Global private investments in nuclear fusion surged 69% to a record $4.48 billion in 2025, driven by AI data center energy demands and security concerns, with 71% of fusion companies expecting grid power by the 2030s.

China connected the world's largest hybrid solar plant to the grid, highlighting a shift in energy security from fossil fuels to renewables amid global oil shocks.

Chinese domestic futures closed mixed overnight, with PTA down over 2%, synthetic rubber up over 1%, and plastic and soybean meal up nearly 1%.

The global climate tech market is projected to grow from $48.46 billion in 2025 to $312.74 billion by 2035, driven by clean energy investments and carbon removal technologies.

Bureaucracy is hindering the US clean energy buildout amid a global energy polycrisis driven by geopolitics, AI power demand, and heat waves.

The European Commission will propose next week an unspecified electrification target for 2040 to reduce fossil fuel dependence and boost renewables.

The post argues that the end of an Iran war would benefit renewables and storage investors, plus repair firms and munitions makers, while oil prices retreat.

Post reports on the complex U.S. clean energy landscape driven by conflicting state, federal, and market forces, noting solar's economic advantage but political uncertainty.