CBAM certificate sales open in February 2027, but the quarter each covered good entered the EU in 2026 already fixes its carbon price and budget exposure.
California and Texas are tying data center growth to power, water and infrastructure costs as states impose tough new requirements on large loads.
A retracted study affecting some NGFS scenarios and persistent borrower data gaps are prompting closer scrutiny of how banks use climate stress tests.
The revised Ocean Investment Protocol, published Sept. 21, asks central banks and supervisors to assess ocean-related financial risk.
New IRS and ownership scrutiny on battery suppliers reaches beyond factory location to control and materials. Early checks can protect credits and schedules.
Rhine water levels fell again on September 11 after briefly recovering, pushing freight costs higher and turning river conditions into a real operating risk.
ePointZero's Azura acquisition pairs 752 MW of operating power assets with a 1.5 GW pipeline as investors seek scalable African energy platforms.
Automotive supplier distress is showing up in cash flow, debt and investment decisions before bankruptcy, creating hidden risk for procurement teams.
Fixed supplier pricing can mask rising energy, freight and material costs. Procurement teams need to know whether promised prices are still sustainable.
Suppliers are handling higher energy, freight and material costs differently, creating new pricing and financial risks for procurement teams.
Procurement, facilities, finance and sustainability each own a piece of a corporate energy contract, but the combined risk often has no single owner.
Grid curtailment can interrupt renewable energy delivery without automatically triggering force majeure, putting PPA contract language under new scrutiny.
Data center leases can pass utility rate, demand, capacity and transmission costs to tenants, creating power exposure enterprise buyers may overlook.
Volatile power and gas markets are making contract renewal timing a financial risk, pushing companies toward continuous energy hedging strategies.
Long-term corporate PPAs can create fixed, debt-like obligations that affect adjusted leverage, a growing concern for CFOs evaluating energy contracts.
A DOE court stipulation tied an October grant-cancellation tranche to state politics, adding new legal risk to federally supported hydrogen projects.
Ford, GM, Stellantis, and Honda are absorbing billions of dollars in EV losses as canceled programs and battery joint venture exits reprice capital.
Lenders, investors, suppliers, and corporate buyers evaluating offshore wind exposure face separate permitting, revenue-support, and financing hurdles.
Moody's July update puts hyperscaler lease commitments at $1.2 trillion, up from $969 billion in February, with most growth still off balance sheets.
A survey of 400-plus data center executives and widening bond spreads point the same direction: construction problems are showing up in financing costs.