DuPont Achieves 100% Renewable Electricity in EU: A Big Net Zero Milestone

DuPont Achieves 100% Renewable Electricity in EU: A Big Net Zero Milestone

DuPont has hit a major sustainability milestone by reaching 100% renewable electricity across all of its operations in the European Union, which helps in its goal to reach net-zero emissions by 2050. It also shows increasing energy in corporate environmental leadership. 

DuPont met its target using solar power installations and renewable energy certificates (RECs). This shows its commitment to clean energy and sets a strong example for the industrial sector.

From Solar to Certificates: How DuPont Powered the Switch

To reach 100% renewable electricity across its EU operations, DuPont took a two-part approach. First, it added solar panels at several facilities, allowing it to generate clean energy on-site. Second, it purchased renewable energy certificates to account for the remaining electricity demand.

The RECs show that DuPont’s power came from renewable sources. This is true even if the electricity for their plants came from the general grid.

DuPont now uses renewable electricity to power all 13 of its European facilities. This includes manufacturing, research, and business operations. 

What Does This Mean for the Company’s Carbon Footprint?

Moving to 100% renewable electricity across its EU sites significantly cuts DuPont’s carbon footprint. Most of these emissions fall under Scope 2, which includes emissions from purchased electricity. By decarbonizing this area of its operations, DuPont has slashed a major part of its greenhouse gas output in Europe.

The company is working toward reducing Scope 1 and 2 emissions by 50% by 2030 compared to 2019 levels. As of now, it has already reduced those emissions by 58%—surpassing its short-term goal. The switch to clean energy plays a big role in that progress.

DuPont scope 1 and 2 emissions
Source: DuPont Sustainability Report

Beyond its own footprint, DuPont’s continued purchasing of RECs also supports the broader market for clean energy projects. These funds help finance new solar and wind farms, expanding access to renewable energy across the EU.

Alexa Dembek, Chief Technology and Sustainability Officer at DuPont, emphasized the importance of this achievement in reaching their climate goals, saying:

“Converting our EU manufacturing sites to 100% renewable electricity is a significant step in our journey to further reduce our emissions, lower the carbon footprint of our products and put us on a clear path toward decarbonization in our operations by 2050.”

Tracking the Net-Zero Path: DuPont’s Emissions Journey

DuPont aims for net-zero carbon emissions by 2050. This goal matches the Science Based Targets initiative (SBTi) and the Paris Agreement, which seeks to keep global warming below 1.5°C.

Their plan includes cutting greenhouse gas emissions throughout their value chain, covering direct operations and supply chains.

Since setting its initial climate targets in 2019, DuPont has made significant progress. Cutting its Scope 1 and 2 emissions by 58% from 2019, beating its 2030 goal of a 50% reduction. These reductions come from better energy efficiency, using renewable electricity, and investing in clean tech.

Scope 3 emissions, which cover indirect emissions from purchased goods and services, have dropped by 39% since 2020. This shows DuPont’s strong commitment to tackling emissions beyond its direct operations.

DuPont total GHG emissions
Source: DuPont Sustainability Report

DuPont reached a big milestone in the European Union. Now, all 13 manufacturing sites use 100% renewable power. This achievement is a key part of their progress, helps reduce their carbon footprint, and supports the clean energy market.

The company remains committed to sourcing 60% of its global electricity from renewable sources by 2030 and reaching net-zero carbon emissions by 2050. Here are the other initiatives the company is taking as part of its climate action:

  • Energy Efficiency and Clean Technology: DuPont invests in energy efficiency improvements and clean technology innovations across its operations to reduce emissions and lower the carbon footprint of its products.

  • Sustainability Strategy Integration: Sustainability is embedded in DuPont’s innovation pipeline, manufacturing, supply chains, and community engagement, supporting long-term environmental and social outcomes.

  • Water Stewardship: DuPont also focuses on water risk management and stewardship at high-consumption and high-risk sites, improving access to clean water through technologies and partnerships.

These efforts show DuPont’s leadership in corporate sustainability, balancing environmental responsibility with business growth and innovation.

The Bigger Picture: Renewable Energy on the Rise

DuPont’s move matches a major trend in the European renewable energy market. The region wants to get 45% of its total energy from renewables by 2030. This goal pushes both the public and private sectors to make clean energy a priority.

The International Energy Agency also expects that global demand for solar energy could triple by 2030. This is partly because the cost of solar power has dropped by 89% since 2009, making it more affordable and scalable for companies like DuPont.

solar capacity by 2030

In 2025, global investment in clean energy is expected to reach $2.2 trillion, contributing to a record $3.3 trillion total energy investment worldwide. As demand rises, the renewable energy certificates market will grow too. This means companies that choose green energy can see better returns.

Will Others Catch Up?

DuPont’s success may put pressure on other industrial players to act. As environmental rules get stricter and people want green products more, many companies are realizing the benefits of investing in clean energy. Over time, the rising demand for corporate responsibility may make renewable electricity a must-have instead of just an option.

Still, each company will face its hurdles in switching to renewables. Large companies can act quickly because they have the resources. Others might catch up as battery storage, clean energy, and renewable tech get cheaper.

Corporate Energy 2.0: What’s Next in the Clean Transition

The road ahead suggests deeper investment in renewable technologies. As the global climate crisis worsens, companies will rethink how they power their operations. DuPont’s achievement signals a shift—it isn’t just about compliance anymore. Clean energy is becoming a standard part of smart, responsible business strategies.

Companies leading the way in energy transitions could set the pace for entire industries. With solar power cheaper than ever and the renewable energy market expanding, there is more incentive for businesses to act. DuPont’s success could encourage other firms to build clean energy strategies tailored to their needs and regions.

DuPont’s switch to 100% renewable electricity shows how business and net-zero goals can align. It also reflects what’s happening across the corporate world: environmental performance matters more than ever. 

The combination of RECs, on-site solar power, and long-term climate thinking makes DuPont a standout example of sustainability in action. As climate goals become stricter and clean energy expands, this strategy creates a scenario where environmental responsibility helps, not hinders, strong business performance.

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From NASA to the US Navy, This Could Power ‘Infinite’ Energy

From NASA to the US Navy, This Could Power ‘Infinite’ Energy

Disseminated on behalf of Infinity Fuel Cell and Hydrogen, Inc.

Truly “infinite” clean energy might be a long way off. But one thing is certain: We’re getting closer, and Infinity Fuel is a huge part of it.

Their patented air-independent fuel cell has shown that it can provide power by turning hydrogen and oxygen into water and back again in an ongoing loop. 

The technology is hitting major milestones with NASA and other partners lately. And it’s happening right as investors have a new opportunity to join Infinity in their transition from R&D to commercial deals.

Here’s why this should be on every investor’s radar. 

Infinity Could Power a NASA Moon Mission

For decades, Infinity Fuel has been developing air-independent energy technology with NASA, the US Navy, and commercial space partners. The technology is meant to last for long periods in the most extreme conditions, like deep underwater or in space. 

Past and current members of their team have been involved in every space flight fuel cell program since NASA’s Project Gemini in the 1960s. Infinity has even sent their fuel cells aboard two Blue Origin rocket launches.

With $50M+ in contracts (past and current) to develop these systems, they’re now making strides that could bring years of successful testing to the real world.

Most recently, Infinity proved its fuel cell could survive a cold lunar night. This involved completing 2,600 hours of testing with NASA on two lunar regenerative fuel cell stacks. 

But a moon mission is just one of the many ways this technology is impacting our world.

How Infinity Enables Longer US Navy Journeys

What makes Infinity’s fuel cells capable of lasting in deep space or underwater?

At the core of this innovation is a patented, air-independent fuel cell paired with a high-pressure electrolyzer system. It’s designed to store and regenerate power using hydrogen and oxygen, without requiring any external air, compressors, or noisy support systems.

This allows Infinity’s systems to operate silently and efficiently in places other power sources can’t—like submerged uncrewed underwater vehicles (UUVs) for up to 70 days, or in space during 14-day lunar nights at -280°F.

That’s what Infinity is doing for the US Navy.

But they also recently signed a preliminary partnership agreement with a leading international developer of UUVs, opening the door to a projected $11B UUV market.

The US Air Force, Infinity’s commercial space partners, and other entities are poised to benefit from this technology as well.

These are all signs that Infinity Fuel’s future is bright, and we haven’t even discussed their latest progress towards commercialization yet.

Infinity’s Commercial Partnership wth Plug Power 

One of Infinity’s most exciting recent business developments was its new supplier and partner agreement with Plug Power (Nasdaq: PLUG).

Plug is a global leader in hydrogen electrolyzer tech. It gives Infinity a much bigger potential doorway to commercial markets like hydrogen-powered microgrids, subsea refueling, and clean energy for off-grid islands. 

This is a huge step towards commercializing Infinity’s tech, and a big reason why they have opened a limited-time investment opportunity.

Why Investors Are Watching Infinity Fuel

With government validation, growing commercial interest, and a reserved Nasdaq ticker (IFCH), Infinity is now raising capital to scale their technology into broader markets.

The shift toward long-duration power and decentralized hydrogen infrastructure is accelerating. And Infinity Fuel represents one of the most compelling energy opportunities in the sector.

Learn more about the company behind some of the world’s most advanced energy systems and how you can become an early shareholder.

This is a paid advertisement for Infinity Fuel Cell and Hydrogen, Inc. Reg CF offering. Please read the offering circular at https://invest.infinityfuel.com/.

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The Rarity of a New Gold Mine: West Red Lake Gold Could Be a Golden 2025 Opportunity

GOLD

Disseminated on behalf of West Red Lake Gold Mines Ltd.

Gold mining has always been tough, but discovering and developing new mines is getting even tougher and rarer. Even when a new deposit is found, production can take years and sometimes decades.

S&P Global reported that gold exploration budgets dropped 7% to $5.55 billion in 2024, marking the lowest share in a decade. While gold still made up 45% of global exploration, the number of explorers fell 8% to 1,235. This decline came as big companies merged and fewer small explorers entered the market.

gold
Source: S&P Global

Even with record-high gold prices, companies are focusing on cutting costs and avoiding risks. Smaller explorers are struggling to get funding, making it harder for new projects to start. This is why there is a “rarity of a new gold mine today”.

Moving forward, the big question is: With a supply deficit and soaring gold prices, are gold stocks still a smart investment? Let’s take a look at how investors are responding to this market.

Glittering Gains: Gold’s Supply Crunch Boosts Stocks

Gold mining companies, especially those close to production, present strong investment potential. Global macroeconomic and political uncertainty, inflation, and a supply crunch of the metal are all combining to make gold stocks appealing. Add in record gold prices that have not yet lifted gold stock prices and optimism in the market remains high.

With gold prices at record highs and rising economic uncertainty, investors are once again turning to gold equities for big gains. However, not all gold stocks perform the same. Developer-to-producer companies have an advantage: they move from spending money on building a mine to actually producing and selling gold. This shift often triggers a stock re-rating, leading to significant returns for investors.

Investing in a Gold Bull Market

Gold, a traditional safe-haven asset, has surged to repeated record highs in 2025. On April 22, the spot price reached $3,424 per ounce and briefly touched $3,432 in early May before stabilizing around $3,244.

This rally has been driven by escalating trade tensions, a weakening U.S. dollar, and strong demand from both institutional and retail investors. Over the past year, gold has gained nearly 50%, reflecting investors’ search for stability and long-term value amid ongoing market turbulence.

The bullish momentum is further fueled by persistent inflation fears, geopolitical uncertainty, expectations of potential U.S. Federal Reserve rate cuts, and continued buying by central banks and exchange-traded funds (ETFs).

gold
Source: Bloomberg

Moving on, if you’re looking to invest in gold during this bull market, here are your main options:

  1. Major gold miners/indices

These provide steady exposure to gold’s price movements with lower risk. As gold prices rise, miners generate more revenue. However, their stock prices don’t generally give a lot of additional leverage to gold’s moves.

  1. Developer-to-producer companies

These companies offer strong upside potential. Once a mine enters production, the company transitions from burning cash to generating revenue. This often leads to a stock price gain. Most projects that reach the construction phase successfully enter production. This makes them a relatively safe bet compared to exploration stocks.

Gold Mining Companies Gain Value

For years, Western investors ignored gold and favored tech stocks instead. But that’s changing. Rising inflation and new tariffs have pushed investors back to gold as a “safe haven”. Meanwhile, China, India, and the Middle East have been stockpiling gold for years. This has significantly strengthened their influence in the market.

The entire gold mining sector holds a market cap of $600 billion, while the top five tech companies combined are worth $15 trillion. A shift of just 1% of tech investments into gold miners could boost the sector’s market cap by 25%. If investors start to rotate some capital into gold stocks, the growth potential could be massive.

This also shows that as the gold supply tightens, existing mining companies will become more valuable.

A Rare Opportunity: West Red Lake Gold Mines Launching in 2025

Coming out of many years of investor disinterest in gold stocks, in 2025 very few single-asset gold companies will begin production. As per a BMO report from January 2025, West Red Lake Gold Mines (TSXV: WRLG; OTCQB: WRLGF) is the only single-asset company launching production in a tier-one jurisdiction this year.

There are four single-asset North American-listed companies starting up new gold mines this year. But…

  • Artemis Gold: Already pouring gold and has re-rated.
  • Two other projects in Mongolia and Guinea: These are riskier due to geopolitical concerns.

Thus, WRLG stands out as a strong opportunity for investors looking for growth in a safe and mining-friendly region.

Reviving the Madsen Gold Mine

West Red Lake Gold Mines Ltd. is a publicly traded company focused on restarting the Madsen Mine and exploring its 47 sq-km land package in Ontario’s Red Lake Gold District.

The Madsen Mine has a strong history, producing 2 million ounces of high-grade gold between 1936 and 1971. However, a recent attempt to restart operations failed due to an inaccurate resource model and lack of funding, leading to low gold production and high costs.

West Red Lake acquired the mine in early 2023 and has been working to fix these issues. The company just restarted the mine and is ramping up production over the second half of the year, aiming to unlock the mine’s full potential.

The Red Lake Gold District in Northwest Ontario is one of the world’s richest gold regions, with over 30 million ounces of high-grade gold mined to date.

WRLG GOLD

Near-Term Producers Offer the Best Returns

West Red Lake Gold Mines believes, “Timing is everything in gold investing”.

The biggest gains typically happen when a company transitions from development to production. This phase is known as the “golden runway” because substantial stock price appreciation often happens. This pattern is illustrated in the Lassonde Curve, which is a roadmap for how mining projects typically grow in value: big value gains on discovery, valuation deterioration as a project slogs from discovery to build, and then often value gains once again as production finally draws near.

WRLG’s Madsen Mine in Ontario is already built and is ready to restart production in H2 2025. Most significantly, the company has already overcome the major hurdles of permitting, financing, and development.

WRLG gold
Source: WRLG

Conclusion

As economic uncertainty grows, gold is becoming a top long-term investment. But with fewer new discoveries, future supply looks uncertain.

Investors can find the best opportunities in companies with strong growth potential.

    • Established gold producers offer stability with proven success.
    • Developer-to-producer companies like WRLG offer strong potential for major stock jumps.
    • The biggest gains often come from companies moving into production, where investor interest surges.

Canada remains top destination for gold budget

With gold stocks back in demand, the potential for big returns is stronger than ever. In a market with few new mines, WRLG could be as a game changer.

DISCLAIMER 

New Era Publishing Inc. and/or CarbonCredits.com (“We” or “Us”) are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. West Red Lake Gold Mines Ltd. made a one-time payment of $30,000 to provide marketing services for a term of 1 month. None of the owners, members, directors, or employees of New Era Publishing Inc. and/or CarbonCredits.com currently hold, or have any beneficial ownership in, any shares, stocks, or options in the companies mentioned. This article is informational only and is solely for use by prospective investors in determining whether to seek additional information. This does not constitute an offer to sell or a solicitation of an offer to buy any securities. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR+ and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR+ and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

CAUTIONARY STATEMENT AND FORWARD-LOOKING INFORMATION

Certain statements contained in this news release may constitute “forward-looking information” within the meaning of applicable securities laws. Forward-looking information generally can be identified by words such as “anticipate”, “expect”, “estimate”, “forecast”, “planned”, and similar expressions suggesting future outcomes or events. Forward-looking information is based on current expectations of management; however, it is subject to known and unknown risks, uncertainties and other factors that may cause actual results to differ materially from the forward-looking information in this news release and include without limitation, statements relating to the plans and timing for the potential production of mining operations at the Madsen Mine, the potential (including the amount of tonnes and grades of material from the bulk sample program) of the Madsen Mine; the benefits of test mining; any untapped growth potential in the Madsen deposit or Rowan deposit; and the Company’s future objectives and plans. Readers are cautioned not to place undue reliance on forward-looking information.

Forward-looking information involves numerous risks and uncertainties and actual results might differ materially from results suggested in any forward-looking information. These risks and uncertainties include, among other things, market volatility; the state of the financial markets for the Company’s securities; fluctuations in commodity prices; timing and results of the cleanup and recovery at the Madsen Mine; and changes in the Company’s business plans. Forward-looking information is based on a number of key expectations and assumptions, including without limitation, that the Company will continue with its stated business objectives and its ability to raise additional capital to proceed. Although management of the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such forward-looking information will prove to be accurate, as actual results and future events could differ materially from those anticipated in such forward-looking information. Accordingly, readers should not place undue reliance on forward-looking information. Readers are cautioned that reliance on such information may not be appropriate for other purposes. Additional information about risks and uncertainties is contained in the Company’s management’s discussion and analysis for the year ended December 31, 2024, and the Company’s annual information form for the year ended December 31, 2024, copies of which are available on SEDAR+ at www.sedarplus.ca.

The forward-looking information contained herein is expressly qualified in its entirety by this cautionary statement. Forward-looking information reflects management’s current beliefs and is based on information currently available to the Company. The forward-looking information is made as of the date of this news release and the Company assumes no obligation to update or revise such information to reflect new events or circumstances, except as may be required by applicable law.

For more information on the Company, investors should review the Company’s continuous disclosure filings that are available on SEDAR+ at www.sedarplus.ca.

Please read our Full RISKS and DISCLOSURE here.

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Japan’s Exclusive Economic Zone (EEZ) Unleashes Massive Offshore Wind Potential

offshore wind

Media agency, The Maritime Exclusive, reported that Japan’s parliament has passed a pivotal amendment that will allow offshore wind projects in the country’s Exclusive Economic Zone (EEZ)—marking a major shift in the nation’s clean energy strategy.

First introduced in January 2024, the legislation aims to unlock over 4 million square kilometers of Japan’s EEZ for renewable energy development. Until now, wind farms have been limited to Japan’s territorial and internal waters.

Japan Unlocks Its Ocean to Tap Wind Energy

The Maritime Exclusive also highlighted, “according to the Japan Wind Power Association (JWPA), Japan’s EEZ holds the potential for up to 552 GW of offshore wind capacity primarily from deep-water floating turbines—a technology well-suited to the country’s geography.”

Key Features of the Amendment:

  • Designated Zones: The bill enables specific areas within the EEZ to be earmarked for offshore wind development.

  • Interagency Council: It mandates the Ministry of Economy, Trade and Industry (METI) to set up a coordinating council to work with local authorities, industry players, and other stakeholders.

  • Environmental Oversight: The legislation streamlines government-led environmental assessments, ensuring that renewable energy expansion does not come at the cost of marine biodiversity.

This legal reform not only boosts Japan’s ambitions to scale offshore wind but also strengthens its energy security and progress toward net-zero emissions by 2050.

2024: Cumulative installed capacity of Wind Power in Japan: 5,840.4MW (2,720 units)

japan wind
Source: JWPA

Energy Independence Meets Climate Action

Japan has long relied on fuel imports, especially after the 2011 Fukushima disaster reduced nuclear power use. Fossil fuels still dominate Japan’s energy supply. Offshore wind power offers a way to cut imports and add stability to the energy system.

The Japan Wind Power Association estimates offshore wind could produce 3.6 gigawatts (GW) of electricity by 2030. Japan targets 10 GW by 2030 and 45 GW by 2040. Offshore wind farms offer a steady energy supply, not influenced by land use or sunlight.

Offshore wind energy produces no greenhouse gases while operating. This makes it a strong tool against climate change. Electricity from offshore turbines replaces power from coal or liquefied natural gas. This shift aids Japan’s goal of carbon neutrality by 2050.

Japan’s latest Strategic Energy Plan aims for renewables to make up 40–50% of the energy mix by 2040. Offshore wind is expected to contribute 4–8% of that total. These projects avoid land use problems and urban conflicts, making them suitable for densely populated areas.

To protect marine ecosystems, the law includes environmental assessments. These surveys will look at risks like noise pollution and habitat disruption, ensuring projects align with ecological safeguards.

Offshore Wind Needs to Hit 2,000 GW by 2050 to Stay on Climate Track

In 2020, the Ocean Renewable Energy Action Coalition (OREAC) set a bold target: 1,400 GW of offshore wind by 2050 to align with the 1.5°C climate goal. Since then, leading institutions like the International Renewable Energy Agency (IRENA) have raised the bar, now calling for at least 2,000 GW of offshore wind by mid-century to reach net-zero emissions.

However, the world remains far behind. As of now, only 35 GW of offshore wind is installed globally. Even with current momentum, we’re only expected to reach 234 GW by 2030, according to GWEC Market Intelligence. Only the European Union has set a long-term target—300 GW by 2050.

wind energy
Source: GWEC

To close the gap, governments and private players must act fast. This decade is critical to unlock offshore wind’s full potential and keep climate goals within reach.

The law also makes Japan a more appealing partner for joint ventures. International companies may seek research collaborations, technology exchanges, and co-investment projects in Japan. This will strengthen Japan’s market presence and influence policy in the Asia-Pacific region.

Overcoming Offshore Wind Challenges

Despite strong government backing, developers may face technical, social, and financial challenges. Building turbines in deep waters and harsh weather areas adds complexity and cost. Securing stable financing and public support will be crucial. Engaging with fishermen and coastal communities early will help reduce opposition.

The success of these projects relies on teamwork. National agencies, local stakeholders, and private investors must work together. Effective grid planning and better port infrastructure are essential. They help maximize the benefits of offshore wind for consumers.

What Does This Mean for Japan’s Net-Zero Future?

As per Japan’s Ministry of Environment, the country’s greenhouse gas emissions and removals for FY2023 totaled 1,017 million tonnes of CO₂ equivalent (Mt CO₂e)—the lowest level ever recorded.

This marks a 4.2% drop (44.9 Mt CO₂e) from FY2022 and a 27.1% decline (378.1 Mt CO₂e) compared to FY2013, continuing the country’s steady progress toward its 2050 net-zero goal.

Japan emissions

The decline was largely driven by two key factors: a cleaner energy mix, with renewables and nuclear combined surpassing 30% of power generation, and lower energy demand, mainly due to reduced industrial output in the manufacturing sector.

Subsequently, this new law also fits in Japan’s energy policy. With technology, global demand, and government backing, offshore wind could lead to a major energy shift for the country. If done right, this law may lower energy imports, cut emissions, and encourage similar laws in Asia.

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Element Resources to Build America’s Largest $1.85B Green Hydrogen Plant in California

Element Resources to Build America’s Largest $1.85B Green Hydrogen Plant in California

Element Resources has received approval to build the Lancaster Clean Energy Center, a $1.85 billion green hydrogen plant in California. Once finished, this facility will be North America’s biggest green hydrogen plant. It can produce 22,000 tons of green hydrogen every year.

The project aims to meet the rising demand for clean energy. It will also help the United States shift from fossil fuels to sustainable energy sources.

Sun-Powered and Self-Sufficient: A Hydrogen First

The Lancaster Clean Energy Center stands out for its commitment to sustainability and innovation. The facility will run on 100% solar energy, using over 650 megawatts (MW) of solar power. Also, long-duration battery storage systems will support it. This setup lets the plant run 24/7 without needing grid electricity or fossil fuels. This way, hydrogen production stays clean and emission-free.

Lancaster Clean Energy Center
Source: Element Resources

The plant will use advanced electrolyzers. These machines split water into hydrogen and oxygen with electricity. The hydrogen produced is called “green” because it comes from renewable energy sources.

Traditional methods, on the other hand, burn fossil fuels and release greenhouse gases. The facility will produce gaseous and liquid hydrogen. It will distribute them with zero-emission fuel cell trucks.

The Project’s Environmental and Community Benefits

Reducing Carbon Emissions:

One of the main goals of the Lancaster Clean Energy Center is to reduce carbon emissions. If the plant produces 22,000 tons of green hydrogen each year, it can replace diesel or natural gas in transport and industry.

This switch could cut carbon dioxide emissions by over 200,000 tons annually, helping California reach its climate goals. These goals aim to cut greenhouse gas emissions by 40% below 1990 levels by 2030.

green hydrogen for net zero Element Resources
Source: Element Resources

Improving Air and Water Quality:

Using green hydrogen instead of fossil fuels also improves air quality. Hydrogen fuel produces only water vapor as a byproduct, which helps lower local air pollution and benefits public health.

The Lancaster plant will use groundwater from a nearby aquifer. It will only take 15–20% of the water that was used for farming on the same land. This change will ease the pressure on local water resources and promote sustainable development.

Supporting Local Communities

The project will create jobs during construction and operation. This includes roles for contractors, engineers, electricians, and plant workers. Local businesses that provide equipment and services will benefit too. This will help boost the regional economy.

The growth of green hydrogen plants also comes from tax incentives and state programs. One key program is California Jobs First. It promotes clean energy and boosts economic growth in the area.

The Role of Green Hydrogen in the Energy Transition

Green hydrogen is viewed as a vital solution for cutting carbon emissions in hard-to-electrify sectors. This includes heavy-duty transportation, shipping, and steelmaking.

Green hydrogen is different from fossil fuels. It doesn’t release harmful gases when used. This makes it important for countries and regions aiming to meet strict emissions targets.

Making hydrogen from renewable sources also boosts energy security. It lowers the need for imported oil and gas.

The Lancaster Clean Energy Center is part of a larger trend toward adopting green hydrogen across North America. The market for green hydrogen is growing rapidly, with projections showing that it could meet up to 22% of the world’s energy needs by 2050.

In the United States, government incentives from the Inflation Reduction Act are boosting major projects. They also speed up the shift to clean energy.

US green hydrogen market by source 2032
Source: GMInsights

Here are three notable green hydrogen plants in the U.S.:

  1. SoHyCal (California): The largest operational green hydrogen plant in North America, producing up to three tons daily using solar power, supporting hydrogen refueling stations. It could fuel up to 210,000 cars or 30,000 city buses annually once fully operational by mid-2025.

  2. Sauk Valley (Illinois): Operated by Invenergy, this plant produces about 40 tons annually, using solar energy to supply hydrogen for industrial and power generation uses.

  3. St. Gabriel (Louisiana): A joint venture by Plug Power and Olin, under construction to produce 15 tons daily, aiming to reduce CO₂ emissions and create jobs. Operation can start by the end of 2025.

Hydrogen Goes Global: A Market on the Rise

The global green hydrogen market is growing fast. It is set for major expansion in the next ten years.

Estimates say the market, worth about $7.98 billion in 2024, might grow to between $25 billion and $60 billion by 2030, depending on the source. The annual growth rates could range from around 22% to almost 39% from 2025 to 2030. This growth comes from more government support, new technology, and higher demand in many industries.

global green hydrogen market 2030
Source: Grand View Research

Government initiatives worldwide are critical drivers. Countries like India, Japan, Germany, and the United States are pushing hard on hydrogen. They have started strong strategies and funding programs. Their goal is to boost green hydrogen production and build the needed infrastructure.

  • For example, India aims to produce 5 million metric tons annually by 2030, while Japan targets 20 million tons by 2050.

These policies support global goals from the Paris Agreement. They position green hydrogen as a key way to cut emissions in hard-to-electrify areas like steelmaking, heavy transport, and chemical manufacturing.

New technology is lowering the costs of electrolyzers and renewable energy. This makes green hydrogen production cheaper and more practical. Renewable energy sources, such as solar and wind, work with electrolyzers to create clean hydrogen. This method ensures steady hydrogen production, which helps with energy storage and keeps the grid stable.

Also, infrastructure investments are growing worldwide. This includes hydrogen production plants, refueling stations, and distribution networks to meet rising demand.

From Lancaster to the World: A Blueprint for Clean Hydrogen

Looking ahead, green hydrogen could supply up to 24% of global energy needs by 2050, with the market potentially reaching $700 billion by 2040. Asia-Pacific, Europe, and parts of the Middle East and Latin America have many renewable resources. These regions are becoming leaders in green hydrogen development.

North America, especially states like California, is quickly embracing hydrogen technologies. They aim to achieve bold climate goals and build clean energy economies.

The Lancaster facility could set a new standard for large-scale green hydrogen production in North America. As more areas and companies aim for net-zero carbon goals, projects like this show how useful and efficient green hydrogen can be. 

The plant’s output will help with transportation, public transit, port operations, and aviation. This will aid in decarbonizing many sectors and will inspire more investment and growth in the sector.

The Element Resources initiative represents a major step forward for green hydrogen in North America. As the largest green hydrogen plant on the continent, it will serve as a model for future projects and play a crucial role in the transition to a sustainable energy future.

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Bitcoin Meets Sunshine: SolarBank Blends Clean Energy with Digital Assets

solar bitcoin

Disseminated on behalf of SolarBank Corporation

In a bold move, shaking up renewable energy, a NASDAQ-listed solar company has redefined clean energy profits. SolarBank Corporation (NASDAQ: SUUN) has launched a model that converts net cash from solar projects directly into Bitcoin. By doing this, they are generating renewable electricity and turning sunlight into digital gold.

Let’s deep dive into their strategy.

SolarBank Bets on a New Financial Play

SolarBank’s initiative focuses on its 3.79 MW Geddes Solar Project in New York. This project transforms a former landfill into a clean energy site. Instead of reinvesting or distributing cash, the company will put all net cash from this project into Bitcoin.

Notably, they already operate over 100 MW of solar capacity, partner with Honeywell and the Royal Bank of Canada, and manage a project pipeline exceeding 1 GW. Despite their strong position in solar, they’ve chosen a surprising but calculated financial strategy.

By combining solar power and digital assets, it’s leading two major global trends.

Solar Growth Has Reached Breakneck Speed

To understand SolarBank’s decision, we must look at the momentum behind solar energy.

  • According to Ember’s Global Electricity 2025 report, solar power generated over 2,000 TWh of electricity in 2024 for the first time, marking a 474 TWh (or 29%) increase compared to the previous year.

solar energy

Installed solar capacity hit 585 GW that same year—more than double the 2022 figure. This shows a clear trend: solar is scaling faster than expected.

Furthermore, solar paired with battery storage now beats fossil fuels in cost and reliability. The economics have shifted, making solar the better choice in most regions.

This global acceleration includes nearly 99 countries that have doubled their solar electricity output in the last five years. Solar is now a key driver of energy independence and affordability.

Solar Snapshot of the U.S.

Solar energy is growing quickly across the United States. According to the Solar Energy Industries Association (SEIA), the U.S. solar market grew by 51% in 2023, and similar strong growth is expected in 2025. By 2034, the High Case scenario shows a 17% increase in solar deployment.

SOLAR U.S.

The Ember report further highlighted that in 2024, China added a staggering 277 GW of solar capacity, surpassing the entire U.S. solar fleet. India saw impressive growth too, doubling its previous year’s gains by adding 24 GWac of solar capacity.

Meanwhile, Brazil ramped up its solar generation by 45%, overtaking Germany to become the world’s fifth-largest solar market.

Countries investing in solar gain long-term energy resilience, while those relying on fossil fuels face volatility and geopolitical risks.

Why Did SolarBank Choose Bitcoin?

Moving on, SolarBank’s strategy raises a key question: why Bitcoin?

The answer lies in today’s economic pressures. Inflation erodes cash value, while real yields on bonds often fall below zero. Companies must find better places to store capital.

Bitcoin offers an alternative. As a decentralized, borderless, and finite digital asset, it acts as a hedge against currency debasement and provides uncorrelated returns. Several public companies hold Bitcoin as a long-term treasury asset.

Now, SolarBank joins that list but with a twist.

Critics often attack Bitcoin for its energy use. SolarBank turns that criticism into a competitive advantage. Instead of mining Bitcoin, they use clean solar profits to buy the asset, claiming they “offset crypto’s emissions with sunshine.”

This changes the game. Typically, solar electricity sells for pennies per kilowatt-hour. But when SolarBank uses its profits to buy Bitcoin, it turns low-margin energy into a high-upside asset. Essentially, it performs energy-to-value arbitrage that could boost returns over time.

Dr. Richard Lu, President & CEO of SolarBank, commented,

“As the adoption of Bitcoin continues to grow, SolarBank believes that establishing a Bitcoin treasury strategy taps into a growing sector that is seeing increasing adoption. In a world of ever-increasing energy demand and treasury complexity, SolarBank delivers renewable energy solutions and recurring revenues, now combined with all of the benefits of holding Bitcoin.”

How SolarBank Plans to Execute the Strategy

The company indeed has a clear plan.

First, the Geddes Project serves as a pilot. The company will buy Bitcoin only with net cash flow after covering all operating expenses and debt repayments. This protects the balance sheet and ensures sustainability.

Second, they have an application with Coinbase Prime for secure custody. This platform ensures safe asset storage and regulatory compliance.

If the pilot yields favorable results, SolarBank plans to expand the model to other projects. In short, the company is experimenting with discipline, not speculation.

Tapping into Two Exponential Trends

SolarBank’s move offers a unique investment opportunity. Investors can access two high-growth themes—solar expansion and Bitcoin adoption—through a single equity.

While risks exist, they are clearly defined. Bitcoin’s price volatility could affect quarterly earnings. Regulatory frameworks for clean energy and crypto may change. Solar development also carries operational risks. Finally, the actual timing and value of Bitcoin purchases, under the allocation strategy, will be determined by management in its discretion based on the net cash produced by the Geddes.

Still, the upside looks promising. If solar continues to grow and Bitcoin strengthens as digital gold, SolarBank could lead a new asset management model in energy.

At the same time, global tech companies are making major solar investments to power AI and data centers. The top four corporate solar owners in the U.S. are Meta, Amazon, Google, and Apple. Amazon alone holds a 13 GW solar development pipeline, surpassing many traditional utility companies.

The integration of digital infrastructure and renewable energy is underway. The company’s strategy pushes that frontier further.

solar
Source: Katusa Research

What This Means for the Energy Market

The company explains that, until recently, clean energy producers depended on stable, long-term power purchase agreements. But now, many are shifting toward innovative revenue models to unlock more value from every kilowatt-hour.

By converting solar profits into Bitcoin, SolarBank embraces the fact that finance and energy are converging. The modern economy runs on electricity and algorithms. Those who grasp this intersection will lead the next wave of growth.

Moreover, this move aligns with a larger market trend. The future of energy doesn’t end with generation—it continues through integration. Energy now intersects with digital assets, AI, real-time markets, and decentralized networks.

As SolarBank moves forward, it could inspire others in clean energy to explore new models. Whether Bitcoin remains in corporate treasuries or not, the push to experiment fuels innovation.

To sum up, the company said,

We’re creating clean energy that offsets crypto’s carbon footprint.”

This shows that they believe clean energy profits can do more than repay loans or sit idle in cash. They can help companies build digital asset reserves, diversify treasury strategies, and join the transformation of global finance.

If this model gains traction, it could reshape how we value clean energy companies. Thus, they won’t just sell electricity. They’ll actively shape a new era where power and capital work together to create long-term value. With this bold pivot, SolarBank is betting it can lead that future.

There are several risks associated with the development of the projects detailed in this report. The development of any project is subject to the continued availability of third-party financing arrangements for the project owners and the risks associated with the construction of a solar power project. There is no certainty the projects disclosed in this report will be completed on schedule or that they will operate in accordance with their design capacity. In addition, governments may revise, reduce or eliminate incentives and policy support schemes for solar power, which could result in future projects no longer being economic.

Please refer to “Forward-Looking Statements” in the press release entitled “Bitcoin Purchases to be made by SolarBank Using Net Cash from Geddes Solar Power Project” for additional discussion of the assumptions and risk factors associated with the statements in this report. Please also refer to SolarBank’s filings on SEDAR+ at www.sedarplus.ca and EDGAR at www.sec.gov for additional information on the matters disclosed in this report.


Disclosure: Owners, members, directors, and employees of carboncredits.com have/may have stock or option positions in any of the companies mentioned: None.

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Meta Partners with Constellation to Power Illinois AI Data Centers with Nuclear Energy

Meta Partners with Constellation to Power Illinois AI Data Centers with Nuclear Energy

Meta has signed a 20-year energy deal with Constellation Energy to supply nuclear power to its growing AI data centers in Illinois. Beginning in 2027, this agreement will ensure a steady supply of clean energy. This will help Meta grow its AI operations and cut carbon emissions.

Nuclear energy is low in carbon and reliable, making it a good choice for big tech companies. As these companies increase their green power commitments, they also face more regulatory pressure.

Why Meta Is Betting Big on Nuclear for Its AI Future

Meta signed a long-term contract to support its growing energy needs. This is important as its AI infrastructure expands in Illinois. AI data centers use a lot of electricity, and nuclear power provides a reliable and strong energy source.

data center electricity demand due AI 2030
Source: IEA

Moreover, nuclear doesn’t emit greenhouse gases while running. This makes nuclear a strong alternative to fossil fuels, which still dominate much of the U.S. energy landscape.

Constellation Energy will supply energy from the Clinton Clean Energy Center. This nuclear plant currently powers about 800,000 homes. As part of the deal, the plant will boost output by 30 megawatts to meet increased demand from Meta’s operations.

The agreement lets Meta boost its AI skills using clean energy, not coal or gas. This helps the tech giant lead in the shift to sustainable power.

The Environmental Edge of Meta’s Nuclear Pact

Nuclear power plays a key role in reducing carbon footprints. Unlike fossil fuels, nuclear energy does not emit CO2 when generating electricity. Meta’s new deal helps the company limit its environmental impact while supplying the massive energy needs of AI systems.

Nuclear power accounts for about 20% of the U.S. energy supply. This helps reduce the emissions that contributes to climate change.

The World Nuclear Association says that since 1971, nuclear energy use has stopped more than 64 gigatons of CO2 emissions. That equals removing every car from U.S. roads for 14 years. Worldwide, about 10% of power comes from nuclear.

nuclear power share of electricity global 2024
Source: Our World in Data

Meta boosts the argument for nuclear energy in climate efforts by using Illinois’ nuclear network. This network already provides more than half of the state’s electricity.

The Clinton plant will keep running under this deal. This helps the environment by stopping new fossil-fuel plants from being built. It also cuts down the need for carbon-heavy peaker plants used during peak power times.

What’s the Economic Impact of This Energy Agreement?

The Clinton Clean Energy Center will maintain more than 1,100 local jobs and generate roughly $13.5 million in annual tax revenue. That’s a big boost for the state’s economy. It shows how clean energy investments help the environment and support local jobs.

Meta’s partnership with Constellation shows that nuclear power is not only good for the environment but also makes economic sense. By securing fixed energy costs in the long term, companies like Meta can avoid price volatility in fossil fuels. With AI and data center growth accelerating, this kind of cost stability becomes even more critical.

How Does This Fit Into Tech’s Clean Energy Strategy?

Tech companies increasingly look to clean energy like nuclear to power their operations while reducing emissions. Meta plans to reach 100% renewable energy use for all global operations by 2025. The map below shows where its renewable energy projects are.

Meta renewable energy projects map
Source: Meta

Signing long-term clean energy deals supports this goal. It also helps the company meet climate reporting and disclosure rules from investors and governments.

According to the International Energy Agency, global investments in renewable energy will surpass $1 trillion annually. Much of this growth is being driven by corporate buyers like Meta, who are paving the way with large-scale power purchase agreements.

The partnership with Constellation boosts Meta’s goal to lead in sustainability. It also helps support clean energy infrastructure.

Why Does Nuclear Energy Appeal to Big Tech?

Nuclear energy offers constant output, unlike solar or wind, which depend on the weather. For data centers that require 24/7 energy supply, this reliability is critical. It avoids downtime and reduces the need for diesel generators or carbon-heavy energy backups. With AI functions demanding even more power than traditional digital systems, nuclear becomes a logical choice.

Federal energy policies are also evolving to support expanded nuclear capacity. The Biden administration, for example, has called for tripling global nuclear capacity by 2050. That momentum adds long-term policy backing for deals like Meta’s, helping reinforce nuclear’s key role in the clean energy grid.

The Market Trends Behind This Move

Meta’s move reflects a growing trend among tech leaders to sign long-term clean energy contracts. Market leaders like Amazon, Google, and Microsoft have already invested heavily in solar and wind. Now, these companies are focusing on nuclear power. They want clean energy that’s always available. This energy can support big operations, like AI data centers.

This trend aligns with expected growth in clean energy investments, particularly in more reliable forms of power. The U.S. market continues to prioritize decarbonization, and nuclear energy stands out by offering consistent output with zero emissions during operation. Meta’s decision highlights nuclear’s rising appeal in a changing energy market.

What Challenges Still Remain?

Despite nuclear power’s advantages, scaling up remains difficult. New plants face long construction times and high upfront costs. The U.S. is only building a few new reactors, and existing infrastructure requires upgrades. Modernizing the grid and improving energy storage are crucial. They will help ensure clean energy supplies run smoothly.

Still, Meta’s investment helps keep the conversation active around nuclear’s potential. It supports existing plants, encourages innovation, and strengthens demand for new regulatory solutions and financing methods.

More notably, President Donald Trump recently signed a series of executive orders aimed at revitalizing and transforming the U.S. nuclear energy sector. These orders focus on accelerating reactor development, easing regulatory barriers, increasing domestic uranium production, and reforming the U.S. Nuclear Regulatory Commission (NRC).

Meta’s energy deal with Constellation signals a new chapter for tech’s relationship with clean power. As AI continues to drive up energy needs, reliable and carbon-free sources like nuclear will become essential for managing environmental impact and meeting corporate climate targets.

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TotalEnergies Expands UK Renewables with 435 MW Acquisition

TotalEnergies Expands UK Renewables with 435 MW Acquisition

TotalEnergies has made a big move in the UK clean energy sector. The oil major acquired a 435-megawatt (MW) renewable energy portfolio from Low Carbon. This portfolio includes large-scale solar power plants and advanced battery storage projects.

The acquisition boosts TotalEnergies‘ role in the UK energy market. It also aids the country’s shift to greener power sources.

Olivier Jouny, Senior Vice President of Renewables at TotalEnergies, remarked:

“We are delighted with the acquisition of these projects from Low Carbon. Located in the south of England, they benefit from favorable sunlight and complement our integrated electricity portfolio in the UK, which includes 1.1 GW of gross installed offshore wind, 1.3 GW of gross combined cycle gas turbine, and more than 600 MW of solar projects under development.”

Why Is This Acquisition Important?

The new portfolio adds 350 MW of solar energy and 85 MW of battery storage to TotalEnergies’ assets in the UK. This addition is essential because it helps the UK work toward its goal of having 70% of its electricity come from renewable sources by 2030. The clean energy from these projects is enough to power about 100,000 homes each year.

The oil major now manages over 600 MW of solar energy projects under development in the UK. These new assets join the company’s existing wind and gas power supplies, creating a more balanced and low-carbon energy mix. A diverse energy mix helps ensure a stable supply of electricity while reducing the use of fossil fuels.

Batteries: The Unsung Heroes of Solar Power

Solar power depends on sunlight, so it does not always generate electricity consistently. For example, solar panels produce less power on cloudy days or at night. Battery storage systems address this issue. They store extra electricity when the sun shines and release it when solar production decreases.

TotalEnergies’ 85 MW of battery storage increases the reliability of solar power. These batteries can provide electricity during periods of high demand or when solar generation is low. This reduces the need for backup energy from fossil fuels, which helps lower overall carbon emissions.

Environmental Benefits of the New Renewable Portfolio

The newly acquired projects are expected to deliver more than 350 gigawatt-hours (GWh) of electricity each year. This is a major step toward reducing the use of fossil fuels in power generation. Solar energy produces far fewer carbon emissions than traditional sources, such as coal or natural gas.

Replacing 350 GWh of fossil-fuel-based electricity with solar power could reduce 50,000–60,000 tonnes of CO₂ emissions every year. The addition of battery storage makes this impact even greater by helping to match electricity supply with demand. This reduces the need for gas-fired power plants during times of high energy use or low solar production.

TotalEnergies’ strategy supports the UK’s Clean Power 2030 roadmap, shown below, which aims for a renewable-led electricity grid. This acquisition aligns with both the company’s and the nation’s goals for a cleaner, low-emissions future.

UK Clean Power 2030 target
Source: UK Government website

Estimated CO₂ Emissions Reduction

Switching 350 GWh of fossil-fuel electricity to solar power can cut CO₂ emissions by about 50,000 to 60,000 tonnes each year. This estimate is based on typical UK grid emission factors for displaced fossil generation.

Additional Impact from Battery Storage

The 85 MW battery storage will boost carbon savings. It allows more renewable energy to be used when needed. This also cuts down on fossil fuel backup.

Studies and industry data suggest that each megawatt of battery storage can avoid 500–1,000 tonnes of CO₂ emissions annually. For 85 MW of battery capacity, this translates to an additional annual reduction of 42,000 to 85,000 tonnes of CO₂ emissions.

Combined Annual CO₂ Savings

TotalEnergies’ expansion could reduce CO₂ emissions by 92,000 to 145,000 tonnes each year. This estimate comes from combining reductions from solar and battery storage. The figure shows how clean electricity generation and better grid reliability from energy storage work together.

Riding the Renewable Wave in the UK and Globally

The renewable energy market is growing quickly, both in the UK and around the world. In the UK, solar photovoltaic (PV) capacity could reach 20 gigawatts (GW) by 2025. At the same time, energy storage is becoming more important, with the UK energy storage market expected to be worth about £1.5 billion by 2030.

UK annual demand forecast energy storage
Source: UK Government website

As shown by the chart above, demand could reach almost 10 GWh by 2030 and then double to 20 GWh by 2035. The British government has encouraged the growth of BESS by launching innovation competitions.

One recent example is the Longer Duration Energy Storage Demonstration (LODES), which offered £69 million in funding for start-ups and supported new types of battery technologies.

Globally, renewable energy could grow by 12% each year for the next five years. This growth comes from two main factors. First, government rules promote clean energy. Second, companies want to reduce their emissions.

Energy companies, like TotalEnergies, are driving this change. They are buying renewable assets and forming new partnerships.

TotalEnergies already owns 1.1 GW of offshore wind and 1.3 GW of gas capacity in the UK. The new 435 MW portfolio strengthens the company’s ability to provide a full mix of clean energy sources.

TotalEnergies Electricity
Source: TotalEnergies

The oil giant can meet the UK’s rising energy demand by using solar, wind, gas, and battery storage. This approach also helps them stick to climate goals.

Powering the Path to Net Zero

Last year, TotalEnergies launched an initiative called “Our 5 Levers for Sustainable Change.” This program aims to involve all employees in reducing emissions by improving energy efficiency and using low-carbon technologies throughout the company’s operations.

In 2024, TotalEnergies reduced emissions from its operated sites by more than 36% compared to 2015 levels. This achievement was supported by over 200 projects focused on cutting emissions, which together eliminated 1.3 million tons of carbon dioxide equivalent (CO₂e).

TotalEnergies scope 1+2 carbon emissions 2023
Source: TotalEnergies

The company recently updated its emissions target for 2025 to 37 million tons (Mt) of CO₂e per year. It plans to reduce its net Scope 1 and Scope 2 emissions by 40% by 2030, compared to 2015. This goal includes using 5 million carbon credits from nature-based projects. These credits will be reserved for emissions that cannot be eliminated after 2030 and will be used gradually, at about 10% per year.

By the end of 2024, TotalEnergies had invested about $750 million in projects to reduce emissions. These investments help save 1.5 million tons of CO₂e annually and reduce energy costs by more than $100 million each year.

While emissions from flexible power generation increased slightly, this was due to the addition of combined-cycle gas turbines (CCGTs) in the U.S. and the U.K. These turbines support the company’s expansion of low-carbon electricity.

Despite this, TotalEnergies’ total emissions fell by 25% compared to 2015 levels, showing significant progress toward its net-zero goals.

By investing in both solar power and battery storage, TotalEnergies is helping to ensure that clean electricity can be used at any time, not just when the sun is shining or the wind is blowing. This increases the reliability of the energy system and reduces the risk of power interruptions.

TotalEnergies’ recent acquisition from Low Carbon shows how big energy firms are leading the shift to cleaner, more dependable energy. The company is expanding its renewable energy portfolio, which supports national and global efforts to cut carbon emissions and protect the environment.

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Doubling SAF Production by 2025: IATA’s Push for Greener Skies Still Faces Big Hurdles

The International Air Transport Association (IATA) has announced a major target: doubling global Sustainable Aviation Fuel (SAF) production to 2 million tonnes (2.5 billion liters) by 2025. That would mark real progress for a sector under increasing scrutiny for its carbon emissions. Yet even with that increase, SAF would still make up just 0.7% of total aviation fuel use—a sliver of what’s needed to decarbonize the skies.

The aviation sector accounts for nearly 2% of global CO₂ emissions, and SAF is currently seen as the most viable near-term solution to cut that number. Unlike conventional jet fuel, SAF is derived from renewable feedstocks like waste oils and organic waste, and can reduce lifecycle emissions by up to 80%.

Still, airlines are far from breaking their dependency on fossil fuel. Today, 99% of aviation fuel remains petroleum-based, and without major policy interventions, that may not change fast enough.

Aviation emissions SAF
Source: ICAO

Why Scaling SAF Remains So Hard—and Expensive

IATA further explains that sustainable aviation fuel (SAF) costs about five times more than regular jet fuel. This high price comes from the complex process of making SAF, which uses advanced technology and hard-to-find raw materials. On top of that, airlines face extra costs to meet government rules in places like the EU and the UK. For example, European airlines may have to spend an extra $1.7 billion just to follow SAF requirements.

Willie Walsh, IATA’s Director General, said,

“While it is encouraging that SAF production is expected to double to 2 million tonnes in 2025, that is just 0.7% of aviation’s total fuel needs. And even that relatively small amount will add $4.4 billion globally to the fuel bill. The pace of progress in ramping up production and gaining efficiencies to reduce costs must accelerate.”

For smaller airlines, these costs are especially punishing. That’s why IATA and industry leaders are calling for stronger government support—tax credits, subsidies, and policy reforms that can level the playing field with fossil fuels.

Without such support, there’s a risk that SAF production could stagnate right when it needs to ramp up.

Walsh further says,

“This highlights the problem with the implementation of mandates before there are sufficient market conditions and before safeguards are in place against unreasonable market practices that raise the cost of decarbonization. Raising the cost of the energy transition that is already estimated to be a staggering $4.7 trillion should not be the aim or the result of decarbonization policies. Europe needs to realize that its approach is not working and find another way.”

Government Support: The Missing Link?

Progress is visible in some regions. The Biden administration has launched green aviation programs in the U.S., though many in the sector say the funding and guarantees still fall short. Meanwhile, Norway and Sweden are setting the pace with robust incentives that make SAF more accessible and affordable.

These countries show that smart policy can align environmental and economic goals. Their models could be copied elsewhere, especially in emerging markets where aviation growth is exploding.

IATA urges governments to focus on three key priorities:

  1. Fixing the policy imbalance: Redirecting a portion of the $1 trillion in annual fossil fuel subsidies could boost SAF economics dramatically.

  2. Building integrated energy strategies: A long-term plan must ensure SAF gets a fair slice of the renewable energy supply and infrastructure.

  3. Supporting CORSIA: IATA wants more Eligible Emissions Units (EEUs) available under the Carbon Offsetting and Reduction Scheme for International Aviation (CORSIA). So far, only Guyana has made its carbon credits available to airlines under the scheme.

Building the SAF Market: IATA’s Initiatives

To help scale up the SAF market, IATA is supporting two key programs:

  • SAF Registry (via CADO): A global system to track SAF usage and emissions reductions. It ensures compliance with standards like CORSIA and the EU ETS.

  • SAF Matchmaker: A platform that connects airlines seeking SAF with producers who have it, helping both sides find better deals and drive volume.

Together, these tools aim to bring more transparency and efficiency to a market that’s still in its infancy.

The Global SAF Market in 2030: A Long Climb Ahead

The U.S. Department of Energy aims to produce 3 billion gallons of sustainable aviation fuel (SAF) per year by 2030, scaling up to 35 billion gallons annually by 2050 to meet the entire aviation sector’s demand. These fuels are expected to cut greenhouse gas emissions by at least 50%.

SAF supply

Key trends shaping the SAF market:

  • High prices continue to slow adoption

  • Investor interest is rising, especially in new tech like waste-to-fuel systems that could cut costs

  • Policy action will determine how fast production scales

With the right mix of investment and regulation, SAF could become cost-competitive with fossil fuel sooner than many expect.

India: A Growing Aviation Power Makes a SAF Play

India is stepping into the spotlight with bold SAF goals. As the world’s third-largest oil consumer and third-largest aviation market, India has launched the Global Biofuels Alliance to accelerate the adoption of alternative fuels, including SAF.

The country aims for a 2% SAF blend in international flights by 2028. To reach this goal, India plans to offer guaranteed pricing, capital support, and technical standards.

IATA is partnering with ISMA (Indian Sugar & Bio-Energy Manufacturers Association) and Praj Industries to guide India on feedstock sustainability and lifecycle assessments—critical steps toward building a globally recognized SAF ecosystem.

Can the Aviation Industry Afford to Go Green?

While the goal to double SAF production is commendable, cost remains the industry’s biggest concern. Airlines operate on razor-thin margins and can’t absorb high fuel costs without passing them on to passengers.

What’s needed is a system-wide alignment:

  • Governments must provide financial support through subsidies and grants
  • Airlines must commit to long-term SAF purchase agreements
  • Investors must back scalable, cost-cutting tech
  • Consumers must favor low-carbon travel options

The stakes are high, but so is the potential. SAF offers the most immediate path to decarbonize long-haul aviation, where electric or hydrogen options won’t be viable anytime soon.

Doubling SAF output to 2 million tonnes by 2025 is a strong step. But to meet net-zero goals by 2050, the world needs to go far beyond. That means bold policies, faster tech innovation, and deeper collaboration between governments, airlines, and energy producers.

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