Published

4 months ago

February 11, 2026

Alice Rush

We handpick and explain the most important stories at the intersection of climate, land, food and nature over the past fortnight.

This is an online version of Carbon Brief’s fortnightly Cropped email newsletter. Subscribe for free here. This is the last edition of Cropped for 2025. The newsletter will return on 14 January 2026.

Key developments

Economic risks from nature loss

RISKY BUSINESS: The “undervaluing” of nature by businesses is fuelling its decline and putting the global economy at risk, according to a new report covered by Carbon Brief. The Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services (IPBES) “business and biodiversity” report “urg[ed] companies to act now or potentially face extinction themselves”, Reuters wrote.

BUSINESS ACTION: The report was agreed at an IPBES meeting in Manchester last week. Speaking to Carbon Brief at the meeting, IPBES chair, Dr David Obura, said the findings showed that “all sectors” of business “need to respond to biodiversity loss and minimise their impacts”. Bloomberg quoted Prof Stephen Polasky, co-chair of the report, as saying: “Too often, at present, what’s good for business is bad for nature and vice-versa.”

Tensions in deep-sea mining

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JAPAN’S TAKEOFF: Japan’s prime minister, Sanae Takaichi, announced on 2 February that the country became the first in the world to extract rare earths from the deep seabed after successful retrievals near Minamitori Island, in the central Pacific Ocean, according to Asia Financial. The country hailed the move as a “first step toward industrialisation of domestically produced rare earth” metals, Takaichi said.

URGENT CALL: On 5 February, the International Seabed Authority (ISA) secretary general, Leticia Reis de Carvalho, called on EU officials to “quickly agree on an international rule book on the extraction of critical minerals in international waters”, due to be finalised later this year, Euractiv reported. The bloc has supported a proposed moratorium on deep-sea mining. However, the US has “taken the opposite approach”, fast-tracking a single permit for exploration and exploitation of seabed resources, and “might be pushing the EU – and others” to follow suit, the outlet added.

CAUTIONARY COMMENT: In the Inter Press Service, the former president of the Seychelles and a Swiss philanthropist highlighted the important role of African leadership in global ocean governance. It called for a precautionary pause on deep-sea mining due to the potential harmful effects of this extractive activity on biodiversity, food security and the economy. They wrote: “The accelerating push for deep-sea mining activities also raises concerns about repeating historic patterns seen in other extractive sectors across Africa.”

News and views

ARGENTINE AUSTERITY: The Argentinian government’s response to the worst wildfires to hit Patagonia “in decades” has been hindered by president Javier Milei’s “gutting” of the country’s fire-management agency, the Associated Press reported. Carbon Brief covered a new rapid-attribution analysis of the fires, which found that climate change made the hot, dry conditions that preceded the fires more than twice as likely.
CRISIS IN SOMALIA: The Somali government has begun “emergency talks” to address the drought that is gripping much of the country, according to Shabelle Media. The outlet wrote that the “crisis has reached a critical stage” amid “worsening shortages of water, food and pasture threatening both human life and livestock”.
FOOD PRICES FALL: The UN Food and Agriculture Organization’s “food price index” – a measure of the costs of key food commodities around the world – fell in January for the fifth month in a row. The fall was driven by decreases in the price of dairy, meat and sugar, which “more than offset” increasing prices of cereals and vegetable oil, according to the FAO.
HIGH STANDARDS: The Greenhouse Gas Protocol launched a new standard for companies to measure emissions and carbon removals from land use and emerging technologies. BusinessGreen said that the standard is “expected to provide a boost to the expanding carbon removals and carbon credit sectors by providing an agreed measurement protocol”.
RUNNING OUT OF TIME: Negotiators from the seven US states that share the Colorado River basin met in Washington DC ahead of a 14 February deadline for agreeing a joint plan for managing the basin’s reservoirs. The Colorado Sun wrote: “The next agreement will impact growing cities, massive agricultural industries, hydroelectric power supplies and endangered species for years to come.”
CORAL COVER: Malaysia has lost around 20% of its coral reefs since 2022, “with reef conditions continuing to deteriorate nationwide”, the Star – a Malaysian online news outlet – reported. The ongoing decline has many drivers, it added, including a global bleaching event in 2024, pollution and unsustainable tourism and development.

Spotlight

Aftershocks of US exiting major nature-science body

This week, Carbon Brief reports on the impacts of the US withdrawal from the global nature-science panel, IPBES.

The Trump administration’s decision to withdraw the US from the world’s main expert panel that advises policymakers on biodiversity and ecosystem science “harms everybody, including themselves”.

That’s according to Dr David Obura, chair of the Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services, or IPBES.

IPBES is among the dozens of international organisations dealing with the fallout from the US government’s announcement last month.

The panel’s chief executive, Dr Luthando Dziba, told Carbon Brief that the exit impacts both the panel’s finances and the involvement of important scientists. He said:

“The US was one of the founding members of IPBES…A lot of US experts contribute to our assessments and they’ve led our assessments in various capacities. They’ve also served in various official bodies of the platform.”

Obura told Carbon Brief that “it’s very important to try and keep pushing through with the knowledge and keep doing the work that we’re doing”. He said he hopes the US will rejoin in future.

Carbon Brief attended the first IPBES meeting since Trump’s announcement, held last week in Manchester. At the meeting, countries finalised a new “business and biodiversity” report.

For the first time in the 14-year history of IPBES, there was no US government delegation present at the meeting, although some US scientists attended in other roles.

Cashflow impacts

Dziba is still waiting for official confirmation of the US withdrawal, but impacts were being felt even before last month’s announcement.

Budget information [pdf] from last October shows that the US contributed the most money to IPBES of any country in 2024 – around $1.2m. In 2025, when Trump took office, it sent $0, as of October.

Despite this, IPBES actually received around $1.2m extra funding from countries in 2025, compared to 2024, as other nations filled the gap.

The UK, for example, increased its contribution from around $367,000 in 2024 to more than $1.7m in 2025. The EU, which did not contribute in 2024 but tends to make multi-year payments, paid around $2.7m last year. These two payments made up the bulk of the increase in overall funding.

Wider effects of US exit

Dziba said IPBES is looking at other ways of boosting funds in future, but noted that lost income is not the only concern:

“For us, the withdrawal of the US is actually much larger than just the budgetary implications, because you can find somebody who can come in and increase the contribution and close that gap.

“The US has got thousands of leading experts in the fields where we undertake assessments. We know that some of them work for [the] government and maybe [for] those it will be more challenging for them to continue…But there are many other experts that we hope, in some way, will still be able to contribute to the work of the platform.”

One person trying to keep US scientists involved is Prof Pam McElwee, a professor of human ecology at Rutgers University. She told Carbon Brief that “there are still a tonne of American scientists and other civil society organisations that want to stand up”.

McElwee and others have looked at ways for US scientists to access funding to continue working with the Intergovernmental Panel on Climate Change, which the US has also withdrawn from. She said they will try and do the same at IPBES, adding:

“It’s basically a bottom-up initiative…to make the message clear that scientists in the US still support these institutions and we still are part of them.

“Climate science is what it is and we can’t deny or withdraw from it. So we’ll just keep trying to represent it as best we can.”

Watch, read, listen

UNDER THE SEA: An article in bioGraphic explored whether the skeletons of dead corals “help or hinder recovery” on bleached reefs.

MOSSY MOORS: BBC News covered how “extinct moss” is being reintroduced in some English moors in an effort to “create diverse habitats for wildlife”.

RIBBIT: Scientists are “racing” to map out Ecuador’s “unique biological heritage of more than 700 frog species”, reported Dialogue Earth.

MEAT COMEBACK: Grist examined the rise and fall of vegan fine dining.

New science

Areas suitable for grazing animals could shrink by 36-50% by 2100 due to continued climate change, with areas of extreme poverty and political fragility experiencing the highest losses | Proceedings of the National Academy of Sciences
The body condition of Svalbard polar bears increased after 2000, in a period of rapid loss of ice cover | Scientific Reports
Studies projecting the possibility of reversing biodiversity loss are scarce and most do not account for additional drivers of loss, such as climate change, according to a meta-analysis of more than 55 papers | Science Advances

In the diary

9-12 February: Climate and cryosphere open science conference | Wellington, New Zealand
18 February: International conservation technology conference | Lima, Peru
22-27 February: American Geophysical Union’s ocean sciences meeting | Glasgow, UK

Cropped is researched and written by Dr Giuliana Viglione, Aruna Chandrasekhar, Daisy Dunne, Orla Dwyer and Yanine Quiroz. Please send tips and feedback to cropped@carbonbrief.org

The post Cropped 11 February 2026: Aftershocks of US withdrawals | Biodiversity and business risks | Deep-sea mining tensions appeared first on Carbon Brief.

Cropped 11 February 2026: Aftershocks of US withdrawals | Biodiversity and business risks | Deep-sea mining tensions

Climate Change

DeBriefed 29 May 2026: Europe’s ‘mind-boggling’ May | Indian heat deaths | Nigeria’s solar mini-grids

Published

7 hours ago

May 29, 2026

Alice Rush

Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.

This week

UK, Europe and India battle heatwaves

‘MIND-BOGGLING’ MAY: The UK and continental Europe have set “mind-boggingly crazy” temperature records for May amid a deadly heatwave, reported the Financial Times. According to the Associated Press, the UK “smashed a century-old temperature record for the second time in 24 hours on Tuesday”. The newswire added that records “also fell in France, where temperatures reached 36C on Monday in the country’s south-west”. On Wednesday, Portugal hit a record May temperature of 40.3C, said BBC News.

‘BRUTAL REMINDER’: In parts of Italy, the heatwave triggered blackouts, reported Reuters. The heatwave has also been linked to more than a dozen deaths in the UK and France, including from people drowning and suffering heat-related deaths while competing in sporting events, said ABC News. Simon Stiell, the executive secretary of UN Climate Change, said the intense heatwaves were a “brutal reminder” of the cost of global warming, reported Politico. Carbon Brief has in-depth coverage of the record-shattering heatwave.
INDIA’S DEADLY HEAT: In the southern Indian states of Andhra Pradesh and Telangana, more than 100 people died within three days following an intense heatwave, reported the Khaleej Times. The publication noted that authorities urged people to stay indoors and avoid direct exposure to the heat. Meanwhile, some parts of India are “grappling with power cuts as record-breaking heat has pushed electricity demand to an all-time high”, reported Reuters.

Around the world

CRUDE DIPS: The International Energy Agency (IEA) said global investments in oil projects will fall below $500bn in 2026, continuing a three-year decline, reported Bloomberg. Carbon Brief’s analysis of the data shows the US’s “data-centre boom” means it is now investing more in fossil-fuel power than China.
DODGING NET-ZERO: The world’s biggest miner, Australian giant BHP, has backtracked on climate action by halting or delaying projects to cut “vast” amounts of emissions, according to a Guardian investigation.
SOLAR SLIP: China’s new solar installations dropped for a fourth straight month, reflecting weakening domestic demand, said Bloomberg.
NO LOGGING: Deforestation in the Brazilian Amazon fell last year to its lowest level since 2019, according to a new report, said Agence France-Presse.
EXECUTIVE ACTION: Puerto Rico’s governor announced a state of emergency to fight a surge in coastal erosion, citing the need to protect natural resources and vulnerable communities, reported the Associated Press.

Four million

The number of homes in the UK with air conditioning, double the figure from three years ago, reported the Guardian. There are 29m households in the UK.

Latest climate research

Carbon Brief will soon be launching a new fortnightly newsletter focused on climate research. Sign up for free today.
LGBTQ+ households in the US are “significantly more likely” to face energy poverty and insecurity than the general population | Energy Research & Social Science
Global rice-paddy greenhouse gas emissions have doubled over the past six decades | Nature Food
Vegetation greening and human-caused warming are the “main drivers” of a surge in flash floods over the last decade | Science Advances

(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Tuesday, Wednesday, Thursday and Friday.)

Captured

Map of the UK showing that at least 67 NHS sites have been forced to close due to weather-related flooding since 2021

A Carbon Brief investigation has shed light on the impact of weather-related flooding on National Health Service (NHS) facilities across the UK. At least 67 NHS hospital wards, departments and other sites have been forced to temporarily close or relocate due to weather-related flooding. The chart above shows sites of weather-related flooding incidents at NHS facilities. The size of the circles indicates the number of incidents reported at each site.

Spotlight

How solar mini-grids can ‘help boost’ Nigeria’s economy

This week, Carbon Brief covers a new report on Nigeria’s solar mini-grid industry.

Amid the impact of the US-Iran war on the Nigerian economy, a new report has argued that solar-mini grids can help to reduce the country’s reliance on fossil fuels and create more than 200,000 jobs.

In Nigeria, Africa’s third-largest economy, the war has led to an increase in energy prices and a decrease in petrol consumption. Petrol is one of the country’s main sources of transport and household fuel. According to one estimate, prices have surged by up to 40% since the conflict commenced in February.

Although the Nigerian treasury has benefited from rising crude oil prices – the country is a major exporter of oil and gas – the impact has been most visible on the wider population.

Rising energy prices “have affected the purchasing power of workers”, Agnes Funmi Sessi, a labour union leader in Lagos, told Carbon Brief.

However, scaling the deployment of solar “mini-grids” could help the country move away from fossil fuels, stimulate rural economies and improve livelihoods, according to the new report authored by the thinktank, the Africa Policy Research Institute.

“We estimate that, by deploying over 10,000 mini-grids, the sector could create 212,688 direct full-time informal and productive-use jobs across the off-grid and under-grid market segments,” the report said.

A nascent industry

Solar “mini-grids” are small-scale, localised electricity generation and distribution systems powered by solar panels.

The report positioned Nigeria’s mini-grid sector as one of the fastest-growing in Africa, with the country having just 11 mini-grids in 2015 and 155 by 2024, along with at least 42 active developers.

Many of the companies within the sector are young and apply novel local techniques in their deployment of solar technology, the report said.

However, access to finance remains a huge barrier. According to the report, the sector may require up to $8bn to connect 35.4 million people to mini-grids.

“Most Nigerians want solar power in their homes, but it is a capital intensive business for vendors and customers,” Dr Ben Iheagwara, a renewable energy entrepreneur and policy analyst, told Carbon Brief.

The report urged the Nigerian government and its international partners to “attract private capital by de-risking investments and ensuring regulatory clarity and long-term planning”.

Other key recommendations for policymakers and stakeholders include investment in skills development and paying attention to the gender gap.

Powering rural communities

Many rural communities, which make up about 37% of the country, are disconnected from the national grid system, so often have to generate their own electricity through mini-grid systems.

According to Nigeria’s electricity regulator, NERC, a mini-grid is defined as a power generating system with an installed capacity of up to 10 megawatts.

A mini-grid can be powered by fossil fuels such as diesel or petrol, but solar power is now considered a cheaper and cleaner source.

With more than 80 million people lacking access to electricity in Nigeria, solar mini-grids are increasingly viewed as the lowest-cost electrification solution, the report said.

Watch, read, listen

MOVING FORWARD: The Energy Transition Show dug into electricity reform in South Africa, discussing the country’s coal legacy and the role of renewables.

ENERGY POVERTY: In an opinion article for Project Syndicate, executive director of the African Climate Foundation, Saliem Fakir, argued that the energy transition in emerging and developing economies is driven by economics and security rather than emissions targets.
VANISHING CITY: BBC News reported on a coastal community in Nigeria where the ocean has “already swallowed more than half of the town”.

Coming up

31 May: Colombia presidential elections
31 May-5 June: Global Environment Facility council meeting, Samarkand, Uzbekistan
2-5 June: The Venice Agreement for Peatlands workshop, Kisumu, Kenya

Pick of the jobs

National Oceanography Centre, engagement assistant (external communications) | Salary: £28,254. Location: Southampton, UK
Dangote Industries, decarbonisation specialist | Salary: Unknown. Location: Lagos, Nigeria
City of New York, chief decarbonization officer | Salary: $261,469. Location: New York City
Climate Central, writer and associate editor | Salary: $72,000-$75,000. Location: US (Remote)

DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.

This is an online version of Carbon Brief’s weekly DeBriefed email newsletter. Subscribe for free here.

The post DeBriefed 29 May 2026: Europe’s ‘mind-boggling’ May | Indian heat deaths | Nigeria’s solar mini-grids appeared first on Carbon Brief.

DeBriefed 29 May 2026: Europe’s ‘mind-boggling’ May | Indian heat deaths | Nigeria’s solar mini-grids

Climate Change

Q&A: How can African electricity access power jobs not just lightbulbs?

Published

8 hours ago

May 29, 2026

Alice Rush

At the African Development Bank (AfDB) annual meetings this week, several African leaders called for investments in electricity infrastructure which go beyond lighting homes to powering economies.

Applauding the AfDB for its energy programmes like Mission 300 – which aims to provide electricity access to 300 million Africans by 2030 – the Central African Republic’s President Faustin-Archange Touadera said that without power supply “we will not be able to achieve development”.

Speaking alongside him, the Republic of Congo’s President Denis Sassou Nguesso echoed this, saying that “as we need to help our people to turn towards agriculture, to turn towards livestock rearing, we also need to provide power to them.”

As the Mission 300 initiative advances, attention is increasingly shifting from simply connecting households to ensuring that electricity access translates into economic opportunities and livelihoods. That shift is driving the launch of a new Centre of Excellence for Productive Use of Energy being developed under Mission 300 by the philanthropically funded Global Energy Alliance for People and Planet (GEAPP).

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In an interview with Climate Home News, Carol Koech, GEAPP’s vice president for Africa, said the initiative is designed to ensure that electrification supports income generation, agriculture and local economic development rather than only basic household access.

Q: What is the Centre of Excellence for Productive Use of Energy aiming to achieve with Mission 300?

A: Mission 300 is increasingly being seen as a job platform and so the role of the Centre of Excellence in translating those electricity connections to jobs. So we want the centre to do four things. First, as a delivery engine, which enables countries to embed a cross-institutional advisor that supports the electrification components, but also other components that are happening in the country.

Second, we want the centre to be an innovation and strategy hub. Today, there’s really no place where you can go to find the state of the industry for productive use of energy across the globe, and we want to make the centre of excellence the place where you can go and get information about what technologies are available, where deployment is happening and how much is being deployed.

Campaigners in Africa are demanding their governments stop the development of fossil fuels on the continent and embrace the opportunities of renewable energy
(Photo: Lighting Global/SunCulture/World Bank)

The third pillar is to coordinate and mobilise capital. We anticipate the centre coordinating internally within the ecosystem but also mobilising additional financing to help productivity. The last piece is how to scale businesses, enterprises and partnerships around this centre because we anticipate that as we grow this space, new industries will emerge and those industries will need to be supported.

Q: Why is productive use of energy becoming important under Mission 300?

A: Mission 300 gave us a bigger platform to demonstrate that energy is truly an enabler for economic development. It’s not sufficient to just provide a connection, but it is required that that connection truly translates to economic development for the communities that benefit.

We shouldn’t bring electricity and then start thinking about what people can do with it. We need to think about both at the same time and ensure electricity arrives together with the things that will make a difference in people’s lives. Historically, we’ve brought electricity and imagined a miracle would happen, but we know that hasn’t been the case.

The question is how to ensure universal access in the cheapest way while still transforming communities. Some mini-grids have been deployed in places where demand is extremely low, making them too expensive to sustain. But when mini-grids are paired with productive uses, the economics start to change. If businesses currently running on fossil fuel generators move to solar or renewable energy, operating costs fall and the business case for mini-grids becomes much stronger.

Q: How could this work in practice for agriculture and rural communities?

A: I’ll give you a practical example in our pilot country Zambia. Zambia has two programmes, they have the ASCENT programme for energy access and they also have the Zambia agribusiness and trade platform (ZATP). Some of the components of the ZATP programme – which is an agri-business program to help farmers to be productive – have a productive use component but don’t have an energy supply component. So we’re offering things like mills, processing facilities, irrigation and others. In some parts of Zambia, these productive use equipment has been supplied but has not been powered, so communities are not benefiting from that.

So the whole point is if we coordinate where the agribusiness programme is deployed together with where the energy access programme is deployed and layer those two programmes together in one place, then you could solve the energy access problem and solve productive use together and therefore have really meaningful outcomes for communities.

Q: How will the centre help both households and small businesses use electricity productively?

A: The question on whether we should electrify households or businesses is neither here nor there. We need to electrify all. The argument is really once we electrify businesses, the owners of those businesses will be able to pay what they need for their households as well as increase production for their businesses.

Electricity consumption is usually an indicator of economic development and by pushing productive use into households, especially where households are also smallholder farmers, the question becomes: how can electricity access translate to additional economic development for them? If you are connected onto a mini-grid, then you can actually use that connection to run irrigation, put in a dryer, or a cold storage system, whatever you require to improve your income but the fact that you have energy means that you can access productive use. Now, we need to ask ourselves how do these farmers or these households then get access to these appliances, because that’s another barrier.

Q&A: Will subsidy cuts for Chinese clean-tech exports hurt Africa’s solar boom?

The cost of these appliances is usually extremely high, and when you have programmes such as the ZATP running in Zambia, that’s already a public funding approach to making these appliances available and potentially reachable for farmers, either at household level, at farm level or at community level.

Q: How does this complement the already existing Mission 300 national energy compacts designed by countries?

A: Each of the national energy compacts have a productive use component, a pillar that talks about distributed renewable energy, productive use, and clean cooking. This is actually complementing the work of the countries, and this centre is like an available support, back office for countries to tap into as they implement their national energy compacts, if they have specific requirements and support for that pillar three.

So the advisers that will be embedded into countries, their role is to coordinate within country programs that are running where energy could make a difference. The advisers will be sourced from the country and so they will make sure that the donor money is coordinated to benefit the country fully. Their role will include going to ministries of agriculture or any related ministries and understanding where they are prioritising programmes that require electrification. In many cases, programmes and money have already been allocated, but this component is about how do we deploy it in a way that it actually truly brings a difference, so those advisers will do that.

Q: How will the centre address financing and private sector investment challenges?

A: What we’re really looking at is different financing mechanisms. In the past, we have provided subsidies and results-based financing to suppliers, distributors and manufacturers to help create markets for productive-use appliances. I see this as one mechanism the centre could use, but the bigger opportunity is aligning public funding across different programmes so that more of it can support productive uses, either through direct funding or subsidies.

Nigerians bet on solar as global oil shock hits wallets and power supplies

When it comes to private sector investment, the reality is that Africa’s energy sector still faces serious constraints. Most private investment has gone into power generation, particularly through independent power producers, and even then that has only been possible in places where the off-takers, usually utilities, are bankable.

To unlock more private capital, countries need the right policies, reforms and regulations, but even more importantly, utilities must become financially viable. If the off-taker is not bankable, then the project is not bankable.

Another major question is how to attract private investment into transmission infrastructure. There are different models being explored, but the reality is that public funding alone is not sufficient to achieve Mission 300, so finding new ways to mobilise private capital will be critical.

The post Q&A: How can African electricity access power jobs not just lightbulbs? appeared first on Climate Home News.

Q&A: How can African electricity access power jobs not just lightbulbs?

Climate Change

AI boom means US is now ‘investing more’ in fossil-fuel power than China

Published

8 hours ago

May 29, 2026

Alice Rush

The “data-centre boom” is driving a surge in gas investment in the US, pushing its fossil-power spending ahead of China, according to the International Energy Agency (IEA).

A rapid expansion of data centres across the nation is at the heart of the US tech sector’s plans to continue “dominat[ing]” the global artificial intelligence (AI) industry.

High demand for electricity to power these data centres has led to companies rushing to build new gas-fired power plants across the country.

This trend, combined with “soaring” gas-turbine prices, drove a threefold increase in US gas‑power investment in 2025 – and the IEA expects this to continue throughout 2026.

As the chart below shows, Chinese investment in coal- and gas-fired power is expected to drop this year, amid domestic policy changes and the Iran war sending gas prices spiralling.

Together, these trends mean the IEA expects US investment in fossil-fuelled power plants to overtake China’s in 2026.

Annual investment in fossil-fuel power in China and the US, $bn. The figure for 2026 is an IEA estimate, based on current trends. Source: IEA.

The IEA’s latest world energy investment report shows that spending on renewables and electricity grids continues to dominate at the global scale.

In the US, Trump administration policies such as the phase-out of tax credits for renewables has led to the IEA revising its forecast for new wind and solar power downwards.

At the same time, US electricity demand is expected to rise by an average of 2% per year from 2026 to 2030, with data centres contributing half of the overall increase.

This is leading to what the IEA calls an “AI-driven push” to build new gas-power plants in the US, the world’s largest data-centre market and largest gas producer.

Globally, orders for new gas-power plants increased to 130 gigawatts (GW) in 2025 – a 25-year high – and US demand was a “major factor” in this, according to the IEA.

Much of the demand is coming from tech companies in the US seeking to bypass grid connection queues by building “captive” gas-power plants.

As the chart below shows, since the start of 2025 these US captive data centres alone have signed off on more investment in new gas turbines than any country in the world – aside from the US itself.

Total value of new gas generation final investment decisions by country, region or use-case, between 2025 and the first quarter of 2026, $bn. Source: IEA.

Overall, investment in grid upgrades, power equipment and electricity generation to support the buildout of data-centre infrastructure around the world hit $105bn in 2025, according to the IEA.

This is more than the total invested in the energy sector across the whole of Africa – a continent where more than 600 million people do not have access to electricity.

The IEA notes that strong demand for gas-power plants for data centres in the US – and, to a lesser extent, the Middle East – is “limiting the availability of turbines for near-term deployment elsewhere in the world”.

The agency also points out that as the tech sector becomes a “major energy investor”, accounting for around 40% of all corporate power-purchase agreements, it is also “underpinning momentum” for emerging clean technologies, such as small modular nuclear reactors and advanced geothermal.