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And the 2034 contest will likely be even worse, for different reasons.

Generally speaking, it’s not a roaring sign of success when your sports tournament results in an 11,400-word Wikipedia article titled, “List of 2022 FIFA World Cup Controversies.” Still — not to be deterred by pesky little details like “extreme heat,” “flagrant sportswashing,” or “gross human rights violations” — FIFA has given a satisfied nod to the disaster that was Qatar 2022 and decided to do it all over again.
On Wednesday, FIFA announced that the 2030 World Cup hosting rights will be jointly awarded to three different continents: Europe, in the form of Spain and Portugal; Africa, in the form of Morocco; and South America, where Argentina, Paraguay, and Uruguay with each host one match at the start of the tournament in celebration of its centennial. The decision also effectively — and suspiciously — clears the way for Saudi Arabia to host the 2034 tournament, since it leaves only Asia and Oceania eligible to make a bid by the deadline later this month (and Asia’s soccer confederation has already conveniently endorsed Saudia Arabia).
Setting aside for a moment the possibility of bringing the tournament back to the Arabian Peninsula only a dozen years after Qatar, the 2030 World Cup decision is also seriously questionable. For one thing, human-driven climate change pushed temperatures in the three main host countries of Spain, Portugal, and Morocco to over 100 degrees Fahrenheit in April of this year, with the occurrence of such heatwaves on the rise. A summer tournament in seven years is likely to be sweltering and dangerous for the athletes. (None of the host cities are expected to be safe to even consider for such an event by 2088, one study found).
Fire season also begins on the Iberian Peninsula in June and July, when the tournament is traditionally held. This year, Spain and Portugal experienced their worst wildfires since 2017, when 100 people were killed. It’s conceivable that in 2030, matches will have to be canceled or postponed due to air quality concerns (then again, if this year was any indication, that could also be a problem for the North American World Cup in 2026).
Then there is the fact that the continental trifecta will require “an unprecedented amount of travel across distances and time zones, including 13-hour flights from Buenos Aires to Madrid,” The Associated Press reports. That’s taxing not just on the athletes and fans who decide to make the transatlantic journeys, but also results in unnecessarily wasteful emissions by spreading the tournament across hemispheres, rather than containing it in a smaller region or country where alternate forms of transportation could at least be considered between matches. If it was so important to FIFA that the centennial return home to Uruguay, perhaps it should have just … given South America the hosting responsibilities?
Of course, far more worrying is what the 2030 World Cup locks in: Saudi Arabia as the likeliest 2034 host. The petrostate would face almost all the same criticisms as Qatar, if not worse. The tournament, for example, will almost certainly need to be held in the winter again to avoid exposing athletes and fans to the deadly summer heat; it plays right into the hands of the Kingdom’s multi-billion-dollar sportswashing strategy; it will require new buildings and massive air conditioning capabilities that are inherently environmentally taxing; and it essentially rewards and legitimizes a nation that has largely avoided consequences for its egregious human rights violations because of the power vested in it by its fossil fuel reserves — reserves that, of course, are also responsible for the warming and destruction of our planet.
It’d be almost funny if it weren’t all so shameless. (Crown Prince Mohammed bin Salman has “built close ties to FIFA president Gianni Infantino in the past six years,” the AP dryly notes). But at least with this sort of lead time, we can get a head start on compiling the Lists of 2030 and 2034 FIFA World Cup Controversies. There’ll be plenty.
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Clean energy stocks were up after the court ruled that the president lacked legal authority to impose the trade barriers.
The Supreme Court struck down several of Donald Trump’s tariffs — the “fentanyl” tariffs on Canada, Mexico, and China and the worldwide “reciprocal” tariffs ostensibly designed to cure the trade deficit — on Friday morning, ruling that they are illegal under the International Emergency Economic Powers Act.
The actual details of refunding tariffs will have to be addressed by lower courts. Meanwhile, the White House has previewed plans to quickly reimpose tariffs under other, better-established authorities.
The tariffs have weighed heavily on clean energy manufacturers, with several companies’ share prices falling dramatically in the wake of the initial announcements in April and tariff discussion dominating subsequent earnings calls. Now there’s been a sigh of relief, although many analysts expected the Court to be extremely skeptical of the Trump administration’s legal arguments for the tariffs.
The iShares Global Clean Energy ETF was up almost 1%, and shares in the solar manufacturer First Solar and the inverter company Enphase were up over 5% and 3%, respectively.
First Solar initially seemed like a winner of the trade barriers, however the company said during its first quarter earnings call last year that the high tariff rate and uncertainty about future policy negatively affected investments it had made in Asia for the U.S. market. Enphase, the inverter and battery company, reported that its gross margins included five percentage points of negative impact from reciprocal tariffs.
Trump unveiled the reciprocal tariffs on April 2, a.k.a. “liberation day,” and they have dominated decisionmaking and investor sentiment for clean energy companies. Despite extensive efforts to build an American supply chain, many U.S. clean energy companies — especially if they deal with batteries or solar — are still often dependent on imports, especially from Asia and specifically China.
In an April earnings call, Tesla’s chief financial officer said that the impact of tariffs on the company’s energy business would be “outsized.” The turbine manufacturer GE Vernova predicted hundreds of millions of dollars of new costs.
Companies scrambled and accelerated their efforts to source products and supplies from the United States, or at least anywhere other than China.
Even though the tariffs were quickly dialed back following a brutal market reaction, costs that were still being felt through the end of last year. Tesla said during its January earnings call that it expected margins to shrink in its energy business due to “policy uncertainty” and the “cost of tariffs.”
Alphabet and Amazon each plan to spend a small-country-GDP’s worth of money this year.
Big tech is spending big on data centers — which means it’s also spending big on power.
Alphabet, the parent company of Google, announced Wednesday that it expects to spend $175 billion to $185 billion on capital expenditures this year. That estimate is about double what it spent in 2025, far north of Wall Street’s expected $121 billion, and somewhere between the gross domestic products of Ecuador and Morocco.
This is a “a massive investment in absolute terms,” Jefferies analyst Brent Thill wrote in a note to clients Thursday. “Jarringly large,” Guggenheim analyst Michael Morris wrote. With this announcement, total expected capital expenditures by Alphabet, Microsoft and Meta for 2026 are at $459 billion, according to Jefferies calculations — roughly the GDP of South Africa. If Alphabet’s spending comes in at the top end of its projected range, that would be a third larger than the “total data center spend across the 6 largest players only 3 years ago,” according to Brian Nowak, an analyst at Morgan Stanley.
And that was before Thursday, when Amazon told investors that it expects to spend “about $200 billion” on capital expenditures this year.
For Alphabet, this growth in capital expenditure will fund data center development to serve AI demand, just as it did last year. In 2025, “the vast majority of our capex was invested in technical infrastructure, approximately 60% of that investment in servers, and 40% in data centers and networking equipment,” chief financial officer Anat Ashkenazi said on the company’s earnings call.
The ramp up in data center capacity planned by the tech giants necessarily means more power demand. Google previewed its immense power needs late last year when it acquired the renewable developer Intersect for almost $5 billion.
When asked by an analyst during the company’s Wednesday earnings call “what keeps you up at night,” Alphabet chief executive Sundar Pichai said, “I think specifically at this moment, maybe the top question is definitely around capacity — all constraints, be it power, land, supply chain constraints. How do you ramp up to meet this extraordinary demand for this moment?”
One answer is to contract with utilities to build. The utility and renewable developer NextEra said during the company’s earnings call last week that it plans to bring on 15 gigawatts worth of power to serve datacenters over the next decade, “but I'll be disappointed if we don't double our goal and deliver at least 30 gigawatts through this channel by 2035,” NextEra chief executive John Ketchum said. (A single gigawatt can power about 800,000 homes).
The largest and most well-established technology companies — the Microsofts, the Alphabets, the Metas, and the Amazons — have various sustainability and clean energy commitments, meaning that all sorts of clean power (as well as a fair amount of natural gas) are likely to get even more investment as data center investment ramps up.
Jefferies analyst Julien Dumoulin-Smith described the Alphabet capex figure as “a utility tailwind,” specifically calling out NextEra, renewable developer Clearway Energy (which struck a $2.4 billion deal with Google for 1.2 gigawatts worth of projects earlier this year), utility Entergy (which is Google’s partner for $4 billion worth of projects in Arkansas), Kansas-based utility Evergy (which is working on a data center project in Kansas City with Google), and Wisconsin-based utility Alliant (which is working on data center projects with Google in Iowa).
If getting power for its data centers keeps Pichai up at night, there’s no lack of utility executives willing to answer his calls.
The offshore wind industry is now five-for-five against Trump’s orders to halt construction.
District Judge Royce Lamberth ruled Monday morning that Orsted could resume construction of the Sunrise Wind project off the coast of New England. This wasn’t a surprise considering Lamberth has previously ruled not once but twice in favor of Orsted continuing work on a separate offshore energy project, Revolution Wind, and the legal arguments were the same. It also comes after the Trump administration lost three other cases over these stop work orders, which were issued without warning shortly before Christmas on questionable national security grounds.
The stakes in this case couldn’t be more clear. If the government were to somehow prevail in one or more of these cases, it would potentially allow agencies to shut down any construction project underway using even the vaguest of national security claims. But as I have previously explained, that behavior is often a textbook violation of federal administrative procedure law.
Whether the Trump administration will appeal any of these rulings is now the most urgent question. There have been no indications that the administration intends to do so, and a review of the federal dockets indicates nothing has been filed yet.
The Department of Justice declined to comment on whether it would seek to appeal any or all of the rulings.
Editor’s note: This story has been updated to reflect that the administration declined to comment.