energy

3 articles

China's 300GW Solar Year Has Hit a Policy Cliff — and the Global Energy Transition Will Feel It

China installed 300GW of solar capacity in 2025, more than the rest of the world combined. The simultaneous end of guaranteed pricing has now exposed the sector to competitive market forces it was never designed for. The transition's next phase is being written in Beijing's subsidy ledgers.

Kwame AsanteMarch 18, 20268 min read

Environment

Nuclear's Quiet Renaissance Has Crossed the Point of No Return

Nuclear energy's rehabilitation is being driven by energy security, not climate advocacy — and the new pipeline of capacity makes a significant nuclear contribution to the 2035 grid mathematically certain.

Dr. Amara SinghMarch 18, 20268 min read

Environment

The Energy Transition Is Happening. Just Not Fast Enough.

Solar and wind are now the cheapest electricity ever generated. The grid that needs to carry that power, and the politics surrounding it, are the real bottleneck.

Daniel OseiFebruary 25, 202611 min read