorities endure. Together, we are propelling Anglo Teck to the forefront of our industry in terms of value accretive growth in responsibly produced critical minerals.”

Growth Beyond Copper: Innovation and Exploration

The merger isn’t limited to copper alone. Anglo Teck is poised to grow in other critical minerals, such as germanium, crop nutrients, and premium iron ore. It also plans to invest across Latin America, the U.S., Europe, and Africa, in addition to its exploration projects in Canada.

By backing Galore Creek, Schaft Creek, and Zafranal, the company expands its portfolio and strengthens the supply of critical minerals essential to the global energy transition.

Jonathan Price, Chief Executive Officer of Teck, commented:

“This merger of two highly complementary portfolios will create a leading global critical minerals champion headquartered in Canada – a top five global copper producer with exceptional mining and processing assets located across Canada, the United States, Latin America, and Southern Africa. It is a natural progression of our strategy and portfolio simplification, which created a platform to enable exactly this sort of transformative transaction. Bringing together our world-class copper assets, premium iron ore and zinc operations and an outstanding pipeline of high-quality growth projects provides enormous resiliency and optionality. This transaction will create significant economic opportunity in Canada, while positioning Anglo Teck to deliver sustainable, long-term value for shareholders and all stakeholders.”

Thus, Anglo Teck is all set to play a pivotal role in the energy transition with copper at its core. By blending operational excellence, strategic partnerships, and exploration innovation, the new company can meet rising global demand for minerals sustainably.

Oracle (ORCL) Stock Soars 40% on AI Boom and $455B Cloud Backlog While Going Green

Jennifer L
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0
Oracle (ORCL) Stock Soars 40% on AI Boom and $455B Cloud Backlog While Going Green

Oracle Corporation (NASDAQ: ORCL) surprised the markets today with a dramatic stock rally. Its shares jumped more than 40%, reaching record highs and placing the company near the trillion-dollar club. This sharp increase was powered by huge demand for Oracle’s cloud services, especially for artificial intelligence (AI) and big partnerships.

Wall Street focused on the financial side, but Oracle also highlighted something else: its environmental goals. The company wants to show that fast growth can go hand in hand with sustainability. By investing in both AI and green programs, Oracle is shaping an image as a modern tech leader that balances profit with responsibility.

Record-Breaking Rally: Oracle’s Biggest Jump in Decades

The jump in Oracle’s stock was its largest in more than 30 years. Investors reacted to news that Oracle signed multiple multi-billion-dollar contracts with tech giants such as OpenAI, Meta, and NVIDIA.

These contracts are tied to AI cloud services and pushed Oracle’s contract backlog to around $455 billion, a sharp rise from $130 billion just a quarter earlier.

Oracle ORCL stock Sept 2025

This backlog shows how fast demand for Oracle Cloud Infrastructure (OCI) is growing. The company responded by raising its forecast for OCI revenue. It now expects 77% growth this fiscal year, higher than its earlier estimate of 70%. The company also predicts $18 billion in cloud revenue in 2025 and has set a long-term target of $144 billion by 2030.

The growth reflects the global rush to build AI systems. Oracle has placed itself at the center of this movement, partnering in major projects such as the Stargate initiative led by SoftBank and OpenAI. These deals highlight Oracle’s role in powering the next generation of AI.

Recent Developments Strengthening Oracle’s Position

On top of these strong results, Oracle has made headlines with two new announcements that underline its growing role in AI.

The first is a massive deal with OpenAI. Beginning in 2027, OpenAI will purchase at least $300 billion worth of computing power from Oracle over five years. This is one of the largest cloud agreements in history, and it shows how central Oracle has become to advanced AI systems. For Oracle, it marks a major vote of confidence from one of the most important AI companies in the world.

Oracle’s stock surged to a record high. This boosted the company’s market value to nearly $1 trillion. The rally also made headlines for another reason: it boosted co-founder Larry Ellison’s wealth by more than $100 billion in a single day, making him the world’s richest person.

Greener Growth: Oracle’s Path to Net Zero

Amid the AI excitement and stock rally, Oracle is pushing its green message. The company has promised to be carbon neutral by 2050. It also set a nearer goal to cut greenhouse gas emissions in half by 2030, using 2020 as its baseline year. These goals cover its offices, data centers, and cloud services.

Oracle 2025 sustainability goals
Source: Oracle

Oracle has already achieved some key milestones:

  • Renewable power: 86% of OCI’s global energy came from renewables in 2023.
  • Regional progress: Europe and Latin America already run on 100% renewable power.
  • Global ambition: Oracle plans to hit 100% renewable energy worldwide by 2025.
  • Water and waste: Since 2020, water use has dropped by almost 25% and landfill waste by more than 35%.
  • Travel impact: Employee air travel emissions have been cut by 38% thanks to more virtual meetings.

These achievements prove Oracle is not only talking about sustainability but also acting on it. For a company scaling up fast in cloud and AI, these steps are important. They show Oracle is trying to balance expansion with its responsibility to the planet.

Pushing Green Standards Across the Supply Chain

Oracle knows its environmental impact extends beyond its own walls. A big part of its footprint comes from suppliers. That’s why the company is pushing its partners to meet strict environmental standards.

Oracle energy and GHG emissions 2024
Source: Oracle

Here are some of the key steps:

  • Supplier programs: All major suppliers must have environmental programs.
  • Emission targets: At least 80% of suppliers are expected to set formal climate goals.
  • Progress: More than four in five suppliers already meet these expectations.
  • Broader impact: By setting these standards, Oracle ensures its ESG efforts reach across its global supply chain.

This approach boosts Oracle’s credibility. It tells investors and clients that the company’s sustainability commitments are not limited to its own operations. Instead, they cover the full ecosystem of partners that make its technology possible.

AI-Powered Tools for Climate Accountability

Oracle is also building tools to help other companies meet their climate goals. One of these is Fusion Cloud Enterprise Performance Management (EPM) for ESG. This platform allows organizations to automate sustainability reporting, integrate emissions data with financial information, and align with global standards.

The system uses AI to make reporting easier and more accurate. This is important as regulators push companies to disclose their environmental impacts in more detail.

  • It combines Scope 1, 2, and 3 emissions data based on the GHG Protocol Corporate Standard. This links emissions to financial and operational data, helping with better ESG management.

  • Oracle improved its ESG reporting with this platform. They cut reporting timelines by 30% using automation and AI-driven process management.

  • The platform collects unique identifiers from source documents. This ensures clear data tracking and auditability. It boosts transparency and lowers compliance risks.

  • It supports global reporting standards like IFRS, ESRS (CSRD), and GRI. This helps organizations align their disclosures with changing regulations easily.

Oracle has also introduced features in its cloud infrastructure that estimate emissions from customer workloads. This means clients can see how much carbon their computing generates and adjust operations to stay on track with their own sustainability commitments. By doing this, Oracle is not only greening its own business but also helping others.

The Tough Road Ahead: Energy Demands vs. Climate Goals

Still, Oracle faces challenges in meeting its promises. Reaching 100% renewable energy worldwide is difficult, especially in regions where clean energy options are limited. Ensuring suppliers stick to emissions goals is also complex, given the size of Oracle’s global network.

Another challenge is the massive energy demand of AI. As Oracle expands its role in AI infrastructure, its energy use will rise. Balancing this growth with its climate goals will require new investment in efficient data centers, renewable sourcing, and innovations in green computing.

Oracle’s record-breaking stock surge highlights its importance in the AI and cloud industry. But what makes its story more powerful is the balance it is trying to strike between growth and sustainability. By pledging net zero emissions by 2050, setting ambitious near-term targets, and building tools for others to track emissions, Oracle is showing that technology and responsibility can go together.

For investors, Oracle now offers both a high-growth AI story and a strong ESG narrative. For customers, it provides powerful cloud services backed by renewable energy and transparent carbon data.

As Oracle continues to grow, its ability to deliver on both financial and environmental goals may define its future as one of the world’s most influential technology leaders.

Why Walmart Stock (WMT) Is at the Forefront of ESG Investing: Sustainability and Emissions Achievements in 2025

Saptakee S
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0
Why Walmart Stock (WMT) Is at the Forefront of ESG Investing: Sustainability and Emissions Achievements in 2025

Walmart’s (NYSE:WMT) sustainability framework focuses on responsible governance and transparency in managing environmental risks. In its 2025 ESG report, the company highlights how it evaluates the impact of its operations and supply chains on ecosystems and climate. Through initiatives in animal welfare, conservation, sustainable sourcing, and policy advocacy, Walmart is driving measurable emissions reductions.

This approach ensures Walmart’s climate strategy is ambitious, well-managed, and collaborative, targeting reductions in both direct and indirect emissions.

Walmart’s Scope 1 & 2 Emissions Drop Despite Business Expansion

Since FY2016, emissions intensity has dropped 47.4%, showcasing how Walmart’s energy efficiency and renewable sourcing efforts are helping decouple emissions from business growth.

walmart emission intensity
Source: Walmart

In 2024, the retail giant’s operational emissions (Scope 1 & 2) totaled 15.65 million metric tons of CO₂ equivalent, marking an 18.1% reduction from the 2015 baseline.

Even with a 1.1% year-over-year increase in absolute emissions driven by transportation growth and energy challenges in Mexico and Central America, Walmart’s emissions intensity fell by 3.7%, meaning the company’s carbon footprint per dollar of revenue is shrinking.

walmart emissions
Source: Walmart

Renewable Energy Goals

Walmart’s renewable energy goals are clear:

  • 50% renewable electricity by 2025
  • 100% renewable electricity by 2035

In 2024, 48.5% of global electricity demand was supplied by renewable sources, with 30.6% secured through renewable energy contracts. While regulatory hurdles and market dynamics in certain regions may delay progress, Walmart continues to invest in renewable energy capacity and policy advocacy to accelerate the transition.

These efforts are crucial for cutting Scope 2 emissions, which account for 42.3% of Walmart’s total operational footprint.

Addressing Scope 3 Emissions

Walmart’s indirect emissions stem from upstream suppliers and downstream customer activities, covering everything from manufacturing processes to product disposal. These Scope 3 emissions account for approximately 90% of Walmart’s carbon footprint.

Efforts to tackle Scope 3 emissions include:

  • Collaborating with suppliers to implement renewable energy and efficiency programs
  • Encouraging sustainable packaging designs and material reuse
  • Advocating for policy changes that support clean energy and emissions tracking
  • Enabling customers to reduce emissions through energy-efficient products

By improving transparency and offering tools for reduction, Walmart is fostering a more sustainable supply chain.

walmart scope 3 emission
Source: Walmart

Refrigerants and Stationary Fuels

On-site refrigerants remain a significant challenge, representing 32.9% of Walmart’s total operational emissions and 57% of its Scope 1 emissions.

Walmart’s rollout of lower global warming potential (GWP) refrigerant systems has resulted in a 2.4% reduction in refrigerant emissions in 2024, supported by:

  • Preventive maintenance across all U.S. stores
  • Advanced technician training and in-house expertise
  • AI-powered leak detection and predictive maintenance tools
  • Refrigerant reuse programs and banking initiatives

Stationary fuel usage, including heating and backup power, contributed 10.4% of total operational emissions, with a 4.9% increase in 2024. Walmart’s efforts to upgrade aging infrastructure to more efficient systems are ongoing but constrained by supply, technology maturity, and cost.

Transportation Emissions Grew 7% in 2024, But Innovation Drives Decarbonization

Transportation-related emissions accounted for 24.9% of Walmart’s Scope 1 emissions and 14.4% of total operational emissions. Despite a 7% increase in 2024 and nearly 20% growth over two years, Walmart is piloting solutions to reduce its transport carbon footprint, including:

  • Heavy-duty battery EVs and hydrogen fuel cell forklifts
  • Electric yard trucks are achieving 75% emissions reductions per hour compared to diesel units
  • Renewable diesel and hydrogen-powered equipment development

While industry-ready solutions for heavy-duty trucking are years away, Walmart’s investments position it as a leader in sustainable transport innovation.

Project Gigaton Helps Walmart’s Suppliers Cut 1.19 Billion Metric Tons of CO₂ Since 2017

Walmart’s Project Gigaton has been a cornerstone of its Scope 3 emissions strategy, engaging more than 5,900 global suppliers to reduce emissions across energy use, waste, packaging, nature, transportation, and product design.

Since its launch in 2017, Walmart’s supply chain initiatives have:

  • Avoided or sequestered 1.19 billion metric tons of CO₂ equivalent
  • Surpassed its goal of cutting 1 billion metric tons by 2030 six years ahead of schedule
  • Supported innovations aligned with science-based targets through partnerships with organizations like WWF and CDP

Project Gigaton focuses on actionable, measurable projects that help suppliers decarbonize while improving resilience and efficiency.

walmart project gigaton
Source: Walmart

Circular Economy Drives 83.5% Waste Diversion and Cuts Packaging Emissions

Walmart’s waste management strategy is designed to close the loop and promote reuse across its operations. By the end of 2023, Walmart achieved an 83.5% global waste diversion rate, a step toward its 90% zero-waste target by 2025.

Key initiatives include:

  • Food waste recycling programs that turn organic waste into nutrient-rich compost, animal feed, and renewable energy
  • Packaging innovations that aim for 100% recyclable, reusable, or compostable private brand packaging by 2025
  • Reducing problematic plastics and promoting sustainable materials

These efforts support Walmart’s climate goals by reducing methane emissions from landfills and lowering the carbon intensity of packaging materials.

Walmart’s Climate Strategy Supports a Net-Zero Future

Walmart’s climate roadmap is ambitious but realistic. The company made strong progress. It cut Scope 1 and 2 emissions by 18.1% since 2015. It also helped suppliers reduce 1.19 billion metric tons of CO₂. This shows that large-scale collaboration can speed up environmental action.

walmart
Source: Walmart

Challenges remain, especially in transport and energy supply, but Walmart’s commitment to innovation, renewable energy, and circular solutions places it on track to meet interim targets and achieve net-zero emissions by 2040.

With measurable goals, industry partnerships, and transparent reporting, Walmart’s climate strategy stands as a blueprint for how corporations can scale sustainability while delivering value to customers, communities, and the planet.

Silver Price Nears Highest Level Since 2011 Amid Precious Metals Rally

Jennifer L
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0
Silver Price Nears Highest Level Since 2011 Amid Precious Metals Rally

Silver prices are making headlines once again as the metal approaches its highest levels in more than a decade. On September 10, 2025, silver traded in the range of $41 to $42 per ounce in global markets, holding near levels not seen since 2011.

In the United States, the silver spot price stood at $41.2 per troy ounce, with futures trading slightly higher at around $41.50 per ounce. The day’s trading range stretched between $41.44 and $42.12, showing strong investor activity.

In India, one of the largest silver markets, the Multi-Commodity Exchange (MCX) saw silver climb to around ₹125,000 per kilogram. That represents a nearly 45% gain so far in 2025, outpacing the performance of both gold and the country’s stock markets.

This price surge has placed silver at the center of global commodity discussions, drawing comparisons with gold’s record-breaking rally.

What Is Driving Silver Higher?

Silver Spot Price
Source: Bloomberg

Several forces are converging to push silver toward decade-high levels.

One of the most important drivers is monetary policy. With the U.S. Federal Reserve expected to cut interest rates later this year, both the U.S. dollar and bond yields have weakened.

For investors, this lowers the opportunity cost of holding precious metals. These metals don’t pay interest or dividends, but they usually retain value during economic uncertainty.

At the same time, silver plays a unique dual role. Like gold, it is a safe-haven asset, often sought out during times of geopolitical tension or financial instability. Yet silver also has extensive industrial uses, making it more sensitive to global economic trends.

The demand from industries such as electronics, semiconductors, and especially renewable energy is particularly important. Silver is a critical material in solar panels, where it is used in photovoltaic cells to conduct electricity.

silver demand from solar 2030

As countries accelerate their shift to cleaner energy, demand for silver in solar technology is growing rapidly. Electric vehicles (EVs) and 5G technology need a lot of silver. This boosts long-term demand even more.

In July 2025, the U.S. Department of the Interior added silver to its draft list of critical minerals, recognizing its strategic importance for clean energy technologies. The designation highlights silver’s essential role in solar panels, electronics, and the broader transition to a low-carbon economy

Silver vs. Gold: A Tale of Two Metals

The silver rally is unfolding alongside gold’s historic surge. On the same day, silver touched $41, and gold set a new record at $3,671 per ounce. Both metals are gaining from investors looking for safety in uncertain times. However, their price trends are different.

gold price today

The gold-to-silver ratio, which measures how many ounces of silver are equal to one ounce of gold, remains at elevated levels historically. A high ratio suggests silver may be undervalued compared to gold, leading some analysts to argue that silver could have more room to rise.

For investors, silver’s lower entry price compared to gold also makes it an attractive option. Retail investors who may find gold too expensive often turn to silver as a more accessible precious metal investment. This affordability factor could bring additional momentum if gold continues to climb to new highs.

Flashback to 2011: Will History Repeat?

To understand today’s silver price rally, it helps to look back at history. The last time silver traded near these levels was in 2011, when it spiked close to $50 per ounce. At that time, global markets were still healing from the 2008 financial crisis. Investors put their money into safe-haven assets.

The rally was quick but brief. Silver prices fell as monetary policy tightened and demand weakened. That history brings up a key question for today’s market:

Will silver keep its momentum, or will it drop again when central banks change their strategies?

Some experts believe this rally could last longer. They point to silver’s rising industrial demand, which is linked to the energy transition. Unlike in 2011, silver today has a stronger fundamental base beyond just investment demand.

India’s Silver Fever: Fueling Global Momentum

India plays an especially important role in silver demand. The country has long been a major consumer of precious metals, and silver is widely used in jewelry, ornaments, and investment products.

In 2025, the MCX reported silver prices hitting a record high of ₹125,000 per kilogram. Some analysts say the rally might reach ₹150,000 if the momentum keeps going.

Silver’s strong returns this year have surpassed equities and gold for Indian investors. This makes silver one of the most appealing assets in the country’s commodity markets.

India’s rising demand affects global prices because it makes up a large part of silver use worldwide.

Green Silver: Mining Meets Clean Energy Goals

While demand for silver continues to rise, supply growth has been slower. Silver is mined both as a primary product and as a byproduct of other metals such as lead, zinc, and copper. Global mining output has struggled to keep pace with growing demand, tightening the market balance.

silver supply and demand

Another factor shaping the silver industry is sustainability. Mining companies face growing pressure to cut carbon emissions, use renewable energy, and lessen their environmental impact. 

Silver plays a vital role in clean technologies, especially solar energy. Because of this, there’s increasing focus on making sure its production meets global climate goals.

Who’s Leading Silver’s Green Shift?

Major mining companies aim for net-zero by 2050. Some are already using renewable energy in their operations. This adds to silver’s investment story. It’s not just a metal for clean energy; the industry is also moving toward more sustainable practices.

Investors want to be sure that silver production meets environmental, social, and governance (ESG) standards. Several of the world’s largest silver producers have introduced ambitious sustainability goals:

Fresnillo plc (Mexico):

The company is the biggest primary silver producer in the world. The company plans to cut its carbon footprint by switching to renewable energy for its operations. The company aims for a 50% cut in greenhouse gas emissions by 2030. It has started using solar and wind power at its mining sites in Mexico.

Pan American Silver (Canada):

Pan American has pledged to reach net-zero greenhouse gas emissions by 2050. It has invested in water recycling systems. It supports energy efficiency programs. It also protects biodiversity around its mining projects in South America. The company also publishes detailed annual sustainability reports that track emissions, safety, and community engagement.

First Majestic Silver (Canada/Mexico):

First Majestic has focused on reducing its environmental impact by upgrading processing technologies that minimize water and chemical use. The company has also increased the share of hydropower and solar energy in its electricity mix. First Majestic also backs community development in its operating regions. This ties sustainability to social responsibility.

Hecla Mining (U.S.):

As one of the oldest U.S. silver producers, Hecla has modernized its operations to improve safety and reduce emissions. The company has set a net-zero by 2050 goal and is currently working on electrifying parts of its mining fleet. Hecla also highlights worker safety and inclusion programs as part of its ESG priorities.

These efforts highlight an important trend. The silver industry is supplying materials for clean energy tech. At the same time, it is also undergoing its own green transformation. For investors, silver companies with strong ESG strategies might gain from rising demand and good sustainability ratings.

The Road Ahead: Can Silver Hold the Shine?

Looking ahead, the outlook for silver depends on a mix of short-term monetary policy and long-term industrial trends.

In the near term, the Federal Reserve’s decision on interest rates will be critical. A rate cut could weaken the dollar further and support additional gains in both gold and silver. However, if U.S. economic data surprises to the upside, it could dampen expectations and cool off the rally.

Over the longer horizon, silver’s industrial demand appears solid. With global investment in solar energy and EVs accelerating, silver’s role as a “green metal” is likely to remain strong. Supply constraints could amplify this trend, pushing prices higher if production struggles to catch up.

Some analysts think international silver prices might rise above $45 per ounce soon. They also believe Indian prices could reach ₹150,000 per kilogram if both global and local demand keep growing.

For investors, silver offers both a hedge against economic uncertainty and exposure to the growth of renewable energy and electric vehicles. Risks are still present, especially if interest rates change suddenly. However, the fundamentals show that silver’s position in global markets is stronger than ever.

With gold setting new records and silver price climbing toward decade highs, 2025 is shaping up to be a defining year for precious metals.

Tesla’s AI5 Chip Challenges NVIDIA’s Dominance in AI Hardware Innovation

Saptakee S
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0
Tesla’s AI5 Chip Challenges NVIDIA’s Dominance in AI Hardware Innovation

Tesla Inc. (TSLA Stock) has once again raised the stakes in the world of artificial intelligence and custom semiconductor design. CEO Elon Musk recently confirmed that Tesla’s AI5 chip has completed its design review, marking a significant milestone in the company’s efforts to develop in-house chip technology that rivals industry giants like Nvidia.

This move aligns with Tesla’s broader vision of reshaping technology infrastructure, reducing dependency on external suppliers, and driving innovation across its product ecosystem from EVs to humanoid robots.

AI5 Leads the Way: Tesla’s Bold Move Toward a Single Chip Platform

Until recently, Tesla had been developing two separate chip architectures. Musk’s latest announcement signals a shift toward consolidating these efforts into a single, unified platform.

  • During a post on X, Musk called the AI5 chip “epic” and hinted at its successor, the AI6, as potentially the “best AI chip by far.”

According to him, the AI5 chip will offer “the lowest cost silicon and best performance per watt” for inference tasks with models smaller than 250 billion parameters.

ELON MUSK TESLA

Dojo Disbanded?

This consolidation came after Tesla’s internal assessment determined that continuing separate paths would lead nowhere significant.

As per Bloomberg, the company discontinued its ambitious Project Dojo supercomputer initiative in August, despite analysts once attributing a potential $500 billion increase in market value to the project. Musk explained that “all paths converged to AI6,” and the supercomputer project was deemed “an evolutionary dead end.”

The unified architecture strategy reflects Tesla’s desire to streamline development and focus its engineering talent on solving broader computing challenges. By using the same chip platform for both training and inference tasks, Tesla expects to achieve greater efficiency and scalability.

Musk described this approach as a way to create supercomputer clusters where multiple AI5 and AI6 chips handle diverse workloads seamlessly, a configuration he dubbed “Dojo 3.”

TSMC and Samsung Fuel Tesla’s Manufacturing Strategy

Tesla’s chip development efforts are backed by a robust manufacturing roadmap involving partnerships with major semiconductor players.

  • The AI5 chip will be produced by Taiwan Semiconductor Manufacturing Company (TSMC) at its facilities in Taiwan before production shifts to its Arizona plant. This staged approach will help Tesla ramp up production while ensuring quality and scale.
  • For the AI6 chip, Tesla signed a $16.5 billion multiyear contract with Samsung Electronics to manufacture chips domestically in the United States.

Samsung’s dedicated Texas facility in Taylor will be exclusively focused on producing AI6 chips, with initial samples starting at Samsung’s South Korean sites before moving to Texas for mass production.

This dual-foundry strategy gives Tesla an edge in supply chain resilience. Unlike competitors dependent on a single supplier, Tesla’s collaboration with both TSMC and Samsung provides flexibility, experience, and speed. Analysts see this as a smart move, especially given the geopolitical tensions and chip shortages affecting global markets.

Competing With Nvidia and Beyond

Tesla’s AI ambitions are part of a growing trend among technology companies aiming to build custom chips and reduce reliance on Nvidia, a dominant player in AI hardware. OpenAI, for example, has announced plans to partner with Broadcom to produce its own chips at scale, shifting away from Nvidia’s ecosystem.

At the same time, Nvidia faces regulatory challenges under the U.S. Guaranteeing Access and Innovation for National Artificial Intelligence Act (GAIN Act), which could limit its export capabilities.

Tesla’s AI5 and AI6 chips are thus positioned not only as performance-driven solutions but also as strategic assets in a rapidly shifting regulatory and market landscape.

Musk’s confidence in Tesla’s silicon capabilities is backed by analysts projecting that the company’s AI-driven initiatives could be worth upwards of $1 trillion.

Notably, Wedbush Securities’ Dan Ives sees Tesla’s autonomous driving and AI business as a game-changer, while Cathie Wood of ARK Invest has called Tesla “the largest AI project on Earth,” with forecasts suggesting that global revenue from robotaxi networks could hit $8 trillion to $10 trillion in the next decade.

AI Chips Set to Soar: A $165 Billion Market by 2030

The AI chip market is growing fast. In 2023, it was worth $28 billion, showing that it is still in the early stages but gaining momentum. By 2025, experts expect the market to reach $40.79 billion and then jump to $52 billion, showing how quickly it is expanding.

Looking ahead, the market could grow even more and hit $165 billion by 2030 as more industries adopt AI technology. However, NVIDIA is still leading the way in this market and is expected to hold about 86% of the AI GPU segment in 2025. This shows how dominant NVIDIA is in the AI chip space.

ai chip market

AI’s Expanding Role Across Tesla’s Ecosystem

The AI5 and AI6 chips are not limited to just inference tasks in vehicles. Tesla’s broader roadmap, detailed in its Master Plan Part 4, envisions a future where artificial intelligence and robotics redefine how energy, transportation, and labor are managed.

Unlike earlier plans focused solely on electric vehicles and renewable energy, the new blueprint embraces “sustainable abundance,” where human labor and energy costs approach zero thanks to advanced robotics and AI-driven automation.

A central piece of this vision is the Optimus humanoid robot. Designed to handle repetitive and dangerous tasks in factories and eventually in homes. Optimus is seen as a cornerstone of Tesla’s next phase.

Musk predicts that humanoid robots could make up 80% of Tesla’s value in the future, with ambitious production targets ranging from several thousand units in 2025 to as many as 1 million annually by the decade’s end.

Media reports say that the AI6 chip will serve multiple roles across Tesla’s product lines. Besides powering Optimus, it will be used in the upcoming Cybercab robotaxi service and replace Dojo as Tesla’s AI training platform. The unified architecture allows these chips to be configured in clusters, seamlessly handling both training and inference tasks.

Despite Swings, TSLA Stock Inspires Investor Confidence

Despite these bold initiatives, Tesla’s stock (TSLA) has seen volatility. As of September 8, 2025, TSLA traded around $346.40, down about 1.2% over the previous day and pulling back from a recent high of $355.

The company’s market capitalization stands near $1.12 trillion, with a trailing price-to-earnings ratio exceeding 200—indicative of high expectations but also elevated risk.

tsla stock
Source: Yahoo Finance

Still, investors remain optimistic about Tesla’s AI-driven future. The combination of a unified chip architecture, diversified manufacturing strategy, and bold robotics roadmap positions Tesla at the forefront of a tech revolution. Moreover, expected shifts in global energy demand and Federal Reserve policies could further boost growth stocks like Tesla in the coming years.

In conclusion, Tesla’s AI5 chip marks a bold step beyond technology—it’s a move to lead the future of computing. With efficient chips, strong partnerships, and a unified architecture, Tesla is set to transform not just its business but global energy and labor markets. As Musk’s “sustainable abundance” vision unfolds, Tesla’s innovation could unlock a multi-trillion-dollar opportunity, drawing keen attention from investors and industry alike.

Rio Tinto Backs $250M Meldora Platform in Push for High-Integrity Carbon Credits

Jennifer L
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Rio Tinto Backs $250M Meldora Platform in Push for High-Integrity Carbon Credits

Rio Tinto has announced it will purchase carbon credits from a newly launched Australian platform, marking a major step in its decarbonization journey. The initiative shows how big companies are using high-integrity carbon markets in their sustainability plans. At the same time, the deal highlights how Australia is positioning itself as a leader in nature-based carbon solutions.

A New Platform for Scalable Carbon Offsets

Meldora, the new platform, just launched with $250 million in funding. This investment comes from the Clean Energy Finance Corporation (CEFC) and Canada’s La Caisse de dépôt et placement du Québec (CDPQ). 

The platform will produce Australian Carbon Credit Units (ACCUs) by investing in sustainable agriculture and reforestation projects on a large scale.

Meldora has acquired 15,000 hectares of farmland in Central Queensland. This land will be the starting point for its operations. The land will support productive farming and “Environmental Plantings.” Here, native trees and plants will be grown and cared for over many years. This dual-use model combines farming with carbon sequestration, creating reliable long-term credits.

Heechung Sung, CEFC’s head of natural capital, remarked:

“It’s a great privilege to again be able to work with La Caisse and GAP to invest in this strategy and alongside Rio Tinto, who have demonstrated with their long-term offtake, a commitment to invest in high-integrity carbon credits.”

Rio Tinto is now the first long-term buyer of carbon credits from Meldora. This gives the Australian mining giant a steady supply of carbon offsets. It also shows their commitment to real, science-based climate solutions.

How Meldora Works: The Power of Soil Carbon Sequestration

Soils hold remarkable potential as a natural climate solution. According to the Food and Agriculture Organization, well-managed soils could sequester up to 2.05 gigatons of CO₂ per year. That’s equal to about 34% of the total greenhouse gas emissions from agriculture. Another study estimates that improved cropland practices could remove 0.44 to 0.68 Pg of carbon annually, or roughly 1.6 to 2.5 gigatons of CO₂.

Meldora’s approach centers on integrating agriculture with reforestation. Farmers use their land for food, but they also restore some areas with native trees and plants. These help capture and store carbon dioxide.

The program follows strict rules:

  • Trees are maintained for 25 to 100 years, ensuring permanent carbon storage.
  • Projects generate ACCUs, the official credits recognized under Australia’s carbon market.
  • Native biodiversity is protected, which improves soil health and water retention on farmland.

The CEFC has committed $50 million to the platform, while CDPQ provided the remaining $200 million. They aim to expand projects across Australia. Their goal is to provide credits that meet the rising demand from companies needing high-quality offsets.

This model also addresses a common challenge in carbon markets: the need to balance credibility with scalability. Meldora aims to combine farming and forestry. This way, carbon projects can be practical for landowners and reliable for buyers like Rio Tinto.

Rio Tinto’s Climate Strategy

Rio Tinto has set bold decarbonization goals using operational changes and carbon offsets to achieve them. The company aims to reduce its Scope 1 and Scope 2 emissions by 50% by 2030 and achieve net zero by 2050.

Rio Tinto 2050 decarbonization pathway
Source: Rio Tinto 2025 Climate Action Plan

In 2024, its gross operational emissions fell to 30.7 Mt CO₂e, down from 33.9 Mt CO₂e in 2023, thanks to increased use of renewable energy and efficiency gains. The company increased renewable electricity consumption to 78% in 2024. That’s an increase of 71% from 2023.

Rio Tinto carbon emissions 2024
Source: Source: Rio Tinto 2025 Climate Action Plan

To bridge remaining emissions, Rio Tinto will limit its use of high-integrity carbon credits to up to 10% of its 2018 emissions baseline. The company keeps the emphasis on actual emission reductions. Its climate strategy includes:

  • Investing in renewable energy to power its mining operations, such as solar and wind projects in Australia.
  • Partnering with technology developers to explore low-carbon steelmaking.
  • Purchasing high-quality carbon offsets is necessary when direct emissions reductions are not yet possible.

Rio Tinto is a key investor in the Silva Fund, which backs nature-based carbon projects. It also owns a 14.15% stake in AiCarbon, an Australian carbon farming company. These investments show how the company is building a portfolio of long-term carbon solutions.

By buying credits from Meldora, Rio Tinto boosts its supply of reliable offsets. Global demand for these credits is rising, but supply is still low.

Integrity First: The Value of Verified Carbon Credits

One of the biggest challenges in carbon markets is the issue of integrity. Many credits on the voluntary market have faced criticism for overstating their environmental benefits. Rio Tinto’s CEO has publicly noted that up to 80% of credits reviewed in the U.S. did not meet the company’s internal standards.

Meldora wants to tackle these issues. They ensure projects are checked by independent parties. This way, they aim for lasting environmental benefits. Under Australia’s carbon market rules, ACCUs must meet strict standards and are subject to government oversight.

For Rio Tinto, the assurance of high-integrity carbon credits is key. As pressure mounts from regulators, investors, and the public, companies need offsets. These should balance emissions on paper and provide real benefits for the climate and local communities.

Australia’s Carbon Market Moment

Australia ranks among the top global issuers of carbon credits. Initiatives like Meldora will likely boost this standing. The country has a unique advantage in nature-based carbon projects. Its vast land resources allow for a mix of environmental restoration and agricultural productivity.

The Australian government is tightening climate rules. Under the Safeguard Mechanism, large emitters must cut their emissions every year. For many companies, purchasing ACCUs is one of the most practical ways to comply with these regulations.

Per S&P Global analysis, Australia’s carbon credit demand will surpass issuances in 2028, as seen in the chart.

Australia carbon credit demand and supply forecast
Source: S&P Global

Platforms like Meldora could therefore play a dual role: supporting corporate net zero strategies and helping Australia meet its national climate targets.

Outlook: Scaling Nature-Based Climate Solutions

The Rio Tinto–Meldora agreement shows how companies are shifting to long-term carbon solutions. They are focusing more on scalability instead of just quick offsets. This change shows a bigger trend in corporate climate action. Nature-based projects are now valued more for their lasting impact and benefits to communities.

For Rio Tinto, the deal ensures access to a reliable stream of credits as it works toward its 2030 and 2050 goals. For Australia, it shows how it can use its land and farming resources to help the world move toward net zero.

By supporting projects that merge agriculture with long-term forest restoration, Rio Tinto is helping to advance a model that could benefit businesses, landowners, and the environment. As Australia grows its carbon credit market, platforms like Meldora could be key. They help connect corporate demand with the urgent need for real, verifiable climate solutions.

QuantumScape’s Battery Breakthrough Powers Safer EVs – and Sends QS Stock Up 20%

Saptakee S
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0
QuantumScape’s Battery Breakthrough Powers Safer EVs – and Sends QS Stock Up 20%

QuantumScape Corporation (NYSE: QS), a leader in advanced battery solutions, has made a major breakthrough in electric vehicle (EV) technology. In partnership with PowerCo SE, the battery arm of the Volkswagen Group, the companies showcased the world’s first live demonstration of a solid-state lithium-metal battery powering a motorcycle.

The event took place at the IAA Mobility conference in Munich, where a Ducati motorcycle equipped with QuantumScape’s cutting-edge QSE-5 battery cells made its debut. This demonstration marks a major milestone in the push toward safer, higher-performing energy storage systems for electric vehicles and beyond.

Why QuantumScape’s Solid-State Battery Is a Game-Changer

QuantumScape’s mission is to transform energy storage. The company highlighted that its next-generation solid-state lithium-metal batteries can potentially improve energy density, charging speed, safety, lifespan, and cost-effectiveness—all areas where traditional lithium-ion batteries face limitations.

The live demo used QSE-5 cells, built with QuantumScape’s proprietary Cobra separator manufacturing process. This process, integrated into full-scale production in June 2025, has dramatically improved performance. According to industry experts, it offers a 25-fold upgrade over the earlier model and a 200-fold improvement compared to 2023 methods.

The QSE-5 battery delivered industry-leading results, including:

  • 844 Wh/L energy density – enabling longer driving ranges.
  • 12-minute fast charging from 10% to 80% capacity.
  • 10C continuous discharge, supporting high performance under stress.

This breakthrough addresses key EV challenges, making batteries safer and more efficient for both consumers and manufacturers.

Dr. Siva Sivaram, CEO and president of QS, said,

“Today we’ve crossed the threshold from possibility to reality. We believe that our partnership with PowerCo, together with Ducati as our demonstration launch partner, positions us to scale our transformative technology to gigawatt-hour production. Our world-leading battery innovation, combined with Ducati’s uncompromising craftsmanship and legendary commitment to performance, will help usher in a new era of electrified transportation.”

QuantumScape solid state batteryS
Source: QS

Real-World Test on the Racetrack

The demonstration featured a Ducati V21L race motorcycle powered by QuantumScape’s technology. The battery pack, developed by specialists from Audi, another Volkswagen Group brand, was tailored to show how these batteries can perform in extreme conditions.

Thomas Schmall, CEO of Volkswagen Group Components, presented the technology at the event. The racetrack setting was chosen to rigorously test the batteries’ limits. QuantumScape’s cells performed reliably under high loads, showcasing how this technology can meet the demands of future high-performance EVs.

From Lab Discovery to Commercial Reality

This event is a major step in taking solid-state batteries out of the lab and into real-world applications. Solid-state batteries use a solid electrolyte instead of liquid ones, which greatly reduces the risk of overheating, fires, or explosions—common concerns with conventional lithium-ion batteries.

The QSE-5’s anode-free design, paired with advanced separators, gives it advantages in safety and efficiency. If scaled successfully, this technology could become a standard for next-generation EVs and other energy storage solutions.

QuantumScape expects to ship sample cells for testing in 2026. Commercial production could begin between 2027 and 2028, depending on regulatory approvals and manufacturing scaling.

Strategic Partnership and Market Expansion

QuantumScape’s partnership with PowerCo is expanding rapidly. In July 2025, the two companies announced an updated collaboration agreement that includes up to $131 million in milestone-based payments over two years.

This will fund the scaling of production and technology transfer needed to bring QSE-5 cells to global markets.

  • Significantly, PowerCo plans to produce up to 5 gigawatt-hours of QSE-5 cells annually, serving customers beyond Volkswagen’s ecosystem.

This opens up new commercial opportunities and strengthens QuantumScape’s position in the global battery supply chain.

Frank Blome, CEO of PowerCo, said,

“The EV revolution is the biggest transformation the automotive industry has ever seen. Solid-state batteries will redefine what’s possible for high-performance, premium vehicles, and today’s historic demonstration is just the beginning. We’re combining QuantumScape’s world-class battery scientists with PowerCo’s manufacturing expertise to bring game-changing solid-state battery technology to the world as soon as possible.”

QS Stock Market Reaction: A Speculative Opportunity

Following the announcement, QuantumScape’s (QS) stock jumped 20% to around $9.50, reflecting investor excitement. As of 2025, the company’s market cap stands at around $4.44 billion.

However, analysts warn that investing in QuantumScape carries significant risks. The technology’s success hinges on scaling production, navigating regulatory approvals, and competing with established battery players.

QuantumScape QS stock
Source: Yahoo Finance

Solid-State Batteries: Unlocking Safer, Smarter Energy Solutions

Solid-state batteries are seen as the next major leap in energy storage. Compared to lithium-ion batteries, they offer:

  • Higher energy density for longer ranges.
  • Faster charging capabilities.
  • Safer designs that lower fire and explosion risks.
  • Longer lifespan with fewer degradation issues.
  • Potential for lower costs as manufacturing processes improve.

These features make solid-state technology attractive not only for EVs but also for consumer electronics, renewable energy storage, and medical devices

Global Market Outlook: 2025 and Beyond 

As per FortuneBusinessInsights, the global solid-state battery market is projected to experience rapid growth over the coming years.

  • In 2024, the market size was valued at around $98.96 million, and it is forecasted to reach $119 million by 2025.
  • By 2032, the market could surge to $1.36 billion, growing at a compound annual growth rate of 41.61% between 2025 and 2032.
solid state battery
Source: FBI

The Asia Pacific region is leading this growth, holding a 43.76% market share in 2024. Rising adoption of solid-state batteries in consumer electronics, electric vehicles, and renewable energy storage is driving this trend. The consumer electronics segment, in particular, dominated the market last year, with applications far ahead of those in EVs and medical devices.

Investment in this technology is accelerating, with companies like Toyota, BMW, QuantumScape, CATL, and BYD increasing research and development efforts. Government support is also playing a key role in the development of solid-state batteries.

Key Drivers for Adoption

The demand for safer, higher-performance batteries is pushing companies and governments to invest heavily. Additionally, solid-state designs reduce fire risks, offer greater energy density, improve charging speeds, and extend battery lifespan.

These improvements are making solid-state batteries a preferred option across multiple industries, including consumer devices, EVs, medical implants, and renewable energy storage.

With governments backing funding initiatives and industry players scaling up manufacturing, the path to widespread adoption is becoming clearer. The global market is on the cusp of a transformation, and solid-state batteries are at the forefront of this change.

All in all, QuantumScape’s demonstration is a breakthrough in EV battery technology, showcasing its potential to overcome industry challenges. While risks persist, strong partnerships, advanced specs, and rising demand position the company as a leader in energy storage. If scaled successfully, its technology could drive safer, faster, and more efficient batteries for the future of electric mobility.

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