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Intelligence for the New World Economy
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Intelligence for the New World Economy

Semafor Energy

Trump eyes deeper energy project cuts as shutdown drags on

A so-called ‘kill list’ shared with Semafor details billions of dollars in additional potential cuts to some of the country’s biggest clean energy projects.
Energy Secretary Chris Wright and President Trump Kent Nishimura/Reuters

OPEC oil output increase likely to lead to glut

The likely glut will help Riyadh score points with the White House by contributing to low gasoline prices for US drivers.
A barrel of oil carrying the logo of OPEC.Maxim Shemetov/File Photo/Reuters

Global renewable energy generation surpasses coal for first time

China and India largely drove the rise in renewables and met much of the world’s growing appetite for electricity.
Solar panels at a solar farm in Dunhuang. Carlos Barria/Reuters

Europe struggles to help Ukraine rebuild its battered energy system

Mutual attacks by Ukraine and Russia on each other’s electricity and fossil fuel networks have increased over the past week.
Energy supply workers restore a high-voltage line destroyed in Russian missile attack.Viacheslav Ratynskyi/Reuters

Trump’s cuts hurt climate tech favored by Big Tech and Big Oil

Carbon removal is one nascent sector where the US has a chance to outcompete China.
CarbonCapture Inc.’s pilot plant under construction in Alberta, Canada.Courtesy of CarbonCapture.

Renewables overtake coal as world’s primary source of electricity

The milestone was led by solar and wind power adoption in China, with the US and EU relying more on fossil fuels in the first half of 2025 than in the previous year.
The floating solar power plant built on Cirata dam, Indonesia. The floating solar power plant built on Cirata dam, Indonesia. Willy Kurniawan/File Photo/Reuters.

AES chief frustrated by stockmarket’s turn against renewables

The stock market is bad at understanding the value of renewable energy, the CEO of one of the largest US power companies told Semafor.

Nuclear power startups are starting to look like a bubble

Amid a wave of support from the Trump administration, Wall Street analysts think some new nuclear companies are overvalued.

OPEC’s moment to squeeze US shale

A slowdown in US oil output may allow the group to add supply without crashing prices.

PepsiCo’s renewable energy plans

PepsiCo’s chief sustainability officer spoke to Semafor about the beverage giant’s climate plans.

US govt shutdown would push back energy permitting

Congress looks unlikely to agree on a budget by Wednesday.

Trump administration to spend $625M to revive coal

Donald Trump has championed what he calls ‘clean coal’ despite evidence that coal is a chief contributor to carbon emissions and air pollution.

Climate Week revealed the energy challenges ahead

When conversations turned to energy reliability and affordability, the answer across a broad range of sectors was renewables, not fossil fuels.

Trade restrictions likely to be new normal post-Trump

Jennifer Granholm, energy secretary under President Joe Biden, spoke to reporters about the future of tariffs.

Clean energy finance firm Generate Capital expects industry consolidation

David Crane gave his first interview to Semafor since being tapped as CEO of Generate Capital.

Mitsubishi fails to sell carbon-capture systems

Takajiro Ishikawa, CEO of Mitsubishi Heavy Industries America, explains why.

Brookfield still bullish on renewable energy investments

Private equity has become a critical source of capital for large-scale renewables, which firms like Brookfield view as a low-risk of long-term income.

Gas makes a comeback at Climate Week

At a number of events in New York on Tuesday, senior officials made a case for gas as essential for energy security and a buttress to renewables.