A short holiday-week edition featuring our Climate Tech Oracle survey, plus the week’s biggest financings and a rapid scan of COP outcomes, SAF progress, and new EU ESG rules.

Texas now controls Class VI CO₂ storage permitting, putting roughly a quarter of U.S. projects into a faster, more predictable state process that could speed CCS and DAC deployment as federal financing wanes.

After touring China’s cleantech factories and boardrooms, the author unpacks how energy security, engineering-driven policy, and relentless competition made China the manufacturing powerhouse the West is now struggling to match.

Long-duration energy storage could reshape grid reliability, but today it remains expensive, underdeveloped, and dependent on policy support. This analysis breaks down the cost gaps, procurement dynamics, and the narrow path forward for LDES developers.

The IEA’s 2025 World Energy Outlook revives its “Current Policies” scenario, widening the gap between plausible energy futures and underscoring how grid bottlenecks and political tradeoffs could shape the next decade.

As COP30 heads to Belém, this preview argues the real energy transition is accelerating outside U.S.-centric narratives, mapping where global climate capital and projects are scaling, and why.

As COP30 opens, the EU arrives with a softer 2040 emissions plan that revives offsets and flexibility, spotlighting the uneasy trade-off between climate ambition and economic competitiveness.

A year into Trump 2.0, climate tech’s momentum is shifting abroad, while US nuclear talk turns into real deals that favor familiar reactors over next-gen bets.

Two major European long-duration storage programs were meant to spotlight new tech, but instead showed how lithium-ion keeps winning on cost and bankability, even at 8+ hours.

DERVOS 2025 showed how rising demand, higher bills, and clogged interconnection queues are turning DERs and virtual power plants into the fastest, scrappiest path to new grid capacity.

A last-minute IMO vote has delayed the world’s first major shipping carbon tax, throwing maritime decarbonization plans into uncertainty and reshuffling the outlook for fuels, fleets, and investment.

OpenAI’s enormous new AMD chip partnership spotlights a looming question: can AI’s breakneck growth keep pace with the grids, fuels, and financing needed to power it?

Q3 2025’s climate capital story is one of fewer but bigger bets, with investors favoring hardware-heavy infrastructure tied to power demand, energy security, and AI, plus a shutdown-driven policy jolt.

New York Climate Week felt more like “Energy & AI Week,” as founders and investors zeroed in on rising power demand, grid constraints, and what that shift signals for climate tech’s next phase.

New York Climate Week revealed a shift from climate pledges to energy realism, as operators, investors, and utilities grappled with rising power demand, AI, and grid constraints.

New York Climate Week kicks off with a packed slate of events, as this week’s roundup tracks major climate and energy deals plus fresh policy, power generation, and tech headlines worth watching.

Climate finance is getting more inventive, with milestone-tied notes and asset-backed nature credit facilities emerging as pragmatic tools to push novel climate projects from risky development into bankable infrastructure.

Crux’s 2025 mid-year read on tax credit transfers finds policy turmoil reshaping the market, but storage, manufacturing, and emerging tech are keeping capital moving as wind fades.

Ormat’s 25-year Heber 1 geothermal PPA extension shows how existing, “boring” clean firm power can quietly win, and why uprating old wells may beat waiting on next-gen breakthroughs.

Power is quickly becoming the main constraint on AI data center growth, as developers chase demand response, nuclear deals, and creative grid strategies amid policy shifts and volatile supply chains.

With New York Climate Week approaching, this week’s roundup tracks the NYCW events calendar, major climate tech deals, shifting hydrogen and solar policy, and the latest industry curveballs.

A new bottom-up dataset reveals how surging data center demand is colliding with real-world grid bottlenecks, pushing operators toward imperfect powering models while costs, timelines, and backup generation grow into the main story.

The Trump administration is moving to revoke the EPA’s 2009 endangerment finding, a legal keystone for US climate rules, while this week’s newsletter also tracks big deals, tariffs, and green steel moves.

CTVC digs into the UK’s expanded ETS and what it could signal for carbon pricing and removals, alongside blockbuster fusion and carbon removal deals and fresh grid drama from Palisades, Google’s Energy Dome bet, and Grain Belt Express.

CTVC kicks off its New York Climate Week 2025 events tracker early, alongside a busy week of big-ticket climate deals and policy headlines spanning the EPA, EU nuclear funding, and grid resilience.

Carbon capture steps into the policy spotlight as new US and EU moves reshape CCUS economics, raising fresh questions about who benefits, what scales, and what tradeoffs come next.

Congress just passed the “One Big Beautiful Bill,” reshaping US clean energy policy as investors weigh faster-expiring tax credits, fossil fuel boosts, and what it all means for climate deals.

Your H1 2025 recap of funding, deal flow, exits, investor activity, and what all this tells us about where climate venture and growth are headed.

London Climate Action Week highlighted Europe’s opening amid US policy turmoil, from industrial strategy shifts to capital gaps, AI power constraints, and the deals and debates shaping climate tech’s next chapter.

London Climate Action Week marked a turning point, with Europe testing whether policy shifts, capital solutions, and infrastructure upgrades can position it as the next climate tech hub amid US uncertainty.