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The Rise of Datacenter-Driven Clean Energy Datacenters are driving unprecedented growth in the US clean energy industry, paradoxically boosting a sector that was sputtering before the artificial intelligence boom even as AI’s rollout creates immense environmental challenges. The Dual Impact of Datacenters on Energy However, observers caution that while the centers are propelling wind, solar, and other clean energy companies, datacenters remain a climate nightmare. Utilities across the US are racing to build new fossil-fuel plants to accommodate the facilities, or are keeping ageing gas and coal plants online to meet the staggering demands of datacenters. The Data Analysis: Financial Impact on Clean Energy The clean energy industry boomed in 2020 as the pandemic drove down interest rates and Joe Biden’s administration made historic investments in working toward decarbonizing the nation. But it faltered as inflation hit, projects became expensive and energy demand remained flat. Then came the second Trump administration - hostile to Biden’s plans and the clean energy movement, it canceled the government programs that had helped wind, solar, and electric vehicles. Most clean energy companies’ stocks steadily plummeted in value from their early 2021 peaks through early 2025, when many began to spike along with datacenter demand. The IShares Global Clean Energy ETF, which includes about 100 clean energy stocks, fell by around 80% between late 2021 and early 2025, but is up about 52% over the last year. The Impact Analysis: Environmental Concerns “It is unquestionable that the increase in electricity sales is driving an increase in renewables,” said Douglas Jester, a clean energy consultant with 5 Lakes Energy who works in upper midwest utility regulatory cases. “It’s right to think about it as a paradox.” The Prediction: Future Outlook “We don’t correlate any potential ‘AI bust’ as an existential risk to sustainable energy equities,” a portfolio manager who helps oversee Black Rock’s flagship sustainability funds told Bloomberg. “Sustainable energy equities could stand to even further benefit as US rates come down and we see a broadening out of the market.”

The Lead: Channel Seven's Renewable Energy InvestigationChannel Seven's Spotlight program aired a controversial investigation into renewable energy that critics say misrepresented cobalt mining practices and lacked journalistic balance. The report focused on artisanal mining in the Democratic Republic of Congo while ignoring that most cobalt comes from industrial sources and that battery technology is rapidly moving away from cobalt.The Event Details: Cobalt Mining MisrepresentationThe program featured dramatic scenes from artisanal mines in the DRC, where workers manually extract cobalt "for our renewable green dream." Reporter Liam Bartlett claimed that "almost 80% of the world's cobalt is mined in places like this" and that cobalt is in "every battery" from electric vehicles to home storage systems.However, these claims are misleading. According to research from the US Geological Survey, in 2020 about 90% of the cobalt produced in Congo came from industrialized mining, not artisanal operations. Additionally, industry groups report that about 99% of cobalt is gathered as a by-product of mining other minerals, chiefly nickel and copper.Furthermore, battery technology expert Prof Neeraj Sharma from the University of New South Wales states that Bartlett's claim that cobalt is in every battery is "not true." Many manufacturers are moving away from cobalt due to its toxicity, expense, and ethical concerns. Last year, about half of EV batteries and 90% of home and grid-scale batteries used cobalt-free lithium iron phosphate (LFP) technology.The Data Analysis: Mining Statistics and Battery TechnologyThe investigation presented a skewed picture of cobalt production:Artisanal mining represents only about 10% of cobalt production in the DRC, not the 80% claimed by BartlettAbout 30% of all cobalt is used in laptops and smartphones, not just batteriesCobalt-free lithium iron phosphate (LFP) technology was used in 50% of EV batteries and 90% of home and grid-scale batteries in the previous year99% of cobalt is gathered as a by-product of mining other minerals, chiefly nickel and copperThe Impact Analysis: Media Influence on Public PerceptionThe program's lack of balance and omission of key facts have significant implications for public perception of renewable energy. By focusing exclusively on negative aspects and presenting misleading information, the investigation may have influenced viewers to question the ethics of transitioning to renewable energy.The program failed to include perspectives from renewable energy advocates, industry representatives, or experts who could provide context about evolving battery technologies and supply chain improvements. The Clean Energy Council, which represents Australia's renewables industry, was not approached for comment.Additionally, the program made specific claims about the Hornsdale battery in South Australia containing "blood cobalt," but Amnesty International denied making this specific connection. The program also criticized a mining operation in Tasmania's Tarkine rainforest without mentioning that the company had proposed an alternative location for a dam.The Prediction: Future of Renewable Energy ReportingThis controversy highlights the need for more balanced and accurate reporting on renewable energy and its supply chains. As the world transitions to cleaner energy sources, media coverage should reflect the complexities of these technologies while acknowledging both challenges and progress.Moving forward, we can expect increased scrutiny of media coverage on environmental topics, particularly as renewable energy becomes more central to global climate strategies. Journalists and media organizations will need to ensure they present balanced perspectives and verify claims, especially when dealing with complex technical and ethical issues.The renewable energy industry may also need to improve transparency in its supply chains to address legitimate concerns while continuing to innovate away from problematic materials like cobalt.

The recent ceasefire between the United States and Iran may provide temporary relief, but the oil crisis triggered by their conflict is far from over. After 40 days of fighting, the two nations agreed to a two-week ceasefire, with negotiations set to begin in Pakistan's capital, Islamabad.One of the key points in Iran's 10-point proposal is allowing shipping to resume through the Strait of Hormuz, a critical waterway through which 20 percent of the world's oil and gas is shipped during peacetime. The strait has been effectively closed since the start of the war, causing global oil and gas prices to soar.Following the announcement, oil prices dropped to $92 on Wednesday, down from over $110 for much of the war. However, delays in restarting production and transport mean the energy crisis is far from over. For ships to continue operating, they need certainty about security during the next two weeks of the ceasefire.Even with the waterway reopened, it will take weeks for large oil tankers – now scattered thousands of miles away – to return to the Gulf to collect the millions of barrels sitting in large reservoirs. With very few tankers able to load or unload and their onshore storage full, producers began shutting wells, causing regional oil output to plummet despite efforts to reroute limited volumes via overland pipelines.Economists warn that the true impact on grocery bills will likely persist throughout 2026 and into 2027. Additionally, it will take years for the Gulf energy industry to repair facilities damaged or destroyed during the war.Shipping data shows that combined exports from Iraq, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates fell from 469 million barrels in February to 263 million barrels in March – a decline of 206 million barrels, or 44 percent. Iraq's crude exports have been hit the hardest, falling 82 percent from 94m barrels in February to 17m in March.The 206 million barrels of Gulf oil lost since the start of the war would fill approximately 103 Very Large Crude Carriers (VLCCs), the workhorse supertankers of the global energy trade. A single VLCC stretches nearly 330 metres (1,080 feet) in length, nearly the same height as the Eiffel Tower in Paris.To put that in more practical terms, if you drove a pick-up truck that averages 24 miles per gallon (or 10 litres per 100km), one barrel of crude oil would carry you about 730km or 450 miles. That is about the distance from New York City to Cleveland, Ohio.For much of the war, oil has traded above $100 per barrel, hitting a peak of nearly $128 on April 2. The value of 206 million lost export barrels at various oil prices is significant, with Brent crude being the global benchmark.