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Semafor World Economy

Natasha Bracken

Natasha Bracken

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Newsroom Fellow

Sign up for Semafor Flagship: The daily global news briefing you can trust.

Iran war strengthens case for green hydrogen

The effective closure of the Strait of Hormuz has boosted interest in green hydrogen, as fossil fuel prices soar.
A man walks near the hydrogen supply line for Hybrit’s “green” steel plant in Lulea. Simon Johnson/Reuters

Paris Agreement target off the table, report says

Rising electricity demand and strong oil markets in Asia, Africa, and the Middle East are making it harder for emissions to decrease.
Vehicles move amid smog and air pollution during morning hours in Peshawar, Pakistan.Fayaz Aziz/Reuters

Oil climbs again as Trump reiterates Iran threats

Both Tehran and Washington rejected a 10-point peace plan put forward by Pakistan and other meditators, sending oil to more than $110 a barrel.
Damage to the Kuwait-flagged Al-Salmi crude oil tanker.Kuwait Petroleum Corporation/Handout via Reuters

Energy security rifts widen in Europe

The deepening energy crisis triggered by the US-Israel war with Iran has thrust energy security back onto the political stage in European countries.
Opening of Hywind Tampen floating offshore wind farm.NTB/Ole Berg-Rusten via Reuters

Oil prices surge over more Iran war uncertainty

In his first prime-time televised address on the conflict, Trump announced the US will hit Iran “extremely hard over the next two to three weeks.”
US President Donald Trump delivers an address to the nation about the Iran war at the White House in Washington.Alex Brandon/Pool via Reuters

Repair costs for Gulf fossil fuel infrastructure could hit $25B

Rystad Energy expects the bill for restoring LNG trains, refineries, fuel terminals, and key gas-to-liquids facilities to climb even further.
QatarEnergy’s liquefied natural gas (LNG) production facilities.Stringer/File Photo/Reuters

Trump to pay TotalEnergies $1B to scrap offshore wind projects

The French energy giant will redirect the funds toward the country’s fossil fuel industry instead.

Iran war exposes risks to the AI boom

Major East Asian firms that drive chip manufacturing rely on the Middle East for energy imports.

Global clean technology investment triples over 7 years

Global investment in clean technology hit record levels last year, though growth slowed significantly.

Alternative fuels in spotlight as oil prices surge

Rising oil costs have narrowed the premium for biodiesel feedstocks over traditional, fossil alternatives, improving biofuel production margins.

US GDP growth signals weaker economy than expected

The new data released Friday also showed inflationary pressures persisted at the start of the year.

US solar installations fall as Trump policies hit sector

A combination of tariffs, scrapped subsidies, and a White House energy agenda built around fossil fuels hit the solar industry in 2025.

Mining, metals sector account for 11% of global emissions, report finds

The International Council on Mining and Metals’s new data highlights the sector’s role as both a major emitter and a linchpin of the clean energy transition.

US sheds 92,000 jobs in February, unemployment rises

The unemployment rate edged up to 4.4%.

China announces new climate targets in 5-year plan

The plan reaffirmed China’s conviction to “fully implement” the UN’s climate convention and the Paris Agreement.

US renewables hit record high despite Trump pushback

More than a quarter of US electricity came from renewable sources in 2025, up from 10% the prior year, the EIA found.

World Economic Forum head resigns over Epstein ties

The Swiss organization launched an investigation earlier this month into Børge Brende’s links with sex offender Jeffrey Epstein.

Data centers hit by power delays, equipment shortages

Some hyperscalers weigh the benefits of pursuing on-site power generation instead, a new Sightline Climate report found.
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