AGP Executive Report
Last update: 6 hours agoAI & Power Demand: Renewable energy allies are pushing back as data centers surge, arguing wind and solar can’t be built fast enough to match AI’s electricity appetite and urging regulators to steer utilities toward cleaner supply. Corporate Climate Accounting: Microsoft reported FY25 emissions up 25% as data-center expansion accelerates and it stopped using short-term renewable certificates, even while reiterating its 2030 carbon-negative goal. Grid & Market Pressure: Nova Scotia’s IESO opened a procurement for up to 600 MW of fast-acting gas generation in Pictou County, drawing local opposition as the province still relies on coal for about 40% of its mix. Solar Growth Watch: Pakistan became the world’s third-largest solar panel importer, with a roadmap targeting major clean-energy shares by 2030–2040 amid tariff and grid-finance strain. Hydropower Governance: Baguio rejected a P1.27B PPP bid to rehabilitate historic hydropower plants, citing jurisdictional and scope deviations. Renewables in Policy: China’s climate plan calls for deeper integration of renewables into factories, data centers and transport through 2030, with storage, transmission and electrification emphasized. Regional Clean Energy Builds: Lesotho broke ground on Phase II of its Ha-Ramarothole solar project, adding 50 MW to cut reliance on electricity imports.
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