Google, Meta, and Others Invest $41M in Carbon Removal Credits

Jennifer L
-
0
Google, Meta, and Others Invest $41M in Carbon Removal Credits

Frontier, a group that includes big tech names like Google and Meta, just made a huge deal with Arbor. Arbor is a next-gen startup focused on bioenergy with carbon capture (BECCS). This pact signals a turning point in how carbon removal projects can support both climate goals and clean power needs.

Here’s what makes it significant, and why investors and industry watchers are paying attention.

Frontier’s $41M Vote of Confidence in Arbor’s Carbon Tech

Frontier, an advanced market commitment supported by companies like Google, Meta, Shopify, Stripe, and McKinsey, has made a key carbon removal deal with Arbor, a BECCS startup. Under the deal, Frontier will purchase 116,000 tons of durable CO₂ removal credits from Arbor’s future facility between 2028 and 2030. 

The deal is worth $41 million. It is Arbor’s biggest offtake contract yet. Also, it’s one of the most important carbon credit deals using BECCS technology to date.

Arbor’s first commercial-scale plant will generate carbon removal credits. It will be near Lake Charles, Louisiana. This site was selected because it has access to sustainable biomass and skilled labor. It also has CO₂ transportation and storage systems in place.

Construction of the plant is expected to begin in the next two years, with full operations planned for 2028. The deal features long-term commitments from various buyers in the Frontier coalition. This includes tech giants and climate-friendly brands like H&M, along with enterprise software leader Autodesk. The group has the following projects.

Frontier project map
Image from Frontier

Offtake agreements give Arbor the financial support it needs. This helps them go from pilot operations to full-scale deployment. It also bridges the “valley of death” that often slows clean tech startups during scaling.

This commitment shows that buyers are more confident in new carbon removal technologies. It also highlights a shift in the industry. Now, companies want to invest in permanent carbon removal alongside nature-based offsets. It also sets a standard for future Frontier purchases. 

Hannah Bebbington, head of deployment at Frontier, remarked:

“As we are thinking about carbon removal demand and where our electricity generation is going to come from, and how we are going to ensure that we are powering this [AI] boom as cleanly and efficiently as possible, Arbor really fits the bill.”

Turning Plant Waste into Climate Wins: Arbor’s Biomass Breakthrough

At the heart of this deal is Arbor’s innovative approach to bioenergy with carbon capture and storage. Unlike traditional BECCS plants that rely on large, centralized facilities, Arbor uses a compact, modular system. This technology turns low-grade organic waste, like forest residues and agricultural byproducts, into gas. It burns this gas with oxy-combustion, which uses pure oxygen.

Arbor carbon capture or removal process
Image from Frontier: Arbor’s BECCS method

Such a carbon capture method helps achieve nearly complete combustion. The result is a high-purity stream of supercritical CO₂, more than 99% of which is captured and stored underground.

Arbor’s method stands out because it has dual functionality. First, it captures CO₂ and then, it uses that CO₂ to power an 18 MW turbine. This turbine produces a lot of clean electricity and also verifies carbon removals.

For each ton of CO₂ removed, the system can generate up to 1,000 kilowatt-hours (kWh) of electricity. That’s enough to power an average U.S. household for about a month.

Remarkably, Arbor’s plants are carbon-negative and energy-positive. They can provide 24/7 baseload power for energy-heavy sectors like data centers and AI infrastructure.

Moreover, Arbor’s modular units use technology inspired by rocket engines. This makes them scalable and cost-effective. They can be deployed in many different locations.

Each unit is self-contained and portable. With these, Arbor can avoid many permitting and infrastructure issues that come with centralized BECCS facilities. The system also doesn’t release particulate matter, NOx, or other pollutants. This tackles a big issue with biomass burning.

This architecture creates a new path in clean energy. It combines carbon removal, power generation, and industrial decarbonization all in one platform. Arbor’s model provides a strong solution for sectors aiming for net-zero goals and growing energy needs.

Broader Carbon Removal and Power Trends

BECCS is emerging as a top carbon removal method due to its scalability and dual benefits—carbon removal plus power generation. The International Energy Agency estimates that carbon capture from biogenic sources could hit 60 million tons per year by 2030. However, currently operational and planned BECCS capacity are not on track toward net zero. The world needs about 185 million tons to meet net-zero goals.

Operational and planned BECCS capture capacity vs. the Net Zero Scenario, 2022-2030

In 2024, the carbon removal market grew 59% to $3.34 billion, with BECCS accounting for most of the volume. Early adopter deals—like those between Microsoft and Stockholm Exergi—have already proven this model works.

Frontier’s purchase adds to a recent deal. In March, they teamed up with Eion for 78,707 tons of CO₂ removal using enhanced rock weathering. Arbor’s BECCS deal, larger and combined with clean electricity, shows how carbon credits can deliver powerful co-benefits.

Why This Deal Matters: How Frontier Is Scaling Carbon Removal

This Frontier-Arbor carbon credit deal is significant for the following reasons:

Dual Impact: Carbon Removal + Clean Power

The agreement showcases a new generation of climate solutions that pair carbon removal with dependable clean energy. Arbor’s system captures over 99% of CO₂ and generates electricity around the clock. This helps meet the rising energy demand from AI and data centers. This dependable energy source helps keep the grid stable and cuts emissions. 

Scaling Up Carbon Markets

In 2024, BECCS accounted for nearly 90% of all carbon removal credits sold. Arbor’s high-quality approach sets a strong benchmark for permanence, verifiability, and climate benefit. By backing projects like this, Frontier is helping the voluntary carbon market shift away from less reliable offsets toward more impactful, long-term removal solutions.

Financing Commercial Deployment

Frontier’s $41 million advance purchase agreement gives Arbor the financial stability to build its first commercial-scale plant. These offtake deals function like power purchase agreements, helping startups bridge funding gaps and scale faster.

Meeting Tech Sector Needs

Big tech firms need clean, consistent energy to power AI-driven infrastructure. Arbor delivers both emissions removal and baseload electricity—meeting growing expectations for climate-aligned digital operations.

If Arbor delivers as promised, it may reduce the captured CO₂ price to below $100/ton, a critical threshold for scalable removal. Frontier’s $41 million deal with Arbor’s BECCS-based carbon credits sets a milestone in building a high-integrity market for dual-purpose projects, offering carbon removal and clean power.

The startup’s innovative oxy-combustion turbine and modular approach offer scalable potential. If successful, this model may transform carbon markets and the energy systems needed to support growing digital infrastructure.

A Battery ‘2X Better’ than Tesla’s Is Reshaping the $90B Home Power Storage Market

Jennifer L
-
0
A Battery ‘2X Better’ than Tesla’s Is Reshaping the $90B Home Power Storage Market

Disseminated on behalf of StorEn.

Demand for home energy storage is booming, with up to 47% of US homes expected to have rooftop solar installations by 2050. But there’s one major flaw: the batteries powering those systems don’t last. 

That’s why StorEn has created a home battery with the potential to last twice as long as Tesla’s Powerwall (the current market leader). 

Here’s why investors need to watch this company. 

How StorEn Is Solving the Home Battery Problem

Most home battery systems, including Tesla’s Powerwall, rely on lithium-ion technology. These batteries degrade quickly, pose safety risks, and create environmental waste. They typically need replacement every 5–10 years and aren’t built for long-term use. They can also burn for days when disaster strikes, releasing toxic fumes, as we saw in the recent California wildfires. 

That’s why the most advanced power plants in the world have been using vanadium flow technology. It’s the same reliable, low-risk battery tech that powers major cities around the world today. 

No one has been able to scale vanadium flow tech down to the residential level. But StorEn is doing it with their first-of-its-kind vanadium flow battery for homes. Instead of 10 years, it’s built to last 20. It’s also small enough to fit inside a garage, with a non-flammable and 100% recyclable design. 

Why StorEn Is A Major Energy Disruptor

The residential energy storage market is expected to surpass $90 billion by 2033, and lithium-ion batteries simply aren’t sustainable enough to meet demand. 

That’s why, while Tesla’s Powerwall holds 62% of the market, StorEn is a prime contender to dominate in the rise of home energy storage. 

Not only can StorEn power homes for up to 20 years, but their solution also unlocks major commercial potential in the telecom and microgrid markets. 

Amid this once-in-a-generation shift in energy, StorEn has all the pieces to thrive. What’s more, they have the track record to prove it. 

StorEn Is Proving Themselves As We Speak

With a pipeline of $11M+ in forecasted revenue and a community of 9,000+ investors already, StorEn is on track to become the leader in long-duration home energy storage.

The company is led by pioneers in energy storage and battery chemistry, including CEO Angelo D’Anzi, a 23-year veteran in fuel cell and electrolyzer development. Angelo himself holds 18 WIPO patents in Vanadium Flow Batteries and Fuel Cells.

Now, this team has patented a vanadium flow battery compact enough to power homes—with the same durability and reliability trusted by cities and industrial plants.

And you have an opportunity to join them.

Why Now Is the Time to Invest in StorEn

As clean energy adoption grows, the need for longer-lasting, safer, and more sustainable batteries is becoming urgent. 

StorEn has raised $12.5M from 9,000+ investors and is preparing for global expansion.

As lithium supply chains face pressure and investors seek genuine innovation, StorEn’s vanadium flow technology offers the long-term solution the market has been anticipating.

Become a StorEn shareholder as they redefine energy storage.

This is a paid advertisement for StorEn’s Regulation CF offering. Please read the offering circular at https://invest.storen.tech/

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.

Why Tesla (TSLA) Stock Fell: Carbon Credit Crackdown, Musk’s Politics, and Canada’s Frozen Funds

Jennifer L
-
0
Why Tesla (TSLA) Stock Fell: Carbon Credit Crackdown, Musk’s Politics, and Canada’s Frozen Funds

Tesla is under renewed scrutiny as multiple forces threaten its financial model. President Donald Trump’s One Big Beautiful Bill (OBBB) risks erasing earnings from carbon credit sales. Also, Elon Musk’s recent political endorsement rattles investors, and Canada has frozen $40 million in aid over environmental concerns tied to Tesla’s projects.

Together, these developments supersede typical market volatility and signal a potential turning point. Let’s examine each of these instances and consider their impact on Tesla.

OBBB Bill Could Erase Billions in Carbon Credit Profits

In 2024, Tesla generated a record $2.76 billion by selling regulatory credits (carbon credits), which is nearly 39% of its net income ($7.09 billion) that year. These credits allowed other automakers—unable to meet emissions standards—to avoid penalties by purchasing Tesla’s excess credits. Over time, Tesla has earned more than $10 billion from credits since 2017.

Tesla annual carbon credit revenue 2024

However, the OBBB threatens to overturn this revenue stream. The bill removes clean energy and EV tax credits. This includes credits linked to emissions performance. It also ends federal penalties for vehicles that do not comply.

  • With this policy shift, analysts warn Tesla could lose as much as 80–90% of its U.S. carbon credit income, which could result in a loss of more than $2 billion in annual revenue.

RELATED: Tesla’s Carbon Credits Crash in Q1 2025: Earnings Drop and EV Sales Fall

Tesla aims to close this gap by boosting vehicle production and cutting costs. However, the electric vehicle (EV) industry faces challenges. Global EV sales hit 17 million units in 2024, and they could exceed 20 million in 2025. However, growth might slow down due to changes in policy. 

EV market 2030
Source: Grand View Research

The global EV market is now valued at $1.33 trillion. It is expected to grow to $6.5 trillion by 2030, showing a 32.5% annual growth rate. However, some analysts predict a more conservative growth rate of 14.5%, estimating it will reach around $1.66 trillion by 2030.

Investor Concern Mounts After Musk’s Political Endorsement

Tesla’s stock fell sharply in early July following Elon Musk’s public endorsement of a conservative politician. While credit sales had buoyed Tesla’s earnings, market analysts say that “more backlash could affect demand among politically sensitive consumers”.

Market experts also warned that this move could threaten TSLA’s value. Dan Ives, global head of technology research at Wedbush Securities, noted:

“Very simply Musk diving deeper into politics and now trying to take on the Beltway establishment is exactly the opposite direction that Tesla investors/shareholders want him to take during this crucial period for the Tesla story.”

The stock dropped by ~15% since early 2025, partly due to OBBB concerns and Musk’s activism. Investors are now recalculating Tesla’s value without carbon credit income: P/E ratios may fall significantly.

Why Canada Hit Pause on $40M in Tesla Aid

Canada has frozen $40 million in subsidies to Tesla. This is after the company submitted nearly 8,700 rebate requests in just three days, draining funds meant for electric vehicle buyers.

Moreover, Tesla lowered Model Y prices to qualify for subsidies, a legal but controversial move. The Canadian government is investigating and has paused payments until claims are verified. Several provinces have also blocked Tesla from their EV incentive programs, citing trade tensions and concerns over fairness. The company’s sales in Canada dropped 70% amid this dispute.

This decision further comes from concerns about not consulting Indigenous groups and potential environmental risks. Canadian officials have tied funding release to Tesla’s compliance with strict environmental standards and local partnership agreements.

This move is more than financial; it signals stronger scrutiny of Tesla’s global operations. As Tesla plans new battery or vehicle manufacturing in Canada, this aid freeze raises potential execution risks and reputational exposure.

Global EV Landscape and Tesla’s Expanding Competition

Tesla, once the undisputed leader, is facing growing competition. China continues to dominate, accounting for two-thirds of EV sales and holding nearly 60% of global EV production.

Meanwhile, BYD overtook Tesla in global EV market share (16% vs. 14%). The Chinese carmaker continues to gain ground in international markets, including Europe and Southeast Asia.

BYD vs Tesla EV sales

Tesla’s competitive edge is being challenged not only by Chinese automakers but also by legacy carmakers. These include Volkswagen, Hyundai, and GM, which are accelerating their EV rollouts.

Hyundai-Kia, for example, now holds nearly 7% global EV share, and Volkswagen has committed to launching 30+ new EV models by 2030. Startups like Rivian and Lucid are also carving out niche segments.

Despite positive long-term trends, the U.S. EV market is slowing. The International Energy Agency (IEA) lowered its forecast for U.S. EV market share to 41% by 2030. This is a drop from nearly 50%. They point to fading subsidies and rising EV prices as reasons for this change.

BloombergNEF agreed, saying that policy uncertainties might slow EV adoption. This could affect over $150 billion in planned battery investments.

Can Tesla Weather the Storm?

Given the various challenges Tesla is facing, can it surpass all these and regain investors’ trust once again? Here are the top concerns to watch out for in the EV leader’s future.

1. Will vehicle sales make up for lost credit revenue?

Tesla needs to significantly boost sales. However, its 2024 deliveries — 1.78 million EVs — marked the first decline year-over-year. Its path forward relies on a balanced mix of new models (Cybercab, affordable versions) and global rollout, but competition and policy delays remain risks.

2. Does Musk’s political play threaten brand appeal?

CEO visibility impacts Tesla’s brand. With a growing political rift among its consumer base and investors, Tesla may lose market traction unless it separates its business strategy from divisive rhetoric.

3. Will Canada’s compliance push stall expansion?

The Canadian aid freeze sets a precedent. Grant applications, potential program abuse, environmental oversight, and community engagement would be crucial to Tesla’s growth plans. 

4. Can diversification maintain growth?

Tesla’s energy and AI segments suggest diversification. Its Powerwall and Megapack storage deployments reached 16.7 GWh in 2024, and its Supercharger network now exceeds 65,000 stalls. Expanding charging infrastructure, AI vehicle updates, and energy offerings could partially offset credit and auto earnings gaps.

Tesla faces a mix of policy, political, and operational pressures. These challenges threaten its profits from carbon credits. While the company has built resilience through innovation in energy, AI, and scale, reversing or adapting to policy reversals will be critical.

Success depends on Tesla’s ability to grow in volume, cut costs, and expand globally. In the meantime, the OBBB, Musk’s spotlight, and Canada’s freeze combine to make this a critical moment for the EV pioneer’s future.

3 AI Companies To Watch in 2025 and How They Power the Net-Zero Revolution

Jennifer L
-
0
3 AI Companies To Watch in 2025 and How They Power the Net-Zero Revolution

As the race to reach net-zero intensifies, artificial intelligence (AI) has emerged as a powerful tool for combating climate change. AI is changing how we measure and reduce environmental damage. It helps decarbonize industries and verify carbon offset projects. Investors are now eyeing a new frontier where climate innovation meets digital intelligence.

In this article, we spotlight three rising companies using AI to drive real-world environmental impact: AECOM, Stem Inc., and Verdantix.

Why AI is The Brain Behind the Green Revolution

AI is not just a buzzword in climate circles anymore. It’s a key enabler in scaling up decarbonization, nature monitoring, and sustainability efforts. PwC says AI in climate actions might cut global greenhouse gas emissions by 4% by 2030. That’s about the same as the yearly emissions from Australia, Canada, and Japan together.

GHG emissions lower due to AI PwC
Source: PwC

Moreover, AI could create up to $5.2 trillion in global economic value. This is because it can make industries more efficient and sustainable.

AI supports both environmental stewardship and financial performance. AI helps companies meet demands from regulators and ESG-minded investors. It provides real-time insights and boosts transparency, as well as guides strategies to cut emissions. It also improves corporate accountability.

Here are four critical ways AI is accelerating climate action:

  • Carbon Accounting 

AI improves the accuracy and efficiency of emissions tracking across complex systems like global supply chains. It enables detailed Scope 1, 2, and especially Scope 3 data capture. Capgemini found that 48% of organizations already use AI to measure and reduce emissions.

  • Project Verification

Remote sensing, satellite images, and AI models can verify carbon offset projects. This includes reforestation and soil carbon storage. McKinsey says automated tools can lower verification costs by up to 80%. In turn, this helps build trust and cut down on greenwashing.

  • Climate Forecasting

AI models help governments and insurers simulate extreme weather risks. They also predict long-term climate impacts. Tools like Google’s DeepMind and ClimateGPT provide local forecasts. They also model risks for decades ahead.

  • Deforestation Monitoring

Machine learning algorithms scan satellite data to detect illegal logging or land degradation. For instance, Global Forest Watch uses AI to alert stakeholders quickly. This helps protect biodiversity and carbon sinks.

Notably, AI is speeding up climate innovation. The top AI companies below are using their power to excel in ESG performance, sustainability reporting, and environmental impact.

AECOM (NYSE: ACM): Engineering Smart Cities for a Hotter World

  • Sector: Engineering and Infrastructure
  • Market Cap: $15.3 billion
  • Headquarters: Dallas, Texas

AECOM is a global infrastructure consulting firm. They use AI and data analytics to design sustainable cities. Their goals are to reduce construction emissions and build climate-resilient systems. It works on major public and private projects worldwide and has become a key partner in developing net-zero urban environments.

Key initiatives include:

  • Uses AI to model and simulate infrastructure against flood, heat, and climate risks.
  • Launched ScopeX, a tool that reduces embodied carbon in construction projects by up to 50%.
  • Applies predictive analytics across transportation, water, and energy systems to lower lifecycle emissions.
  • Supports net-zero urban development through AI-enhanced planning and design.

Net-Zero and ESG Strategy

AECOM aims for net-zero emissions by 2040. This goal follows science-based targets and covers Scope 1, 2, and major Scope 3 categories. Between 2019 and 2022, it cut operational emissions by 37%, with a target of a 50% reduction by 2030. The company has a total emissions of 11,459 tCO2e as of 2024 reporting period.

Aecom net zero
Source: Aecom

The company helps clients reduce carbon emissions in their infrastructure through sustainable engineering practices. As part of its ESG strategy, the company aligns its disclosure with leading frameworks like TCFD, CDP, and SASB.

AECOM is also a signatory to the UN Global Compact and the Business Ambition for 1.5°C pledge.

As for its financial performance, AECOM generated $14.4 billion in revenue in FY2023 and recently announced a $1 billion stock buyback program. Its strong financials and ESG credentials position it as a reliable and future-ready investment.

Stem Inc. (NYSE: STEM): AI-Powered Batteries That Beat the Peak

  • Sector: Clean Energy & Battery Storage
  • Market Cap: $72 million
  • Headquarters: San Francisco, California

Stem Inc. operates one of the world’s most advanced AI-powered energy storage platforms. Its Athena™ software balances solar and battery usage to reduce emissions and grid congestion. AI-driven energy storage is key for stability and decarbonization as the grid adds more renewable energy.

Major efforts include:

  • Athena™ uses machine learning to optimize battery dispatch and avoid peak fossil fuel generation.
  • Helps large commercial users cut Scope 2 emissions by shifting to renewable energy at strategic times.
  • Partners with solar developers to provide grid services at a lower carbon intensity.
  • Manages over 1.6 GWh of storage capacity across North America.

Sustainability and Impact

Though Stem hasn’t issued a formal net-zero pledge, its business model is strongly aligned with emissions reduction. Its systems help clients dodge carbon-heavy electricity during peak times. They also speed up clean energy use.

In its latest sustainability update, the company highlighted plans to track Scope 3 emissions. It also aims to improve lifecycle transparency. The image below shows the company’s recently available GHG emissions, broken per category or emissions source. 

Stem Inc GHG emissions
Source: Stem Inc.

Athena’s AI capabilities also allow customers to integrate ESG goals into energy decisions, such as prioritizing low-carbon sources or optimizing for emissions reductions.

The company has over 16,000 customers around the world. It manages storage assets at more than 1,000 sites and oversees solar assets at over 200,000 locations globally. Stem serves over 260 cities and partners with more than 40 utilities. This shows its wide reach and strong influence in clean energy.

Stem raised over $600 million through a SPAC merger and continues to grow through strategic partnerships. The company plans to achieve profitability with software-driven energy services. It will also scale its grid-interactive clean energy assets.

Verdantix: The ESG Whisperer for Climate Accountability

  • Sector: ESG Intelligence and Software
  • Type: Private Company
  • Headquarters: London, UK

Verdantix is a leading research and advisory firm helping organizations manage ESG risks and opportunities. Its AI-powered tools assist corporations in tracking, reporting, and improving sustainability performance. As regulations grow worldwide, Verdantix is emerging as a key player in ESG compliance and climate disclosures.

Below are some of the company’s clients from various industries:

Verdantix clients

The company’s research shows key market trends. The EHS services market is set to reach $63 billion. Also, the industrial asset management software market is expected to hit $17 billion by 2030.

Key initiatives in the space are:

  • Offers AI-based benchmarking tools to assess ESG maturity and climate risk exposure.
  • Uses natural language processing (NLP) to analyze climate disclosures and sustainability reports.
  • Helps clients align with global frameworks like TCFD, CSRD, and ISSB.
  • Advises Fortune 500 firms on net-zero planning, ESG strategy, and emissions tracking.

ESG and Environmental Contributions

Verdantix also does not have its own net-zero pledge. However, it helps boost ESG performance in many industries. Its software supports accurate measurement of Scope 1–3 emissions, scenario analysis, and sustainability KPI tracking. This is vital for clients aiming to meet science-based targets and prove real climate progress.

As more regulations make climate disclosures mandatory, Verdantix’s role in ensuring data quality and ESG transparency is expanding. It helps create stronger carbon markets by verifying environmental claims and providing reliable sustainability data.

Verdantix is growing rapidly across North America and Asia, with clients in finance, tech, and heavy industry. As climate rules get stricter, demand for its services will likely grow. This is especially true for multinational companies getting ready for the required ESG reports in the EU and the U.S.

Investor Takeaway: Why Climate + AI = Smart Money

As global markets aim for net-zero, AI and climate join forces. This mix offers a unique chance for impact, innovation, and investment. AI does accelerate climate solutions; it makes them smarter, more accurate, and scalable.

Each of the companies profiled in the article offers a distinct edge:

  • AECOM delivers reliable ESG-aligned growth by embedding AI in sustainable infrastructure.
  • Stem Inc. offers scalable climate impact through real-time clean energy optimization.
  • Verdantix ensures that ESG progress is measurable, verifiable, and aligned with compliance requirements.

Artificial intelligence is helping firms reduce their emissions, measure progress, and prepare for climate risks. These companies stand out not just for their tech but for their ability to deliver measurable environmental and ESG outcomes.

For impact-driven investors, policymakers, and sustainability professionals, these are the companies to watch in 2025 and beyond. Their work shows that climate ambition, powered by digital intelligence, can drive real transformation across sectors and value chains.

ExxonMobil’s (XOM Stock) Wild Ride: Gas Discovery, $14M Pollution Fine, and Carbon Storage Push

Jennifer L
-
0
ExxonMobil’s (XOM Stock) Wild Ride: Gas Discovery, $14M Pollution Fine, and Carbon Storage Push

ExxonMobil (NYSE: XOM), one of the world’s largest oil and gas producers, is once again in the public eye. Last week brought big news for the oil major. There was a new gas find offshore in the Mediterranean. Moreover, a key legal ruling was issued regarding old refinery pollution in Texas. Adding to the headlines, the U.S. Environmental Protection Agency (EPA) has also proposed key carbon storage permits for the company’s growing low-carbon ventures.

These events show how ExxonMobil balances new energy projects with scrutiny over its environmental record. The gas company is feeling pressure from climate change demands. Its actions reveal both the opportunities and the challenges it faces in the evolving energy landscape.

Cyprus Gas Discovery Strengthens Global Portfolio

The first big development came from the Eastern Mediterranean. On July 7, ExxonMobil and QatarEnergy announced they had found a large natural gas reservoir off the coast of Cyprus. The find, located at the Pegasus-1 well in Block 10, revealed more than 350 meters of gas-bearing rock at a depth of about 1.9 kilometers.

This is the second major find for ExxonMobil in Cypriot waters, following the Glaucus-1 discovery in 2019. These discoveries are big wins for Europe. The region wants to find new natural gas sources and lessen its reliance on Russian energy.

The Eastern Mediterranean is becoming a key energy hub. Pegasus-1 adds important reserves to ExxonMobil’s global gas portfolio. It could help boost liquefied natural gas (LNG) exports. This would supply cleaner fuels in areas trying to move away from coal.

Pollution Comes at a Price: Baytown Fine Stands After Supreme Court Snub

The same day ExxonMobil celebrated its discovery off Cyprus, it also faced a legal setback at home. The U.S. Supreme Court chose not to review a lower court’s decision. That ruling upheld a $14.25 million civil penalty for long-term air pollution violations at the Baytown refinery complex in Texas.

Environment Texas and the Sierra Club filed a case against the company. They claimed it broke the Clean Air Act by releasing harmful pollutants like nitrogen oxides and sulfur dioxide for years. These emissions can contribute to respiratory issues, smog, and other environmental harm.

This decision ends a decade-long legal battle and marks one of the largest citizen-led environmental fines under the said law. It also highlights growing public and legal accountability for emissions from major energy facilities.

EPA Backs Exxon’s Texas Carbon Storage Ambitions

Amid legal challenges, ExxonMobil continues to invest in low-carbon technology. The Environmental Protection Agency (EPA) has proposed three Class VI carbon storage permits for ExxonMobil’s Low Carbon Solutions Onshore Storage LLC. This move could shape the company’s future in climate solutions in Jefferson County, Texas.

ExxonMobil CCS Rose project
Source: U.S. EPA

These permits back ExxonMobil’s “Rose” project seen in the map above. It’s a carbon capture and storage (CCS) site. The project aims to inject up to 5 million metric tons of CO₂ each year into deep underground rock formations.

The EPA’s proposal opens a 30-day public comment period, with a virtual hearing scheduled for July 31, 2025. EPA officials say early reviews show the project won’t risk underground drinking water. If approved, this would allow ExxonMobil to store CO₂ emissions from clean hydrogen and ammonia plants.

This CCS effort is part of a larger federal shift to expand carbon storage across the country. The EPA is also working to give permitting power to the Texas Railroad Commission. This puts Texas alongside states like Louisiana, North Dakota, and Wyoming. These states aim to speed up approvals for carbon storage projects.

CCS class VI well permits in US
Source: Carbon Capture Coalition

CCS is vital for hard-to-decarbonize sectors like steel and cement. According to a DNV report, global CCS investment could reach $80 billion by 2030, enabling the capture of 270 million tons of CO₂ per year—a major tool in the climate transition.

CCS capacity additions 2030
Source: DNV Report

Global CCS capacity is set to grow from 50 to over 550 million tonnes of CO₂ annually by 2030, says DNV. That’s equal to 6% of current energy-related emissions. North America and Europe will lead, backed by climate policies and funding. The U.S. offers $85/ton tax credits, while the EU supports CCS via its Innovation Fund and North Sea projects.

By investing in CCS, ExxonMobil aims to position itself as a leader in technologies that can reduce industrial emissions—key to meeting its long-term climate targets.

ExxonMobil’s Climate Strategy: Progress and Pressure

These three developments—exploration success, legal accountability, and carbon storage expansion—reflect ExxonMobil’s evolving role in the energy transition.

The oil major is advancing its climate strategy. The goal is to reach net-zero greenhouse gas emissions from its operated assets (Scope 1 and 2) by 2050. The company has laid out interim goals to cut upstream emissions intensity by 40–50%, methane by 70–80%, and flaring by 60–70% by 2030, based on 2016 levels.

ExxonMobil emission reduction plans
Source: ExxonMobil Report

In the Permian Basin, ExxonMobil targets net-zero emissions from its unconventional operations by 2030. The company has installed more than 6,000 low-emission pneumatic devices. It has also eliminated routine flaring, added electric compressors, and started using wind-sourced electricity.

ExxonMobil’s Low Carbon Solutions division will invest more than $20 billion by 2027. This funding will support technologies such as carbon capture, clean hydrogen, and biofuels. This includes the $5 billion acquisition of Denbury Inc., adding to its CO₂ pipeline and storage network.

ExxonMobil has captured over 120 million metric tons of CO₂. Right now, it captures about 9 million tons each year. This makes the company a leader in industrial carbon capture worldwide. Projects like the Baytown low-carbon hydrogen facility aim to capture 7 million metric tons of CO₂ annually.

The company also plans to produce 1 billion cubic feet per day of hydrogen and 1 million metric tons of ammonia using CO₂ capture technologies. Globally, ExxonMobil is involved in CCS and hydrogen projects in Europe, the U.S., and the Middle East.

In summary, here’s the company’s climate targets:

  • Cut Scope 1 and 2 emissions intensity from its oil and gas production by 40% to 50% by 2030 (vs. 2016 levels).
  • Achieve net-zero emissions from its operated assets (Scope 1 and 2) by 2050.
  • Invest $20 billion through 2027 in low-carbon projects globally.

Despite progress on Scope 1 and 2 goals, ExxonMobil has not set targets for Scope 3 emissions, which account for customer use of its products. This remains a point of pressure from environmental groups and ESG investors.

ExxonMobil GHG or carbon emissions 2024
Source: ExxonMobil Report

ExxonMobil focuses on exploration and production. But it is also creating a new strategy to tackle emissions. This shift helps meet rules and investor expectations.

Can ExxonMobil Stay on Track Toward Net Zero?

ExxonMobil had a week of mixed headlines. This shows the clash between old fossil fuel practices and the needs of a climate-aware future. The company is working to expand its  carbon capture efforts and find new gas sources.

This reveals its plans for two things: keeping energy supplies strong now and creating lower-carbon resources for the future.

With this, ExxonMobil’s future will likely hinge on three key factors: growth, environmental responsibility, and investor pressure. As regulations tighten and clean energy competition rises, finding the right balance will be crucial.

BitMine Immersion Technologies (BMNR Stock): Can its $250M Ethereum Pivot and Green Crypto Mining Strategy Attract Investors?

Saptakee S
-
0
BitMine Immersion Technologies (BMNR Stock): Can its $250M Ethereum Pivot and Green Crypto Mining Strategy Attract Investors?

U.S.-based BitMine Immersion Technologies, Inc. (NYSE American: BMNR), is rapidly transforming the world of Bitcoin and digital asset mining. By harnessing immersion cooling technology and targeting carbon neutrality, the next-gen bitcoin miner is setting new standards for efficiency, sustainability, and operational scale in the crypto sector.

With a recent surge in stock price and a $250 million capital raise, the company is drawing attention from both institutional and retail investors seeking exposure to the future of green blockchain infrastructure.

First, let’s take a peek at its operations

Inside BitMine’s Bitcoin Operations

BitMine Immersion Technologies has built a multi-faceted Bitcoin mining business designed for performance and scale. It operates four active mining sites. Two of these are located in Texas, selected for their robust energy infrastructure and access to low-cost power. The other two are in Trinidad & Tobago, where the company benefits from long-term energy contracts and high energy efficiency.

This strategic geographic mix helps BitMine maintain a balance between reliability, energy savings, and consistent uptime. Its operations include:

  • Immersion-cooled data centers fully owned by the company
  • Partnerships with air-cooled mining facilities
  • Active trading of Bitcoin mining hashrate
  • Direct Bitcoin mining and hashrate management
  • Offering Mining-as-a-Service (MaaS) solutions
  • Consulting services for Bitcoin treasury management

Why Immersion Cooling Sets BitMine Apart?

BitMine’s mining success is because of its immersion cooling. It’s a next-generation method that replaces traditional air cooling. Instead of relying on fans and air conditioners, it submerges its mining rigs in a special dielectric liquid. This fluid absorbs heat more efficiently, keeping equipment cooler and operating at peak performance.

This advanced approach offers several benefits:

  • Boosts Efficiency: Safely overclocks machines, increasing hashrate by 25–30%
  • Reduces Noise: Eliminates fans, creating near-silent operations
  • Lowers Costs: Cuts electricity usage by reducing the need for air cooling
  • Extends Hardware Life: Protects rigs from dust and overheating
  • Saves Space: Systems have a compact footprint and can be deployed in various environments
  • Improves PUE: Achieves power usage effectiveness as low as 1.05, meaning nearly all the energy goes into mining rather than cooling

What is Hashrate and Why Does It Matter?

Hashrate measures how much computing power miners use to validate Bitcoin transactions and secure the blockchain. It’s a key indicator of network strength and miner confidence.

Here’s a breakdown:

  • Unit of Measure: Hashrate is measured in hashes per second
  • Security Marker: A higher hashrate makes the network harder to attack
  • Reward System: Miners earn Bitcoin based on how much of the total network hashrate they contribute, usually via mining pools
  • Tradable Asset: Hashrate can be bought and sold, either through direct contracts or financial derivatives, letting miners hedge risk or speculate on future performance

Currently, the global bitcoin network runs at over 865 exahashes per second (EH/s)—one of the highest levels in history.

This technology is especially relevant as AI, data centers, and crypto mining all demand more power and generate more heat. As air cooling reaches its limits, immersion cooling positions BitMine as a leader in next-generation infrastructure.

BitMine Immersion Technologies: Sustainability and Low-Carbon Strategy

BitMine Immersion Technologies is also serious about protecting the environment. The company’s immersion cooling systems drastically cut energy consumption and reduce environmental impact. This shows they are investing capital in infrastructure upgrades aimed at cutting emissions and maximizing operational efficiency.

Research from the Bitcoin Policy Institute (BPI) highlights how bitcoin mining increasingly relies on renewable energy, turning surplus energy into a valuable resource. Using excess power from renewable sources like wind and solar helps stabilize grids and reduce energy waste, proving that it can contribute to carbon reduction rather than exacerbating emissions.

bitcoin mining energy

Here’s how immersion cooling is energy efficient

Immersion cooling is widely recognized as a greener alternative to traditional air cooling. This technique involves submerging mining hardware in a non-conductive dielectric fluid that quickly absorbs and dissipates heat. Thereby offering several sustainability advantages.

  • Lower Energy Use: Immersion systems eliminate the need for high-powered fans and large-scale air conditioning. This can reduce electricity consumption by up to 40%, shrinking overall energy costs and the company’s carbon footprint.
  • Reduced Emissions: Improved energy efficiency leads to fewer carbon emissions. For instance, a 1 MW mining facility using immersion cooling can produce around 30% less CO₂ annually than an equivalent air-cooled operation.
  • Longer Equipment Life: The consistent, lower temperatures reduce wear and tear on machines. This results in fewer hardware failures, less electronic waste, and fewer replacements, further cutting environmental impact.

BitMine Is Redefining Eco-Friendly Crypto Mining

BitMine Immersion Technologies is showing how high-performance mining can also be environmentally responsible. With an initial hosting capacity of 50 megawatts, the company is rapidly expanding across North America and the Caribbean, without losing sight of its commitment to sustainability.

Dual Revenue Model Powers Growth

It runs on a smart, dual-income model that supports both resilience and expansion. Key highlights of its portfolio are:

  • Mines Bitcoin for its own portfolio (self-mining)
  • Hosts mining equipment for other businesses
  • Leases and manages mining hardware, which helps reduce upfront costs and speeds up scaling

This approach gives Bitmine steady revenue, lowers risk, and allows it to adjust quickly to shifts in the crypto market. By partnering with leading ASIC equipment providers and locking in service contracts, the company ensures consistent payouts and flexibility.

BITMINE immersion technologies
Source: AI Invest

BMNR Stock Wins Big: Fuels Market Excitement

Investors have taken notice of BMNR stock’s momentum:

  • Stock Rally: On July 1, 2025, BMNR shares jumped more than 50% in one day, with trading volume doubling. Over the past year, the stock has surged over 400%, reflecting growing interest in clean crypto mining and immersion cooling.
  • Massive Funding Round: In June 2025, it raised $250 million to expand infrastructure, improve cybersecurity, and move closer to carbon neutrality.
  • Pivot to Ethereum: After an $18 million public offering and a large Bitcoin purchase, the company announced plans to invest the full $250 million in Ethereum. It aims to become one of the largest publicly listed ETH holders.

Jonathan Bates, CEO of BitMine, said in the press release that,

“The private placement will accelerate BitMine’s treasury holdings shortly after its first treasury purchase on June 9, 2025. FalconX, Kraken, and Galaxy Digital plan to partner with the Company to grow a world-class Ethereum treasury strategy alongside existing custody partners, BitGo and Fidelity Digital.”

Financial Performance: Fast Growth, High Risk

BitMine has grown rapidly, outpacing much of the market:

  • Revenue Surge: Over the past three years, revenue has climbed an average of 295%, compared to just 5.5% for the S&P 500. In its latest quarter, revenue jumped 70% year-over-year to $1.5 million.

However, it still presents a high-risk investment profile. The company is not yet profitable, with a net income margin of -77.8%, as it continues to prioritize rapid growth and infrastructure expansion over short-term earnings.

BitMine Immersion Technologies BMNR stock
Source: Yahoo Finance

According to experts, its valuation is also on the higher side, trading at a price-to-sales ratio of 14.4, well above the S&P 500 average of 3.1. This indicates strong investor expectations for future growth. Additionally, BMNR stock remains highly volatile, experiencing sharp fluctuations in price in recent months.

BitMine runs a lean team of just seven employees. As said before, it leases its mining equipment to enable fast scaling based on market demand. Strategic partnerships with ASIC brokers and service providers give it access to the latest technology and support steady revenue growth.

What’s Next for BitMine? Scaling Up Green Mining

With new funding secured, BitMine is gearing up to expand its hosting capacity well beyond the current 50 megawatts. The company also plans to deploy advanced cybersecurity systems and smart management tools.

It is actively working on launching additional facilities across North America and the Caribbean, adding hundreds of megawatts in capacity. At the same time, the company is focused on setting new industry benchmarks through its sustainable immersion-cooled mining systems.

These initiatives emerge at a time when ESG standards are gaining increasing importance to investors and regulators alike. As the push for cleaner blockchain practices continues, its unique model may well shape the future of green digital asset mining.

BitMine Immersion Technologies
Source: BitMine

Overall, Bitmine Immersion Technologies stands at the intersection of clean energy, financial innovation, and cutting-edge tech. Its use of immersion cooling makes crypto mining more efficient and environmentally friendly. With a bold carbon neutrality target, fast-growing revenues, and a flexible business model, Bitmine is well-positioned to lead the charge in sustainable blockchain mining.

KATCO Launches South Tortkuduk Uranium Site, Expands Sustainable Mining in Kazakhstan

Saptakee S
-
0
KATCO Launches South Tortkuduk Uranium Site, Expands Sustainable Mining in Kazakhstan

KATCO, a joint venture of France’s Orano and Kazakhstan’s Kazatomprom, has begun full operations at the South Tortkuduk uranium mining site. This launch marks the completion of the uranium processing plant and the overall South Tortkuduk project.

The event featured officials from Kazakhstan, the French ambassador, and local community members. This milestone marks a new chapter for uranium mining in the area. It also shows the need for global teamwork in energy security.

KATCO Takes a Major Step Forward in Sustainable Uranium Mining

KATCO was formed in 1996 through a partnership between Orano, a French nuclear fuel company, and Kazakhstan’s Kazatomprom. Orano owns 51 percent, while Kazatomprom holds 49 percent. Over time, KATCO has become a key player in Kazakhstan’s uranium sector.

The company operates in the Sozak district of Turkestan, developing, mining, and processing uranium at the Tortkuduk and Muyunkum sites.

KATCO aims to set a global standard in uranium mining by prioritizing safety, sustainability, and technical excellence.

Unlock more details from this video:

South Tortkuduk Unlocks 46,000 Tons of Uranium Potential

The new uranium plant is part of the South Tortkuduk expansion, located between existing mining zones. This site has about 46,000 metric tons of uranium reserves. Production is expected to gradually replace current mining areas, ensuring steady output for the next decade.

In August 2022, KATCO received the mining license for South Tortkuduk. The company invested $190 million to develop the site, following global best practices to reduce environmental impact and enhance efficiency.

Despite tight deadlines, the project was completed in just three years. It maintained a strong safety record, showing the team’s commitment to responsible mining. The mine will use advanced in-situ recovery (ISR) technology, which is already in use at KATCO’s other sites.

  • By 2026, KATCO aims to reach its full production level of 4,000 tons of uranium each year.
katco URANIUM
Source: KATCO

The ISR Edge: Mining with Care for the Environment

KATCO uses in-situ recovery (ISR), a cost-effective and environmentally friendly mining method. This technique is now the global standard for uranium extraction. It makes up over 50 percent of production.

ISR is effective because it avoids traditional open-pit or underground mining. The steps include:

  • Injecting a special solution into uranium-rich rock through wells.
  • This solution breaks down uranium underground. Then, it’s pumped to the surface for processing.
  • Uranium is separated, purified, and packaged. The solution, now without uranium, is then reinjected into the ground.
  • This creates a closed-loop system with minimal environmental disruption.

ISR mining does not produce waste rock or tailings, and its surface impact is low. It’s also more affordable for lower-grade uranium deposits. This is why ISR is favored in Kazakhstan, where such deposits are common.

Kazakhstan’s Power Play: Leading the World in Uranium Production

Kazakhstan leads the global uranium market due to its rich reserves and extensive use of ISR technology. The country is the largest uranium producer in the world.

According to ResearchAndMarkets, global uranium production is set to rise by 2.6 percent in 2025, reaching 62.2 kilotons. This comes after a strong 12.4 percent increase in 2024. Despite some setbacks, including temporary halts at major mines like Inkai, Kazakhstan supplied 38.1 percent of the world’s uranium in 2024.

Other top producers, like Canada, Australia, and Namibia, are also expected to see modest growth. Meanwhile, the United States is slowly increasing its uranium output as policy shifts favor nuclear energy.

Despite global fluctuations, Kazakhstan’s use of ISR technology keeps its uranium production efficient and stable.

uranium Kazakhstan
Source: Statranker

Uranium: The Fuel Behind the Net-Zero Future

Uranium is crucial for the global energy transition. It powers nuclear energy, generating about 10 percent of the world’s electricity with almost no carbon emissions.

The International Energy Agency (IEA) projects nuclear power generation will grow by about 3 percent annually through 2026. A record high in nuclear output is expected by 2025. By 2050, nuclear capacity could double to 647 gigawatts, requiring around 100,000 metric tons of uranium each year.

Most of this demand will come from fast-growing economies like China and India. These countries are building over half of the world’s new nuclear reactors, which are driving uranium demand.

uranium

Source: Sprott (UxC and Cameco Corp. Data as of 9/30/2024)

KATCO’s Role in a Low-Carbon World

With the launch of the South Tortkuduk project and continued use of ISR technology, KATCO secures a long-term uranium supply for Kazakhstan and France. Its role is becoming increasingly important in a low-carbon world with the rise in demand for clean energy resources.

Its focus on responsible mining, community involvement, and sustainable practices makes it a leader in the global uranium industry.

All in all, by blending technical innovation with environmental responsibility, KATCO can power the future with its vast uranium potential.

EU Bets on Carbon Credits: Bold 2040 Climate Target Adds Global Twist

Jennifer L
-
0
EU Bets on Carbon Credits: Bold 2040 Climate Target Adds Global Twist

The European Commission (EC) recently proposed a bold climate target: reduce net greenhouse gas emissions by 90% by 2040 compared to 1990 levels. For the first time, the plan allows up to 3% of this reduction to come from international carbon credits. This marks a major shift in EU climate strategy—blending domestic action with global cooperation.

Ambitious Goal with New Flexibility: A Shift in the EU’s Climate Strategy

Under the EU’s original plans, all emission cuts had to occur within its borders. Now, the EU will permit a limited share of high-quality international carbon credits, starting in 2036, and no more than 3% of the total 90% target by 2040. This allows the bloc to maintain ambition while offering economic and technical ease for industries under stress.

In announcing the proposal, European Commission President Ursula von der Leyen called it “a clear, pragmatic and realistic” step. Officials say that allowing member states some flexibility sends a good message. This approach benefits both local industries and global climate partners.

The Commission states that with the new proposed target, the EU is:

“…sending a signal to the global community: it will stay the course on climate change, deliver the Paris Agreement and continue engaging with partner countries to reduce global emissions.”

How the New Framework Works

The new EU climate plan aims to cut net greenhouse gas emissions by 90% by 2040, based on 1990 levels. This target includes direct emission cuts, domestic carbon removals, and the use of carbon credits. However, the plan strictly limits the role of international carbon credits.

EU net GHG emissions
Source: European Commission

Starting in 2036, the EU will allow up to 3% of the 90% reduction goal to be met using carbon credits from outside the EU. These credits must meet high-quality standards and undergo transparent monitoring.

SEE MORE: International Carbon Credits Back on the Table? EU’s Climate Goal Gets a Twist

Most emissions reductions need to happen in Europe. This can be done by:

  • Improving energy efficiency,
  • Expanding clean energy,
  • Capturing and storing carbon, and
  • Using sustainable land management practices.

Carbon removal methods—whether through planting trees, improving soil health, or using new technologies—will also play a role. These efforts are already being tracked through the EU Emissions Trading System (ETS). It will also govern how domestic carbon removals are counted.

The framework focuses on internal solutions first. It looks at international carbon offsets only after. This way, the EU aims to cut emissions at home before using credits from other countries.

Why Include Carbon Credits?

Ministers from Germany and Poland said the 90% target could hurt the manufacturing, transport, and heating sectors. A 3% international offset helps ease this pressure. It allows the EU to buy emission reductions from projects in developing countries. These projects include forest conservation and cleaner cookstoves.

Supporters see this as a win-win, mixing ambition with resilience. But, scientific advisers warn that these credits might slow down home-grown clean energy efforts. They cautioned: it “might divert resources” if misused.

The Credit Tug-of-War: Flexibility vs. Integrity

The shift has sparked a heated debate. Supporters say carbon credits offer economic flexibility for EU industries. This helps them manage costs and still meet climate goals. The chart below shows the traded volume of voluntary credits that entities used in offsetting emissions.

VCM market size traded volume 2024

Moreover, the credits can provide important funding for emission-reduction projects in developing countries. This helps build global cooperation and solidarity in the fight against climate change.

However, critics warn that past reliance on carbon credits has not always resulted in real emissions cuts. Some projects have been poorly monitored, or overestimated their climate benefits.

They worry that if the EU relies too much on credits, it could slow down important actions at home. This includes growing renewable energy and updating infrastructure.

Scientists and environmental groups stress the need for strict rules. They warn that low-quality or unverified credits can harm public trust. This, in turn, can slow real climate progress.

Colin Roche, from the Friends of the Earth Europe, remarked:

“The European Commission will try to portray this as an ambitious step forward, but the reality is we are fast running out of room to achieve the Paris agreement. This target is in line neither with climate science nor with climate justice.”

To address these concerns, the European Commission plans to introduce a set of EU-wide rules in 2026. These rules will aim to ensure that carbon credits are transparent, traceable to their origin, and meet strong integrity standards. This step helps stop greenwashing. It also ensures that using credits really supports the EU’s climate goals, not just in theory, but in real life.

To prevent abuse, the Commission plans to propose EU-wide rules in 2026, ensuring transparency, clear origins, and high integrity.

What This Means for EU Policy and Global Climate Action

These reforms set the stage for mid-term climate planning ahead of the EU’s 2035 submission under the Paris Agreement, which is due by September.

By promoting a 90% target with a 2036–2040 credit window, the EU signals both ambition and realism. Yet it also underscores that pure domestic reductions remain unpopular among some Member States. Denmark’s climate minister urged not to “stall the green transition” despite pressures for flexibility.

This shift may also impact the EU’s global image. Compared with slower-moving nations, the EU positions itself as a climate leader. However, critics worry that lean credit use could be seen as avoiding internal responsibilities.

For international carbon markets, the EU’s plan is a major boost, potentially adding 140 million tonnes worth of demand by 2040. But sluggish rollout and tight standards may limit near-term impact.

Eyes on 2026: Rules, Votes, and What to Watch

Looking forward, here are some major things to watch as the region continues with this new proposal:

  • Approval Process: The proposal needs approval from the European Parliament and all 27 EU Member States.
  • Credit Rules by 2026: Watch for legislation defining which offset projects meet EU standards—no shortcuts.
  • Member State Limits: Key actions may focus on how countries use credits, for example, in transport versus energy.
  • Future Targets: The 2040 rule will guide the EU’s 2035 climate pledge and set the course toward net-zero by 2050.
  • Industry Response: Some businesses may welcome flexibility with stricter emissions. Others might push for deeper cuts at home.

The EU’s new law is a compromise that balances ambition with adaptability: maintaining momentum while giving industries breathing room. Critics caution that credits must not replace hard-fought investment in domestic clean infrastructure. Ensuring strong governance and transparent carbon credit standards will be key to aligning the EU’s high-level goals with on-the-ground climate action.

As the EU prepares to finalize the law and set its 2035 target, one message is clear: global cooperation will count—but so will cutting emissions at home.

Princeton Study Shows How Trump’s “One Big Beautiful Bill” Derails U.S. Climate Goals

Jennifer L
-
0
Princeton Study Shows How Trump’s “One Big Beautiful Bill” Derails U.S. Climate Goals

The recently passed President Donald Trump’s “One Big Beautiful Bill Act” (OBBB) by Congressional Republicans is raising alarms among energy and climate experts. 

According to a report from Princeton University’s REPEAT Project, the sweeping repeal of Biden-era climate legislation could derail the United States’ path to net zero. The analysis finds that the bill, combined with Trump’s planned executive actions, could lead to more than 7 billion tons of additional greenhouse gas emissions by 2050.

This marks a sharp reversal from current policy momentum under the Inflation Reduction Act (IRA) and the Infrastructure Investment and Jobs Act (IIJA), which helped push the U.S. toward cleaner energy, lower emissions, and affordable electricity.

What the “One Big Beautiful Bill” Does

The OBBB repeals nearly all clean energy tax credits passed under the IRA. These credits supported wind, solar, battery storage, clean fuels, and electric vehicles. The bill also rescinds billions in unspent funding for clean energy projects from both the IRA and IIJA.

Key actions under OBBB include:

  • Canceling tax incentives for clean electricity, electric vehicles, and green manufacturing.
  • Freezing the use of unspent federal funds for climate programs.
  • Repealing EPA emissions standards and DOE efficiency rules.
  • Rolling back vehicle fuel economy requirements.

In short, OBBB represents a full-scale retreat from the policies that formed the foundation of U.S. climate action over the last few years, per the report findings.

U.S. Emissions Rise Under the Bill

One of the most serious consequences of the OBBB is its impact on U.S. greenhouse gas emissions. According to the REPEAT Project analysis, the rollback of climate policies under the bill will significantly slow down the country’s progress in reducing emissions.

US GHG emissions with OBBB

Under current policies—especially the IRA—the U.S. was on track to reduce its emissions to about 38% below 2005 levels by 2030. This was already falling short of the country’s official Paris Agreement target of a 50–52% reduction by 2030. But under the OBBB, this gap widens even further.

The report estimates that emissions in 2030 will be about 190 million metric tons higher than they would be if current climate policies remained in place. To put that into perspective, that’s roughly equal to the annual emissions of the entire state of New York or the combined emissions of over 40 million gasoline-powered cars.

And the gap continues to grow, as the chart above from the report shows. By 2035, annual emissions could be 470 million metric tons higher under the OBBB pathway. This means more pollution from fossil fuels, more climate-related risks like extreme weather, and a greater burden on future efforts to catch up.

Even more alarming, the cumulative emissions added between now and 2050 could reach over 7 billion metric tons of CO₂. That’s more than the total emissions the entire U.S. economy produces in a single year today. These extra emissions would be very difficult—if not impossible—to offset in time to meet net-zero goals by mid-century.

US emissions in 2035 under OBBB

The increase in GHG emissions comes from several sources as a consequence of the new law:

  • Less clean electricity
  • Slower EV adoption
  • Weaker building and appliance standards
  • Increased industrial emissions

All these factors combined mean that the U.S. will emit more carbon dioxide and other greenhouse gases than it would have under current climate laws. That means the U.S. would miss its climate pledges under the Paris Agreement, including the nationally determined contribution (NDC) to cut emissions by at least 50–52% by 2030.

Not only that. There are also significant impacts on other areas and sectors involved as follows. 

Costs to Households and the Economy

According to the REPEAT analysis, the bill will increase energy costs for American households and businesses. By 2030, total U.S. energy spending will rise by $28 billion annually, and by 2035, that number could exceed $50 billion per year.

For households, that means higher monthly bills:

  • An increase of $165 per year in 2030, growing to $280 per year in 2035.
  • That’s roughly a 7.5% rise in 2030 and over 13% in 2035 compared to the current policy.

Higher fossil fuel use and slower renewable deployment will lead to more expensive energy systems in the long run.

Clean Energy Development Slows Sharply

The report finds that OBBB will cut cumulative clean energy investment by $500 billion between 2025 and 2035. Solar and wind additions will drop significantly:

  • Nearly 29 gigawatts less solar and 43 gigawatts less wind by 2030.
  • By 2035, clean energy generation will be 820 terawatt-hours lower—equal to the combined output of today’s entire nuclear or coal fleet.

The result: more fossil fuel reliance, slower energy system modernization, and fewer climate benefits.

Battery storage and geothermal will see some growth, but not enough to compensate for the loss of wind and solar momentum. Fossil gas and gas with carbon capture may step in to fill part of the gap, but their emissions profile is still far from net zero.

A separate analysis by Rhodium Group shares similar concerns. It shows that the One Big Beautiful Bill may cut clean energy growth in the U.S. In particular, repealing key clean-energy tax credits could cut new clean power capacity by 57–72% by 2035. It would also put about $522 billion in planned clean energy investments at risk across the U.S.

The Rhodium report further predicts that wind and solar capacity could drop by more than 60% by 2030 compared to what the Inflation Reduction Act projected. Investment uncertainty and the rollback of tax incentives would slow new projects and weaken supply chains.

solar manufacturing capacity with OBBB Rhodium
Source: Rhodium Group

The report also warns that this decline could lead to more fossil fuel use. It might increase electricity costs and make it harder for the U.S. to compete in the global clean energy transition.

Electricity Demand Is Rising — But Clean Supply Shrinks

Another concern raised by the REPEAT Project is that electricity demand is expected to grow 25% from 2024 to 2035, driven largely by AI, data centers, and electric vehicles. This makes clean energy capacity even more urgent.

But under OBBB, clean electricity growth slows, while demand keeps rising. That means more coal and gas could be used to meet growing needs, pushing emissions even higher.

Notably, the report reveals that clean electricity generation will be much lower, like “losing a nuclear fleet’s worth of clean power”.

OBBB losing clean energy generation

Will Carbon Credits Close the Gap?

The rollback also affects carbon markets. By removing incentives for clean energy and low-carbon technologies, the U.S. may rely more on carbon credits and offsets—if at all. However, experts warn this won’t be enough.

Without federal backing, carbon credit markets may shrink in scale and credibility. The U.S. would lack domestic reductions to balance out emissions, and there’s no guarantee that offsets from abroad would meet the needed quality or volume.

And worse, companies may abandon climate targets if federal policies signal that emissions cuts are no longer a priority.

What Happens Next? A Turning Point in U.S. Climate Policy

While the bill passed both chambers of Congress, legal challenges and regulatory battles are expected. Some state governments may double down on their own clean energy programs to fill the gap. However, state efforts alone likely won’t make up for the national rollback.

REPEAT’s modeling shows that even with favorable market trends, federal policy remains critical to accelerating the clean energy transition. The One Big Beautiful Bill represents a sharp reversal in the U.S. clean energy journey.

For now, the new law’s full impact depends on future elections, legal challenges, and how aggressively states and companies react. But the REPEAT findings leave no doubt: the policy shift under OBBB could be a major setback for U.S. climate leadership.

United States Antimony Corporation (NYSE: UAMY) Ramps Up Domestic Mining to Strengthen America’s Supply Chain

Saptakee S
-
0
United States Antimony Corporation (NYSE: UAMY) Ramps Up Domestic Mining to Strengthen America’s Supply Chain

United States Antimony Corporation (NYSE American: UAMY), also called USAC, is quietly bringing antimony mining back to the U.S. The company recently announced that it has started buying land and mining claims near its old smelter in Thompson Falls, Montana. This move could help reduce America’s heavy dependence on foreign sources of antimony.

As global supplies tighten and prices rise, USAC’s return to domestic mining could play a big role in securing this critical mineral, especially since antimony is used in everything from solar panels and batteries to missiles and ammunition.

United States Antimony Corporation (USAC) Restarts Antimony Mining in Montana

Since the start of 2025, USAC has been acquiring mining rights and land close to its antimony smelter in Sanders County, Montana. This site has been home to the company’s smelting operations for decades. In the 1970s, USAC’s earlier leadership had mined antimony from underground veins in the same area.

Mr. Gary C. Evans, Chairman and CEO of USAC, explained elaborately by saying,

“The U.S. Government is continuing to get actively involved in securing North American supply chains of critical minerals, especially antimony. This is due to China’s dominance and embargos initiated last year. Market rules do not apply to national security and China does not play fairly in the global free marketplace as we outlined in our Form 8-K dated June 27, 2025. Governments around the world are finally beginning to understand the need to secure their own supply chains, specifically for critical minerals. There continues to exist a worldwide shortage of this critical material necessary for our Department of Defense.

The significant price increase experienced for worldwide supplies of antimony ore have made this decision to reopen our existing antimony mine adjacent to our smelting operations an easy one. With these mining claims combined with our over 35,000 plus acres of new mining claims located in Alaska, we are the first company to restart mining operations in the United States going back decades. Additionally, we are the first fully integrated antimony company in the world having our own antimony supply and controlling both our own midstream and downstream operations.”

Now, after reviewing old records, maps, and site visits, the company found signs of at least three antimony-rich vein systems. These areas could once again support mining. USAC owns around 24 acres of land and has mining rights to about 1,200 acres in total.

The company plans to restart operations on five acres of patented land, where it’s already allowed to mine under Montana’s Small Miners Exclusion Statement (SMES). A second SMES is expected soon. USAC is also filing for exploration permits with the Montana Department of Environmental Quality and the U.S. Forest Service.

This is a big step toward bringing American antimony mining back online right next to the only operating antimony smelter in the U.S.

United states antimony corporation
Source: US Antimony

Why This Montana Smelter Matters

The Thompson Falls smelter is the only antimony smelter still running in the United States. This gives USAC a big advantage. While other companies must import processed antimony, USAC can mine and refine the metal in one place.

The smelter can produce:

  • 15 million pounds of antimony oxide per year, or
  • 5 million pounds of pure antimony metal per year

Antimony oxide is used to make flame-resistant products, such as plastics, paper, rubber, textiles, coatings and paints, fluorescent lights, etc.

USAC also produces antimony trisulfide, used in military gear and ammunition, and processes precious metals and zeolite at its facilities in Mexico and the U.S.

US antimony
Source: US Antimony

Alaska and Canada Add More Strength

US Antimony is also expanding outside Montana. In Alaska, the company holds over 35,000 acres of mining claims. These sites could feed more ore into the Montana smelter and help USAC grow its production capacity.

On June 27, 2025, the company completed a deal to buy the Fostung Properties in Ontario, Canada. This site is rich in tungsten, another important mineral used in military and industrial tools. The property is about 70 kilometers from Sudbury and covers 50 mining claims across 1,114 hectares.

The deal cost only $5 million. The sellers kept a small 0.5% royalty, meaning they earn a bit if minerals are sold. This move helps USAC grow into other critical mineral markets while staying in safe, stable regions like Canada.

What’s Causing the Global Antimony Shortage?

The company notes that right now, the global antimony supply is facing serious problems. For years, China and Russia have controlled most of the world’s antimony. In fact:

  • Over 60% of global antimony ore comes from China and Russia
  • China made over 70% of processed antimony (ATO) up until 2022

Countries with the largest reserves of antimony worldwide as of 2023 (in metric tons)

antimony global
Source: Statista

However, things are changing. In the first half of 2024, China’s exports of antimony dropped by 45%. This is because more of it is being used in the nation to make solar panels, which are in high demand. Also:

  • Chinese ore quality is getting worse
  • New environmental rules make it harder to mine
  • China, despite producing the most antimony, is now a net importer of antimony concentrates

Other countries have very little processing capacity. This makes it difficult for buyers to find reliable, non-Chinese sources of antimony.

Antimony Is a Critical Mineral for the U.S.

The U.S. government has called antimony a critical mineral, especially because of its military uses. Antimony is used in:

  • Ammunition and explosives
  • Infrared-guided missiles
  • Night-vision gear
  • Nuclear weapons
  • Fire-resistant materials
  • Batteries and solar panels

Without it, both the defense and clean energy industries could suffer. That’s why the Department of Defense (DoD) and the Department of Energy (DOE) are pushing for more U.S. production.

antimony market

Trump Speeds Up Mine Permits

To support this effort, the Federal Permitting Improvement Steering Council announced on April 18 that it will fast-track permits for 10 major U.S. mining projects. Antimony projects were among them.

One of those projects is the Stibnite Gold Project by Perpetua Resources, which has large antimony reserves. The project is now on the Federal Permitting Dashboard, which helps speed up reviews, improve coordination, and make the process more transparent.

The further boosts America’s strategy to boost local mining, especially for minerals needed in defense and clean energy.

Investors Pay Attention as United States Antimony Corporation Stock (UAMY) Rises

Following USAC’s announcements and expansion news, investors reacted. On July 3, 2025, the company’s stock rose 4%, and its market cap reached $258.5 million.

US ANTIMONY STOCK
Source: MarketWatch

Investors see strong potential in domestic antimony production, particularly as global supply shrinks and demand rises. USAC’s low-cost expansion strategy and access to key land and smelting facilities make it an attractive bet in the growing critical minerals market.

With strong assets in Montana, Alaska, and Canada, the company can become a key supplier of antimony and tungsten in North America. The company is rebuilding its operations at a time when global supply chains are weak and prices are rising.

By bringing mining back to Montana, feeding its smelter with local ore, and expanding into new critical minerals, United States Antimony Corporation is helping rebuild America’s mineral independence.

1...686970...265Page 69 of 265