IEA is a ticker tracked in our intelligence system with 5 linked articles.
White paper claims U.S. solar module recycling is mostly landfilled or offshored, citing regulatory filings, industry disclosures, and IEA data.
Heatwaves disrupt nuclear cooling, gas efficiency, wind speeds, and solar output, but storage growth and adapting regulations help mitigate risk for investors.
CCS is data-heavy and policy-relevant but contested: global capacity is small relative to targets (75 projects, ~62.5 MtCO2/yr), while UK funding and net-zero policy momentum push deployment; significant regulatory, cost, and leakage risks cloud the investment case.
IAEA: 28% of new cars worldwide will be electric this year, with US lagging; by 2035, half of new global car sales could be EVs, led by China and Europe, while Asia outside China grows >50% this year; U.S. policy friction (and high gasoline prices) accelerates or slows adoption depending on region.
The Iran war catalyzed a global shift toward clean energy, with near-term demand signals in EVs and rooftop solar, but the durability depends on fossil-fuel price normalization and regulatory outcomes.
A Vox Future Perfect piece argues that anti-data-center sentiment stems from broader AI fear and governance failures, citing a 70% oppose-data-centers poll and advocating national AI policy over local bans.
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