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What parliamentary elections in France and the U.K. mean for everyone else.

While America has been distracted by its suddenly-very-real upcoming election, two other important political stories have been unfolding across the pond. The results of last week’s parliamentary votes in France and the United Kingdom have the power to sway global climate policy — and they might even contain lessons for the U.S. about the rise (or fall) of the far-right.
In June, French President Emmanuel Macron called snap elections, and the far-right National Rally party led by Marine Le Pen was widely expected to achieve a majority in the country’s 577-seat National Assembly. Instead, the New Popular Front, a hastily-formed alliance between the hard left, Greens, and Socialists, came out on top in a runoff, followed by the centrist Ensemble (which includes Macron’s Renaissance party) and the National Rally in a distant third. Because no party won the 289 seats needed to gain control of the chamber, the left and center now have to form a coalition government, which means ideological compromise — something that’s distinctly un-French. “We're not the Germans, we're not the Spanish, we're not the Italians — we don't do coalitions,” one French political commentator told Sky News.
Climate change wasn’t a big theme, but the National Rally’s proposals certainly had experts nervous. The party tapped into simmering discontent among some demographics — farmers, in particular — who feel unfairly burdened by new regulations in service of the European Union’s ambitious agenda, known as the Green Deal, including a goal to cut the bloc’s net greenhouse gas emissions by at least 55% by 2030 and reach net zero by 2050. If it had won, the party planned to dismantle France’s energy efficiency rules, roll back a 2035 ban on new gas-powered cars, block new wind farms, do away with low-emission zones, and transform electricity trade. France is already the EU’s third biggest emitter, and the EU as a whole is responsible for about 9% of global CO2 emissions, although emissions have been falling, especially in the energy sector.
As the dust settles in France, the biggest danger to climate policy now is stalemate. The lackluster results for the far right are no doubt a relief to the climate conscious. “We have avoided a catastrophe,” Alain Fischer, president of the French Academy of Sciences in Paris, told Nature. The winning NFP, for its part, backs the Green Deal’s emissions targets and wants France to become “the European leader in renewable energies” through offshore wind power and the development of hydroelectric power. It also calls for the “creation of an international court for climate and environmental justice.” But the next several months are likely to be chaotic as the parties tussle over what the government should look like, and there is no deadline for these decisions to be made. The leadership limbo could bring political paralysis at a time when the EU is just getting its bearings following bloc-wide parliamentary elections — which, by the way, saw the Greens lose seats in lots of places. In response, the non-profit Climate Group put out a statement calling for the French government to “commit to safeguarding the EU Green Deal and ensuring a sustainable future for the continent.” The good news is that a large majority of EU voters want to see more climate action.
The Labour Party won the general election in a landslide, bringing an end to 14 years of Conservative Party rule. During his tenure, former Prime Minister Rishi Sunak watered down key net-zero strategies, delayed a ban on new combustion engine vehicles, scrapped energy efficiency standards, and approved a large new oil field in the North Sea. His party also pulled low-emission zones into the culture wars in a desperate attempt to win over voters. None of this played to his advantage. According to Desmog, two-thirds of the Conservative members of Parliament who were anti-net zero lost their seats, including the former energy secretary. “With a clear mandate for climate action,” wrote climate change think tank E3G, “all eyes are now on Labour to deliver.”
New Prime Minister Keir Starmer has pledged to turn the U.K. into a “clean energy superpower” by doubling onshore wind, tripling solar power, and quadrupling offshore wind by 2030. He also plans to upgrade the grid to speed the rollout of clean energy projects, while at the same time denying new licenses for oil and gas exploration in the North Sea. He wants to establish a publicly owned clean energy firm and decarbonize the power sector by 2030. And he plans to reinstate the 2030 ban on new gas cars. The goals are lofty, and meeting them will “extensive change across every sector of the economy,” wrote Carbon Brief. But Labour seems to be wasting little time. Days after taking power, the new government scrapped a ban on onshore wind farms that had been in place since 2015 and which the new Chancellor of the Exchequer Rachel Reeves called “absurd.”
The U.K. accounts for about 1% of global greenhouse gas emissions. That might be paltry compared to, say, the U.S. (13.5%) or China (32%), but it has a chance now to use its global influence and proximity to Europe to keep the needle moving in the right direction. That goes especially if it is nudged by the Green party, which surprised everyone by quadrupling its number of seats in Parliament (albeit to just four). As The New York Times noted, Britain is where the industrial revolution began, so “the speed and scale of Britain’s energy transition is likely to be closely watched by other industrialized countries and emerging economies alike.”
What’s clear from both of these cases is that people really care about climate policy and are willing to vote with that in mind. That can swing either way, though, depending on the particular set of policies and how they affect the electorate. As extreme weather intensifies, however, it may become more difficult for far-right parties to minimize the significance of climate change. “We need to recognize that extreme weather is politicizing people against this climate denial,” said Paul Dickinson, founder of CDP, an emissions disclosure platform, and co-host of the podcast Outrage + Optimism. “It is the Achilles heel of the extreme right that they’re opposed to the realities of extreme weather. That’s how I think if we’re organized and disciplined, we will defeat them.”
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The administration reinstated previously awarded grants worth up to $1.2 billion total.
The Department of Energy is allowing the Direct Air Capture hub program created by the Biden administration to move forward, according to a list the department submitted to Congress on Wednesday.
The program awarded up to $1.2 billion to two projects — Occidental Petroleum’s South Texas DAC Hub, and Climeworks and Heirloom’s joint Project Cypress in Louisiana — both of which appeared on a list of nearly 2,000 grants that have passed the agency’s previously announced review of Biden-era awards.
This fate was far from certain. The DAC Hubs program originally awarded 21 projects, most of them smaller in scale or earlier in development than the Louisiana and Texas hubs. The DOE terminated 10 of those awards last October. A few days after the news of the cancellations broke, the Louisiana and Texas hubs both appeared on a leaked list of additional projects slated for termination. The companies never received termination letters, however, and now the DOE has notified the developers that the projects will be allowed to proceed.
A spokesperson for Battelle, the lead project developer for Project Cypress, told me the company has been “advised that the DOE project team with oversight of Project Cypress will be contacting us soon to begin the process of moving the project forward.”
Wright has signaled that many of the projects that made it through the review process had to be modified, but it is unclear which ones or how the DAC hubs will be affected. Neither Battelle nor the other companies responded to questions about whether their plans have changed.
The award amount is also up in the air. Originally, each project was awarded about $50 million for early development, with the opportunity to receive up to $600 million each. The spreadsheet of retained projects lists each of the DAC hubs at $50 million, but that may just be the amount that has been obligated so far. The DOE’s budget request for 2027 suggests it could be planning to pay out the full amount: The agency wants to rescind $2.3 billion from the $3.5 billion DAC Hubs program, which, if approved, would still leave $1.2 billion, the amount earmarked for the Project Cypress and South Texas hubs.
In an email, Climeworks spokesperson Tristan Lebleu told me the company “looks forward to engaging with the Department of Energy and our partners on next steps to advance our project in Louisiana."
Vikram Aiyer, the head of policy for Heirloom, said the project has strong support from local leaders, including Louisiana's Congressional Delegation and Governor Jeff Landry. He said the startup looks forward to working with the DOE on “unlocking the appropriated and obligated monies to create high-quality jobs, strengthen domestic supply chains, and pair industrial growth with advanced carbon management and utilization.”
A spokesperson from Occidental declined to comment, advising me to contact the DOE. The DOE has not responded to a request for comment.
While the companies are painting this as positive news, they must now contend with a new challenge: raising private investment for these projects in a very different environment than when the projects were first proposed. Carbon removal purchases are down and investors are not as keen on the industry as they once were.
“This is a step in the right direction but what’s important now is that these projects get built,” Giana Amador, the executive director of the Carbon Removal Alliance, wrote on LinkedIn. “That means steel in the ground, agreements honored, and clarity so our companies can do what they do best: build.”
The nearly California-based company is buying a pipeline of projects from an unnamed Japanese developer.
The energy transition isn’t static, and the companies pivoting to match the shifting needs of the moment tend to point the way to where demand is going.
Take Energy Vault. Founded by a group of Swiss engineers in 2017, the company sought to meet the swelling need for long-duration energy storage that can last beyond the four hours or so you get from a grid-scale lithium-ion battery by devising a new gravity-based systems for keeping energy stored for the long term. The problem was, there was no obvious market.
After going public in 2021 via a reverse merger with a blank-check company, Energy Vault swerved. The startup widened its focus beyond a long-duration energy storage technology critics called “obviously flawed” to energy storage in general, beefing up its portfolio of projects with traditional lithium-ion batteries and green hydrogen facilities.
Now Energy Vault is attempting to follow the well-trodden path for a Western company with a compelling technological alternative to fossil fuels: Make it big in Japan.
On Thursday, the company plans to announce its formal entry into the Japanese market through a binding agreement to buy a pipeline of battery projects from a domestic developer, I can exclusively report for Heatmap.
The move comes as East Asia braces for the worst of the energy shock emanating from the Strait of Hormuz. Despite the two-week ceasefire deal President Donald Trump announced Tuesday with Iran to reopen the waterway to tanker traffic, the market has yet to fully digest the weeks of near-total closure, as the last ships to leave the Persian Gulf are still arriving in ports to unload fuel deliveries. Countries such as Taiwan, South Korea, and Japan are particularly vulnerable to price swings due to their heavy reliance on imports of oil and liquified natural gas. Japan became especially dependent on LNG as a primary source of fuel after halting power production at most of its nuclear reactors following the 2011 Fukushima disaster.
Energy Vault declined to disclose the name of the developer from which it’s buying the projects, only describing the counterparty as a “leading” Japanese storage provider.
The deal includes 350 megawatts of “advanced-stage” battery projects that are expected to start construction by the second half of next year and begin operations in the second half of 2028. It also includes another 500 megawatts of early-stage projects, providing what the company called “a robust, multi-year growth pipeline that positions Energy Vault for long-term leadership in the Japanese energy storage market,” which it described as “one of the fastest growing and structurally advantaged” in any developed country.
The Japanese energy market allows storage companies to engage in what’s called “revenue stacking,” pulling in income from wholesale arbitrage, capacity markets, and grid-balancing services. Energy Vault said it maintains a “technology-agnostic approach,” which should allow it to take advantage of that flexibility, and touted a recent strategic partnership with the sodium-ion battery developer Peak Energy as an example of next-generation hardware it hopes to commercialize.
“Entering the Japanese market is a key component of our high-growth markets expansion strategy and represents one of the most compelling energy storage growth opportunities globally,” Robert Piconi, the chairman and chief executive of Energy Vault, told me in a statement. “Despite being a highly developed economy, Japan’s energy storage market remains significantly underpenetrated and is now entering a period of accelerated growth driven by renewable expansion and structural grid constraints.”
Current conditions: Two major storms, Tropical Cyclone Maila and Tropical Cyclone Vaianu are barreling through the South Pacific • San Juan, Puerto Rico’s capital, is on track for heavy thunderstorms with lightning throughout most of the week • Temperatures in the Philippines’ densest northern cities are set to hit 100 degrees Fahrenheit this week.
It’s become a sort of dark ritual for the past two weeks, where President Donald Trump threatens to unleash a bombing blitz on Iran’s power stations — escalating the conflict in a way that mirrors Russia’s campaign against Ukraine. Well, it’s that time again. In a Sunday post on his Truth Social network, the president said Tuesday will be what he called “power plant day,” when the United States military will target Iran’s electrical station in addition to its bridges. “There will be nothing like it,” Trump wrote with three exclamation points, before dropping an F-bomb, calling the Iranian regime “crazy bastards,” and offering a “Praise be to Allah.”
In his past threats, typically postponed by the time markets opened Monday morning, Trump emphasized that the U.S. would target “all” of Iran’s power stations. That would include the Bushehr nuclear plant, Iran’s first and only civilian atomic power station. The plant’s single Russian-made reactor came online in September 2011, just six months after the Fukushima disaster in Japan. Russia’s state-owned nuclear company, Rosatom, was working on expanding the facility with additional reactors when the war began. Rosatom has warned that U.S. and Israeli missiles struck too close for comfort to the Bushehr facility, and criticized United Nations officials for holding Washington to a different standard than Moscow. Russia’s occupation of the Zaporizhzhia atomic power plant and turning Europe’s largest nuclear station into a front line in the war with Kyiv drew widespread condemnation.
If only oil and gas were the only commodities choked off from the global economy by Iran’s military at the Strait of Hormuz. There’s helium, urea, and plastics ingredients such as polyethylene. And then, of course, there’s aluminum. Before the war, demand for aluminum had soared to record highs in China, and the U.S. had just begun laying the groundwork for a new smelter. In fact, that deal was between a U.S. company and Emirates Global Aluminum, which, as I reported in January, was looking to expand its footprint in America. Now the Abu Dhabi-based industrial giant has some problems at home. The Middle East’s biggest aluminum producer said the Al Taweelah smelter that went into emergency shutdown last week following damage from Iranian missiles and drones may take as long as a year to restore its full output. The company said Friday that it had completed its initial damage assessment and “is in contact with customers whose shipments may be impacted,” Mining.com reported.
Offshore wind is a bit like a mullet. It triggered one hell of a backlash in the U.S. But the Australians embrace it, and now it could get big in Brazil. The government in Brasilia has established the guidelines for regulating offshore wind development, including the rules for designating patches of the coast to energy production and permitting, according to offshoreWIND.biz. Back in January, Australia scheduled its first offshore wind tender for later this year, adding itself to the list of countries looking to establish or expand seaward turbine farms even as the U.S. tries to smother its nascent industry. The Netherlands just put out a tender for a gigawatt of additional offshore wind, Renewables Now reported.
Meanwhile, another of the Trump administration’s multi-pronged efforts to quash the U.S. offshore wind sector is coming in for scrutiny. Last month, as I previously wrote, the Department of the Interior brokered a deal to pay the French energy giant TotalEnergies $1 billion to shut down two offshore wind farms in the U.S. and invest instead in natural gas. Two leading progressives in Congress are now calling for the administration to halt the payment. In a letter sent last week to Secretary of the Interior Doug Burgum, Representative Alexandria Ocasio-Cortez of New York and Massachusetts Senator Ed Markey called the plan “legally dubious.”
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Just a month ago, BYD unveiled newer, faster Flash Chargers, so swift they “basically make recharging your EV as quick as getting gas,” InsideEVs wrote. Now the Chinese automotive giant has already rolled out the next-generation chargers at at least 5,000 stations across China. The buildout comes as BYD races to gain a retail foothold in North America now that Canada has eased its tariffs. As I previously wrote, the company has already selected 20 sites for dealerships.
China’s wind turbine giant Mingyang is investing $10 billion into renewables, green hydrogen, and ammonia projects in Ethiopia. The Ethiopian Investment Commission, a government agency, called the deal a “transformative move for the energy sector,” coming a week after the company teased a larger investment at an economic forum in Addis Ababa. Mingyang ranked as the world’s third-largest wind manufacturer by gigawatts last year, as I wrote last month, one of China’s top champions in a growing sector.

Dominica is one of the most isolated and underdeveloped island nations in the Caribbean, often called “the nature isle.” So it makes sense that the country’s population of less than 70,000 people would avoid the oil-burning trap that afflicts the power sectors in Cuba and Puerto Rico and skip straight to harvesting renewable energy from beneath the island’s charmingly not-Margaritaville-ified shores. A new 10-megawatt geothermal power plant in the inland town of Laudat has entered “advanced stages of commissioning and has started supplying electricity to the grid,” ThinkGeoEnergy reported.