Climate Tech Newsletter: May 25, 2026

Welcome to last week’s edition of the CBKNY’s Weekly News Highlights. Explore the latest policies, innovations, and market trends driving the future of climate tech.

Climate Tech Insights

Climate tech momentum this week centered on critical mineral competition, carbon-market expansion, and fusion-energy reform as governments and industries adjusted to mounting geopolitical and energy-security pressures. Balcony solar adoption and industrial decarbonization gained traction, while the EPA’s PFAS rollback, Germany’s climate warning, and North Carolina’s repeal efforts exposed growing resistance to climate regulation despite continued clean-energy investment and infrastructure growth.

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1. EPA to Formally Rescind Certain PFAS Drinking Water Regulations
   May 19, 2026 – Waste Dive

2. Critical Infrastructure Owners Form Cybersecurity Coalition to Address Government Gaps
   May 19, 2026 – Utility Dive

3. UN Climate Crisis Vote Shows Political Momentum Growing, Say Experts
   May 22, 2026 – The Guardian

4. Big oil’s war profits may have a silver lining after all
   May 22, 2026 – The Guardian

5. Climate Tech Companies Are Pivoting to Critical Minerals
   May 21, 2026 – MIT Technology Review

6. HSBC to Lend $4 Billion to Help China Clean Tech Scale Globally
   May 18, 2026 – Reuters

7. Germany Set to Miss 2030 Climate Goals, Independent Body Warns
   May 18, 2026 – Reuters

8. NextEra-Dominion Deal Won't Be Last in AI Power Build-Out
   May 19, 2026 – Reuters

9. Meeting Oil Demand Will Be Essential for Decades, Shell CEO Says
   May 19, 2026 – Reuters

10. Battery Storage Firms Eye AI Demand but Face Grid Supply Hurdles
    May 19, 2026 – Reuters

11. This Quant Trader Wants to Run Batteries Like a Hedge Fund
    May 21, 2026 – Latitude Media

12. Italian Meat Giant Amadori Backs Plant-Based Brand Unconventional in Climate-Conscious Pivot
    May 14, 2026 – Green Queen

13. Enbridge, Meta to Build 365 MW Solar and 200 MW Storage Project
    May 22, 2026 – ESG Dive

14. AC and DC Augmentation in BESS: The Differences Between the Two Approaches
    May 19, 2026 – Energy Storage News

15. North Carolina Bill Sets Up Repeal of 2050 Climate Goal
    May 20, 2026 – E&E News

16. Grid Batteries Get Record Boost From Data Centers
    May 21, 2026 – E&E News

17. Where Does Balcony Solar Stand in Your State?
    May 20, 2026 – Canary Media

18. Wind and Solar Outgenerated Gas in the US for the First Time in April
    May 22, 2026 – Canary Media

19. Shareholders Press Big Tech Over AI Energy Use and Climate Goals
    May 21, 2026 – Bloomberg

20. Iran Energy Shock Supports Boom in Renewables and Electrification
    May 19, 2026 – Bloomberg

21. Fusion Energy Gets a Simpler Federal Review Process
    May 22, 2026 – Axios

22. Clean Energy Boom Survives the AI Era and Tax Credit Cuts
    May 19, 2026 – Axios

23. Microsoft's Carbon Removal Plans Aren't Dead After All
    May 20, 2026 – TechCrunch

24. Maersk Advances Shipping Decarbonization With First 100% Ethanol Voyage
    May 20, 2026 – ESG News

25. A 'Super El Niño' Could Be on Its Way. Here's What That Means.
    May 20, 2026 – CNN

26. Inside the Booming Business of Cattle Embryos
    May 14, 2026 – Corporate Knights

27. Airlines Get Payment Breathing Room in New Carbon Credit Financing Push
    May 12, 2026 – Carbon Herald

28. CATL and Tencent Back 10M Tonne Carbon Credit Push Amid Global Market Slowdown
    May 21, 2026 – Carbon Credits

29. Carbon Pricing Covers 29% of Global Emissions and Hits Record $107 Billion in Revenues
    May 22, 2026 – Carbon Credits

30. Canada's $600M Carbon Pricing Deal Signals a New Push for Carbon Capture
    May 20, 2026 – Carbon Credits