AI-powered energy demand, cross-sector partnerships, and global policy moves reshape the clean technology landscape, driving record investments and innovation.
At a glance – The past 24 hours have seen the global clean technology market accelerate its upward trajectory, with the sector’s value projected to reach $1,013.25 billion in 2025 and $1.84 trillion by 2030. Asia Pacific remains the dominant region, accounting for over half of global revenue, while India is set to post the highest growth rate through 2030. The renewable energy segment, led by solar and wind, continues to outpace other clean tech verticals, buoyed by falling costs and rapid deployment. Notably, the sector’s expansion is underpinned by a surge in AI-driven energy demand, with data centers and advanced manufacturing expected to add over 57 GW of new load by 2030. This demand is outstripping current supply, intensifying competition among renewables, storage, and distributed energy providers. The sector’s workforce has grown to over 210,000 globally, with 19,000 new hires in the past year, reflecting robust employment and innovation activity. Key hubs include the USA, Canada, UK, India, and Germany, with city clusters in London, Toronto, New York, Singapore, and San Francisco.
Technology advance – In a major product launch, General Electric unveiled its new Haliade-X 14 MW offshore wind turbine in Rotterdam, Netherlands, setting a new benchmark for efficiency and scale in marine renewables. The turbine, designed for large-scale offshore wind farms, is expected to power up to 20,000 homes per unit and will be deployed in the Dogger Bank Wind Farm, the world’s largest offshore wind project. Meanwhile, Tesla announced the commercial availability of its next-generation Megapack XL battery storage system, boasting a 20% improvement in energy density and a new AI-driven management suite for grid-scale applications. In the marine sector, Norway’s Corvus Energy revealed its Blue Whale marine battery, optimized for electric propulsion in cargo shipping, which is already contracted for deployment in Maersk’s green shipping pilot. These advances underscore the sector’s focus on integrating AI, high-efficiency storage, and electrification across energy and transportation domains.
Partnerships – Siemens Energy and Google Cloud announced a strategic alliance to deploy AI-powered grid management solutions across North America, targeting utilities seeking to optimize distributed energy resources and enhance grid resilience. The partnership will leverage Google’s Vertex AI platform and Siemens’ grid automation technologies, with pilot projects launching in Texas and California. In electric transportation, Rivian and DHL Supply Chain entered a joint venture to electrify last-mile logistics in Europe, with Rivian supplying 10,000 electric delivery vans and DHL integrating advanced route optimization software. In advanced air mobility, Joby Aviation and Delta Air Lines formalized a partnership to launch EVTOL air taxi services connecting major US airports to city centers, with initial operations slated for Atlanta and Los Angeles in 2026. These collaborations highlight the sector’s cross-industry integration, combining software, hardware, and operational expertise to accelerate decarbonization and digital transformation.
Acquisitions/expansions – Schneider Electric announced the $1.2 billion acquisition of UK-based Zenobe Energy, a leader in battery storage and EV fleet charging infrastructure. The deal expands Schneider’s footprint in distributed energy and commercial fleet electrification, with Zenobe’s assets including 1.5 GWh of operational storage and contracts with major UK bus operators. In the US, NextEra Energy Resources revealed a $600 million investment to expand its solar-plus-storage portfolio in Texas, adding 1 GW of new capacity by 2027. Meanwhile, Japan’s Mitsubishi Heavy Industries completed its acquisition of Seaborg Technologies, a Danish startup specializing in floating nuclear microreactors for marine and remote grid applications, signaling growing interest in dual-use and resilient energy solutions. These moves reflect a trend toward vertical integration and geographic diversification as companies position for long-term growth in clean energy and electrified transport.
Regulatory/policy – The US Department of Commerce announced new tariffs on Chinese lithium-ion battery imports, raising rates from 7.5% to 25% effective October 1, 2025, in response to concerns over market dumping and supply chain security. The European Commission approved a €2.5 billion subsidy package for hydrogen electrolyzer manufacturing, aiming to accelerate the EU’s green hydrogen targets and reduce reliance on fossil fuels. In India, the Ministry of Power issued new guidelines mandating 24/7 renewable power procurement for data centers and large industrial users, effective January 2026. Meanwhile, the International Maritime Organization adopted stricter emissions standards for global shipping, requiring a 40% reduction in carbon intensity by 2030 compared to 2008 levels. These regulatory shifts are reshaping market access, investment flows, and technology adoption across clean tech and transportation sectors.
Finance/business – Cleantech investments surged, with S&P Global Commodity Insights reporting $670 billion in new energy supply investments for 2025, spanning renewables, green hydrogen, and carbon capture. UBS and BNP Paribas led a $500 million funding round for US-based battery startup Form Energy, supporting the commercialization of its iron-air long-duration storage technology. In the public markets, shares of Vestas Wind Systems rose 4% on news of record turbine orders in Asia, while BYD’s stock dipped 3% following reports of supply chain disruptions linked to new US tariffs. Executive commentary from Iberdrola CEO Ignacio Galán emphasized the need for stable policy frameworks to sustain investment momentum, while Enel Spa highlighted the growing role of AI in optimizing distributed energy assets. Consumer sentiment remains positive, with a recent Deloitte survey indicating 68% of US consumers view clean energy and electric vehicles as “essential” to future economic growth, despite ongoing macroeconomic uncertainty.
Sources: Grand View Research, Deloitte Insights, StartUs Insights, S&P Global Commodity Insights, Reuters, Bloomberg, Financial Times, Nikkei Asia, European Commission, US Department of Commerce, International Maritime Organization, CNBC
