Funding + Investing

California’s SB 343 update gives cartons fresh labeling clarity. New MRF data shows stronger sortation, but recovery work remains.

Costa Rica's experience illustrates what happens when environmental protection is treated as an economic design problem rather than a compliance obligation

With median interconnection timelines approaching five years, facilities teams are redesigning project sequencing around a queue that most enterprise plans never accounted for.

CFOs entering Q3 face a triage question: which infrastructure-dependent projects can actually execute on their original timelines, and what changes next.

Tariff volatility, critical mineral concentration and supplier concentration have shifted the sources of procurement leverage heading into Q3 2026.

Infrastructure constraints on power, water and permits are structural, not cyclical. Executives still planning around their resolution are planning for an environment that doesn't exist.

MediSun and Yanrun are launching a Singapore JV for brine recovery. The move targets industrial water reuse markets facing tighter rules.

UPS is investing $48 million in temperature-controlled freight facilities while expanding AI-powered logistics to support growing pharmaceutical demand.

Speakers at London Climate Action Week said cities, businesses, and regional coalitions are increasingly driving climate action ahead of COP31.

Operators cannot control power demand growth, infrastructure upgrade timelines, permitting contest rates or capital selectivity. What they can control is how early those realities enter their planning

Grid queues, water access, permitting risk and capital timing are converging on the same projects. That is changing how executives plan for Q3.

Colorado CDPHE is accepting applications for its Environmental Justice Grant Program, funding up to 10 projects in pollution-impacted communities.

Many organizations entered 2026 expecting normalization. Q2 suggests the second half will be defined by adaptation rather than recovery.

For years, organizations optimized for efficiency. In today's operating environment, excess capacity is increasingly becoming a strategic asset organizations can't quickly replicate.

A new University of Wyoming project highlights how DOE increasingly views coal plants as platforms for critical minerals, water savings, and carbon capture.

Illinois HB1700 expands state authority over renewable energy siting disputes, signaling a broader shift toward accelerating project development.

For years, uncertainty justified delay. Increasingly, uncertainty itself is becoming the cost organizations can no longer afford to absorb.

The projects moving forward in the second half of 2026 are increasingly defined by infrastructure readiness, permitting certainty, and execution feasibility rather than projected returns alone.

The biggest risk entering H2 may not be execution. It may be relying on planning assumptions that no longer reflect operating conditions.

Grid capacity limits, water constraints, permitting delays, and capital deployment challenges are increasingly converging on the same projects.

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