Top Reads + Hot Takes

  1. $92 billion.

    At the first Pennsylvania Energy and Innovation Summit at Carnegie Mellon University, President Trump cheered $92 billion in investment in both energy and AI infrastructure, Bloomberg reports.

    Blackstone's president Jon Gray touted the potential of colocation. “The special sauce here is putting these together, because building transmission lines, pipelines — that’s really difficult.”

    Cat Clifford

    Senior Science and Economics Correspondent

  2. Glimmer of hope.

    Republicans withdrew the 34% of the IRA's funds unspent by the Biden admin, but left intact programs tackling drought, rural and tribal electrification and climate resilience, Heatmap reports.

    The One Big Beautiful law didn't kill the IRA. Heatmap News says more than $105 billion of unspent funds could still be used to tackle climate change. The question is will it happen?

    Amena H. Saiyid

    Washington D.C. Correspondent

  3. Polysilicon probe.

    The U.S. Commerce Department launched a national security probe into imports of polysilicon that could result in additional tariffs primarily for China, Solar Power World reports.

    China holds a 93.5% global polysilicon market share. Via recently enacted laws and executive orders, President Trump is making it hard to make and deploy solar panels. This is yet another step.

    Amena H. Saiyid

    Washington D.C. Correspondent

  4. Chris Wright.

    In an op-ed published by The Economist, Trump's Energy Secretary Chris Wright is crystal clear that the current administration is focused on energy growth above all else in the name of prosperity.

    He acknowledges climate change as a risk, but says as CO2 in the atmosphere has increased, so too has life expectancy. The blind spot? The dangerous and deadly costs of global warming are exponential.

    Cat Clifford

    Senior Science and Economics Correspondent

  5. Setting precedent.

    The Defense Department's multibillion-dollar agreement with MP Materials to a secure an end-to-end domestic, rare earths supply chain sets a precedent, Columbia's CGEP writes.

    Undoubtedly a good deal, but as the article notes, let's see whether this agreement to secure long-term offtake agreements spreads to other commodities as well. If it does, it's a huge win.

    Amena H. Saiyid

    Washington D.C. Correspondent

  6. Sitting ducks.

    Climate change is making extreme weather events more frequent and dangerous, but humans and governments are not acknowledging the problem sufficiently or taking enough action, the AP reports.

    Key quote: “There’s plenty of evidence that we sit there and do absolutely nothing while these risks are coming right at us like a moving railroad train and we’re standing in the tracks."

    Cat Clifford

    Senior Science and Economics Correspondent