The global energy landscape is undergoing a seismic shift, with 2025 poised to mark a pivotal year for clean energy technologies. According to S&P Global Commodity Insights’ latest report, cleantech energy supply investments will surpass upstream oil and gas spending for the first time, underscoring the growing dominance of renewables in shaping energy production and consumption.
A Billion-Dollar Leap: Clean Energy Investments Overtake Oil & Gas
In 2025, cleantech energy supply spending is forecast to reach $670 billion, a historic milestone in the energy transition as shown below by S&P Global analysis. That figure will further increase by 2030, creating a huge gap between clean energy technology and upstream oil and gas investments.

Solar PV alone is expected to account for half of this investment and two-thirds of installed megawatts. It is then followed by onshore wind investment.

However, despite this financial commitment, current investment levels fall short of the climate goal to triple renewable capacity by 2030. The International Energy Agency’s (IEA) net zero roadmap specifically outlines this as a crucial climate ambition to achieve.
IEA’s Roadmap to Net Zero by 2050

Regionally, China’s capital efficiency in renewable energy investments leads the charge. Projections indicate nearly twice the gigawatts added per dollar spent compared to the U.S. This advantage solidifies China’s role as a major player in renewable energy expansion, even as global supply chain tensions present challenges.
Cleantech Supply Chain Tensions
China remains a dominant force in solar, wind, and battery manufacturing. However, its expansive supply chain faces pressures from a slowing domestic economy. The oversupply of equipment from China continues to drive prices down globally, reshaping industry dynamics.
S&P Global projections further suggest that by 2030, China’s market share in PV module production will decline to 65%, and battery cell manufacturing will drop to 61%. While this diversification may alleviate dependence on a single market, it also raises questions about how other nations will scale their production capabilities.
Battery Storage: The Missing Piece to Renewable Viability
Battery energy storage is becoming indispensable for renewable energy projects, particularly in regions with high solar PV penetration. While solar costs have declined significantly, developers face economic hurdles due to low power purchase agreement (PPA) expectations and the “cannibalization” effect—where midday energy overproduction drives prices to negligible levels.
To address these challenges, integrating battery energy storage has emerged as a critical strategy. Storage solutions enable renewable projects to stabilize energy output and optimize market participation, making investments more financially viable.
A good example that many call solar-plus-storage system is beginning to gain attention in the U.S. This system is transforming the renewable energy landscape.
By pairing solar panels with battery storage, solar-plus-storage systems address solar power’s intermittency and timing challenges. These hybrid systems provide a steady energy supply, boost grid reliability, and open new revenue streams for solar plants.
Solar facilities can earn through capacity payments and arbitrage—buying energy at lower prices, storing it, and selling when demand drives prices higher. China and the U.S. will continue to dominate this market.

Smart Grids and Smarter Strategies: AI’s Role in the Energy Evolution
Artificial intelligence (AI) is revolutionizing the cleantech sector, particularly in grid planning and renewable energy forecasting. Accurate predictions of intermittent renewable energy generation are crucial to maintaining grid stability.
For instance, AI-driven predictive maintenance for wind farms reduces downtime and increases energy production by up to 30%. AI also improves grid performance, reducing congestion and integrating more renewables without costly infrastructure upgrades.
Moreover, AI-powered trading applications help mitigate risks arising from forecast discrepancies, which can vary by as much as 700%. By enhancing energy management, AI facilitates smoother integration of renewables into the grid.
AI’s impact on grid-enhancing technologies has helped increase grid capacity by 20%, supporting the growing share of clean energy. Additionally, companies like Google, Microsoft, and Tesla are investing heavily in AI, with Tesla’s AI-driven energy storage solutions improving battery performance and extending lifespan by 15%.
However, the rise of AI also introduces risks, including cybersecurity vulnerabilities and ethical concerns, which will require proactive governance to address.
Meanwhile, data centers are also becoming a driving force in corporate clean energy procurement. Currently, these energy-intensive facilities account for 200 TWh, or 35%, of global corporate clean energy purchases. By 2030, their demand is projected to rise to 300 TWh annually, with North America leading this surge.
The growing role of data centers reflects the broader corporate commitment to sustainability, as businesses increasingly prioritize renewable energy to meet climate goals and manage operational costs.
Charging Ahead: 2025 and the Clean Energy Revolution
2025 represents a transformative year for clean energy technologies, with investments and innovations accelerating the global energy transition. From renewable energy expansion to advances in storage systems, the sector is rapidly evolving to meet ambitious climate targets.
Though challenges such as supply chain tensions, economic hurdles, and investment gaps persist, the collective commitment to sustainability and decarbonization signals a promising future for cleantech. As AI, storage solutions, and corporate procurement strategies redefine the energy landscape, 2025 will solidify clean energy’s role as the cornerstone of a sustainable, resilient global economy.
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Carbon Footprint
Climate Impact Partners Unveils High-Quality Carbon Credits from Sabah Rainforest in Malaysia
The voluntary carbon market is changing. Buyers are no longer focused only on large volumes of cheap credits. Instead, they want projects with strong science, long-term monitoring, and clear proof that carbon has truly been removed from the atmosphere. That shift is drawing more attention to high-integrity, nature-based projects.
One project now gaining that spotlight is the Sabah INFAPRO rainforest rehabilitation project in Malaysia. Climate Impact Partners announced that the project is now issuing verified carbon removal credits, opening access to one of the highest-quality nature-based removals currently available in the global market.
Restoring One of the World’s Richest Rainforest Ecosystems
The project is located in Sabah, Malaysia, on the island of Borneo. This region is home to tropical dipterocarp rainforest, one of the richest forest ecosystems on Earth. These forests store huge amounts of carbon and support extraordinary biodiversity. Some dipterocarp trees can grow up to 70 meters tall, creating habitat for orangutans, pygmy elephants, gibbons, sun bears, and the critically endangered Sumatran rhino.
However, the forest within the INFAPRO project area was not intact. In the 1980s, selective logging removed many of the most valuable tree species, especially large dipterocarps. That caused serious ecological damage. Once the key mother trees were gone, natural regeneration became much harder. Young seedlings also had to compete with dense vines and shrubs, which slowed the forest’s recovery.
To repair that damage, the INFAPRO project was launched in the Ulu-Segama forestry management unit in eastern Sabah.
- The project has restored more than 25,000 hectares of logged-over rainforest.
- It was developed by Face the Future in cooperation with Yayasan Sabah, while Climate Impact Partners has supported the project and helped bring its credits to market.
Why Sabah’s Carbon Removals are Attracting Attention
What makes Sabah INFAPRO different is not only the size of the restoration effort. It is also the way the project measured carbon gains.

Many forest carbon projects issue credits in annual vintages based on year-by-year growth estimates. Sabah INFAPRO followed a different path. It used a landscape-scale monitoring system and waited until the forest moved through its strongest natural growth period before issuing removal credits.
- This approach gives the credits more weight. Rather than relying mainly on short-term annual estimates, the project measured carbon sequestration over a longer period. That helps show that the forest delivered real, sustained, and measurable carbon removal.
The scientific backing is also unusually strong. Since 2007, the project has maintained nearly 400 permanent monitoring plots. These plots have allowed researchers, independent auditors, and technical specialists to observe the full growth cycle of dipterocarp forest recovery. The result is a large body of field data that supports carbon calculations and strengthens confidence in the credits.
In simple terms, buyers are not just being asked to trust a model. They are being shown years of direct forest monitoring across the project landscape.
Strong Ratings Support Market Confidence
Independent assessment has also lifted the project’s profile. BeZero awarded Sabah INFAPRO an A.pre overall rating and an AA score for permanence. That places the project among the highest-rated Improved Forest Management, or IFM, projects in the world.
The rating reflects several important strengths. First, the project has very low exposure to reversal risk. Second, it has a long and stable operating history. Third, its measured carbon gains align well with peer-reviewed ecological research and independent analysis.
These points matter in today’s market. Buyers have become more cautious after years of debate over the quality of some forest carbon credits. As a result, they now look more closely at durability, transparency, and third-party validation. Sabah INFAPRO’s rating helps answer those concerns and makes the project more attractive to companies looking for credible carbon removal.
The project is also registered with Verra’s Verified Carbon Standard under the name INFAPRO Rehabilitation of Logged-over Dipterocarp Forest in Sabah, Malaysia. That adds another level of market recognition and verification.
A Wider Model for Rainforest Recovery
Sabah INFAPRO also shows why high-quality nature-based projects are about more than carbon alone. The restoration effort supports broader ecological recovery in one of the world’s most important rainforest regions.
Climate Impact Partners said it has worked with project partners to restore degraded areas, run local training programs, carry out monthly forest patrols, and distribute seedlings to support rainforest recovery beyond the project boundary. These efforts help strengthen the wider landscape and expand the project’s environmental impact.
That broader value is becoming more important for buyers. Companies increasingly want projects that support biodiversity, ecosystem health, and local engagement, along with carbon removal. Sabah INFAPRO offers that mix, making it a stronger fit for the market’s shift toward higher-integrity credits.

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Carbon Footprint
Bitcoin Falls as Energy Prices Rise: Why Crypto Is Now an Energy Market Story
Bitcoin’s recent drop below $70,000 reflects more than short-term market pressure. It signals a deeper shift. The world’s largest cryptocurrency is becoming increasingly tied to global energy markets.
For years, Bitcoin has moved mainly on investor sentiment, adoption trends, and regulation. Today, another force is shaping its direction: the cost of energy.
As oil prices rise and electricity markets tighten, Bitcoin is starting to behave less like a tech asset and more like an energy-dependent system. This shift is changing how investors, analysts, and policymakers understand crypto.
A Global Power Consumer: Inside Bitcoin’s Energy Use
Bitcoin depends on mining, a process that uses powerful computers to verify transactions. These machines run continuously and consume large amounts of electricity.
Data from the U.S. Energy Information Administration shows Bitcoin mining used between 67 and 240 terawatt-hours (TWh) of electricity in 2023, with a midpoint estimate of about 120 TWh.

Other estimates place consumption closer to 170 TWh per year in 2025. This accounts for roughly 0.5% of global electricity demand. Recently, as of February 2026, estimates see Bitcoin’s energy use reaching over 200 TWh per year.
That level of energy use is significant. Global electricity demand reached about 27,400 TWh in 2023. Bitcoin’s share may seem small, but it is comparable to the power use of mid-sized countries.
The network also requires steady power. Estimates suggest it draws around 10 gigawatts continuously, similar to several large power plants operating at full capacity. This constant demand makes energy costs central to Bitcoin’s economics.
When Oil Rises, Bitcoin Falls
Bitcoin mining is highly sensitive to electricity prices. Energy is the highest operating cost for miners. When power becomes more expensive, profit margins shrink.
Recent market movements show this link clearly. As oil prices rise and inflation concerns persist, energy costs have increased. At the same time, Bitcoin prices have weakened, falling below the $70,000 level.

This is not a coincidence. Studies show a direct relationship between Bitcoin prices, mining activity, and electricity use. When Bitcoin prices rise, more miners join the network, increasing energy demand. When energy costs rise, less efficient miners may shut down, reducing activity and adding selling pressure.
This creates a feedback loop between crypto and energy markets. Bitcoin is no longer driven only by demand and speculation. It is now influenced by the same forces that affect oil, gas, and power prices.
Cleaner Energy Use Is Growing, but Fossil Fuels Still Matter
Bitcoin’s environmental impact depends on its energy mix. This mix is improving, but it remains uneven.
A 2025 study from the Cambridge Centre for Alternative Finance found that 52.4% of Bitcoin mining now uses sustainable energy. This includes both renewable sources (42.6%) and nuclear power (9.8%). The share has risen significantly from about 37.6% in 2022.
Despite this progress, fossil fuels still account for a large portion of mining energy. Natural gas alone makes up about 38.2%, while coal continues to contribute a smaller share.

This reliance on fossil fuels keeps emissions high. Current estimates suggest Bitcoin produces more than 114 million tons of carbon dioxide each year. That puts it in line with emissions from some industrial sectors.
The shift toward cleaner energy is real, but it is not complete. The pace of change will play a key role in how Bitcoin fits into global climate goals.
Bitcoin’s Climate Debate Intensifies
Bitcoin’s growing energy demand has placed it at the center of ESG discussions. Its impact is often measured through three key areas:
- Total electricity use, which rivals that of entire countries.
- Carbon emissions are estimated at over 100 million tons of CO₂ annually.
- Energy intensity, with a single transaction using large amounts of power.

At the same time, the industry is evolving. Mining companies are adopting more efficient hardware and exploring new energy sources. Some operations use excess renewable power or capture waste energy, such as flare gas from oil fields.
These efforts show progress, but they do not fully address the concerns. The gap between Bitcoin’s energy use and its environmental impact remains a key issue for investors and regulators.
- MUST READ: Bitcoin Price Hits All-Time High Above $126K: ETFs, Market Drivers, and the Future of Digital Gold
Bitcoin Is Becoming Part of the Energy System
Bitcoin mining is now closely integrated with the broader energy system. Operators often choose locations based on access to cheap or excess electricity. This includes areas with strong renewable generation or underused energy resources.
This integration creates both opportunities and challenges. On one hand, mining can support energy systems by using power that might otherwise go to waste. It can also provide flexible demand that helps stabilize grids.
On the other hand, it can increase pressure on local electricity supplies and extend the use of fossil fuels if cleaner options are not available.
In the United States, Bitcoin mining could account for up to 2.3% of total electricity demand in certain scenarios. This highlights how quickly the sector is scaling and how closely it is tied to national energy systems.
Energy Markets Are Now Key to Bitcoin’s Future
Looking ahead, the connection between Bitcoin and energy is expected to grow stronger. The network’s computing power, or hash rate, continues to reach new highs, which typically leads to higher energy use.
Electricity will remain the main cost for miners. This means Bitcoin will continue to respond to changes in energy prices and supply conditions. At the same time, governments are starting to pay closer attention to crypto’s environmental impact, which could shape future regulations.

Some forecasts suggest Bitcoin’s energy use could rise sharply if adoption increases, potentially reaching up to 400 TWh in extreme scenarios. However, cleaner energy systems could reduce the carbon impact over time.
Bitcoin is no longer just a financial asset. It is also a large-scale energy consumer and a growing part of the global power system.
As a result, understanding Bitcoin now requires a broader view. Energy prices, electricity markets, and carbon trends are becoming just as important as market demand and investor sentiment.
The message is clear. As energy markets move, Bitcoin is likely to move with them.
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Carbon Footprint
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The post LEGO’s Virginia Factory Goes Big on Solar as Net-Zero Push Speeds Up appeared first on Carbon Credits.
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