Climate Tech

AI energy requirements have reached the gigawatt scale, triggering massive private nuclear deals and local government moratoriums. Offshore wind developers secured critical legal victories against federal stop-work orders, while China and India marked a 50-year milestone with simultaneous coal power declines. Notable Insights: • Over 60 local governments have enacted moratoriums or restrictions on data center development due to surging electricity rates and water shortage fears. • Meta's 6.6GW nuclear deal faces criticism for lacking 'additionality,' as contracting existing capacity may increase local consumer emissions and prices rather than adding new green supply. • Coal power fell 1.6% in China and 3.0% in India in 2025, signaling a potential global emissions turning point as non-fossil generation finally outpaces demand growth.