Climate and energy briefings

Energy, climate tech, regulation, electrification, and infrastructure stories with practical context.

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Governor Gavin Newsom on May 21 signed Executive Order N-6-26, directing California agencies to prepare for AI-driven disruption affecting workers, small businesses and communities.

U.S. Central Command carried out self‑defense strikes on Iranian vessels in the Strait of Hormuz even as President Trump said talks with Iran were "proceeding nicely".

TSMC said in May 2026 its Arizona buildout is running ahead of expectations, but four execution problems still constrain the U.S.

Australia, India, Japan and the United States said on May 26 they would work with Fiji to advance port infrastructure.

On May 26, 2026, several EU governments pressed Brussels for tougher trade tools against Chinese overcapacity and unfair practices, broadening a dispute into industry policy.

NuScale Power on May 26 pitched small modular reactors for hyperscale AI data centers, targeting round-the-clock behind-the-meter electricity as power constraints tighten.

The European Commission has moved from warnings to enforcement, using tariffs, procurement restrictions and subsidy probes to counter Chinese state-backed competition.

On May 26, the Quad countries agreed in New Delhi to support a port project in Fiji as part of wider Indo-Pacific infrastructure plans.