Why America's energy future depends on domestic manufacturing and grid modernization

America’s #grid reliability and #energy future are brighter when we invest in secure, homegrown supply chains. Check out the latest from our CEO, Jim Welsh, in Utility Dive on why building critical grid materials like #CapacitorFilm here at home strengthens our economy and safeguards #NationalSecurity. We’re proud to champion reshoring, drive manufacturing innovation, and help ensure America leads the world in energy resilience and technological progress.

The Energy Transition Is Resilient—and Calls for New Leadership Models 🌎⚡ The global energy transition continues to advance—even amid geopolitical tensions, regulatory uncertainty, and economic pressures. The recent World Economic Forum made one thing clear: neither sensational headlines nor political shifts are halting progress in clean energy innovation and investment. What’s evolving isn’t the direction—but the drivers. Today, energy security and affordability are playing roles as critical as sustainability, fueling new public-private partnerships and greater diversification of energy sources. I’ve observed a key shift: companies that integrate resilience, technological adaptation, and strategic collaboration aren’t just surviving—they’re helping to set the new standard. The rise of disruptive technologies—solar windows, smart grids, SMR's, advances in fusion—combined with growing demands on storage and critical minerals supply chains, is reshaping what success looks like. This moment calls for different capabilities: → Systems thinking to navigate complexity. → A Lean mindset focused on long-term, intergenerational value. → Ethical stewardship of global partnerships. The competitive challenge is no longer just about decarbonization. It’s about who can thoughtfully transform legacy infrastructure and talent into a sustainable force for the decades ahead. 🚀 A question for our sector: Are our industrial, financial, and leadership models truly ready for this era of resilience, interdependence, and shared responsibility? #EnergyTransition #SustainableLeadership #IndustrialInnovation #Resilience #SystemsThinking https://lnkd.in/ehayp2gh

𝗧𝗵𝗲 𝘁𝗼𝘂𝗴𝗵𝗲𝘀𝘁 𝘁𝗿𝘂𝘁𝗵? 𝗡𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝘀𝗰𝗲𝗻𝗮𝗿𝗶𝗼𝘀 𝗵𝗶𝘁 𝘁𝗵𝗲 𝟭.𝟱 °𝗖 𝘁𝗮𝗿𝗴𝗲𝘁 𝘆𝗲𝘁. McKinsey & Company released the tenth edition of the "Global Energy Perspective 2025" just two days ago, a must-read snapshot for the current & future of Energy sector. Key takeaways: ⚙️ Fossil fuels will still play a role beyond 2050 🌍 No “one-size-fits-all” transition, local context will drive outcomes 💰 Affordability + reliability will decide the pace of clean tech ⚡ Power demand is set to surge; led by electrification & data centers. The toughest truth? None of the scenarios hit the 1.5 °C target yet. Kudos to Humayun Tai and team for the Ten years of McKinsey’s Global Energy Perspective. 👉 Read the full report here: https://lnkd.in/gEezZ8qv #EnergyTransition #CleanTech #Sustainability #ClimateAction #McKinseyInsights #FutureOfEnergy #NetZero

Global investment in climate tech surged to $56 billion in the first nine months of 2025, already exceeding last year’s total. The sector is rebounding due to rising energy demand from data centers, growing interest in energy independence, and the expanding role of AI. Clean energy, power storage, electric mobility, and nuclear innovation are attracting renewed attention from both private and institutional investors. Large-scale equity raises and venture capital flows signal a shift: climate tech is no longer a niche; it’s central to infrastructure and national strategy. Clean energy stocks are outperforming major indexes, and new funds are being committed at unprecedented scale. Although policy uncertainty may temper momentum in 2026, the current trajectory points to climate tech as a critical driver of economic and industrial transformation. The energy transition is accelerating, and investors are taking notice. Read more here: https://lnkd.in/esPBKzqv

The Middle East’s 100 GW clean energy target could be a game changer. Yes, challenges remain - grids, skills, and financing - but the upside is enormous: ✅ Smarter, more resilient power networks ✅ Jobs in AI, batteries & digital systems ✅ Investment opportunities for global and regional players 100 GW isn’t just a goal. It’s a pathway to long-term energy security and economic growth. 👉 Full story: https://lnkd.in/ezwh-amT #InertiaMedia #CleanEnergy #MiddleEast

🔋As the energy landscape rapidly evolves, emerging technologies like advanced turbines, green hydrogen, and intelligent grid solutions are redefining how power is generated and delivered. At 🌐Prismecs, we integrate cutting-edge innovations with proven expertise to help industries transition to cleaner, smarter, and more resilient power systems⚙️️.                                                                                                                🔗Read more: https://lnkd.in/drZMvAyx #PowerGeneration #EnergyInnovation #Prismecs #SustainablePower

Welcome to a greener future.🪴 Despite shifting political dynamics, clean energy and green tech firms attracted $56B in the first nine months of 2025—already surpassing all of 2024. More companies are turning to #climate tech like nuclear, batteries and advanced energy to power manufacturing, AI, data centers and heavy industry—supporting long-term goals like energy independence, security and reliability. As demand grows, let’s keep up the momentum—and ensure the future is Kermit green. 🐸 https://lnkd.in/gQ78A59B

🌎 North America stands at a pivotal juncture, balancing innovation, aging infrastructure, and climate urgency. Our 2025 World Energy Issues Monitor reveals key challenges and opportunities shaping the region’s energy future: 🔑 Critical Uncertainties: ➡️ Permitting Delays: Projects that involve crossing borders - both international and domestic - face gridlock due to fragmented policies and local opposition. ➡️ Policy Fragmentation: Shifting political leadership agendas impact approval processes and feed uncertainty about progressing new technologies. 🚀 Top Action Priority: Surging Demand ➡️ AI data centers, EVs, and nearshoring-driven manufacturing are straining grids. ➡️ Affordability vs. reliability tensions rise as households and industries seek stable, clean power. 🔎 What’s the way forward? ➡️ Collaboration, stable policies, and human-centric strategies are critical. ➡️ Equity in affordability, workforce reskilling, and transparent community engagement must anchor transitions. 👉 Find out more here: https://lnkd.in/gM64dWBV #energytransition #sustainability #decarbonisation #renewables #cleanenergy

The Energy Transition Isn’t About Going Green — It’s About Staying Alive In 1973, the world realized oil wasn’t infinite. In 2025, we’re realizing something far bigger — the entire energy infrastructure wasn’t designed for a digital civilization. Here’s the reality no one’s comfortable talking about: The world’s data centers now consume 4.3% of global electricity — more than the entire UK. AI models alone could push that to 10% by 2030, and training a single frontier model emits as much CO₂ as five transatlantic flights. The energy transition isn’t just a climate mission anymore — it’s a national security and productivity imperative. Look at the numbers: - $2.4 trillion in annual investment is required through 2030 to hit net-zero infrastructure targets. - Smart grids with AI-based demand prediction can reduce blackout risk by 35% and cut industrial energy wastage by 22%. - Over 60% of Fortune 500 firms are now prioritizing energy resiliency over cost optimization — a complete mindset shift. - PE-backed clean infrastructure deals have surged 280% YoY, with average holding periods lengthening from 4.1 to 6.3 years — proof the market is maturing, not speculating. But the real opportunity isn’t just in solar panels or EV batteries. It’s in the invisible infrastructure — grid intelligence, industrial electrification, geothermal analytics, and waste-heat recovery platforms. The “boring” layers where true alpha hides. At Elmirate Capital™, we believe the next trillion-dollar value creation wave won’t come from clean energy headlines… It’ll come from systemic rewiring — making energy infrastructure adaptive, intelligent, and sovereign. Because in this era, the greatest resource isn’t power generation — It’s power reliability. The question for founders, policymakers, and investors alike: Are you building for net-zero… or for never-off? DM me or email at hitesh@elmirate.ae if you’re building or investing at the intersection of energy, data, and resilience. #EnergyTransition #ClimateTech #ElmirateCapital #PrivateEquity #InfrastructureInvesting #Decarbonization #SmartGrid #IndustrialAI #DeepTech #SustainableInfrastructure #Resilience #ValueCreation #FrontierFinance #CleanEnergy #AIinEnergy

Green power isn’t enough. We must move it smarter—and store it better. The energy transition isn’t just about making power green—it’s about moving and storing it smarter. Look up. If we redesign the grid’s arteries and its “banks,” clean power can flow where and when we need it most. New ideas we need now: 1️⃣ Smarter transport: HVDC lines, interconnectors, microgrids 2️⃣ Flexible storage: batteries, pumped hydro, thermal, green hydrogen 3️⃣ Digital orchestration: AI-driven demand response and peak‑shavin 4️⃣ Local resilience: community energy + rooftop solar + neighborhood batteries Let’s turn bright ideas into real infrastructure. What breakthrough in transport or storage would you back first? Source: Pinterest