This Week in Cleantech

Semafor

This Week in Cleantech covers five stories: Massachusetts now requires large data centers to bring their own clean power or pay into a ratepayer fund; a new UN report finds carbon capture is falling far short of what's needed to meet climate targets; California weighs extending Diablo Canyon and lifting its nuclear moratorium; and China's cleantech exports keep widening its global energy lead. Semafor's Tim McDonnell joins to unpack his story on China's solar capacity surpassing coal, plus record global coal demand. The episode closes with Kofi Asante of Bluecore Energy as Cleantecher of the Week.

Fast-tracked off-grid power plants are fueling the AI data center boom with little public scrutiny, raising transparency and pollution concerns. The administration writes another billion-dollar payout to cancel offshore wind leases, shifting capital to gas. The cleantech IPO market rebounds, led by energy, nuclear, and geothermal. FERC approves PJM's expedited interconnection track for large shovel-ready projects. Guest Tim McDonald of Semafor breaks down the Strait of Hormuz settlement, Iran's energy leverage, and what it means for gasoline prices ahead of the midterms.