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The Large Energy Users Pledge was announced on March 12 at the CERAWeek energy conference in Houston, Texas. Big companies like Google, Amazon, and Meta have joined a pledge to triple nuclear energy use by 2050.

These tech giants have teamed up with Dow, Allseas, OSGE, and Occidental to push for more nuclear power. This is the first time major businesses outside the nuclear sector have publicly supported such a big nuclear expansion.

The pledge started in September 2023 and already has support from 31 countries, 14 major global banks, and 140 nuclear industry companies.

Nuclear Energy: A Reliable and Scalable Solution

Sama Bilbao y León, Director General of the World Nuclear Association (WNA), said,

“The unprecedented support announced today by some of the world’s most influential companies to at least triple global nuclear capacity by 2050 sends a clear signal to accelerate policy, finance and regulatory changes that enable the rapid expansion of nuclear power. The global shift towards more nuclear highlights this is the only way we’ll deliver the abundant firm clean energy required to power growth and innovation in technology, a host of other industries and the entire economy.”

The pledge highlights nuclear energy’s benefits like:

  • Offering stable and reliable power 24/7.
  • Not affected by weather conditions like wind or solar.
  • Helps industries reduce costs and offers a steady supply of heat for factories and chemical plants.

Other notable companies who have also joined the nuclear pledge are Allseas, Bureau Veritas, Carbon3Energy, Clean Energy Buyers Alliance, Core Power, Dow, Fly Green Alliance, Lloyd’s Register, Occidental, OSGE, and Siemens Energy.

The WNA expects even more businesses to sign the pledge soon. Industries like maritime, aviation, chemicals, and hydrocarbons are showing more interest in nuclear energy.

Dow Energy & Climate Business Vice President Edward Stones said,

“Energy is the lifeblood of global manufacturing and therefore investing and expanding access to clean, reliable, cost-competitive nuclear energy is critical to industrial progress. Dow considers nuclear energy, especially the promising technology of advanced small modular nuclear, to be a long-term competitive source of safe, firm and clean energy.”

The Large Energy Users Pledge

The pledge highlights nuclear power’s role in energy security and economic growth. It calls for a stronger, more reliable energy system with nuclear alongside other clean energy sources.

Here’s a snapshot of the pledge.

nuclear pledge
Data Source: World Nuclear Association

Big energy users want to triple nuclear power by 2050 to meet rising energy needs and help economies grow. Their strategy also includes new reactors, including small modular reactors (SMRs) and advanced designs.

How Is Nuclear Power Shaping Global Energy Consumption?

Nuclear energy has been a critical part of the world’s power supply for decades. Today, it provides about 10% of global electricity, with over 400 reactors operating in more than 30 countries.

Some countries, such as France, depend on nuclear power for over 70% of their electricity. The United States and China are also increasing their nuclear capacity. They want to rely less on fossil fuels.nuclear

Compared to fossil fuel plants, nuclear power plants operate at a higher capacity factor. This means they produce electricity more efficiently and consistently.

While coal and natural gas plants may run at about 50–60% capacity, nuclear plants often reach 90% or higher. This makes nuclear energy one of the most reliable sources of electricity in the world.

However, some countries are rethinking their nuclear investments. Germany, for example, closed its last nuclear plants in 2023. But now, rising energy costs and supply worries have sparked talks about restarting nuclear programs.

nuclear energy global

Why Tech Giants Want to Invest in Nuclear?

In 2023, nuclear power plants worldwide generated around 2,600 terawatt-hours (TWh) of electricity. As electricity demand continues to rise, countries are prioritizing nuclear energy as a reliable solution.

Countries such as the USA and China are leading nuclear expansion efforts, with multiple reactors under construction. It’s for the same reason that big companies like Google, Meta, Microsoft, Amazon, and Oracle are making this shift toward nuclear to reach their net-zero goals.

Explaining further, the growth of artificial intelligence (AI) is driving up energy use in data centers. Right now, they make up about 2% to 3% of total U.S. power consumption. This number could reach 9% by 2030. This rise is putting pressure on current power systems. As a result, tech giants are looking for new energy sources to meet their increasing demands.

To tackle these challenges, they are looking at nuclear energy, especially small modular reactors. The SMRs can be placed near data centers, ensuring a steady energy supply and reducing environmental impact.

More significantly, one of the biggest advantages of nuclear power is that it is a low-carbon energy source. Unlike coal and natural gas, nuclear reactors do not produce greenhouse gas emissions during operation.

  • According to the International Energy Agency (IEA), nuclear energy prevents over 2 billion metric tons of CO2 emissions annually. This makes nuclear power an essential tool in the fight against climate change.

Google’s SMR Investments

Google is looking at nuclear energy to help meet its 2030 net-zero emissions goal, says CEO Sundar Pichai. The company is investing in clean energy, including solar and small modular nuclear reactors (SMRs).

In 2023, Google’s greenhouse gas (GHG) emissions reached 14.3 million tCO2e. This was a 13% increase from the previous year and a 48% jump from 2019. Emissions have been rising since 2020.

google emissions

Thus, Google made a deal with Kairos Power in October 2025. They plan to build several SMRs to power AI data centers. The first reactor could be running this decade, depending on approvals. More reactors are expected by 2035. This move helps Google lower its carbon footprint while meeting the energy needs of its growing AI operations

Meta Bets on Nuclear for Reliable Clean Energy

Meta has been using 100% renewable energy for its global operations since 2020. Now, the company is exploring nuclear power to meet rising energy demands and support its AI and environmental goals.

Meta’s Urvi Parekh, Head of Global Energy, noted,

“As global economies expand, the need for a reliable, clean, and resilient energy supply is paramount. Nuclear energy, with its ability to provide continuous power, can help meet this rising demand. We’re excited to join alongside this multi-organisational effort with the Tripling Nuclear Pledge to reiterate our commitment to nuclear energy.”

On December 3, Meta announced plans to work with nuclear power developers. The company believes that nuclear energy provides a steady power supply unlike solar and wind energy, making it crucial for grid stability and AI workloads.

Since 2021, Meta has cut emissions by 16.4 million metric tons of CO2e through renewable energy. In 2023, its net emissions were 7.4 million metric tons.

meta carbon emissions nuclear
Source: Meta

In 2023 alone, the company’s renewable energy initiatives helped cut operational emissions by 5.1 MMTCO2e, while value chain emissions were reduced by 1.4 MMTCO2e. Thus, Meta is optimistic about hitting its net-zero target by adding nuclear energy to its clean energy portfolio.

Amazon’s SMR Strategy

Amazon is adding nuclear power to supply carbon-free energy to AWS data centers and is investing over $52 billion across three U.S. states as part of its massive data center expansion.

The company has signed three key deals to explore and build small modular reactors (SMRs). AWS CEO Matt Garman believes SMRs can provide scalable and reliable power for growing data needs.

In 2023, Amazon’s carbon footprint was nearly 69 million metric tons of CO2—lower than its 2021 peak but still significant.

Amazon carbon emissions
Source: Amazon

AWS is working to reduce emissions, betting on SMRs. They hope nuclear could be a game changer, offering a sustainable energy source for the future.

Amazon Web Services’ Brandon Oyer, Head of Americas Energy and Water, said,

“Accelerating nuclear energy development will be critical to strengthening our nation’s security, meeting future energy demands, and addressing climate change. Amazon supports the World Nuclear Association’s pledge, and is proud to have invested more than USD1 billion over the last year in nuclear energy projects and technologies, which is part of our broader Climate Pledge commitment to be net-zero carbon by 2040.”

Global Investment in Nuclear Energy: 2050 Forecast

Notably, global investment in nuclear energy is set to rise. Right now, it’s about $65 billion each year. As per IEA, by 2030, it could hit $70 billion with current policies. Nuclear capacity is expected to grow by over 50% to nearly 650 GW by 2050.

nuclear energy investment

Amazon, Meta, Google, and other companies that have joined the pledge are aware that even with better energy use, industries will still need a lot more power. However, nuclear projects require high upfront costs, long development times, and strict regulations. Despite these challenges, their long lifespan and low carbon emissions make them a strong choice for long-term energy planning.

The post Meta, Google, and Amazon Join Global Pledge to Triple Nuclear Energy by 2050 appeared first on Carbon Credits.

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McKibben opts for a small-tent climate movement

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A few months ago I went to a climate change forum at the Center for Brooklyn History. The panel I attended, “Confronting Climate Change: Understanding Deniers,” featured the prominent climate activist, Bill McKibben.

Bill McKibben. Courtesy https://billmckibben.com/.

I was curious to hear McKibben’s take on climate change deniers. I don’t regard the true deniers as a big problem – they’re only 11-15% of our country, according to most polls. Rather, I wondered if McKibben would label as “climate deniers” people who agree that climate change is a significant problem but disagree with his framing and his proposed solutions. I have worked for decades on energy and climate matters as an energy lawyer. Now, more than ever, I believe that to address climate change we need to build a big tent.

In the Q&A I tested where McKibben is on this by asking if he would label as a climate denier someone who subscribes to the main tenets of climate change science yet holds that natural gas has a role to play as a bridge fuel. (Our exchange starts at 1:12:45 of the video.)

This could have been a chance for McKibben to make clear that such a view isn’t climate denialism, even if he feels it’s misguided. But he punted, saying “I don’t care whether they’re deniers or not.” For good measure, he threw in his long-standing refrain that swapping coal for natural gas makes climate change worse, despite coal’s far higher carbon content per unit of energy.

674-MW methane-powered generating station, Salem, MA.

As you can hear in the recording, McKibben’s claim that gas is worse than coal draws on the work of Cornell scientist Robert Howarth. Yet McKibben didn’t mention that Howarth’s work is controversial and disputed by many scientists. The crux of the dispute is whether methane’s impact on warming should be measured with a 20-year or 100-year time frame.

Methane is a relatively short-lived greenhouse gas, with a lifetime of around 10 years, versus the 100-year life applicable to carbon dioxide. But each ton of methane is far more potent while in the atmosphere, trapping roughly 100 times as much heat as a ton of CO2. These cross-cutting facts about atmospheric methane — shorter life but greater potency than CO2 — have resulted in two opposing camps: one insisting on a 20-year timeframe for greenhouse gas accounting, the other adhering to the established 100-year frame. This matters because with a 20-year timeframe, generating electricity with natural gas (which, chemically speaking, is essentially all methane) is more damaging to climate than coal-fired electricity.

McKibben blew past this dispute. To hear him at the Center for Brooklyn History, one would have no inkling that there’s an active disagreement over which timeframe to use, that there are staunch climate activists who favor the 100-year time frame, and that the Intergovernmental Panel on Climate Change  (IPCC) generally uses the 100-year timeframe.

McKibben’s latest (2025) book. Published by W.W. Norton & Company.

McKibben also insisted that a discussion about natural gas’s potential role in mitigating climate change as a replacement for coal is irrelevant because solar “is now our cheapest resource.” McKibben’s claim, of course, suffuses “Here Comes the Sun,” his 2025 book that extols solar power as the cheapest solution for all of our energy needs. But this too is questionable, because it’s based on cost comparisons between solar farms and natural gas power plants (or nuclear power plants) that fail to consider that electricity supply and delivery is a complex system of wires and plants rather than individual power plants. Based on his remarks, McKibben is choosing to ignore studies such as the comprehensive 2025 report from the Clean Air Task Force that concluded that plant-level cost comparison “is a good metric to track historical technology cost evolution [but] is not an appropriate tool to use in the context of long-term planning and policymaking for deep decarbonization.” And the task force is not alone in finding that when electricity is treated as a system, solar loses its place as the cheapest low-carbon resource.

The dogmatism McKibben displayed at the Brooklyn meeting was unfortunate. We’re in a time when efforts to combat climate change are in retreat. A unified front is required to turn the tide. Instead of doubling down on absolutist positions, activists like McKibben who seem convinced that the solution to climate change is all-renewables, end of discussion, should be seeking common ground with others who want climate action but believe that nuclear power and natural gas must also play a role.

NYC Climate March, Sept 17, 2023. Photo: C. Komanoff.

Climate change activists need to build a bigger tent, rather than call anyone who disagrees with their positions a climate change denier. It is striking that McKibben stuck to his guns after saying in the same talk that the most important goal for everyone right now is to help climate change realists win more House and Senate seats in this year’s midterms. As some have noted, an absolutist position on natural gas appears less likely to achieve that win and politicians are following that advice.

Will McKibben evolve? He has demonstrated that he knows how to build a national climate movement centered around issues like divestment. Given the current political situation, he should focus on building an even bigger tent by welcoming all of the 85% who believe that we need to address climate change but do not agree with his ideological positions.

Rich Miller is an energy lawyer who has worked for a variety of stakeholders and now gives walking tours in lower Manhattan on the history of electricity. 

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Rebranding ‘Balcony Solar’ as ‘Guerrilla Solar’ won’t lift its climate value.

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Image generated with Claude. Why have we juxtaposed a bicycle with balcony solar? Read on.

First it was Plug-In Solar. Then it was Balcony Solar. Now it’s Guerrilla Solar, at least according to Inside Climate News, which yesterday proclaimed that The ‘Guerrilla Solar’ Era Has Arrived.

“It,” of course, is Modular solar panels. They’re the hot new photovoltaic solution: cheap enough to buy at Home Depot, easy to hang or prop to catch maximum rays, and small enough to fit on a balcony (if you’ve got one) and plug into your “home grid.” But, alas, too meager a generator of electricity to be more than a bit player in decarbonizing most U.S. homes.

How do I know? I’ve done the math.

A standard, lower-end 220-watt balcony solar array will produce 337 kilowatt-hours a year, or 28 kWh a month averaged over the course of a year. That’s for a 220W unit measuring 3.5 feet by 3.5 feet. (220W x 1/1000 x 17.5% x 8760 hours per year = 337 kWh. Calculation assumes a 17.5% full-year capacity factor, which is arguably generous for New York, where I live. )

Our balcony solar mashup. Top: an install in Germany. Bottom: Home Depot advert.

A typical U.S. home consumes 10,500 kWh a year, or 28 to 29 kWh per day, says Solartech, drawing on U.S. Energy Information Administration data. That puts a home’s daily power needs on par with a balcony solar unit’s monthly output. In effect, once each month the balcony array gifts a homeowner or renter a bit more than day’s full complement of electricity. And earth’s atmosphere gets the same respite: a 3 percent reduction in carbon emissions caused by the home’s electricity usage.

(The 3 percent figure could also be calculated directly by dividing 337 kWh per year of solar production by 10,500 kWh per year to run the home. For bigger or smaller arrays, just prorate your assumed wattage by my 220W; for 440W, say, double my figures.)

Balcony Solar metrics

Why write about balcony solar if it’s so inconsequential? CTC’s mission includes puncturing would-be climate balloons before they ascend too far. In the same vein, we practice quantification to make clear what does and doesn’t move the climate needle. (More on that further below.)

The best way to depict balcony solar’s climate value is to express it in terms of tangible metrics. We’ve selected two. Both assume the basic, lower-end PV array I assumed at the top: a 3.5 foot-square array whose peak output is 220 watts.

1. It would take 50 million 220W balcony solar units (bsu’s) to restore the climate benefit we destroyed in 2020-2021 when we shut the high-performing Indian Point nuclear power plant 32 miles from Midtown Manhattan.

2. A single person cutting back their driving by a mile a day would provide the same climate benefit over the course of a year as a single 220W bsu.

(Calculations in sidebar. Now you know why we led with images of an urban dweller as cyclist and balcony solar user.)

Yes, it’s dense — as befits a sidebar. The numbers tell a story. Follow the color co-ordination.

Ponder that: It would take fifty million smallish bsu’s to level up to the fossil fuel carbon emissions that Indian Point was keeping at bay by supplying the New York City area year in and year out with abundant carbon-free power. Deploying that many balcony solar units would entail 10 bsu’s for each of the 5 million households in the MTA’s service territory. (The Metropolitan Transportation Authority provides subway, bus and commuter rail transit in the five boroughs and seven suburban counties.) Or, if those same households upgraded to 1100-watt bsu’s, collectively they would still make up only half of the lost Indian Point power.

The second comparison, involving driving, is perhaps trickier to grasp but more interesting, since it relates to people’s behavior. Living differently isn’t part of public discourse, at least not in the USA, and especially when what’s being served up is using less. But “reducing,” as we might call it (remember “Reduce, Reuse, Recycle”? or, “Insulate, then Insolate”?) is just as potent for cutting emissions as switching to renewables — even more so when the reducing means driving less, considering the multitude of benefits that accrue from diminishing cars’ imprints on our communities. Still, staying on topic: driving just one fewer mile per day brings about the same shrinkage in carbon emissions as deploying one 220W solar array.

What Balcony Solar boosters are really saying

To be fair, our friends at Inside Climate News and, yes, The New York Times appear to be trying to modulate their balcony solar enthusiasm.

ICN‘s Dan Gearino, whom we cited up front, said he looked to Germany, the birthplace of balcony solar, to see if the units made sense for U.S. households. His takeaway: “It may make more sense financially to spend the cost of plug-in solar on insulation, air sealing or other basic measures to reduce energy use.” Hooray: insulate before you insolate.

Gearino helpfully interviewed renewables guru (and U.S. emigré) Craig Morris, who currently heads Germany’s plug-in solar trade association, Bundesverband Steckersolar. To Morris, balcony solar’s main advantages are that it provides power without taking up land, and that it affords people a way to “become participants in the transition to clean energy.” Behold, guerrilla solar. That, in turn, bolsters “the political consensus that supports the transition.” But Morris also made clear that widespread adoption of plug-in solar would only meet “about 2 percent of Germany’s electricity demand.”

Morris’s “about 2 percent” feels right for Germany. But not for the U.S., where widespread adoption of virtually any individual carbon alternative seems forever out of reach, and where the energy pie is so much larger — think giant fridges, freezers for beer, steroidal homes bursting with piles of powered toys, not to mention industrial and institutional electricity use that Morris correctly excluded from his figure.

Don’t forget to micro-dose. NYT headline + image for David Wallace-Wells’ guest essay (see text). Image by Rui Pu.

Both Gearino and Morris seem more measured than climate journalist Robinson Meyer, founding editor of Heatmap and frequent contributor to The Times, where he wrote about balcony solar in mid-June.

“New zero-carbon power kits will allow Americans to make their own energy choices,” declares the callout to the print version of Meyer’s NYT guest essay, The Tiny Solar Panel That Could Change America. (The even more expansive print headline invites us to “Forget Roofs. Backyard Solar Is the Next Frontier.”)

Wallace-Wells is of two minds. He calls balcony solar “a small way that apartment- and condo-dwelling Americans can take ownership of their energy choices and cut down their pollution on the margins.” No quarrel there, thanks to his qualifiers “small” and “on the margins.” Earlier, though, he opines that balcony solar units “have the potential to change how Americans understand and consume energy,” But read further and you’ll again see Wallace-Wells cautioning that “Balcony solar will play one small role in [the] drama” of transiting to the new world of clean, abundant energy.

Any such caveats are welcome these days, amid widespread solar hoopla. Still, it doesn’t seem to be in Wallace-Wells’ toolkit — or that of Inside Climate News and other mainstream climate journalists — to tutor their audiences as to the  true limits of balcony solar and other panaceas. Just like it wasn’t in their field of vision a decade ago to lay out the true stakes of shutting Indian Point as Riverkeeper was singing its siren song.

What’s Next for NY Balcony Solar

Meantime, as Canary Media reported recently (and helpfully), New Yorkers concerned with climate and affordability are waiting for NY Gov. Kathy Hochul to sign the recently passed SUNNY (Solar Up Now New York) Act legalizing balcony and other plug-in solar. It would be head-spinning (and politically suicidal) if she didn’t, given near-universal support ranging from Con Edison to DSA Assembly Member Emily Gallagher, who told Canary Media, “This is the most popular bill I’ve [ever] worked on.”

My guess is that Hochul is waiting for the right moment, and perhaps the right “package,” that can advance and not undercut her push to launch five large new nuclear power plants around the state — one to be built by the public New York Power Authority, the others to be constructed and operated privately. A little bit of math, a la what we offered here a la Indian Point, might help her out.

The governor also must manage the veritable hot potato of her deferred implementation of the landmark 2019 Community Leadership and Climate Protection Act. She might do well to consider jettisoning the act’s unwieldy cap-and-invest centerpiece in favor of a straight-up carbon tax (with the revenues distributed pro rata to the state’s households) in its place. That, far more than balcony (or guerrilla) solar, could blow open the door to the “innovations and technologies we cannot yet imagine” that Wallace-Wells fantasized about in his Times essay.

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The new SBTi Corporate Net-Zero Standard: what it means for business

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On 11 June 2026, the Science Based Targets initiative (SBTi) published the most substantial revision of its flagship corporate framework since its introduction. The SBTi Corporate Net-Zero Standard Version 2.0 takes effect on 1 February 2027 and reshapes the way companies approach their net-zero targets.

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