Global markets

Battery materials at a factory in China
Podcast
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Global markets
STORAGE
Unpacking China’s cheap battery costs

There’s more to China’s manufacturing advantage than subsidies and cheap labor.

Analysis
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STORAGE
Global markets
Are things about to turn around for the U.S. battery sector?

It's been a rough year for U.S. manufacturing of batteries and solar modules. But experts think Chinese oversupply will soon correct itself.

Analysis
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AI
Global markets
In Chile, Google X is taking AI-powered grid tools out of pilot purgatory

For the first time, the “moonshot” project known as Tapestry will power a national transmission planning process.

News
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Global markets
AI
Is AI to blame for the cleantech funding slump?

AI companies raised more than three times as much as climate tech companies in the first half of 2024, according to BNEF.

A mock-up of Equatic's North American commercial-scale facility
Can this startup make ocean CDR pencil out, even absent the voluntary market?

Equatic is relying on selling hydrogen, a byproduct of its carbon removal process, to bolster its business model.

Analysis
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VC
Global markets
Raising cleantech venture capital funds is harder than ever

Difficult exits, overcommitted LPs, and a liquidity crunch are making fundraising challenging for the funds that startups rely upon.

Opinion
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VC
Global markets
We need to rethink climate investing

Biotech provides a good model for how climate should think about the future.

Opinion
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VC
Global markets
Is winter coming for climate tech?

After a boom in investment, climate tech now needs some wins.

Catalyst
Decarbonizing the high seas

Unlike aviation, decarbonizing the world’s ocean-going ships may require a mix of low-carbon fuels.

Analysis
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Hydrogen
Global markets
Net zero may require a green hydrogen balancing act

Green hydrogen is essential to decarbonization, but making it will consume vast amounts of electricity.

News
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Solar
Global markets
Global solar capacity expected to quadruple in the next decade

Even more solar is coming down the pipe — and storage is also slated to boom.

Interview
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Global markets
Regulation
Why Chile’s copper and lithium mining dominance is starting to slip

“We're going to lose market share over the next five to 10 years,” said Chile’s ex-mining minister.

What Running Tide's demise means for carbon removal's future

The buzzy marine startup blamed its downfall on a lack of demand. But would a more mature market have saved it?

Catalyst
Demystifying the Chinese EV market

While EV sales in the US and Europe are tempering, the Chinese EV market is growing fast.