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Cleantech Tracker

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An illustration of a worker wearing a iron-working helmet and face shield stoking an industrial furnace; the sparks form a bar chart in blues and greens.

After years of historic growth, industrial cleantech investments falter

Investments into industrial decarbonization technologies edged down in the first quarter of 2025. Those investments are expected to fall further as companies pledge less money to the sector.
Data Dives
Cat Clifford 2 min read
An illustration of a pie chart in the foreground; the pie chart has six segments, one has a picture of a solar panel and a wind turbine in it; one of the other segments have a

Five states lead on solar and wind manufacturing. Here’s why.

Texas, New York, Georgia, Ohio and New Mexico — in that order — together attracted nearly half of all solar and wind manufacturing dollars in the U.S. from 2018 through 2024.
Explainers
Jillian Mock 4 min read
An illustration of three large storage containers lined up in a row, one with

Cipher analysis: Emerging clean technologies see sharp drop in investments this year

Spending announced for several key emerging clean technologies in the United States fell this year, as market forces, lack of infrastructure and political and regulatory uncertainty disrupted the momentum built up in recent years.
Latest News
Amena H. Saiyid 4 min read
An illustration showing the Northeastern United States and three green dots, one on Nantucket island and two on Long Island, with lines coming from a battery unit with

Northeast leads U.S. in storing energy for long periods

The region boasts at least three of the small handful of grid-scale facilities that can store more than eight hours of power. Most of the battery systems being installed around the country have a maximum storage capacity of just four hours.
Latest News
Amena H. Saiyid 5 min read

Lithium leads critical minerals boom: Cipher tracker

North Carolina and Nevada are emerging as centers of mining and processing lithium, a mineral critical for electric vehicle batteries and energy storage. The article examines the progress the United States has made since the enactment of key federal laws in establishing manufacturing facilities to make battery ready lithium.
Latest News
Amena H. Saiyid 6 min read
An illustration showing a map of a region in North Carolina where there is a proposed lithium mine and someone holding up a rock containing lithium.

Biofuels offer low-hanging fruit in nascent carbon capture industry

Ethanol’s characteristics — smaller plants and denser streams of CO2 emissions — make carbon capture easier and cheaper compared with other industries.
Latest News
Amena H. Saiyid 4 min read
An ear of corn hangs from a drying stalk in a field of corn with a grain storage tank out of focus in the background.

Everything is bigger in Texas, including the hydrogen

Texas and neighboring Louisiana have attracted some of the biggest clean hydrogen projects in the country, according to Cipher's new Cleantech Tracker.
Latest News
Amena H. Saiyid 4 min read
An illustration in black and white with an outline of the state of Texas and two hydrogen molecules, as well as a construction crane and hydrogen storage facilities in the background.

In U.S., clean hydrogen draws more dollars than managing carbon

Clean hydrogen production is attracting more investment than any other emerging technology, Cipher's new Cleantech Tracker shows.
Data Dives
Amena H. Saiyid < 1
Stacked bar chart showing cleantech investment in emerging technologies between 2018 and third quarter of 2023.

How to build demand for clean hydrogen

Almost no clean hydrogen exists in the U.S. today, and barely any demand either. To fill these gaps, a debate is brewing about how exactly to use the odorless and abundant molecule in the most effective and efficient ways.
Explainers
Amena H. Saiyid 4 min read
White pipes with a red release valve with 'Hydrogen H2' written on the side of a pipe.

Carbon capture needs to ramp up significantly by 2030

Efforts to capture carbon dioxide emissions need to accelerate rapidly in the next seven years to get on track to help the world achieve net zero by mid-century, according to a new report.
Data Dives
Jillian Mock 2 min read
Stacked bar chart with lines of blue and green.

Clean hydrogen struggles to take off

Clean hydrogen generates a lot of enthusiasm but fewer commitments.
Data Dives
Bill Spindle 2 min read

Here are the five states leading on cleantech investments

Electric cars and their supply chains are driving record cleantech investments across the United States, led by California, Texas and Florida.
Data Dives
Amena H. Saiyid < 1
Blue and green bar chart.

Exclusive: United inks largest deal for clean jet fuel with novel method

Houston-based startup Cemvita has inked a deal with United Airlines to supply 50,000 gallons a year of clean jet fuel made by microbes using recycled CO2.
Latest News
Amena H. Saiyid 2 min read
Photo of an airplane landing on a runway

U.S. cleantech investment soars, new database finds

U.S. cleantech investments have nearly tripled in the past five years since the enactment of three key pieces of legislation, according to a new database from Rhodium Group and MIT CEEPR.
Data Dives
Amena H. Saiyid 2 min read
Blue and green horizontal bars.

One year into climate law, data shows U.S. lagging 2030 goals

One year after becoming law, recent studies by the Rhodium Group and BloombergNEF show the Inflation Reduction Act will have "a muted impact" on the industrial, agricultural and building sectors of the economy.
Data Dives
Amena H. Saiyid < 1
Colorful line chart representing different scenarios for IRA tax credits.

Carbon recyclers say climate law could hurt business

Companies re-utilizing CO2 in the production of everyday products did not receive the same tax credits under the Inflation Reduction Act as those involved in storing CO2, prompting questions of parity.
Latest News
Amena H. Saiyid 4 min read
Smoke stacks in red and sustainable products like a dress and a plane in blue. Carbon emissions being reutilized in fabric, aviation fuel, etc.. instead of being released into the atmosphere.

The many ways of removing carbon from the air

Governments and companies are increasingly betting on a mix of technologies to remove huge amounts of carbon dioxide (CO2) from the air as the effects of climate change become more and more pronounced.
Explainers
Anca Gurzu 4 min read

Why we need to remove carbon from the air

To avoid the most catastrophic impacts of climate change—and achieve a net-zero world—we need to not only reduce our emissions, but also remove residual carbon dioxide (CO2) from the air.
Explainers
Anca Gurzu 3 min read

As tax debate rages, massive scale needed for clean hydrogen

The United States will need to turbocharge clean hydrogen production if it hopes to meet the Biden administration’s ambitious targets, according to a recent study by two think tanks.
Data Dives
Amena H. Saiyid 2 min read

Global hydrogen trade may be just a pipe dream

As interest in hydrogen as a clean energy source increases, a flurry of proposed projects to either import or export hydrogen (or its derivatives) is emerging across the world.
Voices
Anne-Sophie Corbeau 3 min read

U.S. carbon storage projects pile up at EPA

As Washington wages parallel battles on permitting and new environmental regulations, one conundrum crisscrosses both: A pileup of permit applications to store carbon dioxide underground.
Latest News
Amena H. Saiyid 5 min read

Why we’re in a business we wish didn’t need to exist

It’s odd to work every day developing an industry we wish didn’t have to exist. But that’s exactly what we’re doing. Each morning, we wake up and consider the different ways to pull carbon dioxide from the atmosphere.
Voices
Grant Faber, Na'im Merchant, & Noah McQueen 3 min read

How to understand the U.S. battle over hydrogen tax credits

A battle as complex as it is significant is brewing in the global race to secure government subsidies to scale up an American clean hydrogen economy.
Explainers
Amena H. Saiyid 5 min read

Storage quest arises amid hydrogen rush

Two underground caverns nearly twice the height of the Eiffel Tower are poised to store enough hydrogen to provide seasonal backup for variable renewable electricity.
Explainers
Amena H. Saiyid 4 min read

Nuclear support grows amid push for clean hydrogen

The United States’ first hydrogen plant fueled by nuclear energy has just powered up in New York. The moment reflects two trends converging in the past few years.
Latest News
Amena H. Saiyid 3 min read

Clean jet fuel could take off with new climate law

The U.S. government is for the first time in history singling out and subsidizing cleaner aviation fuel. Such a move is poised to help clean up one of the most high-profile ways our society contributes to climate change.
Harder Line
Amy Harder 4 min read

If we can’t build things, we can’t tackle climate change: potential solutions

The U.S. government, venture capitalists and academics are looking for solutions to a messy trio of local opposition, outdated permitting processes and backlogged bureaucracy that’s threatening to upend America’s rapid shift to clean energy.
Harder Line
Amy Harder 3 min read

If we can’t build things, we can’t tackle climate change: the problem

Local opposition, convoluted permitting processes and backlogged bureaucracies are hamstringing our attempts to tackle climate change.
Harder Line
Amy Harder 3 min read

Why the hydrogen rainbow doesn’t tell the whole story

There’s one energy source the world is increasingly betting on in the race to decarbonize the economy: hydrogen.
Explainers
Anca Gurzu 3 min read

Electricity-powered hydrogen to dominate by 2050: report

Hydrogen produced from electricity will be the dominant form of production by mid-century, according to a forecast released this week by Oslo-based consulting group DNV.
Data Dives
Anca Gurzu < 1

Leading carbon removal firm avoids oil company partnerships

The world’s leading company capturing carbon dioxide from the atmosphere is opting not to partner with oil and gas companies, in contrast with its top competitors.
Harder Line
Amy Harder 4 min read

Australia, U.K. and U.S. lead in low-carbon hydrogen projects

Global investments in low-carbon hydrogen supply are ramping up, with the bulk of new projects focusing on renewable hydrogen production.
Data Dives
Anca Gurzu < 1

Despite growth, big leaps needed for direct air capture tech

Technology that’s able to capture carbon dioxide directly from the sky is advancing rapidly, but it needs to grow much more to fill its role in combating climate change, a new International Energy Agency report finds.
Data Dives
Anca Gurzu 2 min read

Carbon removal technology key to net zero, world’s scientists agree

The latest report from United Nations climate scientists does the arithmetic of a net-zero world. The IPCC concludes—more categorically than ever—that we’ve already overshot key greenhouse gas emissions thresholds.
Voices
Julio Friedmann 3 min read

Visualizing the deployment gap in cars, carbon and more

The climate provisions of the Build Back Better bill would give a boost of anywhere between 39% and 75% in key clean energy technologies, according to data by Rhodium Group.
Data Dives
Amy Harder < 1

To tackle climate change, carbon storage should be all the rage

Most of the carbon dioxide emissions that could be technically captured by 2030 will likely be stored, according to McKinsey & Company.
Data Dives
Amy Harder < 1

Carbon is the trash of our climate change era

We pay to get our garbage hauled away every week. Yet we’ve been letting carbon waste pile up in our skies since we first started putting it there more than 250 years ago.
Explainers
Amy Harder 3 min read

U.S. federal funding for carbon removal tech skyrockets

The big increase in funding beginning this year reflects the infrastructure law’s appropriations for carbon removal technologies.
Data Dives
Amy Harder < 1

Carbon recycling pioneer LanzaTech eyes going public

LanzaTech is not a household name, but the company’s technology is helping clean up household items.
Q&A
Amy Harder 3 min read

Venture capital pouring into hydrogen

Investments into a range of different hydrogen-related technologies are increasing around the world, the International Energy Agency said in a recent report on the topic.
Data Dives
Amy Harder < 1
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