T3 Energy & Climate Tech
by main topic: 179
Issues 40
Macroeconomy & Finance 4
- IssueAsymmetric social costs of electricity demand forecast errors0 trends · 2 signals
- IssueGrowth scenarios for Korean energy demand: primary demand ranges from 0.4 percent annual growth to a 0.2 percent decline2 trends · 1 signals
- IssuePossible tariff increases and weather volatility as constraints on Korean building energy demand1 trends · 0 signals
- IssueWeak incentives and the cost of AI downtime have kept data centres inflexible1 trends · 1 signals
Industry & Supply Chains 9
- IssueBreaking the clean hydrogen vicious circle through strategic market intervention1 trends · 0 signals
- IssueBuilding bottom-up demand models for data centres, advanced industry and electrification2 trends · 0 signals
- IssueCrude and naphtha supply risk around Hormuz hits refining, petrochemicals and textiles hardest1 trends · 0 signals
- IssueExpanding decarbonisation of energy-demand sectors0 trends · 1 signals
- IssueFrom crisis relief to structural energy-cost policy under the Clean Industrial Deal1 trends · 2 signals
- IssueGrid congestion as the most acute transition bottleneck2 trends · 0 signals
- IssueKorean vulnerability: Energy dependence and cost0 trends · 1 signals
- IssuePower without Limits1 trends · 0 signals
- IssueThe plan proposes an 'energy highway' to expand renewables, deliver RE100 for industry and spread gains to regions1 trends · 1 signals
Trade & Economic Security 2
- IssueLow-carbon transition of energy supply0 trends · 1 signals
- IssueSecuring and substituting critical materials as an energy-security technology task2 trends · 1 signals
Climate Change & Adaptation 6
- IssueBuilding power systems that anticipate and withstand climate shocks2 trends · 0 signals
- IssueGoverning AI power demand under carbon rules and Korea's AI-energy policy1 trends · 1 signals
- IssueHydrogen and ammonia as the anchor of Korea-Japan green economy cooperation0 trends · 0 signals
- IssueImplementation gap in Korea's 100 GW renewable target, with most volume still before permitting0 trends · 1 signals
- IssueKorea's First Renewable Energy Basic Plan: 100 GW of renewables by 2030, overwhelmingly solar0 trends · 1 signals
- IssueNuclear-powered data centres remain confined to hyperscalers and the well-capitalised1 trends · 0 signals
Resources, Food & Water 2
- IssueAmmonia as a fuel could push nitrogen fixation to new highs1 trends · 0 signals
- IssueIntegrated strategy for energy security and carbon neutrality, including critical minerals2 trends · 0 signals
Ecosystems & Biodiversity 2
- IssueEnergy for AI and AI for energy, including digital environmental impact assessment1 trends · 0 signals
- IssuePlanned siting to reconcile renewable expansion with nature conservation0 trends · 2 signals
Geopolitics & Security 1
- IssueKorea-Japan cooperation on LNG procurement and nuclear fuel supply security0 trends · 0 signals
Democracy & Governance 8
- IssueBalancing demand forecasts by decomposing technology-driven efficiency effects2 trends · 0 signals
- IssueInstitutionalising ex-post evaluation and periodic recalibration of demand forecasts0 trends · 3 signals
- IssueKeeping Korea's energy statistics consistent as integrated technologies change energy flows inside plants0 trends · 1 signals
- IssueKorea's heat pump drive: targets of 690,000 units by 2030 and 3.5 million by 2035 to move heating away from city gas1 trends · 0 signals
- IssueRepeated delays in transmission lines to Korea's capital region amid local acceptance conflicts0 trends · 4 signals
- IssueShifting Korea's Basic Plan from a single reference forecast to multiple scenarios2 trends · 1 signals
- IssueStructural asymmetry: Korea's forecasts itemise demand growth but not market-driven efficiency2 trends · 1 signals
- IssueWhether the 11th Basic Plan's 16.3GW demand-management target delivers verifiable savings1 trends · 0 signals
Tech·Digital Policy 2
- IssueLoss of grid inertia as renewables expand, and the grid-forming battery response2 trends · 0 signals
- IssueWho captures the value of distributed flexibility, and at what cyber risk, is unsettled1 trends · 0 signals
Cities & Housing 1
- IssueStalled heat transition1 trends · 0 signals
AI & Computing 3
- IssueAgenda 1: Building a hyper-connected, hyper-intelligent energy system for future demand2 trends · 1 signals
- IssueTransformation of power supply and demand through the energy and AI nexus0 trends · 0 signals
- IssueUtilities: from asset owner to system orchestrator1 trends · 0 signals
Trends 33
Industry & Supply Chains 9
- TrendChina is driving the rise of the electrostate4 signals
- TrendDefensive industrial policy against China's green-industry dominance feeds protectionism1 signals
- TrendEnergy security and industrial competitiveness merge into one policy agenda3 signals
- TrendFaster decoupling of Korean energy demand from economic growth2 signals
- TrendMarket-driven micro-level efficiency innovation offsets part of new electricity demand1 signals
- TrendOverpowered: China masters the electric stack while the US cedes it5 signals
- TrendRising energy and electricity demand, now also in the West2 signals
- TrendTechnological innovation pushes electricity demand up and down at the same time2 signals
- TrendTechnology 1: every building, vehicle and device becomes a two-way grid node2 signals
Trade & Economic Security 3
Climate Change & Adaptation 8
- TrendElectrification becomes the largest driver of additional electricity demand2 signals
- TrendEnergy security shifts from securing fuel to system resilience2 signals
- TrendEnergy transition entering an uncertain phase1 signals
- TrendNew building materials for a hotter Spain: transparent wood and passive cooling aerogels0 signals
- TrendRenewables become the core of the power portfolio as energy volatility grows6 signals
- TrendSustainable energy infrastructure becomes the power behind AI4 signals
- TrendTrend L: Great energy transition5 signals
- TrendUS climate retreat shifts clean-energy and climate-governance leadership toward China7 signals
Resources, Food & Water 2
Geopolitics & Security 2
Democracy & Governance 1
Demographics & Migration 1
Cities & Housing 2
AI & Computing 5
- TrendAI data centres are becoming the fastest-emerging source of new electricity demand5 signals
- TrendAI-driven surge in electricity demand collides with carbon neutrality goals1 signals
- TrendData centre growth and renewables raise grid complexity and supply volatility4 signals
- TrendForesight sources point to advanced nuclear, quantum and private space as deep-tech frontiers6 signals
- TrendTrend 9: data centres stop being pure load and start supporting grid stability4 signals
Signals 106
Macroeconomy & Finance 7
- SignalEuropean industrial electricity prices remain far above US and Asian levels
- SignalFusion Energy Startup Funding Surge — Focused Energy $240M Series A, CFS $3B Total
- SignalIEA 2026 World Energy Investment: record $3.4tn investment, but coal spending hits highest level since 2012
- SignalJuly 4 tax-credit deadline pressures US solar/wind project pipeline; $17B federal loan for 10 nuclear reactors
- SignalKEEI projects Korea's total energy demand to stagnate at 0.1 percent annual growth, reaching 308.2 Mtoe in 2030
- SignalKorea's total energy consumption grew only 1.0 percent a year in 2020 to 2025
- SignalSalton Sea geothermal lithium project received a stated $1.4 billion federal loan in February 2026
Industry & Supply Chains 26
0-3 years 18
- SignalCOF-999 captures CO2 faster and at lower temperature than incumbent sorbents
- SignalCarbon border rules, RE100 demands and cluster power needs expose Korea's energy transition gap
- SignalChina installed more solar panels in 2024 than Europe and the US combined
- SignalChina produced 65 per cent of the world's new solar and wind power in 2024
- SignalCoatings raise power line capacity about 30% and cut surface temperature up to 15 degrees
- SignalEramet's Centenario-Ratones plant runs without evaporation ponds at 24,000 tonnes design capacity
- SignalGrid shortfalls disrupt renewable power supply to semiconductor, AI and RE100 industrial sites
- SignalIndia approves GOBARdhan national circular bioenergy scheme
- SignalIndustrial decarbonisation technologies move to commercial-scale demonstration in Europe and the US
- SignalIndustrial electricity demand has been systematically overestimated
- SignalKorea's Glass Dome and KGM complete product carbon footprint calculation
- SignalKorea's energy mix in 2020 to 2025: coal declined while gas, nuclear and renewables grew
- SignalKorea's final energy consumption grew 0.6 percent a year in 2020 to 2025 as buildings offset transport
- SignalReport states lithium-ion overtook nickel-based batteries in EV deployments in 2025
- SignalStudies quantify large electricity savings from cloud, AI-model and fab cooling efficiency
- SignalThailand and Canada Launch Carbon Capture Pilot in Cement Industry via 'Saraburi Sandbox'
- SignalThe electric stack is 99% cheaper than in 1990, and the next Five-Year Plan doubles down
- SignalWhy the $2.5 billion Tomago aluminium deal is no ordinary bailout
4-10 years 7
- SignalData centre operators expecting onsite generation for primary power rise from 13 to 38 percent
- SignalKEEI projects Korea's final energy demand to fall 0.4 percent a year to 206.3 Mtoe in 2030
- SignalKEEI projects Korean coal demand to fall 3.7 percent a year to 2030 across power, industry and buildings
- SignalKEEI projects Korean electricity demand to grow 1.5 percent a year to 2030, faster in buildings than in industry
- SignalKEEI projects Korean gas demand to edge up 0.2 percent a year to 2030 as final use offsets lower power-sector use
- SignalKEEI projects Korean oil demand to fall 1.9 percent a year to 2030 on petrochemical restructuring and lower diesel use
- SignalStatistical treatment of the Shaheen TC2C unit could shift Korea's recorded industrial oil demand by up to 14.6 million barrels a year
Trade & Economic Security 5
- SignalCritica Cuts Jupiter Acid Consumption by Around 30% in Hydrometallurgical Breakthrough
- SignalMiddle East war removed about 17 percent of global LNG supply and damaged Qatari liquefaction capacity in 2026
- SignalRenewables supply most new capacity and overtake coal globally, while Korea's share was 10.6 percent in 2024
- SignalRussian gas fell from about 45 to 12 percent of EU gas imports between 2021 and 2025
- SignalUS oil output at 13.5 million barrels a day, largest producer since 2018
Climate Change & Adaptation 21
0-3 years 12
- SignalBreakthrough Agenda Report 2026: Gap between ambition and progress / Why the hydrogen economy is being reconsidered after Middle East disruptions
- SignalGreenPassport: Request-Level Carbon Accounting for Cross-Border AI Inference
- SignalHitachi, MOL, and JAL Sign MOU for Japan's First Direct Ocean Capture Pilot on Kume Island
- SignalIEA Global Energy Review 2026: renewable capacity additions hit 800 GW, a 23rd consecutive record
- SignalKorea installed 22 GW of renewables in 2019 to 2024, under one percent of the global total
- SignalKorea's renewable capacity reached 37.1 GW in 2025 after additions averaging 3.5 GW a year
- SignalMicrosoft signs carbon removal deal with wastewater treatment firm Crew Carbon
- SignalNet-zero data centers and sovereign digital corridors are named as live use cases
- SignalRMI identifies ten energy transition trends for 2026: EVs, heat pumps, clean hydrogen, grid flexibility
- SignalSolar PV Meets Largest Share of Global Energy Demand Growth in 2025 — First Time in History
- SignalUK net zero target for 2050 under the Climate Change Act
- SignalUS, China and EU energy policies diverge as AI power demand grows
4-10 years 8
- SignalA Texas project plans fully renewable-powered data centre operations with later hydrogen
- SignalEast coast transmission lines due at end-2027 would briefly lift Korean coal power in 2028 before a renewed decline
- SignalGlobal power demand grows 3.6 percent a year and renewables overtake coal in 2025
- SignalIPCC AR6 Models Underestimate Renewable Growth — Power-to-X Missing from Scenarios
- SignalKEEI projects Korean renewable energy demand to grow more than 12 percent a year to 2030, led by solar
- SignalKorea's projected 2030 primary energy mix: oil 34.2, gas 20.2, coal 18.5, nuclear 15.1 and renewables 12.2 percent
- SignalWater-Based Batteries: A Safer Alternative to Lithium-Ion for the Grid? / Is sustainable energy saving our climate? (perovskite solar cells)
- SignalWhen renewable energy has to switch off: why the clean energy transition needs smarter systems
Resources, Food & Water 6
- SignalChina combines floating solar with sea cucumber aquaculture
- SignalCircular Economy Synergies and Trade-offs in Data Centres
- SignalRenewables share put at over 40% by 2040, up from 25%
- SignalSpain: first grid-connected floating PV pilot (2020), at least 100 eligible reservoirs, 15 percent cap (2024)
- SignalUCLA-Ewha Team Converts Mixed Plastic Waste Directly Into High-Purity Hydrogen
- SignalUNIDO and CATL sign cooperation framework on circular economy and advanced batteries
Ecosystems & Biodiversity 1
Geopolitics & Security 1
Democracy & Governance 8
- SignalA 2024-founded startup demonstrates data centre demand modulation with a national grid operator
- SignalBasic Plan demand forecasts flipped from underestimation to overestimation
- SignalBritain's NESO pathways put 2050 data-centre demand at 30-71TWh within 540-646TWh total
- SignalEIA's AEO2026 runs 11 scenarios and sees US power use rising 0.9 to 1.6 percent a year to 2050
- SignalForecast error in Korea's Basic Plans widens sharply with the projection horizon
- SignalKorea's biennial Basic Plan sets a 15-year electricity demand outlook through multi-stage review
- SignalReducing grid demand one percent of the time could absorb data centre growth to 2035
- SignalTransmission bottlenecks cut Korean coal plant utilisation from about 61 percent in 2020 to the 48 percent range
Tech·Digital Policy 1
Cities & Housing 5
- SignalBuilding-sector forecasts are most accurate but face rising uncertainty
- SignalDesigning for Healthy, Affordable, and Sustainable Human-HVAC Interactions for Heating in Smart Homes
- SignalKEEI projects Korea's building city gas use to fall from 14.0 to 12.9 billion cubic metres by 2030 as heat pumps spread
- SignalKorea's 11th Basic Plan adds 63TWh of electrification demand above trend by 2038
- SignalUS power demand rising ~6% a year against eight-year interconnection queues
AI & Computing 8
- SignalDOE Finalizes Fusion Science Roadmap; $625M for Quantum Centers
- SignalData-centre electricity demand could double by 2030
- SignalGlobal data centre electricity demand projected to reach up to 1,050 TWh in 2026
- SignalGlobal data centre electricity use projected to rise from about 300 TWh in 2023 to over 1,500 TWh by 2030
- SignalIEA projects global data-centre electricity use to more than double by 2030
- SignalKorea's 11th Basic Plan adds 15.5TWh of data-centre demand above trend by 2038
- SignalLBNL projects US data-centre electricity use rising from 176TWh to 325-580TWh by 2028
- SignalProceedings of the 2nd International Workshop on Low Carbon Computing (LOCO 2026)
Bio & Health Tech 1
Space & Mobility 3
Digital Infrastructure & Cyber 2
Other 11
- SignalChina completes world's largest 582-tonne fusion magnet
- SignalFusion Energy Nears Commercial Reality — FIA: 89% of Companies Target Grid by 2030s
- SignalKEEI projects Korean nuclear generation to grow 3.5 percent a year to 2030 as two new reactors enter service
- SignalKorean Scientists Created an "Artificial Sun" That Ran for 102 Seconds / Helion secures world's first regulatory licenses for fusion power plant
- SignalLLNL and Pacific Fusion achieve 3,000-shot milestone with Sirius pulsed-power prototype
- SignalNuclear Fusion Breakthroughs Continue: KSTAR 102s, SPARC, EAST Density-Free Regime
- SignalPlatinum-efficient fuel cell catalyst could power energy-hungry data centers
- SignalRealta Fusion powers light bulbs with 90% efficient direct plasma energy conversion (WHAM device)
- SignalSynergy proposes 500 MW solar and 500 MW battery at expanded Warradarge wind farm
- SignalTAE Technologies achieves hydrogen-boron fusion at commercially relevant energy ratios
- SignalUtility-scale solar outproduced gas plants on 82% of days Jan–May 2026 in parts of US
Objects with this as a secondary topic 105
Macroeconomy & Finance 4
- SignalDraghi frames European productivity as a forced choice between three goals
- SignalEnergy price cap rose from 1,216 to 4,059 pounds; EPG limited bills to 2,500
- SignalKEEI outlook assumes Korean GDP growth of 2.1 percent a year and oil near 80 dollars in 2026 falling to the low 60s
- SignalLithium has lost over 80% of its value since 2022, making integrated hubs a necessity
Industry & Supply Chains 14
- IssueBlue economy cooperation in seabed resources, offshore wind and smart ports0 trends · 0 signals
- SignalChina holds about 75% of battery output and 90% of neodymium magnets
- SignalDraghi's recommendations enter EU policy through the Competitiveness Compass and the Industrial Accelerator Act
- SignalEU Commission approves €84m Danish state aid scheme for cleantech manufacturing
- SignalEU industrial output and investment weakened during the energy price shock
- TrendEU industrial policy moves to direct support for strategic production and supply-chain resilience2 signals
- SignalKorea launches IRA-style production tax credit covering chips, batteries and AI robots
- SignalPresident Lee Jae-myung Chairs Report on Seven Future Growth 'SEED' Technologies
- SignalRajasthan cabinet approves Industrial Development Policy 2026
- TrendStructural decline of energy demand in Korea's steel and petrochemical industries4 signals
- TrendTechnology convergence speeds development and pushes emerging technologies into industrialization7 signals
- SignalTesla is named as pursuing vertical integration by acquiring suppliers in clean energy
- IssueUncertain future for energy-intensive industry2 trends · 0 signals
- TrendWar-driven costs and AI demand push product prices up, tempered by Chinese oversupply0 signals
Trade & Economic Security 5
- SignalChinese renewable technology exports overtake US fossil fuel exports
- TrendDeglobalization turns energy-transition materials into geopolitical bottlenecks2 signals
- IssueEuropean fertiliser dependence on imported natural gas weakens strategic autonomy1 trends · 1 signals
- SignalKorea imports 95 percent of energy and more than 99 percent of critical minerals
- SignalKorean battery makers rely heavily on China for key materials
Climate Change & Adaptation 26
0-3 years 10
- SignalAnalysis: China's CO2 climbs 2% in early 2026 due to 'wasted' wind and solar
- SignalChina's energy-sector emissions began to decline in 2025 despite rising consumption
- TrendClimate Change boundary strongly transgressed and still worsening2 signals
- SignalDrought and warmer seas begin to disrupt Korean power generation
- SignalGlobal Energy Outlook 2026: How the World Lost the Goal of 1.5°C; renewables surpass coal
- SignalMethane cuts seen as climate finance's fastest, cheapest opportunity
- SignalMichigan LCV criticizes Whitmer's approval of Line 5 pipeline tunnel
- SignalRadiative cooling paint costs around $6 per square metre with reported 15-20% energy savings
- SignalUK claims carbon-removal leadership as grid constraints push curtailment costs higher
- SignalUS exits the Paris Agreement and rolls back green tax credits
4-10 years 11
- IssueClimate cooperation with like-minded partners and pragmatic green cooperation with China2 trends · 2 signals
- IssueDelivering the 2035 NDC and a 100 GW renewable target in a renewables-led transition0 trends · 1 signals
- SignalDutch 2030 climate target increasingly out of reach
- SignalLow-carbon transition lifts Korean utility and recycling employment through 2033
- IssueManaging the labour impacts of Korea's low-carbon transition0 trends · 1 signals
- SignalRFF Global Energy Outlook 2026: "How the World Lost the Goal of 1.5°C"
- TrendTechnology 3: surfaces that cool below ambient temperature without electricity3 signals
- TrendThe climate crisis threatens the whole economy and society while carbon-neutrality momentum weakens0 signals
- IssueThe plan commits to responsible delivery of the 2030 emissions target and a roadmap beyond 20301 trends · 0 signals
- TrendTrade-linked carbon regulation makes climate capacity a core of industrial competitiveness4 signals
- SignalUN Climate Chief: "Faster energy transitions are core to national security"
11-30 years 5
- TrendClimate change becomes a physical operating risk inside energy systems1 signals
- TrendClimate driver: three variant paths from halted warming to failed survival0 signals
- TrendMegatrend 4: Climate crisis and sustainability1 signals
- IssueReaching carbon neutrality by 2050 without undermining energy security0 trends · 0 signals
- IssueScenarios for responding to an accelerating climate crisis0 trends · 0 signals
Resources, Food & Water 17
0-3 years 10
- SignalA $137bn Chinese mega-dam met by a $77bn Indian counter-dam programme
- SignalCalifornia Pilot Tests Steam as Alternative to Chemical Soil Fumigation Near Schools
- SignalCritical mineral demand grew strongly in 2024 as clean and advanced technologies spread
- TrendDecarbonisation raising prices of clean energy minerals0 signals
- SignalIEA: clean energy mineral demand to double by 2030 and quadruple by 2040 under net zero
- SignalLand-based mitigation raised freshwater transgression by 94 percent
- SignalLithium supply set to meet only half of 2035 pledge requirements
- SignalMarcos signs Executive Order 122 establishing a unified critical minerals policy framework
- TrendTellurium and rare earths harder to source, worsening price volatility0 signals
- SignalWWF cited for fossil fuel consumption doubling every twenty years
4-10 years 5
- TrendBiomining: using microorganisms to recover critical minerals2 signals
- SignalConsumption shift said to raise food, water and energy demand by 35%, 40% and 50% by 2030
- TrendFossil-free ammonia and fertilisers through electrolysis, new catalysis and biological fixation0 signals
- IssueMeeting the 2030 strategic autonomy benchmarks for critical raw materials and net-zero manufacturing2 trends · 1 signals
- TrendRising, geographically concentrated demand for critical minerals4 signals
11-30 years 1
Other 1
- IssueMineral shortages stalling net zero and escalating tensions1 trends · 0 signals
Ecosystems & Biodiversity 1
Geopolitics & Security 3
- TrendErosion of the external pillars behind Europe's post-Cold War growth3 signals
- IssueMiddle East war raises costs and squeezes margins across Korea's key industries in the second half1 trends · 0 signals
- IssueRe-establishing inter-Korean relations and institutionalising peaceful coexistence0 trends · 1 signals
Democracy & Governance 2
Tech·Digital Policy 2
Cities & Housing 4
- TrendDigital infrastructure, energy transition and the Arctic route as new growth windows for the regions0 signals
- SignalEuropean Environment Agency cited for lower per capita energy and land use in cities
- SignalMorocco Pilots Porous 'Sponge' Pavement to Cool Streets in Marrakech and Agadir
- IssueMounting pressure on scarce physical space1 trends · 0 signals
Welfare & Health 1
- IssueEnergy and transport poverty in the transition1 trends · 0 signals
AI & Computing 10
- TrendAI take-off and unprecedented data-centre build-out6 signals
- SignalChina drives AI+ digital transformation and sets its first economy-wide emissions target
- IssueIntegrated AI and energy strategy to anchor advanced industries in Korea2 trends · 0 signals
- TrendKorea is falling behind in the AI and green industrial transitions2 signals
- SignalSignal 3: neuromorphic chips claim 80 to 100 times lower energy use, mainstream by 2030
- SignalStargate commits 500 billion dollars and data-centre power use is set to nearly triple
- TrendStates and big tech race to secure GPUs, data centres and power for AI6 signals
- SignalStellar-AI Platform: AI + HPC + QPU Integration Slashes Fusion Plasma Simulation Time
- SignalUK Bets £4.5 Billion on Quantum and Fusion Independence
- SignalUS, China and the EU build AI supercomputing centres under national AI strategies
Bio & Health Tech 1
- TrendSustainable biomanufacturing from agricultural waste0 signals
Space & Mobility 3
Digital Infrastructure & Cyber 12
- SignalAI Data Center Boom & Power Grid Strain 2026
- SignalAI Data Center Grid Strain: Power Bottleneck Halts Growth in 2026
- SignalAll-photonic networks are named as the key enabler of low-carbon workload distribution
- SignalData centre markets projected to expand steadily, with AI data centres growing fastest
- SignalGlobal data centre electricity demand projected to double by 2030, with AI-specialised centres rising more than fivefold
- SignalKorea's wireless backbone capacity is projected to hit its limit after 2029
- TrendMacrotrend 4: infrastructure becomes cognitive, anticipatory and sovereign3 signals
- IssueModel growth is outrunning existing infrastructure, with no constraint named1 trends · 0 signals
- IssueNeuromorphic, optical and quantum processors would each require different data centre designs1 trends · 0 signals
- SignalQuantifying Ethereum Energy Consumption via Network Mapping
- SignalSovereign infrastructure ecosystems are dated to become foundational after 2030
- TrendTrend 2: heterogeneous supercomputing platforms become the substrate for advanced models3 signals