In this episode of Earthlings 2.0, we speak with Anthony DeOrsey, head of research at Cleantech Group, to break down the biggest forces shaping clean technology heading into 2026. Anthony explains why cleantech is better understood as a broad theme spanning energy, agriculture, materials, chemicals, transportation, and waste — and why some sectors are accelerating regardless of policy while others are feeling the impact of shifting U.S. incentives. We also discuss what we can expect to come out of Cleantech Forum North America happening on January 26 - 28 in San Diego, California. The event connects investors, corporates, and innovators to fuel the cleantech sector. There’s still time to register! For more details, click here: https://cleantech.swoogo.com/CFNA-26/begin.

Key Points:

1. AI-driven baseload demand is reshaping the market – Technologies like small modular reactors, geothermal, and fusion are accelerating due to market pull, not policy, with rising electricity demand driving new partnerships, PPAs, and capital flows.
2. Renewables face a temporary slowdown from policy shifts – The early phaseout of the ITC and PTC under OBBBA has created a short-term rush to build, followed by expected cooling, blunting the pull-through for storage but not eliminating long-term momentum.
3. The next frontier: reducing energy use inside data centers – Innovations in liquid cooling, direct-to-chip cooling, and advanced heat-transfer materials could become one of the most impactful ways to curb electricity demand from AI infrastructure.

1. Anthony DeOrsey, Head of Research at Cleantech Group, LinkedIn

1. Luis de Leon, Earthlings 2.0 Guest Host, Sr. Public Relations Account Executive at Technica Communications

🚀 Calling all Earthlings…  

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Q3 End Credits

Greenlane, Ampion, Tigo, USBI, 247 Solar