Search Climate Insights Directory

In Q4 2025, U.S. clean energy investments were characterized by significant uncertainty driven by a record 43-day government shutdown, the One Big Beautiful Bill Act (OBBBA), and Department of Energy (DOE) funding cuts. While utility-scale solar and storage remained strong, with $18 billion in actual investments, other sectors like wind, hydrogen, and sustainable aviation fuel (SAF) faced substantial project cancellations. Nuclear energy showed signs of growth through large-scale partnerships and DOE loans, while the manufacturing sector saw $8.4 billion in EV supply chain cancellations, partly due to shifting federal incentives and corporate pivots toward gas and hybrid vehicles.

The Private Equity Bankruptcy Tracker reports that private equity firms were involved in 54% of the largest U.S. corporate bankruptcies (liabilities $\ge$ $1 billion) and 51% of large bankruptcies (liabilities $\ge$ $500 million) in 2025. The report argues that the private equity model, characterized by leveraged buyouts and aggressive value extraction, increases bankruptcy risks, particularly in the manufacturing, healthcare, and consumer discretionary sectors. These financial failures led to at least 36,802 layoffs across 13 PE-backed bankruptcies in 2025 and disrupted essential services, such as healthcare. The document also notes a trend toward 'distressed exchanges' to circumvent formal bankruptcy, with PE-backed firms accounting for 41% of these events according to S&P Global data.

RMI's analysis of more than 200 utility PIMs reveals a strong preference for 'upside-only' reward structures over penalties, with Return on Equity (ROE) and shared savings being the most common and highest-paying designs. While utilities consistently achieve targets for percentage adder-based and equity-focused PIMs, the report suggests that targets may be set too low. Most PIMs are short-term experiments lasting two to three years, except for fuel cost-sharing and distributed energy resource mechanisms, which often lack end dates to provide regulatory certainty.

The document details how climate change disrupts U.S. transportation systems through acute events like hurricanes and chronic stressors like sea level rise. It highlights significant projected costs for asphalt maintenance and railroad delays, the vulnerability of coastal highways and bridges, and the necessity of proactive adaptation, such as using heat-resistant materials and nature-based solutions, to mitigate economic losses.

The document reports that November 2025 was the third warmest on record globally and the fourth warmest for the contiguous U.S. It highlights a long-term trend of warming winters in the U.S., where the coldest day of the year has warmed by approximately 7°F since 1970. The briefing also notes significant regional anomalies, such as extreme warmth in Texas and heavy rainfall in southern California, while discussing the ongoing La Niña advisory and its expected impacts on weather patterns through early 2026.

The report proposes a Gas System Analysis (GSA) framework to counter rising consumer costs and risks associated with massive gas infrastructure investments. It outlines a three-part process: depicting current system characteristics, defining future scenarios (including business-as-usual and alternative pathways), and forecasting impacts on costs, emissions, and public health. The framework aims to prevent stranded assets and support the transition to clean heat through electrification and non-pipeline alternatives.

The report identifies 5,500 hazardous facilities along US coastlines at risk of 100-year coastal flooding by 2100 under a high-emissions scenario (RCP 8.5). It highlights that marginalized populations—including renters, non-voters, and those in poverty—are 15-41% more likely to live within 1 kilometer of these sites. The risk is heavily concentrated, with nearly 80% of at-risk facilities located in seven states, and specific infrastructure like fossil fuel ports and terminals are particularly vulnerable, with over 40% expected to be at risk.

The report argues that KKR's use of leveraged buyouts (LBOs) often leads to financial instability and labor abuses in its portfolio companies. It documents a pattern of health and safety violations, anti-union activities, and wage theft across various sectors, including healthcare and landscaping. The document also highlights KKR's role in high-profile bankruptcies, such as Toys "R" Us and Envision Healthcare, and alleges that the firm has engaged in antitrust violations by obscuring information from the US government during mergers and acquisitions.

The document argues that fusion energy is transitioning from laboratory research to commercial viability, with many U.S. startups projecting grid connection by the first half of the 2030s. It outlines how states can create competitive advantages by implementing specific regulatory reforms, such as becoming an NRC Agreement State to manage radiological licensing, and by adopting legislative tools like explicitly defining fusion as a clean energy source in state statutes. The brief also suggests financial mechanisms including state-level investment tax credits, the creation of dedicated fusion energy funds, and the repurposing of retired fossil fuel sites—termed "fusion brightfields"—to leverage existing grid infrastructure. Additionally, it emphasizes the importance of developing specialized workforces and innovation hubs around universities and national laboratories to support the industry's growth.

The report outlines a comprehensive toolkit for U.S. states to decarbonize heavy industry, emphasizing a combination of financial incentives, demand-side market policies, and regulatory reforms. It identifies four critical subsectors—petroleum refining, chemicals, cement, and iron and steel—which together account for approximately 40 percent of U.S. industrial emissions. The guide details technology pathways including electrification, CCUS, and alternative production processes, while providing case studies from Missouri, Louisiana, and Colorado to illustrate effective state-level implementation of these strategies.

The Union of Concerned Scientists analyzed nearly eight million affordable homes and found that 79.1% were located in counties experiencing at least one week's worth of heat alerts in 2024. The report highlights that people of color, older adults, and individuals with disabilities are disproportionately affected due to substandard housing, the urban heat island effect, and energy insecurity. Key recommendations include increasing funding for the Low-Income Home Energy Assistance Program (LIHEAP), implementing cooling inspection standards for subsidized homes, and updating building codes to improve heat resilience.

The policy brief examines the misalignment between legacy gas utility energy efficiency programs and current state climate goals in the United States. It highlights how traditional cost-effectiveness tests often prioritize short-term gas appliance rebates over high-impact weatherization and electrification. Using examples from states like New York and Massachusetts, the document proposes six strategic reforms to redirect ratepayer funding toward long-term decarbonization and building efficiency.

The Union of Concerned Scientists (UCS) reports that utilities in seven PJM states passed over $4.3 billion in data center connection costs to all customers in 2024. This occurs because large data centers (100–1,000 MW) require high-voltage transmission infrastructure, which falls under federal FERC jurisdiction and is typically allocated across all customers, unlike low-voltage distribution connections. UCS finds that in 95% of cases, these costs are not paid by the data center owners. The brief recommends that FERC and state PUCs require utilities to track and assign these specific costs to the customers causing them.

The policy brief outlines six priorities for U.S. states to leverage the One Big Beautiful Bill Act (OBBBA) and other federal incentives: immediate electric vehicle fleet conversion, permitting and interconnection reform, filling financial gaps via public-private partnerships and aggregate purchasing, improving energy affordability, launching home energy rebates, and attracting cleantech manufacturing. It emphasizes the urgency of acting before federal tax credits expire, specifically noting a September 30, 2025, deadline for EV credits and a July 2026 construction start deadline for certain solar and wind credits.

Earthjustice reports on its efforts to secure and defend health protections against pollution and toxic chemicals. The organization highlights the use of 'citizen suits' under the Clean Air Act and Clean Water Act to hold polluters accountable, such as litigation against Suncor Energy and the County of Hawai‘i. The report emphasizes a strategic shift toward state and local legal avenues—including constitutional 'right to a healthy environment' claims in Hawai’i and New York—to mitigate the impact of federal rollbacks by the Trump administration. Key achievements include pushing for bans on PFAS in menstrual products in New York, reducing flame retardants in Washington state, and implementing zero-emissions truck rules in California. The document also details the projected life-saving impacts of federal rules secured in 2024, such as the Air Toxics Rule and the Mercury and Air Toxics Rule Update.

The document analyzes how federal clean energy incentives have driven over $321 billion in investments across the U.S. between Q2 2022 and Q1 2025, highlighting that these investments are heavily concentrated in Southern and Western states and Republican-held congressional districts. It argues that rolling back these incentives would disproportionately harm these regions and jeopardize significant outstanding investments in states like Louisiana and North Dakota, as well as major projects in emerging hubs like Southern Arizona and the Southeast.

The author contends that the overturning of EPA waivers for California's car and truck standards is a temporary setback that should motivate states to accelerate the transition to zero-emissions vehicles. The document proposes a strategy involving legal challenges by California, the development of new rules like Advanced Clean Cars III, the adoption of standards by Section 177 states, and the implementation of Indirect Source Rules and Dirty Cargo Fees to address pollution hotspots.

The Regional Clean Hydrogen Hubs program is designed to demonstrate localized hydrogen production and end-use to create a synergistic national hydrogen economy. The author warns that planned funding cuts by the Trump administration would jeopardize an estimated 334,280 jobs and tens of billions of dollars in private sector investment. The document emphasizes that a network of hubs is necessary to create a viable market for hydrogen-fueled equipment and to maintain U.S. leadership in low-carbon hydrogen production and technology exports.

The analysis reveals a significant increase in fire weather days across much of the contiguous U.S., with the western U.S. experiencing far more frequent fire weather than the east. While the western U.S. has seen strong increases, particularly in the Southwest during spring and summer, parts of the eastern U.S. have also seen impactful increases, especially in the Southeast and Northeast. The study emphasizes that while human activity causes 87% of wildfires, fire weather primes the landscape for these fires to ignite and spread.

The U.S. public EV charging network grew more than six-fold between 2016 and 2025, reaching nearly 196,000 ports. While California leads in total numbers and northeastern states lead in density, significant coverage gaps remain in the southern, central, and plains regions. To support a projected 33 million EVs by 2030, the U.S. may need 1 million additional public chargers, including 170,000 DC fast chargers.