DOE’s $2.7 Billion Push for Uranium Enrichment Rebuilds U.S. Energy Security

Saptakee S
-
0
DOE’s $2.7 Billion Push for Uranium Enrichment Rebuilds U.S. Energy Security

The United States is taking a decisive step to rebuild its nuclear fuel supply chain. The Department of Energy has announced a $2.7 billion investment over the next decade to expand domestic uranium enrichment. This move aims to strengthen energy security, reduce dependence on foreign suppliers, and support the next phase of nuclear power growth.

The announcement also reflects a shift in how the U.S. views nuclear energy. Once seen mainly as a legacy power source, nuclear is now positioned as a strategic solution for rising electricity demand, artificial intelligence growth, industrial resilience, and long-term climate goals.

Secretary of Energy Chris Wright said:

“President Trump is catalyzing a resurgence in the nation’s nuclear energy sector to strengthen American security and prosperity. “Today’s awards show that this Administration is committed to restoring a secure domestic nuclear fuel supply chain capable of producing the nuclear fuels needed to power the reactors of today and the advanced reactors of tomorrow.”

To understand why this matters, it helps to look at how DOE is deploying the funding and at where the U.S. stands today.

How the DOE Is Deploying the Funding

Last year, the DOE signed contracts with six enrichment companies, allowing them to compete for future work. Now, the department has awarded task orders to three companies under a strict milestone-based structure to ensure accountability.

  • American Centrifuge Operating received $900 million to establish domestic HALEU enrichment capacity.
  • General Matter also received $900 million to develop HALEU production.
  • Orano Federal Services secured $900 million to expand LEU enrichment within the United States.

Together, these projects will help maintain fuel supplies for the nation’s 94 operating nuclear reactors. At the same time, they will create a foundation for future advanced reactors that are still moving through development and licensing.

Importantly, this funding not only supports fuel production. It also drives job creation, strengthens domestic manufacturing, and restores confidence in the U.S. nuclear ecosystem.

HALEU Changes the Nuclear Equation and the U.S. Must Act on Uranium Enrichment

Uranium enrichment plays a critical role in nuclear power. Most U.S. reactors operate on low-enriched uranium, or LEU. However, advanced reactors, including small modular reactors and next-generation designs, require high-assay low-enriched uranium, known as HALEU.

For years, the U.S. relied heavily on foreign enrichment services. In fact, the country currently performs less than 1% of global uranium enrichment. This reliance has raised serious concerns about energy security and supply reliability, especially as new rules will restrict imports of Russian uranium starting in 2028.

As a result, rebuilding domestic enrichment capacity has become urgent. The DOE’s $2.7 billion investment directly addresses this vulnerability by accelerating U.S.-based production of both LEU and HALEU.

us uranium nuclear reactor

Upstream Supply Remains a Weak Link

While enrichment capacity is expanding, upstream uranium production still faces challenges.

EIA revealed that, in the third quarter of 2025, U.S. uranium concentrate production fell to 329,623 pounds of U₃O₈, a sharp drop from the previous quarter. Production came from only six facilities, mainly located in Wyoming and Texas.

This decline highlights a broader issue. Rebuilding the full nuclear fuel cycle requires coordinated growth across mining, processing, enrichment, and fuel fabrication. Progress in one area must be matched by investment in others.

U.S. Uranium

Orano’s Oak Ridge Project Anchors to DOE Funding

One of the most significant projects tied to the DOE funding is Orano’s planned enrichment facility in Oak Ridge, Tennessee.

Known as the IKE project, the facility will provide a new domestic source of enriched uranium. Orano plans to finalize contracts and submit its license application to the U.S. Nuclear Regulatory Commission in the first half of 2026.

Once operational, the plant will help U.S. utilities comply with regulations that ban Russian uranium imports after 2028. It will also support rising electricity demand linked to AI, data centers, and broader electrification.

Nicolas Maes, Chief Executive Officer of Orano, commented,

“This is excellent news for Orano and a decisive step forward on our project for an enrichment plant in the USA! This recognition by the US authorities is an illustration of the confidence they have in our expertise and our capacity to deploy our technology to ensure robust security of supply to our customers.”

AI Growth Shows Why Nuclear Matters

Beyond energy security, another powerful force is shaping this investment: artificial intelligence.

As AI systems grow more complex, demand for computing power continues to surge. Data centers require vast amounts of electricity that must be reliable, affordable, and available around the clock. Renewable energy alone often cannot meet this need without firm backup power.

This is where advanced nuclear reactors come into play. General Matter has highlighted that AI leadership depends on expanding both compute capacity and electricity production. Gen IV small modular reactors, fueled by HALEU, can provide steady power either directly to data centers or through the grid.

By powering AI infrastructure behind the meter, nuclear reactors reduce pressure on public grids while delivering low-carbon electricity. As a result, nuclear fuel is increasingly seen as a critical input for the digital economy.

AI demand
Source: McKinsey

Keeps Industry and Remote Sites Running

Nuclear energy powers U.S. manufacturing, supplying factories, refineries, and heavy industries with stable, affordable electricity. Disruptions can slow production and raise costs, so a reliable LEU supply is essential. Today, reactors provide nearly 20% of U.S. electricity and almost half of emissions-free power.

Small, containerized microreactors fueled by HALEU are emerging for remote or harsh locations, including military bases, mining sites, and disaster zones. These systems run long with minimal maintenance, delivering dependable power and driving demand for HALEU, strengthening America’s domestic nuclear fuel infrastructure.

The Future of Enrichment Goes Laser-Fast

To support long-term innovation, the DOE also awarded $28 million to Global Laser Enrichment (GLE). The company is advancing the SILEX laser enrichment technology, which promises higher efficiency and lower energy use compared to traditional methods.

GLE has reached Technology Readiness Level 6 and has submitted a full license application for its Paducah facility. If deployed commercially, laser enrichment could significantly improve the economics and flexibility of nuclear fuel production.

Taken together, these developments signal a strategic reset. The DOE’s $2.7 billion investment reflects a clear decision to treat nuclear fuel as a national priority. By strengthening domestic enrichment, supporting advanced reactors, and backing innovation, the U.S. is positioning nuclear energy as a cornerstone of its future energy system.

In an era defined by AI growth, rising electricity demand, and climate pressure, nuclear power is no longer just part of the mix. It is becoming a central pillar of American progress.

NTPC Partners with Rosatom and EDF, Sparking a Nuclear Energy Revolution in India

Saptakee S
-
0
NTPC Partners with Rosatom and EDF, Sparking a Nuclear Energy Revolution in India

India is taking bold steps to expand its nuclear energy capacity, aiming to secure a stable, low-carbon power supply for the future. As per reports, India’s largest power producer, NTPC, recently signed non-disclosure agreements (NDAs) with Russia’s state-owned Rosatom and France’s Electricité de France (EDF) to explore collaborations on large-scale Pressurized Water Reactor (PWR) projects.

These exploratory agreements are intended to cover the full lifecycle of nuclear projects—from design and construction to operation and maintenance—while prioritizing domestic technology development and manufacturing.

The move reflects India’s growing electricity needs and its commitment to climate goals. Nuclear power is seen as a reliable complement to intermittent renewable sources like solar and wind, offering steady baseload energy. Analysts see NTPC’s engagement with Rosatom and EDF as a clear signal that India plans to accelerate nuclear growth through international partnerships. Through its nuclear arm, NTPC Parmanu Urja Nigam, the company targets 30 GW of nuclear capacity by 2047.

india nuclear
Source: Department of Atomic Energy, India

Global Expertise Meets Indian Execution

Rosatom and EDF are global leaders in PWR technology, with proven track records in large-scale nuclear projects. By combining their expertise with NTPC’s local execution capabilities, India hopes to create a model that maximizes local value and strengthens domestic nuclear know-how. While the NDAs are non-binding, they set the stage for detailed technical and commercial evaluations, including the potential localization of key components and training of Indian engineers.

Recent government reforms have also made nuclear energy more attractive to private and international players. Laws such as the SHANTI Bill, passed in late 2025, eased liability rules and opened doors for private sector participation in a sector historically dominated by public entities.

Union Budget 2025-26 and Nuclear Priorities

The Union Budget 2025-26 highlighted nuclear energy as a cornerstone of India’s long-term energy strategy. The government set an ambitious goal of achieving 100 GW of nuclear capacity by 2047. This vision aligns with India’s broader energy transition under the “Viksit Bharat” initiative, which aims for energy security, reduced fossil fuel dependency, and a cleaner environment.

A major feature of the budget was the launch of the Nuclear Energy Mission for Viksit Bharat. This initiative focuses on research, development, and deployment of advanced nuclear technologies, including SMRs.

Significantly, the government allocated $2.4 billion to develop at least five indigenously designed SMRs by 2033. These reactors are intended to provide flexible, scalable, and low-carbon power, especially in remote areas or for repurposing retiring coal plants.

Bharat Small Reactors: Local Solutions for Industrial Power

Alongside SMRs, India is expanding its use of Bharat Small Reactors (BSRs). These 220 MW Pressurized Heavy Water Reactors (PHWRs) are designed for safety, performance, and reduced land requirements, making them ideal for deployment near industrial hubs such as steel and aluminium plants. Private companies provide land, cooling water, and capital, while the Nuclear Power Corporation of India Limited (NPCIL) handles design, quality assurance, and operations. This model blends private investment with public oversight to accelerate nuclear deployment and support India’s decarbonization goals.

The development of BSRs complements India’s renewable energy targets. By 2030, India aims to generate 500 GW from non-fossil fuel sources and meet 50% of energy needs from renewables, as pledged at COP26.

Small Modular Reactors: A Flexible Future

SMRs offer a transformative approach to nuclear power. With capacities ranging from 30 to over 300 MWe, they are smaller, faster to build, and more adaptable than traditional reactors. SMRs can be manufactured in factories and deployed in modular units, reducing construction time and costs. Their flexible design allows them to serve both grid-connected and off-grid applications, helping stabilize India’s power supply while complementing renewables.

India’s expertise with PHWRs provides a solid foundation for developing indigenous SMRs. The government plans to integrate SMRs into the energy mix to address land constraints, reduce reliance on fossil fuels, and meet climate commitments under the Paris Agreement.

Expanding Nuclear Capacity Across India

  • India’s nuclear capacity stood at 8,180 MW as of January 2025.

The government plans to increase this to 22,480 MW by 2031-32 through the construction of ten reactors across Gujarat, Rajasthan, Tamil Nadu, Haryana, Karnataka, and Madhya Pradesh.

Pre-project activities for ten more reactors are also underway, aiming for progressive completion by 2031-32. In addition, India signed a preliminary agreement with the USA to establish a 6×1208 MW nuclear power plant in Kovvada, Andhra Pradesh.

A milestone in domestic nuclear capability was achieved on September 19, 2024, when Rajasthan Atomic Power Project’s Unit-7 (RAPP-7) reached criticality. This marked a controlled fission chain reaction in one of India’s largest and third indigenous nuclear reactors, underscoring the country’s growing ability to design, build, and operate reactors.

Safety, Innovation, and Domestic Uranium Resources

Safety remains a core priority. Indian nuclear plants operate under strict protocols, with radiation levels consistently below international benchmarks. At the same time, India is exploring new technologies such as high-temperature gas-cooled reactors for hydrogen co-generation and molten salt reactors to harness thorium, which is abundant domestically.

Other recent developments include the discovery of new uranium deposits at the Jaduguda Mines, extending the life of India’s oldest uranium mine by over fifty years. Commercial operations have begun for two 700 MWe PHWR units at Kakrapar, Gujarat, and the Prototype Fast Breeder Reactor (PFBR 500 MWe) has achieved key milestones in 2024, including primary sodium filling and core loading.

NTPC and NPCIL have also signed a supplementary joint venture, ASHVINI, to develop new nuclear facilities, including the 4×700 MWe PHWR Mahi-Banswara Rajasthan Atomic Power Project. These initiatives illustrate India’s commitment to leveraging both international collaboration and domestic expertise to grow its nuclear sector.

World nuclear generation

India is rapidly transforming its nuclear energy landscape. By combining global expertise with domestic innovation, promoting SMRs and BSRs, and easing regulatory barriers, the country is set to meet growing energy demand while cutting carbon emissions.

The Nuclear Energy Mission for Viksit Bharat positions India as a future leader in advanced nuclear technology, contributing to energy security, environmental sustainability, and long-term economic growth. With a clear roadmap and international partnerships, India’s nuclear power journey is poised for a significant surge toward its 2047 goals.

China’s EV Export Explosion: How a Domestic Price War Is Reshaping the Global Auto Market

Saptakee S
-
0
China’s EV Export Explosion: How a Domestic Price War Is Reshaping the Global Auto Market

China’s electric vehicle (EV) industry entered 2026 with momentum—and mounting pressure. At home, a fierce price war cut margins to the bone. Abroad, Chinese automakers pushed harder than ever, flooding global markets with low-cost EVs and hybrids. The result was a historic export surge that is now reshaping trade flows, competitive dynamics, and the global auto hierarchy.

A Record Export Surge Signals a Strategic Shift

Bloomberg reported that China’s EV exports jumped 87% year-over-year to nearly 200,000 units in November, according to customs data. This was not a one-off spike. It reflected a deliberate pivot away from an overcrowded domestic market toward overseas growth.

Automakers faced brutal competition at home. Discounts deepened. Profitability shrank. As a result, exports became a lifeline. For many companies, overseas markets now serve as the main buffer against falling domestic sales.

This export push also revealed a sharp understanding of global trade rules. Chinese brands did not simply ship more cars. They shipped the right cars to the right places.

CHINA EV Sales
Source: EV talks

Mexico Emerges as an Unexpected Gateway

Mexico became the biggest surprise in China’s export map. Bloomberg further revealed that, in November alone, the country imported 19,344 Chinese electric vehicles. It marked a staggering 2,300% surge year-over-year, making it the top destination for Chinese EV exports that month

This growth reflected strategic timing. While the United States imposed a 100% tariff on Chinese EVs, Mexico maintained looser trade barriers. That made it an attractive entry point into North America’s broader automotive ecosystem.

Thus, Chinese manufacturers used Mexico not only as a sales market but also as a potential production and logistics hub. In a fragmented global trade environment, flexibility became a competitive advantage.

Europe’s Tariffs Fail to Stop Chinese Brands

Europe also remained a critical battleground. Despite new tariffs, Chinese carmakers captured a record 12.8% share of Europe’s EV market in November, the highest level ever recorded.

The European Union imposed extra duties ranging from 17% to over 35% on Chinese battery-electric vehicles after a subsidy investigation. In theory, the move aimed to shield European automakers from low-cost imports. In practice, it created a loophole.

Plug-in Hybrids Become the Trojan Horse

The tariffs targeted only fully electric vehicles. Plug-in hybrids faced just the standard 10% import duty. And Chinese brands reacted fast.

Chinese automakers shifted aggressively into plug-in hybrids. Exports of these vehicles to Europe soared, rising sixfold year-over-year at one point in 2025.

In hybrid categories, Chinese brands achieved a market share of over 13% across the EU, EFTA countries, and the UK. They also surpassed Korean automakers for the first time, marking a significant shift in the competitive landscape.

BYD led the charge. Its European registrations more than tripled year-over-year, nearly matching Tesla’s monthly sales. The BYD Seal U quickly became one of Europe’s top-selling plug-in hybrids. SAIC Motor’s MG brand also expanded rapidly, delivering hundreds of thousands of vehicles across the region.

European demand itself remained strong. EV registrations across the continent rose sharply, proving that growth was not coming at the expense of market expansion—but from intensified competition.

NEV sales

China Overtakes Japan in Global Auto Sales

The export boom contributed to a broader milestone. As per industry reports, in 2025, Chinese automakers are projected to sell around 27 million vehicles globally, surpassing Japan for the first time in over two decades.

This shift marks a historic turning point. Just three years earlier, Japan outsold China by millions of vehicles. Now, Chinese brands dominate growth charts, powered by EVs and plug-in hybrids that account for the majority of new passenger vehicle sales at home.

BYD and Geely both climbed into the global top ten automakers, signaling China’s arrival as a full-spectrum automotive superpower.

Pressure Builds Across Asia, Europe, and Emerging Markets

Chinese exports surged across Southeast Asia, Latin America, and Africa. In Thailand, long dominated by Japanese brands, market share erosion accelerated. In Latin America and Africa, Chinese vehicles gained ground as affordability and rapid rollout trumped brand loyalty.

Japanese automakers felt the strain. Profits declined. Capacity utilization weakened. The challenge went beyond tariffs—it cut to the heart of competitiveness in the EV era.

Export Growth Masks Domestic Weakness

While exports surged, cracks widened at home. BYD, China’s largest EV maker, recorded declining domestic sales for three straight months in late 2025.

To stay competitive, the company slashed prices across its lineup. Some models saw cuts of more than 30%. Entry-level EVs fell to prices once considered impossible, intensifying what industry analysts describe as “involution”—destructive competition that destroys value without creating new demand.

Exports helped offset these losses. In November alone, BYD shipped a record number of vehicles overseas, underlining how critical foreign markets have become to China’s EV giants.

The EV giant also began shipping production equipment to its new plant in Hungary in late 2025. Trial production is expected in early 2026, with mass manufacturing planned shortly after. The facility will initially focus on compact models designed for European buyers.

This move allows Chinese brands to sidestep import duties while embedding themselves deeper into regional supply chains. It also raises the stakes for European manufacturers already struggling with cost pressures and slower innovation cycles.

As tariffs pushed Chinese automakers to think beyond exports, local production emerged as the next phase of their global strategy.

The Bigger Picture: Trade, Technology, and Power

China’s EV export surge tells a larger story. Price wars at home forced companies to become leaner, faster, and more aggressive globally. Tariffs reshaped product strategies but failed to stop expansion. Plug-in hybrids, local factories, and emerging markets became tools of adaptation.

As 2026 unfolds, the global auto industry faces a new reality. China no longer competes only on volume. It competes on speed, strategy, and scale. And for rivals, the pressure is only beginning.

NVIDIA Controls 92% of the GPU Market in 2025 and Reveals Next Gen AI Supercomputer

Jennifer L
-
0
NVIDIA Controls 92% of the GPU Market in 2025 and Reveals Next Gen AI Supercomputer

NVIDIA (NVDA Stock) closed 2025 with a huge portion of the GPU market. Research data shows that the company held about 92 percent of the discrete graphics processing unit (GPU) market in the first half of 2025. This figure covers add-in boards used in personal computers and workstations. Its closest rivals, including AMD and Intel, held much smaller shares.

The company unveiled its new Rubin data center chips. They claim these chips are 40% more energy efficient per watt. This change aims to make artificial intelligence (AI) computing more sustainable.

NVIDIA’s GPUs dominated the sector used for gaming and AI. Despite challenges with its latest Blackwell GPU launch, the company’s lead remained strong. This article explains how Nvidia maintained this market position. It also explains how the company is tackling environmental and energy issues in its products and operations.

How NVIDIA Came to Control the Majority of the GPU Market

NVIDIA’s market share for discrete GPUs reached about 92% in early 2025, according to analysts tracking GPU shipments. This dominance was especially clear in desktop graphics cards. Competing firms such as AMD held much smaller portions, with AMD’s share closer to 8% and Intel below 1% in the same period.

Discrete GPUs Market Share (%), 2025
Discrete GPUs Market Share (%), 2025

Discrete GPUs are separate from CPUs and are the main components used for high-end graphics and data-intensive tasks. NVIDIA’s rise in market share reflects strong demand for its GeForce and AI-oriented GPU lines. Many industries, from gaming to data centers, use Nvidia chips because of their computing performance.

Despite this strong market position, the rollout of the Blackwell series of GPUs faced setbacks in 2025. Industry reports noted delays and production issues related to complex design and manufacturing steps. These issues slowed initial deliveries to customers. Company leadership said the problems were fixed, but they still affected how quickly new units reached buyers.

Why Energy Use and Efficiency are Significant for GPUs

Graphics processing units are energy-intensive components. AI and data center workloads consume substantial electricity. Because of this, environmental, social, and governance (ESG) concerns are now central to technology markets.

NVIDIA nvda Carbon emissions
Source: NVIDIA

NVIDIA acknowledges the need to improve energy efficiency and reduce emissions. The sustainability report for fiscal year 2025 shows that the company uses 100% renewable electricity for its offices and data centers. This means all the electricity Nvidia buys for those facilities comes from renewable sources, such as wind or solar.

  • In product design, NVIDIA promotes energy efficiency as a key measure of sustainability.

At CES 2026, NVIDIA unveiled its new Rubin architecture for data center GPUs. The company claims the chips deliver 40% higher energy efficiency per watt compared to the previous generation.

Unlike a single chip, Rubin combines six specialized chips that work together as one unified system. This rack-level design helps handle large AI workloads more efficiently, reducing power use while boosting speed. The new platform allows large AI data centers to operate more sustainably, making it a notable step in Nvidia’s push toward “Green AI.”

Jensen Huang, founder and CEO of NVIDIA, said:

“Rubin arrives at exactly the right moment, as AI computing demand for both training and inference is going through the roof. With our annual cadence of delivering a new generation of AI supercomputers — and extreme codesign across six new chips — Rubin takes a giant leap toward the next frontier of AI.”

Nvidia Rubin platform
Source: Nvidia

Key components of the Rubin platform include:

  • Vera CPU – a multi-core processor that manages data flow to keep GPUs busy.
  • Rubin GPU – the main AI processor with next-generation compute engines and high-speed memory.
  • NVLink 6 & ConnectX‑9 – fast interconnects for rapid communication between chips.
  • BlueField‑4 DPU & Spectrum‑6 switch – manage networking, security, and data traffic efficiently.

This improvement tackles worries about increased power use in AI tasks. It also helps lower emissions from data center operations. Industry leaders, including Microsoft and Google, quickly endorsed the efficiency gains.

NVIDIA has set internal goals to cut emissions and to align reductions with widely accepted climate science targets. It works with many suppliers, especially those linked to its Scope 3 emissions. This helps encourage them to adopt science-based emissions goals.

nvidia 2024 emissions
Source: NVIDIA

NVIDIA’s ESG Progress Under Growing Scrutiny

Investors and customers now place greater focus on ESG performance. Environmental criteria include energy consumption, emissions, and resource use. Nvidia sits among tech companies that increasingly report sustainability metrics.

In fiscal 2025, NVIDIA reported progress on its environmental goals. This includes using more renewable energy and improving efficiency. These efforts do not yet translate directly into a formal net-zero emissions commitment for all scopes of greenhouse gases.

However, they reflect measurable progress. The company’s renewable energy targets and supplier engagement aim to reduce its emissions footprint over time.

Nvidia Renewable Electricity Use FY2025

At the same time, critics highlight areas where NVIDIA’s broader impact remains unclear. Some assessments say large chipmakers need to improve supply chain emissions. They should also adopt more energy-efficient production methods. These factors are part of an ongoing discussion among investors and sustainability groups.

Using renewable electricity, improving energy efficiency in products, and tackling supplier emissions are key steps. They help NVIDIA reduce direct and indirect climate impacts from its operations. As AI and high-performance computing grow, these sustainability efforts may shape long-term industry standards.

AI Demand, Competition, and the Future of GPUs

NVIDIA’s strong market position affects the tech and semiconductor industries in many ways. The GPU sector supports not only gaming but also AI, cloud computing, scientific research, and automated systems.

NVIDIA is not just a leader in desktop GPUs. Analysts say its influence also covers AI accelerators in data centers. The company holds over 80% of the AI hardware market. This success relies heavily on its architecture and software ecosystem.

The Rubin architecture strengthens NVIDIA’s competitive position in AI hardware. The new 40% better energy efficiency attracts hyperscalers and large enterprises that want high performance without high power use. Analysts believe this may strengthen Nvidia’s lead in AI accelerators. It also helps address ESG concerns about energy use.

Elon Musk, founder and CEO of xAI, remarked:

“NVIDIA Rubin will be a rocket engine for AI. If you want to train and deploy frontier models at scale, this is the infrastructure you use — and Rubin will remind the world that NVIDIA is the gold standard.”

In data centers, NVIDIA reported strong revenue growth driven by demand for AI computing. Blackwell and other GPU families contributed heavily to this trend.

However, the company relies on third-party manufacturing and complex supply chains. This means production challenges can affect future performance. Continued competition from AMD and other firms may also reshape market share over time.

The strong demand for AI processing power has energy and environmental implications beyond NVIDIA alone. Data centers worldwide are expected to grow in electrical demand as AI workloads expand.

Datacenter growth will drive power demand from 2024 to 2030

Researchers estimate that data centers could account for about 2% of global electricity use in 2025. This highlights how crucial energy-efficient hardware and renewable energy are for the industry.

What NVIDIA’s Dominance Means Going Forward

NVIDIA’s ability to end 2025 with a 92% discrete GPU market share highlights its technological leadership. It also reflects strong demand for AI and graphics hardware in computing markets. The Blackwell launch issues have shown how production challenges can affect schedules, but demand has remained resilient.

At the same time, NVIDIA’s sustainability actions reveal how ESG and environmental issues are increasingly part of how technology companies operate and compete. Renewable energy use, energy efficiency, and emissions-reduction efforts are not only regulatory or investor concerns. They influence product design and operational planning as energy use grows in AI and data center environments.

Top 3 Carbon Capture Leaders to Drive the Net-Zero Race in 2026

Saptakee S
-
0
Top 3 Carbon Capture Leaders to Drive the Net-Zero Race in 2026

Carbon capture has entered a decisive phase. What once looked like an experimental climate solution now stands at the center of global decarbonization strategies. By 2026, governments, corporations, and investors increasingly rely on carbon capture to deal with emissions that cannot be eliminated.

Three companies now dominate this space: Climeworks, Carbon Engineering, and SLB Capturi. Each addresses a different part of the problem. Some remove carbon dioxide directly from the air. Others stop emissions at factories before they escape. Together, they shape how the world manages residual emissions in a tightening net-zero era.

Market Overview: Why Carbon Capture Matters Now

BCC Research highlighted that the global market for carbon capture, utilization, and storage (CCUS) technologies was at $3.4 billion in 2024. It is projected to reach $9.6 billion by the end of 2029, at a compound annual growth rate (CAGR) of 23.1% during the forecast period of 2024 to 2029.

carbon capture market

Governments expanded incentives, while companies faced growing pressure to meet climate commitments with real, measurable outcomes.

In the United States, tax credits under the Inflation Reduction Act made large-scale capture projects financially attractive. In Europe, the expanded EU Emissions Trading System increased compliance costs, pushing industries toward capture solutions. Meanwhile, corporate buyers signed long-term contracts to secure high-quality carbon removal credits.

At the same time, technology advanced quickly. Capture costs fell, monitoring systems improved, and long-term storage options expanded. Leading projects now capture carbon for less than $300 per ton, a sharp drop from early pilot costs.

By 2026, more than 20 direct air capture facilities operate worldwide. Still, most captured carbon comes from point-source projects in cement, steel, waste-to-energy, and hydrogen production. Permanence, transparency, and verification now define success in the carbon market.

Climeworks: From DAC Pioneer to Carbon Removal Platform

Climeworks remains the most visible name in direct air capture. Based in Switzerland, the company developed modular systems that pull carbon dioxide directly from the air using fans and solid filters.

Its Iceland operations set early benchmarks. The Orca plant captures 4,000 tons of CO₂ per year. The newer Mammoth facility scales capacity to 36,000 tons annually. Generation 3 technology sharply cuts energy use, making DAC more efficient and easier to expand.

However, it has evolved beyond hardware alone.

Building Diversified Carbon Removal Portfolios

Climeworks now offers blended carbon removal portfolios designed for corporate buyers. These portfolios combine direct air capture with other engineered and nature-based removal methods. The strategy spreads risk while meeting different climate and budget needs.

climeworks direct air capture

The portfolio includes:

Each method provides a different storage lifespan. DAC and BECCS store carbon for over 10,000 years. ERW lasts about 1,000 years. Biochar offers century-scale storage. Nature-based projects provide shorter-term storage but deliver strong co-benefits for ecosystems and communities.

By 2026, Climeworks will deliver over 50,000 tons of verified carbon removal credits per year. Buyers include Stripe, Schneider Electric, and shipping giant NYK. Credit prices range from $600 to $800 per ton, reflecting strong demand for durable removals.

This portfolio model positions Climeworks as a full-service carbon removal provider, especially for companies tackling Scope 3 residual emissions.

Carbon Engineering: Scaling Direct Air Capture to Megatons

Carbon Engineering takes a bold, industrial approach to carbon removal. Instead of small modular units, it builds large-scale DAC plants designed to capture hundreds of thousands of tons of CO₂ each year.

The Canada-founded company uses a liquid solvent process. Air flows through large contactors, where potassium hydroxide captures CO₂. The system regenerates the solvent in a closed loop, producing a pure CO₂ stream ready for storage or fuel production.

Occidental Petroleum acquired Carbon Engineering in 2023, accelerating its scale-up through access to capital, storage sites, and energy infrastructure.

The Stratos Project Sets a New Standard

By 2026, Carbon Engineering’s Stratos facility in Texas will capture between 500,000 and 1 million tons of CO₂ annually, making it the world’s largest DAC plant.

The company relies on proven industrial equipment and standardized designs. This “design one, build many” approach lowers costs and speeds up deployment across regions.

Capture costs now fall between $250 and $600 per ton, supported by U.S. tax credits and long-term offtake agreements with buyers like Frontier, Amazon, and Airbus.

Linking Capture to Clean Fuels

Carbon Engineering also uses captured CO₂ to produce synthetic fuels. Its Air-to-Fuels technology combines CO₂ with green hydrogen to create low-carbon aviation fuel. This helps reduce emissions in aviation, a sector responsible for about 2–3% of global emissions.

By combining storage and fuel production, Carbon Engineering bridges voluntary carbon markets with compliance systems. Its large pipeline—running into tens of millions of tons—makes it a cornerstone of future gigaton-scale removal.

DAC carbon capture
Source: IEA

SLB Capturi: Decarbonizing Heavy Industry at the Source

While DAC removes carbon after it mixes into the air, SLB Capturi focuses on prevention. The joint venture between SLB and Aker Carbon Capture specializes in point-source carbon capture for industrial emitters.

Its amine-based technology captures more than 95% of CO₂ emissions from facilities such as cement plants, waste-to-energy sites, gas processing units, and bioenergy operations.

Designed for Fast Deployment

SLB Capturi’s Just Catch™ units are modular and compact. Operators can retrofit them into existing plants with minimal downtime. This makes them ideal for industries under immediate pressure to cut Scope 1 emissions.

Ørsted Kalundborg CO₂ Hub

The Ørsted Kalundborg CO₂ Hub marks Denmark’s first full-scale carbon capture and storage project. This year, the company will capture CO₂ from SLB’s Asnæs Power Station in Kalundborg and the Avedøre Power Station near Copenhagen. The hub will serve as a key center for CO₂ transport, handling both imports and exports.

By 2026, the company can support over 5 million tons of annual capture capacity across Europe and North America. Many projects connect directly to permanent storage sites, including offshore saline aquifers.

Role in Carbon Markets

BECCS projects using SLB Capturi technology qualify as durable carbon removals. These credits typically trade between $80 and $150 per ton, making them more affordable than DAC while still meeting high integrity standards.

SLB’s strength lies in integration. The company combines capture, transport, and storage into a single value chain. This end-to-end capability appeals to oil majors, utilities, and governments seeking reliable decarbonization pathways.

What This Means for Carbon Capture in 2026

Together, Climeworks, Carbon Engineering, and SLB Capturi define the carbon capture landscape in 2026. The market now rewards permanence, transparency, and verified impact. Buyers no longer chase cheap offsets. They invest in long-term solutions that stand up to scrutiny.

As net-zero deadlines draw closer, carbon capture shifts from optional to essential. These three companies show how removal and abatement can work together—turning climate ambition into real-world action.

Japan to Invest US$1.34B on Clean Power to Spur Energy Transition

Jennifer L
-
0
Japan to Invest US$1.34B on Clean Power to Spur Energy Transition

Japan is preparing to invest about US$1.3 billion to encourage companies to use clean electricity. This funding will support industries and regions that switch to decarbonized power.

The plan will run over five years, starting in fiscal 2026. It is part of Japan’s broader strategy to reduce reliance on fossil fuels and expand clean energy. This step also aims to help local economies and strengthen long-term investment confidence in clean power.

Where the Funding Will Go

The government will give subsidies to companies that commit to using clean power. Eligible companies must use 100% decarbonized electricity and support regional development. The subsidies can cover as much as 50% of the capital costs. This includes costs for equipment and infrastructure needed to shift from fossil fuels to clean electricity.

Data centers and manufacturing firms are expected to benefit. This policy aims to lower financial barriers for businesses that want to purchase clean power. It also seeks to make these investments more appealing.

Inside Japan’s Green Transformation Strategy

This funding program fits into Japan’s Green Transformation (GX) 2040 Vision. The GX vision aims to connect climate goals with economic growth. Under this strategy, the government and regional partners will create clusters of industry powered by clean electricity.

Japan National electricity demand outlook
Source: METI

The clusters will receive financial support and tailored regulatory policies. The goal is to spur innovation and local job creation while reducing carbon emissions. The country is the fifth-largest emitter worldwide.

  • Japan also plans to increase the role of nuclear power. Officials aim for nuclear energy to contribute around 20% of electricity by 2040.

SEE  MORE: Japan to Restart the World’s Largest Nuclear Power Plant

Meanwhile, the share of renewables is targeted to reach around 40–50%, up from about 26–27% in recent years. These shifts aim to reduce reliance on imported fossil fuels and meet national climate goals.

Pro-growth Carbon Pricing Concept

Japan GX policy
Source: METI

Japan’s Power Mix: Where Clean Energy Stands Today

Japan’s electricity mix still includes a significant share of fossil fuels. In 2024, renewable sources accounted for about 26.7% of total power generation, up from 25.7% in 2023.

Solar energy made up about 11.4% of electricity, and wind power contributed around 1.1%. Biomass and hydro added smaller shares. Nuclear power contributed roughly 8–9% of electricity in recent years. These changes show gradual growth in clean sources, but Japan still faces work to meet the longer-term goals of major clean energy adoption.

Increasing clean power demand from large corporate users is intended to support faster growth in renewable generation and encourage private and public investment.

Clean Energy Market Trends Shaping Japan’s Power Future

The clean energy market in Japan is growing and showing clear trends. These trends help explain why the new subsidy program matters.

Japan power sector 2024

First, Japan’s renewable energy market is expanding steadily. As of 2024, Japan’s renewable energy generation was approximately 247.2 terawatt hours (TWh). Analysts predict this could reach around 355–356 TWh by 2033 or 2034. It may grow at an annual rate of 3.7% to 3.9% until the decade ends.

This trend reflects ongoing investment in renewable capacity from solar, wind, hydro, and biomass.

  • In 2025, the renewable energy market is projected to reach around 244.98–256.9 TWh of electricity generation.
  • By 2033–2034, the market is forecast to reach approximately 355–356 TWh.
  • This implies consistent annual growth of roughly 3.7–3.9% from 2025 into the early 2030s.
Japan energy policy renewables by 2030.jpg
Source: EIA

Solar energy remains the largest segment of renewables in Japan. It has already surpassed hydroelectric power in terms of generation share. Japan ranks among the top solar power generators in the world, and its solar capacity per unit of land is among the highest for major economies. 

The government’s strategic plans predict that solar energy may reach 23% to 29% of the country’s electricity mix by 2040. This would make it the largest renewable source. This would make solar the dominant clean power source in the coming decades.

Wind energy is also on a growth path, though its current share is smaller than solar. Japan’s total wind energy production is expected to reach around 8.92 billion kilowatt hours (kWh) in 2025. It will likely grow at a rate of about 3.3% each year until 2029. These figures indicate a steady rise in wind power capacity and generation, reflecting government support for offshore and onshore wind projects.

Overall, these forecasts show that a cleaner electricity system is emerging in Japan. Renewable generation is rising, and market forecasts show continued expansion through the early 2030s.

Japan renewable target 2030
Source: Ember

Companies and investors are responding to policy incentives, technology improvements, and climate commitments. As demand grows, clean energy production and investment are expected to follow.

Why Clean Power Demand Is the Missing Piece

Clean power demand is a key factor in Japan’s energy transition. Many nations focus first on increasing the clean power supply.

Japan’s new policy adds a demand-side focus. By helping businesses shift to decarbonized electricity, the government hopes to create stable, long-term demand. This, in turn, should encourage utilities and energy producers to build more renewable capacity and invest in grid improvements.

Large corporate users such as data centers, manufacturers, and tech firms can shape electricity markets. If more companies commit to using clean power, utilities can plan new projects with greater certainty. This can lead to lower costs for renewable generation in the long run and faster deployment of new clean energy technologies.

Barriers Japan Still Faces in the Energy Shift

Despite progress, Japan still faces challenges in its clean energy transition. Japan’s heavy reliance on fossil fuel imports has defined its energy landscape for decades. Although the share of fossil fuels in electricity has declined, they still provide a significant portion of Japan’s energy mix.

Japan’s nuclear sector plays a role as well. After the 2011 Fukushima disaster, most nuclear reactors were shut down for safety reasons. In recent years, some reactors have restarted, and the government plans to increase nuclear contribution as part of the energy strategy. However, delays and regulatory challenges remain.

Supply-side challenges also affect renewables. Offshore wind projects can face high costs and long development timelines. Large solar projects sometimes meet local opposition. In this context, encouraging demand growth can help support broader investment and confidence in clean energy expansion.

Expected Economic and Climate Payoff of the New Subsidies

Japan’s new subsidy program is expected to:

  • Reduce costs for companies shifting to clean power.
  • Boost regional investment around renewable energy hubs.
  • Strengthen business confidence in clean energy markets.
  • Support job creation in new energy sectors.
  • Help reduce greenhouse gas emissions over time.

The government aims to begin accepting applications from companies in 2026. This initiative reflects Japan’s broader effort to align economic growth with climate goals and to support a cleaner, more resilient power system for the future.

Silver Solid-State Batteries: Future of EVs and Energy Storage?

Jennifer L
-
0
Silver Solid-State Batteries: Future of EVs and Energy Storage?

Battery technology is changing fast. Companies and researchers are developing new designs that store more energy, last longer, and charge quickly. One of the most talked-about ideas is the solid-state battery. This battery type replaces the liquid inside a normal lithium-ion battery with a solid material. This makes batteries safer, more powerful, and more durable.

A new variation uses silver in the battery. Silver improves performance and may play a major role in the future of electric vehicles (EVs) and energy storage. This article explains what silver solid-state batteries are, how they work, and what they could mean for the economy, EVs, and energy systems.

What Are Solid-State Batteries?

Solid-state batteries replace liquid electrolytes with solids for safety (non-flammable) and density targets of 400-500 Wh/kg. They use a solid electrolyte instead. Samsung’s Ag-C anode prototypes achieve 500 Wh/kg, 9-minute charges, and 1,500+ cycles by curbing dendrites.            

Each 100 kWh SS pack may use ~1 kg silver, potentially adding 16,000 t/yr demand at 20% EV adoption vs. 824 Moz mine supply. Late-2020s commercialization eyed.

Solid electrolytes are not flammable. This reduces the risk of fires. Solid batteries also allow for higher energy density, meaning they can hold more energy in a smaller space. This makes them attractive for EVs and portable electronics like phones and laptops.

Moreover, solid-state batteries can help cut the carbon footprint of EV batteries compared with today’s lithium-ion batteries. Research shows that solid-state designs can reduce battery emissions by about 24 %, and up to 39 % if more sustainable materials and sourcing are used.

solid-state battery carbon emissions

That means less greenhouse gas is released during battery production and use, which boosts the overall climate benefit of EVs over gasoline cars. These reductions come mainly because solid-state batteries need fewer raw materials and have higher energy density. Thus, they store more power with less manufacturing impact than conventional batteries.

Automakers and battery developers, including BYD and Samsung, are testing solid-state batteries. Some expect commercial EVs with these batteries to appear by the late 2020s. Early tests show they are safer and charge faster than current lithium-ion batteries.

Silver’s Role in Next-Gen Battery Performance

Silver is not just for jewelry or coins. It has very good electrical and thermal conductivity, which helps batteries work better.

In silver solid-state batteries, a silver-carbon (Ag-C) composite is used in the anode. The anode is the part that releases electrons when the battery powers a device. Silver helps ions move smoothly and prevents metal spikes called dendrites. Dendrites can damage batteries and reduce lifespan.

Silver also improves battery life and charging speed. Some prototypes can fully charge in under 10 minutes and last up to 20 years with minimal wear.

Key benefits of silver in solid-state batteries include:

  • Higher energy density (~500 Wh/kg) versus 270 Wh/kg in standard EV batteries,
  • Faster ion movement and reduced dendrite formation, and
  • Longer lifespan and safer operation.

Automakers like BYD are using these designs in EV prototypes, while Samsung tests silver-based cells for future mass production. MG recently delivered its first mass-produced EV with a semi-solid-state battery, showing commercial viability.

How Silver Solid-State Batteries Transform EVs

Silver solid-state batteries could be especially important for electric vehicles. EV makers want batteries that last longer, charge faster, and provide more range for each charge.

Some estimates suggest that solid-state batteries with silver could deliver a range of up to 600 miles or more on a single charge. They may also reduce weight and size compared with current battery packs.

silver solid state batteries infographic

Faster charging and longer life could make EVs more practical for many buyers. Range anxiety — the fear of running out of power — is one barrier to EV adoption today. Longer range and quicker charges could help more drivers choose electric cars.

Prototype tests and early industrial work show promise. Samsung and others are sending samples to automakers for testing and validation. Initial feedback from early testers has been positive, according to industry reports.

However, mass production will take time. The materials and manufacturing systems needed for solid-state batteries are still under development. Many automakers are targeting the late 2020s for broader commercial use.

Silver Demand Could Surge with EV Battery Adoption

Silver solid-state batteries could affect the global silver market. The metal is already used in electronics, solar panels, and other industries. Industrial demand often exceeds supply.

Potential battery demand could be significant:

  • Each 100 kWh EV battery could use ~1 kg of silver
  • If 20% of global EVs adopt the tech, demand could rise by 16,000 metric tons per year

Global silver mine production is around 820–850 million ounces, while total demand exceeds 1.1 billion ounces. Adding battery demand could tighten supply and support higher prices over time.

silver mine supply and demand 2025

Challenges and Outlook for Silver Solid-State Batteries

Silver solid-state batteries face challenges. Cost is high. Silver is more expensive than other materials, and mass production is complex. Factories need new processes to produce solid-state batteries at scale.

Supply could also be an issue. Silver is limited, and other industries already need it. Developers are exploring ways to use less silver or mix it with other materials to reduce costs.

Despite these challenges, research is advancing. Engineers continue improving solid electrolytes and silver-based anodes. If costs drop, silver solid-state batteries could become widespread in EVs and energy storage systems.

The Future of Silver Solid-State Batteries in EVs and Energy Systems

Silver prices depend on supply and demand. Today, demand already exceeds mine production. Adding silver to solid-state EV batteries would increase demand.

If each EV battery uses ~1 kg of silver and millions of EVs adopt it, demand could rise by thousands of metric tons per year. Supply may not keep up immediately, which could push prices higher.

Silver Price chart - Dec 11, 2025
Source: Bloomberg

Other factors like inflation, interest rates, and investor activity also affect prices. In the short term, prices may not change much because mass production is still years away. But as production scales in the late 2020s, silver demand could steadily rise, supporting moderate long-term price growth.

Silver solid-state batteries are a promising step in energy storage. They combine safety, high energy density, and the electrical benefits of silver. EVs with these batteries could have longer range, faster charging, and longer lifespans.

Adoption is likely to start with premium EVs and specialized applications. Companies like BYD, Samsung, and MG are leading development and early deployment. By the late 2020s, silver solid-state batteries could play a key role in electric vehicles and renewable energy systems.

EU Expands CBAM: A Review Shows It Urges Other Countries to Use Carbon Pricing

Jennifer L
-
0
EU Expands CBAM: A Review Shows It Urges Other Countries to Use Carbon Pricing

The European Union has completed a review of its Carbon Border Adjustment Mechanism (CBAM) after a two‑year transition period. The European Commission said that the policy has motivated more countries to adopt carbon pricing systems beyond Europe. The review also found that when CBAM begins to charge a carbon fee, it will have minimal impact on the world’s poorest countries.

The findings come as the mechanism prepares to start charging fees in January 2026 and proposes several changes to include certain downstream products.

CBAM is a climate policy that applies a carbon price to certain imported goods that carry high greenhouse gas emissions. The goal is to create fairness for EU producers. They must follow the EU Emissions Trading System (ETS). This also aims to cut down on carbon leakage, which is when production shifts to countries with looser climate rules.

What the Review Says About Carbon Pricing

According to the Commission’s review, CBAM has spurred interest in carbon pricing in other countries. Firms and governments outside the EU are talking more about carbon pricing. They want to measure and report emissions better. This trend suggests that CBAM is serving not only as a tariff on emissions but also as an incentive to adopt carbon pricing tools more widely. 

The review assessed CBAM’s transition phase from 2023 to 2025. During this time, companies provided data on the emissions embedded in their goods imported to the EU. This data collection period helped build capacity for the full operational phase.

Starting in 2026, importers must purchase CBAM certificates that reflect the carbon price paid under the EU ETS or pay the equivalent fee. The two-year run-in period helped companies outside the EU adjust their reporting systems. They also learned about compliance requirements before fees started.

Minimal Impact on World’s Poorest Countries

One key finding of the review is that the impact on the world’s poorest countries will be limited once CBAM starts charging a carbon fee. The Commission’s assessment shows that many least developed countries don’t export a lot of CBAM-covered goods. As a result, the mechanism will not directly impose large carbon fees on them.

CBAM levied sectors

Many low-income countries don’t produce much high-emission stuff, like steel, aluminum, cement, fertilizers, or electricity. These are the products that CBAM first targets. Because of this, exporters from these nations are less exposed to carbon fees than those from more industrialized countries.

At the same time, the EU has acknowledged concerns from some developing nations. The Commission has urged the use of development funds and technical help. This will assist affected countries in decarbonising and lowering future carbon fees.

Some funding might come from the EU’s large development budget. This money will support clean technologies and energy systems in partner countries.

How the Carbon Border Mechanism Works

CBAM is intended to protect EU industries that already pay for carbon emissions under the ETS. Without a border adjustment, imported goods might be cheaper. If these goods don’t face similar costs abroad, they could hurt the EU’s climate policies.

Simulated impact of EU CBAM on value added and emissions

  • The mechanism adjusts import costs so that carbon costs are similar for EU and non‑EU products.

Starting January 2026, importers must report emissions data. They also need to buy carbon certificates for the emissions in their products. Fees will reflect the difference between the carbon price paid in the country of origin and the EU ETS price. The measure covers goods such as steel, aluminium, cement, fertilizers, electricity, and hydrogen.

These carbon fees are expected to generate revenue for the EU budget, which regulators see as a tool to support further climate action. One estimate suggests that CBAM could generate around €2.1 billion in revenue by 2030 as the scope widens and payment obligations rise.

EU CBAM projected revenue 2030
Source: Center for Global Development

Proposed Changes: Downstream Goods in Focus

Alongside the review, the Commission has proposed changes to strengthen and expand CBAM. One major proposal targets goods further downstream in global value chains. This means products that are not raw materials but contain high shares (79%) of steel and aluminium. These could include machinery, automotive parts, household appliances, and construction equipment.

The Commission’s proposal would add around 180 new product categories to the list, potentially covering thousands of importers.

Top 10 Country of Production for CBAM
Source: European Commission

The aim of this expansion is to avoid carbon costs by simply shifting to other stages of production. Without this extension, some manufacturing may shift. This could happen to avoid carbon fees on raw materials after they become part of finished products.

The Commission also plans anti‑circumvention measures to ensure that importers cannot avoid fees by misreporting emissions. These rules are designed to require stricter reporting and sometimes use default country emissions values if actual data is missing or unreliable. 

Further reforms aim to help companies adjust and ensure fair competition. These include simplifying reporting procedures and clarifying the calculation of emissions embedded in goods.

The proposed changes reflect feedback from industry and trading partners collected during the transition.

Notably, the European Commission also started a Temporary Decarbonisation Fund. This fund helps EU producers of CBAM-covered goods. It aims to offset competitiveness losses in markets outside the EU. The EC noted that financing will come:

“…from member state contributions, constituting 25% of revenues from CBAM certificate sales in 2026 and 2027, while the remaining 75% will be an EU Own Resource.”

Pushback, Policy Debate, and Trade Tensions

Responses to the CBAM and its reforms vary. Some industry groups want more support to stay competitive. This is especially true for downstream products. These products were not initially covered but now face carbon-related cost pressures.

Others warn that some loopholes remain or that the mechanism may not fully prevent carbon leakage. 

Critics argue that parts of the proposed reforms may cater too closely to heavy industry demands, weakening climate impact. They highlight concerns about temporary funds and exemptions that could help EU exporters without strong environmental requirements. Such measures, they say, risk diluting CBAM’s core climate objective.

For instance, even with the expanded product list, the carbon levy will only boost emission cuts by 0.6% to 2%, per the Commission’s CBAM review report.​ Most savings—38.3 million tonnes of CO₂ by 2030—come from the original CBAM design, without downstream products.

At the same time, many trading partners have expressed concerns about CBAM’s implications for global trade. Some large economies, including China, India, and Brazil, have criticised the mechanism as potentially burdensome or protectionist.

The EU has emphasised that CBAM is a climate policy, not a trade barrier, and that it aligns with World Trade Organization (WTO) rules.

Despite these debates, global interest in border carbon adjustments is growing. Several countries and regions are studying similar carbon pricing tools as part of climate strategies. 

What Comes Next for CBAM? From Transition to Full Enforcement

CBAM enters full operational status on 1 January 2026. Importers must begin submitting required data and prepare to pay carbon fees for the first time for goods entering the EU. The revenue and climate enforcement tools tied to CBAM will develop as implementation proceeds and as extensions to more product categories are adopted.

The Commission plans ongoing evaluations of CBAM’s design and impact. Later reviews could explore including indirect emissions or extending coverage to additional sectors such as chemicals. These future steps are meant to strengthen the link between carbon pricing, trade, and global decarbonization.

Toward a Climate-Resilient Philippines: Leveraging Technology and Carbon Finance for Reforestation

Jennifer L
-
0
Toward a Climate-Resilient Philippines: Leveraging Technology and Carbon Finance for Reforestation

The forests of Panay Island, a major Philippine island in the Western Visayas, have been heavily degraded over decades of logging, mining, and slash-and-burn agriculture. Nationwide, only about 3% of old-growth forests remain. 

Tree cover loss has hurt biodiversity. It has also weakened local water systems, raised landslide risks, and added to carbon emissions. Addressing these challenges requires combining ecological restoration with innovative finance and technology solutions.

Recent talks in the Philippines highlight how technology can boost reforestation. This method speeds up forest recovery. It also improves monitoring and links ecological results to carbon finance. 

In December 2025, a key forum in Iloilo gathered government agencies, academics, the military, and civil society. They discussed using drones, AI mapping, and other tools to restore Panay’s damaged landscapes. The Sulu Garden Foundation (SGF) hosted the event.

SGF is a Panay-based nonprofit engaged in ecological restoration and community-focused reforestation. The organization works on research-informed planting strategies, supports biodiversity conservation in degraded landscapes, and works with local stakeholders to improve forest recovery. 

These efforts build on programs like the National Greening Program (NGP) from the Department of Environment and Natural Resources. In 2022, the NGP planted nearly 2 million seedlings over 2,818 hectares. 

The NGP is a big step for reforestation, but experts say past projects often had trouble. They rarely reached long-term survival rates of over 50%. This was especially true in steep, remote, and fire-prone areas. It underscores the need for precision tools, adaptive planning, and integrated community participation.

Re-Greening Panay: Science and Community at the Forefront

The Central Panay Mountains span about 65 miles and reach around 7,000 feet. They are one of the Philippines’ key biodiversity hotspots. These mountains are home to endemic species, many of which are threatened by habitat loss.

Deforestation, illegal logging, and unsustainable farming practices continue to erode forest cover, contributing to soil erosion and downstream flooding.

decline of the Philippine forest

SGF’s reforestation initiatives in Panay focus on three core elements:

  • ecological restoration grounded in research,
  • community-led stewardship, and
  • sustainable finance mechanisms through carbon credits. 

Connecting forest restoration to clear carbon results helps local efforts cut CO₂ emissions from deforestation. This also creates incentives for landowners and communities to protect forests. The approach also provides a framework for integrating small-scale initiatives with national nature-based climate strategies.

A Strategic Partnership with Ukraine: Drones for Forests

Amid these developments, international collaboration is playing an important role. The Philippines and Ukraine are looking into working together on drone technology. They aim to share knowledge and possibly produce drones together for defense and research. 

SGF recognizes the potential of these tools for reforestation. The organization plans to test drone-assisted mapping, seed dispersal, and monitoring. These tools will help tackle challenges from rugged terrain and scattered planting areas.

At the December forum, Ukrainian Ambassador Yuliia Fediv met with Philippine representatives. They talked about how drones and AI can aid in hybrid reforestation. This method combines fast-growing pioneer species with slower-growing native trees. The goal is to mimic natural regrowth. 

Drone-assisted mapping helps project teams check if land is suitable, improve planting density, and track seedling survival in real time. These tasks are hard to do with traditional ground methods.

Technical advisers noted that these tools could boost seedling survival rates. Instead of the usual 30–50%, rates might exceed 80%. This depends on the terrain and species mix. They help quickly find areas hit by fires, pests, or illegal logging. This allows for fast action. 

Drone technology combines data collection, mapping, and monitoring. This creates a strong platform for measuring carbon sequestration. It also helps to report results that meet global verification standards.

Representatives from the Department of Agriculture VI, Department of Science and Technology VI, and the Philippine Army contributed insights on logistics, operational deployment, and integration with community reforestation teams.

The session highlighted the need to cross-train local drone operators, foresters, and volunteers. This helps build lasting skills for tech-driven restoration efforts.

Carbon Finance and Policy Context

An important dimension of Panay’s reforestation efforts is the potential for carbon finance. Verified carbon credits let projects earn money for CO₂ absorbed by restored forests. This creates ongoing funding for maintenance, community engagement, and ecological monitoring. 

High-quality credits rely on clear measurement, reporting, and verification (MRV) systems. These systems track forest growth and carbon buildup over time. Standards like Verra and the Gold Standard help ensure credibility in global carbon markets.

The Philippines is increasingly formalizing its approach to carbon pricing and market mechanisms. House Bill No. 11375, the Philippine Carbon Pricing Act, sets up a national carbon pricing system. It encourages emission cuts in various sectors and also directs funds to projects that help, like reforestation. 

The bill creates a system for companies and government agencies. They can trade or buy carbon credits. This supports both compliance and voluntary programs. This law would create a clear policy framework for forest-based carbon projects. It would work alongside current environmental rules and global climate agreements.

Integrating Technology, Communities, and Policy

Combining drones, AI, and carbon finance with community-led restoration aligns with broader national priorities. Accurate monitoring and verification boost carbon accounting. They also enhance local engagement and improve environmental governance. 

Piloting drone-assisted seed dispersal in select Panay sites, conducting research on optimal seed varieties, and providing training for MRV systems are key steps to ensure long-term success.

SGF seed ball technology
Image from SGF

Past restoration efforts have shown the importance of science-based planning and stakeholder coordination. Technology integration solves many issues from earlier programs. It helps with hard-to-reach areas, boosts manpower, and makes tracking survival rates and canopy growth easier over time. When paired with emerging carbon finance frameworks, these innovations offer scalable solutions for large-scale ecological restoration.

The forum also outlined the next steps for pilot projects:

  • Implement drone-assisted mapping and seed dispersal in targeted reforestation areas.
  • Conduct ecological research to choose tree species. Focus on balancing growth rates and biodiversity needs.
  • Cross-training local teams in drone operation, forest management, and MRV systems.
  • Explore integration with carbon credit markets and potential policy incentives under House Bill No. 11375.

These steps help make reforested areas strong, fair, and financially wise. Stakeholders aim to build a model using global knowledge, local insights, and policy backing. They hope this model can adapt to other areas in the Philippines dealing with similar deforestation issues.

Toward Climate-Resilient Forests

Restoring Panay’s forests is a long-term project that requires careful planning, enough funding, and collaboration across sectors. The SGF and Ukraine partnership starts a new era, adapting defense tech to boost ecological resilience. This comes as national forest cover has stalled at 7 million hectares.

As the Philippines develops its national carbon market and implements supportive policies, reforestation efforts can become more sustainable and integrated with broader climate mitigation strategies.

Top 4 Green AI Stocks to Watch in 2026 as AI Reshapes Climate and Energy Solutions

Jennifer L
-
0
Top 4 Green AI Stocks to Watch in 2026 as AI Reshapes Climate and Energy Solutions

Artificial intelligence (AI) is changing how many industries work. It now plays a growing role in climate and energy solutions. Companies are using AI to cut emissions, reduce energy waste, and improve how clean energy systems operate. This has created a new group of firms often called “Green AI” companies.

These businesses combine advanced computing with sustainability goals. They attract investors who want growth, but also want a positive environmental impact.

AI is expected to play a major role in cutting emissions and improving energy efficiency over the next decade. According to the International Energy Agency (IEA) and industry reports:

  • AI could deliver over 40% of the emissions reductions needed by 2040 when applied across energy, transport, and industry sectors.

  • Data center electricity demand driven by AI is projected to more than double by 2030, reaching roughly 945 terawatt‑hours (TWh) — similar to the annual electricity use of Japan.The

  • Global Green AI software market is valued at $15B  and is projected to reach $98B by 2030.

  • Global economic impact of AI could reach $15 trillion by 2030, with a significant share coming from applications that improve sustainability and energy efficiency.

In short, AI is transforming industries. Companies that combine AI with sustainable practices are becoming market leaders. Firms investing in AI for energy efficiency and climate monitoring not only help the environment but also position themselves for long-term growth as the world moves toward cleaner energy systems.

By 2026, AI, cloud computing, and clean energy technologies will create major investment opportunities. Within this trend, four Green AI stocks stand out for their innovation, financial strength, and commitment to a greener future.

Microsoft (MSFT): Green AI at Global Scale

Microsoft is one of the largest technology companies in the world. It is also a leader in using AI to support climate goals. Its cloud services, software platforms, and data centers give it a strong position in Green AI.

The company has committed to becoming carbon negative by 2030. This means it plans to remove more carbon from the atmosphere than it emits. AI plays a key role in this effort. Microsoft uses AI to track energy use across its global data center network. These systems help balance workloads, improve cooling, and reduce wasted electricity.

Microsoft Clean Energy Contracts (Capacity, MW)

Microsoft also runs the AI for Earth program. This program supports groups that use AI to study forests, water systems, climate risks, and natural disasters. These projects help governments and researchers better understand environmental changes.

In short, the tech giant leverages AI for these green reasons:

  • Uses AI to monitor and optimize energy use across global data centers and offices.
  • AI-powered workload balancing and cooling systems reduce electricity consumption.
  • AI for Earth program applies AI to track forests, water resources, and climate hazards.
  • Helps achieve carbon-negative operations by 2030.
  • AI tools support sustainability for both Microsoft and thousands of enterprise customers.
Microsoft CIF AI
Source: Microsoft

Microsoft’s financial position is very strong. In 2025, its market value was above $2.8 trillion. Annual revenue reached about $220 billion, with operating margins close to 36%. This scale allows the company to invest heavily in AI and sustainability without hurting profits.

Microsoft stands out because of its reach. Its AI tools affect not only its own operations, but also thousands of companies that use its cloud and software services. This makes it a central player in the Green AI stocks space.

SEE MORE on MICROSOFT:

Alphabet (GOOGL): AI Efficiency for Energy-Heavy Systems

Alphabet, the parent company of Google, is another major force in the Green AI stocks market. It runs one of the world’s largest digital infrastructures. This includes search engines, cloud platforms, and data centers that use large amounts of electricity.

Google has been carbon neutral since 2007. It now aims to operate on 24/7 carbon-free energy by 2030. AI is a core tool in reaching this goal.

google clean energy
Source: Google

Machine learning systems help Google predict energy demand and manage renewable power supply. AI also controls data center cooling, which reduces electricity use and operating costs.

These efficiency gains are important because data centers are growing fast. As AI usage increases, energy demand rises. Alphabet’s approach shows how AI can help control this growth instead of making emissions worse:

google emissions
Source: Google
  • AI predicts energy demand and optimizes data center cooling systems, cutting electricity use.
  • Supports Google’s goal of 24/7 carbon-free energy by 2030.
  • Uses AI to forecast renewable energy output for its grid and operations.
  • AI-driven efficiency reduces operational costs while lowering carbon footprint.
  • AI projects extend to climate research, including forest monitoring and renewable energy planning.

Alphabet’s financial strength supports its long-term plans. In 2025, the company reported about $320 billion in revenue and had a market value near $1.8 trillion. Growth in cloud computing and AI services continues to drive earnings.

For investors, Alphabet offers a mix of scale and discipline. Its Green AI efforts are built into everyday operations. They are not side projects, showing how environmental goals can align with cost savings and strong financial results.

Stem, Inc. (STEM): Smarter Batteries for Clean Energy

This is a public company that builds software and services to make energy storage systems smarter and more efficient. Its main product, Athena, uses AI and machine learning to monitor data from solar panels, batteries, and electric systems in real time. Athena predicts when to store energy and when to use it, helping customers maximize savings and reduce fossil fuel reliance.

Stem Athena benefits
Source: STEM

Stem operates in more than 50 countries and manages energy for thousands of sites, including utilities and large commercial clients. By 2025, its AI had run over 31 million hours and managed hundreds of thousands (500K+) of energy devices worldwide.

Stem trades on the NYSE under STEM. While smaller than some global tech giants, the company has grown steadily as businesses and utilities adopt energy storage.

Revenue comes primarily from AI-driven energy management services and system deployments, and ongoing expansion into new markets continues to strengthen its financial position.

Stem’s technology allows customers to optimize renewable energy use and provides measurable operational benefits, making it a compelling public-market Green AI stock.

Stem’s AI and emissions impact include:

  • AI decides the best times to store or use energy to reduce fossil fuel reliance.
  • Helps businesses and utilities lower electricity costs and carbon emissions.
  • Supports renewable energy growth by making grids more reliable.
  • Integrates solar, storage, and EV charging for efficient energy management.

Itron, Inc. (ITRI): AI for Smarter Electric Grids

Itron is a publicly traded company providing technology to utility companies worldwide. Its products include smart meters, sensors, and data software that track electricity, gas, and water usage in real time. The company’s platforms allow utility operators to quickly spot inefficiencies and make informed decisions.

In 2025, Itron partnered with Microsoft to bring generative AI tools into its systems, enabling operators to ask natural language questions and get instant insights. This improves grid reliability and helps integrate renewable energy sources such as wind, solar, and storage.

Financially, Itron, trading on Nasdaq as ITRI, generates roughly $2 billion in annual revenue. Its global customer base spans electric, gas, and water utilities, and the company continues to expand its AI-enabled offerings to enhance grid performance.

Revenue growth is supported by widespread adoption of smart meters and grid software. Furthermore, there is increasing demand for tools that make renewable energy integration more efficient.

The company has the following green AI impact:

  • AI predicts energy demand to reduce waste and losses.
  • Supports integration of renewable energy and storage into grids.
  • Speeds up decision-making for utilities, reducing operational delays.
  • Makes energy data accessible for faster, more efficient grid management.

Why Green AI Companies Matter Now

Green AI companies show how software and data can support climate goals. They do not replace renewable energy or clean infrastructure. Instead, they make these systems work better.

Several factors explain why these companies matter in the energy transition:

  • Energy efficiency: AI helps reduce waste and improve system performance.
  • Emissions tracking: Better data allows companies to manage carbon risks.
  • Scalability: Software tools can be rolled out quickly across regions.
  • Cost benefits: Many solutions save money while cutting emissions.

These strengths make green AI stocks appealing to both technology-focused and sustainability-focused investors.

What to Watch in 2026 and Beyond

The green AI market is still developing. Several trends will shape its future. More companies want tools that lower energy costs and emissions. Data centers, in particular, are under pressure to become more efficient.

Government policies also matter. Climate disclosure rules and clean tech incentives can speed up adoption. At the same time, growing AI workloads increase electricity demand. This makes efficiency tools even more valuable. 

Together, these forces support long-term growth for green AI solutions. Market estimates project it can reach up to $129 billion by 2034. 

global green AI market
Source: Dimension Market Research

Green AI’s Role in the Climate-Tech Landscape

Green AI is becoming a key part of climate technology. Microsoft and Alphabet apply AI on a global scale. Stem uses AI to optimize energy storage and clean power systems. Meanwhile, Itron helps utilities run smarter grids and integrate renewable energy efficiently.

Each company plays a different role. Together, they show how AI can support a cleaner and more efficient economy. For investors, green AI stocks offer exposure to climate solutions without relying only on energy production assets.

1...8910...246Page 9 of 246