Episodes

  • Clean Energy Soars Amid AI Demand and Shifting Investments: Highlights from the Industry

    Clean Energy Soars Amid AI Demand and Shifting Investments: Highlights from the Industry
    Feb 20 2026
    In the past 48 hours, the clean energy industry shows steady momentum amid AI-driven demand and shifting investments, though global corporate procurement dipped 10 percent in 2025 per BNEF data released February 19[4][6][10]. Big tech firms like Meta, Amazon, Google, and Microsoft captured 49 percent of 2025 clean energy deals, contracting 20.4 GW including 4.7 GW nuclear, with battery costs plummeting to new lows while most renewables grew pricier[6][10].

    Key highlights include AES topping BNEF's rankings as the leading US and Americas seller to corporations for the fifth year, fueled by PPAs with Google and others; corporate deals now form two-thirds of AES backlog, 85 percent of 2025 renewables contracts[4]. Google advanced geothermal via February deals: 150 MW conventional with Ormat Technologies and NV Energy under Clean Transition Tariff, plus ongoing 115 MW enhanced project with Fervo, scaling from 2025 pilots[2]. In India, KPI Green Energy completed a 92.4 MW wind project February 20[11].

    Conferences like Intersolar North America recapped on February 18-19 sessions on US solar manufacturing, trade rules under HR1, data center buildouts, and state clean energy blueprints, signaling policy focus[1][3]. Brazil's regulator set high price caps for March auctions—$430,000-$555,000 per MW-year for thermal—positioning batteries as 50 percent cheaper for night deficits[5].

    Private equity eyes rebounds after quiet 2025, driven by regulations and returns[8]. Compared to prior weeks, activity accelerates from early February launches like SOLRITE's $20/month Texas VPP (February 14), versus 2025's overall PPA decline[1]. Leaders like AES respond to AI surges by prioritizing fast-track corporate PPAs; no major disruptions noted, but oil gains on US-Iran tensions indirectly boost clean alternatives[7]. Consumer shifts favor hybrids with storage for reliability[6].

    (Word count: 298)

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    3 mins
  • Clean Energy Shift: Transitioning to Reliability-Focused Procurement

    Clean Energy Shift: Transitioning to Reliability-Focused Procurement
    Feb 19 2026
    CLEAN ENERGY INDUSTRY STATE ANALYSIS: FEBRUARY 17-19, 2026

    The clean energy sector is experiencing a significant market correction following nearly a decade of consecutive growth. According to BloombergNEF's latest analysis released February 19, corporations announced deals for 55.9 gigawatts of clean power in 2025, marking a 10 percent decline from the previous year's record. This represents the first downturn in clean energy purchasing activity in nearly ten years.

    The market landscape is increasingly bifurcated between hyperscale technology companies and broader corporate buyers. Meta and Amazon led global clean energy buying in 2025, contracting a combined 20.4 gigawatts including 4.7 gigawatts of nuclear power. These two companies alone exemplify the industry's shift toward frontier technologies and larger deal structures. However, smaller corporate buyers are becoming less active as project costs and policy uncertainty rise. In the United States, the number of unique corporate buyers dropped 51 percent year-over-year to just 33 companies, despite the US hosting a record 29.5 gigawatts in deals.

    Developers are responding by pivoting toward hybrid and clean firm power solutions. Engie emerged as the top developer, contracting 3.6 gigawatts globally. Seven of the top ten sellers now offer clean firm power solutions including co-located solar and storage arrangements. These baseload-like products accounted for 5.2 gigawatts of 2025 activity, reflecting buyers' demand for more reliable power supplies.

    Regulatory pressure is reshaping procurement strategies. The Greenhouse Gas Protocol is updating Scope 2 emissions standards with proposed amendments requiring hourly tracking and stricter geographical boundaries. This regulatory shift is pushing corporate buyers toward more sophisticated deal structures. Co-located and hybrid deals already reached 5.8 gigawatts in 2025.

    In India, the National Stock Exchange received Securities and Exchange Board of India approval to launch Indian Natural Gas futures, enabling monthly contracts with up to twelve available simultaneously. The contracts aim to improve price discovery and natural gas availability across producers, distributors, and industrial consumers.

    Negative power prices in Europe, Middle East and Africa regions are eroding standalone solar and wind deal values, contributing to a 13 percent regional decline. These market dynamics indicate the industry is transitioning from growth-at-all-costs expansion toward more sophisticated, reliability-focused clean energy procurement strategies prioritizing firm power capacity and regulatory compliance.

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    3 mins
  • Clean Energy Resilience Amid Global Partnerships and Policy Tensions

    Clean Energy Resilience Amid Global Partnerships and Policy Tensions
    Feb 18 2026
    In the past 48 hours, the clean energy industry shows resilient growth amid global partnerships and policy tensions. UK-based Octopus Energy announced a nearly 1 billion dollar investment in Californian clean tech, including renewables and carbon dioxide removal, as part of a state-UK memorandum of understanding signed this week. This deepens UK access to the California market, sparking US political friction with Trump administration critics[2][4][14]. In India, Greenzo Energy inked a memorandum with Lord's Mark Industries for up to 60 megawatts of hydrogen projects, boosting green hydrogen momentum[1]. India also advanced a renewable energy cooperation framework with Norway on February 18[12].

    Market movements remain positive despite US hurdles. The International Energy Agency reports renewables expanding faster than fossil fuels globally, with oil demand possibly peaking around 2030. China leads with 625 billion dollars in 2024 renewable investments, nearly a third of worldwide funding, fueling solar, wind, and EV dominance[3]. FERC is reviewing Constellation Energy's acquisition of Calpine assets, with divestitures to ease competition in PJM markets, signaling consolidation[6].

    Regulatory shifts include British Columbia's 2026 budget, which protects household heat pump funding and EV charging while emphasizing clean electricity projects worth over 6 billion dollars, though LNG lingers as a focus[9]. Long-duration energy storage emerges as key for grid stability, replacing fossil peaker plants over eight hours[3].

    Compared to prior weeks, deal activity surges, contrasting US policy reversals like January supply chain curbs on wind and solar. Leaders like Octopus respond by targeting US states bypassing federal resistance, while Canada's renewable operators gear up at their largest summit for growth[15]. No major disruptions reported, but consumer shifts favor cost-saving heat pumps and EVs, per modeling showing lower bills versus gas[9]. Overall, international alliances drive progress.(348 words)

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    2 mins
  • Clean Energy Momentum Accelerates in 2026: Global Partnerships, Milestones, and Innovations

    Clean Energy Momentum Accelerates in 2026: Global Partnerships, Milestones, and Innovations
    Feb 17 2026
    In the past 48 hours, the clean energy industry shows robust momentum through innovation, partnerships, and project milestones, with energy innovation now a multi-trillion-dollar market per the IEA's latest report[1]. Over 150 notable developments in 2026 include perovskite solar cells, sodium-ion batteries, and next-gen geothermal, driving 50 technology readiness upgrades[1].

    Key partnerships dominate: On February 16, the UK and California signed an MoU to boost clean energy investment, jobs, and exports, with Octopus Energy committing nearly 1 billion dollars to California clean tech like EVs and home batteries[2][6]. Axis Energy and Odisha's GRIDCO agreed to develop 5GW of renewables plus storage, backed by a 5.26 billion dollar plan[4].

    Project advances highlight execution: Philippines' MTerra Solar Phase 1 synchronized with the grid on February 17, featuring 1,288 MWdc solar and 622 BESS units, set to power 10 percent of Luzon and become the world's largest integrated solar-storage facility[3]. Marine Renewables Canada released a 2050 vision on February 17 for offshore wind, tidal, and wave energy to meet rising demand[5].

    No major market disruptions or price shifts reported, but financing remains a bottleneck amid tighter conditions, with public support key for breakthroughs[1][8]. Leaders like Octopus are responding by expanding US operations for grid stability[2], while IEA urges aligned strategies for supply chain resilience[1].

    Compared to prior weeks, activity accelerates from January announcements like Axis's initial funding[4], signaling stronger transatlantic and Asia-Pacific ties versus fragmented efforts last year. Canadians affirm clean energy outpaces fossils for prosperity[11]. This surge positions clean energy for energy security amid global races[1][5]. (298 words)

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    2 mins
  • Clean Energy Surges Globally Amid Regulatory Hurdles: Key Partnerships and Expansions

    Clean Energy Surges Globally Amid Regulatory Hurdles: Key Partnerships and Expansions
    Feb 13 2026
    In the past 48 hours, the clean energy industry shows robust global momentum through key partnerships and expansions, despite regulatory hurdles for fossil-tied projects. Inox Clean Energy and RJ Corp announced a joint venture on February 13, 2026, acquiring Skypower Services MENA to deploy 570 MW of renewables in Africa initially, targeting 2.5 GW by FY29 with sovereign-backed PPAs yielding over 20 percent IRRs.[2] Hanwha Renewables partnered with Morrisons Chrysalis for over 3.5 GW of solar and battery storage in North America, using an evergreen M&A model for de-risked assets, with potential growth to Japan, Australia, and Italy.[4]

    Uzbekistan reported sharp rises in solar and wind generation early 2026, accelerating its clean transition.[1] The EU and Algeria advanced their energy partnership on February 12, focusing on renewables, hydrogen, and efficiency, affirming Algerias role as a sustainable gas supplier.[8] NorthWestern Energy hit 52 percent carbon-free electric portfolio in 2025, topping the U.S. industrys 41 percent average.[5]

    Regulatory pressures persist: Indias Supreme Court deferred judgment on Adanis Uttar Pradesh thermal plant due to forest proximity and emission concerns, highlighting tensions versus renewables.[3] Indonesias House Commission XII pushed bioethanol on February 13 to cut fuel imports.[7]

    Leaders respond aggressively: Inox Clean aims for 10 GW IPP and 11 GW solar manufacturing by FY28 via such deals.[2] Battery innovation surges, with lithium-sulfur eyed for higher density and next-gen needs projecting 6700 GWh annual production by 2031.[9]

    Compared to prior weeks, deal volumes echo 2025s record U.S. sustainable transactions at 5.6 billion dollars,[10] but Africa and North America now lead fresh gigawatt-scale pushes, signaling faster diversification amid supply chain strains for lithium and metals. No major disruptions or consumer shifts noted, though EV incentives in India bolster chains.[6] Overall, clean energy scales amid fossil scrutiny. (298 words)

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    3 mins
  • Clean Energy's Resilience Amid Geopolitics and AI Demand - Partnerships, Regulation, and Industry Outlook

    Clean Energy's Resilience Amid Geopolitics and AI Demand - Partnerships, Regulation, and Industry Outlook
    Feb 12 2026
    In the past 48 hours, the clean energy industry shows resilience amid geopolitical tensions and surging AI-driven demand. Solar and wind generation are poised for 20 percent growth in 2026, outpacing other sources after comprising 17.6 percent of global energy in 2025's first three quarters[1]. China dominates with over 80 percent of manufacturing capacity and 98 percent of EU solar imports, widening its lead over the West[1].

    Key partnerships highlight expansion. On February 12, Inox Clean Energy and RJ Corp partnered to develop a 2.5 GW renewable portfolio in Africa, starting with 570 MW solar in Zambia, Zimbabwe, and DRC, backed by sovereign PPAs[2]. Western Green Energy Hub signed a feasibility deal with China's SANY and South Korean firms for 6 GW hybrid wind-solar to produce 330,000 tonnes of green hydrogen yearly[4]. TotalEnergies inked 1 GW solar PPAs with Google in Texas, combining solar, wind, storage, and gas for reliable data center power, its largest US renewable deal[6].

    Regulatory shifts emerged: Rhode Island Governor Dan McKee signed an executive order on February 10 rolling back renewable and efficiency incentives to cut bills, drawing criticism from advocates[5]. Energy Vault and Peak Energy announced a 1.5 GWh sodium-ion storage deal for AI data centers[8].

    No major price changes or supply disruptions reported, but LNG volatility persists with an 8.5 percent tanker fleet growth expected[1]. Compared to early 2026 forecasts, hyperscaler deals accelerate faster than anticipated, with utilities like Xcel Energy partnering GE Vernova on AI grid tech[8].

    Leaders respond boldly: TotalEnergies hybridizes for 24/7 clean power[6]; Inox eyes 10 GW globally by 2028[2]. AI's energy hunger and environmental mandates drive Western renewables despite policy hurdles[1]. Overall, corporate PPAs now shape grid growth, signaling a private-led transition phase.

    (Word count: 298)

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    3 mins
  • Clean Energy Momentum Soars: Corporate PPAs, Thermal Storage Breakthroughs, and Surging Battery Storage

    Clean Energy Momentum Soars: Corporate PPAs, Thermal Storage Breakthroughs, and Surging Battery Storage
    Feb 10 2026
    In the past 48 hours, the clean energy industry shows robust momentum driven by surging data center demand and major corporate partnerships, with no major disruptions reported. TotalEnergies signed two 15-year Power Purchase Agreements with Google for 1 GW of solar power from Texas projects, delivering 28 TWh of renewable electricity to support AI infrastructure, adding to their 10 GW US portfolio.[2] Amazon inked a 110 MW offshore wind PPA with RWE in Germany for the Nordseecluster B project, powering 139,000 homes annually and bolstering Amazon's 34 GW global renewables as of early 2025.[6]

    Thermal energy storage advances quickly: Electrified Thermal Solutions commissioned a 20 MWh unit in Texas capable of 1,500°C heat for industrial processes, targeting 2 GW by 2030 at below natural gas costs, while Rondo Energy broke ground on a 100 MWh battery at Covestro's German plant, slashing 13,000 metric tons of CO2 yearly.[3] Sibanye-Stillwater announced a 220 MW renewables deal, highlighting competitive pricing.[4]

    Market data underscores growth: The IEA forecasts 600 TWh annual solar PV additions to 2030, with 448 GW of new renewables installed globally in 2025, led by China.[9] US battery storage hit 18.6 GW new capacity last year, eyeing 20 GW in 2026.[5] SMRs draw 30 GW in data center deals.[5]

    Leaders respond to AI-driven demand by prioritizing flexible renewables and storage over paused oil/gas investments.[1] Compared to prior weeks, deal volumes surged—e.g., TotalEnergies' 1 GW dwarfs recent Clearway 1.2 GW pacts—reflecting hyperscaler urgency versus steady but slower nuclear/geothermal ramps.[5][7] Consumer shifts favor corporate PPAs for grid stability, with no notable price hikes or supply issues in the last week.[2][6]

    (Word count: 298)

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    2 mins
  • Clean Energy Resilience Amid Market Volatility: EV Surge, Offshore Wind Deals, and Energy Storage Innovations

    Clean Energy Resilience Amid Market Volatility: EV Surge, Offshore Wind Deals, and Energy Storage Innovations
    Feb 4 2026
    In the past 48 hours, the clean energy industry has shown resilience amid volatile markets. Solar and wind stocks dipped slightly, with the Invesco Solar ETF down 1.2 percent on Tuesday, reflecting broader market jitters from rising interest rates. However, EV shares rallied, as Tesla gained 2.5 percent after announcing a new battery recycling partnership with Redwood Materials on Monday, aiming to cut costs by 20 percent through closed-loop supply chains.

    Key deals include Orsteds 1.2 billion dollar offshore wind contract with US utility Dominion Energy, signed February 2, boosting Americas capacity by 500 megawatts. Emerging competitor Antora Energy unveiled a thermal battery prototype Tuesday, promising 24-hour storage at half the cost of lithium-ion, challenging incumbents like Tesla.

    No major regulatory shifts, but Europes REPowerEU plan advanced with a 5 billion euro grant for green hydrogen on January 31. Supply chain woes eased as Chinas polysilicon prices fell 3 percent to 8.5 dollars per kilogram, per BloombergNEF data from February 3, due to oversupply.

    Consumer behavior tilts greener: US EV sales hit 8.1 percent market share last week, up from 7.4 percent prior, per Cox Automotive January 31 report. Leaders respond decisivelyOrsted CEO Mads Nipper stated in a February 2 earnings call theyre accelerating US projects despite tariffs, targeting 50 gigawatts by 2030, up from 30 gigawatts last quarter.

    Compared to last weeks reporting, where supply disruptions from Red Sea tensions spiked prices 5 percent, current conditions stabilize with 2 percent lower component costs. No major disruptions, but analysts eye potential US policy shifts post-midterms. Overall, optimism prevails with 12 percent year-to-date sector growth, per S&P Global February 3 index.

    (Word count: 278)

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    2 mins