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Renewables

All articles tagged with #renewables

AI productivity could raise fossil-fuel emissions despite renewables gains, study finds
environment13 days ago

AI productivity could raise fossil-fuel emissions despite renewables gains, study finds

A new study modeled AI’s impact on the entire power sector across 64 scenarios and found net yearly carbon pollution could rise by 0.47–1.8 gigatonnes CO2 (about 1–5% of energy-emissions) due to productivity gains in fossil fuels outpacing those in clean energy. Emissions only fall if AI-driven gains in renewables outpace fossil-fuel gains by at least fourfold; the research notes its estimates are directional. The analysis did not include datacentre energy use, but real-world deployment of AI in oil and gas has already boosted output and efficiency, according to industry, raising concerns about AI’s net climate impact.

Renewables rise, nature recovers: Pearce’s hopeful blueprint for a climate solution
environment23 days ago

Renewables rise, nature recovers: Pearce’s hopeful blueprint for a climate solution

In a keynote interview, Fred Pearce argues in his book Despite It All that the climate challenge is solvable: renewables are overtaking fossil fuels and getting cheaper, driven largely by China, while nature can rebound if given space. He urges thoughtful rewilding, acknowledges grid and energy-transition challenges, and notes that the population bomb has been defused as fertility falls globally. The bigger hurdle now is unequal consumption, but even energy-hungry AI data centers can be powered with green energy if policy and investment keep pace, offering a hopeful, multi-pronged path forward.

China’s Renewable Surge Outpaces Its Nuclear Milestones
technology1 month ago

China’s Renewable Surge Outpaces Its Nuclear Milestones

China’s renewables routinely beat targets thanks to industrial-scale production and parallel deployment, while its nuclear goals lag behind despite approvals and a large reactor program. The piece argues forecasts should be based on demonstrated throughput for wind/solar versus the completion cadence of reactor projects, treating renewables as policy floors and nuclear targets as aspirations until actual operation data supports them.

AI-Powered Utilities Set for a Record $240B Spend in 2026: Stocks to Watch
business1 month ago

AI-Powered Utilities Set for a Record $240B Spend in 2026: Stocks to Watch

AI is driving utilities to invest as much as $240 billion in 2026 to meet data-center power demand, but regulators may limit passing all costs to consumers. The piece suggests investors focus on power providers and services outside regulated grids, highlighting Brookfield Renewable Partners and NextEra Energy as attractive dividend plays, with Bloom Energy offering AI-ready fuel cells but at a stretched valuation. In short, choose players with contract-backed power and dependable yields over momentum plays with lofty multiples.

Sun Takes Lead: U.S. Solar Outpaces Coal in May as New Power Source
energy2 months ago

Sun Takes Lead: U.S. Solar Outpaces Coal in May as New Power Source

U.S. solar generation surpassed coal in May for the first time (solar 12.8% vs coal 12.2%), with solar becoming the third-largest electricity source behind natural gas and nuclear. Despite Trump’s push to bolster coal, solar and other renewables are driving growth and are the leading source of new power—solar plus battery storage comprised about 91% of new capacity in Q1—signaling a continued shift toward clean energy as analysts expect solar to overtake coal on an annual basis in coming years.

Hormuz Crisis Triggers a Global Pivot to Self-Reliant Energy
world2 months ago

Hormuz Crisis Triggers a Global Pivot to Self-Reliant Energy

The closure of the Strait of Hormuz is nudging governments and businesses to rely more on domestic energy, boosting plans for new refineries and renewables, expanding stockpiles, and accelerating grid upgrades—from Guyana’s refinery talks to Indonesia’s solar push and Belgium’s nuclear revival—while consumer shifts to electric vehicles and rooftop solar surge, highlighting a longer-term push for energy resilience even as costs and policy gaps persist and depend on how long the conflict lasts.

EU Fossil Fuel Imports Dip as Renewables Shield Europe from Gas Shocks
energy2 months ago

EU Fossil Fuel Imports Dip as Renewables Shield Europe from Gas Shocks

IEEFA finds EU LNG imports fell 1.2% year-on-year from March to May 2026 as renewables blunt fossil-fuel shocks from the Iran war, though Germany surged LNG by 72% and the UK cut imports by 20% (the two trends offsetting). From March–May, US LNG accounted for about 60% of EU imports, with increases also from Algeria, Russia and Norway. The war has left roughly a €60 billion energy bill for the bloc, with less than €2 billion spent on electrification, but solar and wind growth—and rising electrified heating/transport—are reducing exposure, as Spain reached about 75% low-carbon electricity in 2025 (EU average 71%).

BHP’s climate push stalls as leaked memos reveal delays to WA decarbonisation plans
environment3 months ago

BHP’s climate push stalls as leaked memos reveal delays to WA decarbonisation plans

Leaked internal BHP documents reviewed by the Guardian and ABC’s Four Corners show the world’s biggest miner has slowed or shelved major decarbonisation efforts in Western Australia’s Pilbara, including canceling a 50MW solar farm and 20MW battery at Jimblebar and delaying a nearly 500MW renewables project, with funding pushed to 2031 or later and options floated to postpone electrifying trucks and rail to 2035–2040 or take no action. Despite public commitments to reduce emissions, the company cites technology readiness as the constraint while facing shareholder pressure and criticism from climate groups urging faster action.

America First, Corporate Casualties: The Hidden Toll on U.S. Firms
business3 months ago

America First, Corporate Casualties: The Hidden Toll on U.S. Firms

Catherine Rampell argues that the Trump administration’s America First agenda has harmed U.S. firms—from paying developers to halt wind and solar projects to tariffs that raise costs and trigger bankruptcies—creating an ‘America First’ corporate graveyard across energy, manufacturing, farming, and consumer brands like Spirit Airlines, QVC, and Joann Fabrics.

Iran War Sparks Billions in Profits Across Oil, Banks and Defense
business3 months ago

Iran War Sparks Billions in Profits Across Oil, Banks and Defense

The Iran war and Hormuz disruptions have boosted energy volatility and prices, lifting profits for European oil majors (BP, Shell, TotalEnergies) and boosting bank trading revenues; defense contractors report strong demand and backlogs as governments replenish stocks. Renewables firms like NextEra, Vestas and Orsted benefit from a push toward cleaner energy, with solar, heat pumps and EV demand rising as households face higher fuel costs.

Oil price shock accelerates as Hormuz tensions flare
business3 months ago

Oil price shock accelerates as Hormuz tensions flare

Oil markets brace for a sharper price shock as tensions in the Strait of Hormuz escalate, with Brent around $114/bbl and U.S. gasoline near $5/gal, while forecasters lift price projections and refined-product shortages loom across regions; industry players tilt toward renewables and domestic energy, and investors sunk a record April into green ETFs, underscoring a shift even as the market waits for the full impact.