Global energy transition investment hit $2.3 trillion in 2025. But capital is concentrating in data centers and a few large managers, leaving most clean energy deals competing for less.

Rare Element Resources reports Bear Lodge is tracking toward March 2028 federal permitting completion under FAST-41, with its Wyoming separation demonstration plant targeting late summer 2026.

Federal permitting blocked 11 GW of clean energy in one year. The interconnection queue holds 2,060 GW more. Operations teams with project-tied energy timelines carry direct exposure.

Clean energy project finance credit standards shifted in 2025 and 2026. Companies with infrastructure commitments built on older assumptions are running into those changes now.

M-44 cyanide devices are back in the predator-control debate. For land managers, the issue now spans safety, liability, pets and endangered wildlife.

Las Virgenes is testing subsea desalination. The project could add a local supply option as drought and imported water risks grow.

DOE selected Duke Energy for up to $96 million in federal funding for reliability upgrades at coal-fired power plants in Kentucky and North Carolina across three sites.

Red Metals is investing $70 million in a North Charleston copper rod plant launching Q4 2026, targeting shorter lead times for electrical infrastructure and advanced manufacturing buyers.

Permitting delays are stranding pre-development capital and driving carry costs higher. CFOs evaluating energy and infrastructure projects need to treat permitting uncertainty as a front-end financial risk.

Steel, copper, and grid material costs have reset project economics across clean energy and infrastructure. Finance teams holding 2022-era models need to close the gap before H2 capital decisions land.

Wisconsin settled its PFAS enforcement case against Tyco Fire Products, requiring a $10M trust fund payment, replacement wells, and 20 years of groundwater monitoring in Marinette County.

Battery design is becoming a core issue for autonomous systems. Anthro and EnPower are targeting U.S.-made cells for defense, robotics and edge AI.

T5’s East Texas lithium project has secured a five-year Glencore offtake deal. The agreement links Smackover output to U.S. battery supply chains.

Massachusetts health officials are testing air quality at Uxbridge High School after multiple teachers were diagnosed with breast cancer.

Vermont's governor vetoed H.727, the Vermont Sustainable Data Centers Act, on May 28. The House failed to override the next day, leaving the state reliant on existing regulatory tools.

Xos launched a 2.5MWh containerized energy storage system targeting AI data centers and industrial sites stuck behind three-to-seven-year grid interconnection timelines.

A 900,000-gallon white liquor tank implosion at Nippon Dynawave's Longview mill killed 11 workers on May 26. Federal investigators are on site as scrutiny mounts over the facility's safety record.

FireRock’s turf shift cuts water demand. It also keeps more tee times open as desert golf operators rethink winter overseeding.

Farms and rural firms are adding small wind to solar and storage. Hybrid systems can support resilience, manage costs and reduce grid dependence at more sites.

REV Exploration closes a $4M raise with Eric Sprott to advance its Aden Dome helium and natural hydrogen prospect as Middle East supply disruptions accelerate the North American sourcing race.