In the past 48 hours, the clean energy industry shows robust momentum through major deals and policy initiatives, offsetting broader market caution amid year-end volatility. Key highlights include Alphabet's $4.75 billion acquisition of clean energy developer Intersect Power on December 22, enabling faster data center integration with renewables to counter AI-driven emissions rises—Google's carbon output jumped 48% over five years through 2024[6][10][12]. This marks big tech's boldest developer buyout yet, accelerating U.S. solar and storage deployment.
Partnerships surged too: T1 Energy inked a three-year deal for 900MW of U.S.-made solar modules with Treaty Oak, bolstering domestic supply chains amid import curbs[2]. Google also signed Malaysian solar pacts—a 30MW project with Shizen Energy (operations by 2027) and a 21-year, up-to-300MW deal with TotalEnergies, including storage, as solar costs fell over 50% below fossil fuels since 2023[4]. In China, Hainan Free Trade Port launched zero-carbon industrial parks on December 22, prioritizing wind, solar, biomass, nuclear, and CCUS tech, alongside island-wide zero-tariff customs boosting offshore wind[1][3].
Other moves: IFC loaned Beko 100 million euros for Turkish renewables and R&D[7]; Jilin started the world's largest green hydrogen-ammonia-methanol plant[3]. Experts urge more support for small-scale biogas in Ireland, citing 40 million tonnes annual livestock waste potential[5].
Compared to prior weeks, deal values rose—PwC notes $141.9 billion in power deals through November 2025, with renewables shifting to fewer, larger transactions (9 vs. 13 in 2024) and IPP activity tripling to 31%[8]. No major disruptions reported, but leaders like Google respond to data center demands via direct ownership and PPAs, signaling a pivot from portfolio buys to targeted, compliant supply. Consumer shifts favor carbon-labeled goods, pressuring dairy and manufacturing toward biogas and green production. Overall, optimism prevails as policies and tech investments align for 2026 growth.(348 words)
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