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Intelligence for the New World Economy

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Intelligence for the New World Economy
Semafor World Economy
Natasha Bracken

Natasha Bracken

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Newsroom Fellow

Global clean-energy trade reaches record high

New data suggest Donald Trump’s tariffs on the energy transitions sector did little to stifle clean energy trade.
An employee works on the production line for solar panels.China Daily via Reuters

Ferrari unveils new EV model

The company’s share price crashed 6% after the Luce was revealed.
Ferrari’s new EV model.

EVs, hybrids to hit 30% of car sales in 2026: IEA

EV sales are soaring on the back of the Iran war and ever-falling battery prices.
BYD’s electric vehicle factory.Rafael Martins/Reuters

Surge in crackdown on environmental defenders, report finds

The Business and Human Rights Resource Centre documented nearly 800 incidents drawn from publicly available sources.
Ugandan riot police officers detain an activist during a march in support of the European Parliament resolution to stop the construction of the East African Crude Oil Pipeline.Abubaker Lubowa/Reuters

Global investments in clean tech manufacturing drop

Global investments in clean technology manufacturing peaked in 2023 and have since dipped 42% to $155 billion in 2025, a Rhodium Group report found.
Solar panels are built in a factory.Megan Varner/Reuters

US hiring beats expectations despite Iran war

The US added 115,000 jobs in April.
A “Now Hiring” sign in Massachusetts. Brian Snyder/Reuters

Trees counter half of the world’s urban heating, study finds

The cooling effect of trees, however, is concentrated precisely where it’s less needed.

Oil prices remain high over fragile Iran-US ceasefire

Fighting between Washington and Tehran resumed in and around the Strait of Hormuz.

UAE’s OPEC exit deals major blow to oil cartel

Abu Dhabi argued the move would allow it to act more independently in its “long-term strategic and economic vision.”

Oil surges to highest level in 4 years on Iran fears

President Donald Trump warned the US blockade on Iranian ports could last for months.

Green fertilizer plant to break ground in Paraguay

Atome will construct a 260,000-ton-per-year plant in Villeta, the first industrial-scale facility of its kind.

Chinese solar exports hit record high in March

Countries most exposed to the effective closure of the Strait of Hormuz scrambled to find alternative energy sources.

Oil back up above $100 as US-Iran peace talks falter

US President Donald Trump indefinitely extended a ceasefire with Iran, but vowed to maintain a blockade on Iranian ports.

Climate investment shifts toward infrastructure, report finds

Capital is increasingly moving away from experimental, higher-risk bets towards mature technologies deployed by established players, according to report.

Iran peace talks up in air as ceasefire deadline looms

The White House announced Vice President JD Vance will lead the US delegation for the secind round of negotiations.

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.

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.

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.