Wednesday, 23 September 2026
Wednesday, 23 September 2026
- In brief
- 1El Nino's heat could cause about 450,000 extra deaths by February, most of them in hot, poor places, a University of Chicago lab estimates
- 2States sue to stop paid-off wind farms
- 3North Carolina refuses Duke a gas turbine
- 4California makes data centres pay their own way
- 5Google pays to get more from Georgia's reactors
- 6Biofuel rules could need land the size of Germany
- 7India throws away clean power for lack of wires
- 8Seven of nine planetary limits crossed
- 9The world is short of its 30% nature goal
- 10Hurricane Polo strengthens off Mexico
- 11Typhoon Dujuan kills five in Japan
- 12Hormuz traffic falls to two ships
- 13Saudi Arabia's pipeline pumps again
- 14Judge throws out Michigan's case against oil majors
- 15Volkswagen warns of an $11.5 billion hit
- 16Seat may be the first brand lost to Chinese rivals
- 17Chinese solar cells get cheaper again
- 18A 15-gigawatt order for Chinese solar panels
- 19Canada drops its duties on Chinese solar panels
- 20US solar factory spending reaches $12.2 billion
- 21Two forecasts for US batteries, far apart
- 22How to buy clean power when supplies are shaky
- 23Spain will pay power plants to stand ready
- 24New England backs Maine against a utility bonus
- 25Tesla to run truck chargers in California
- 26Hitachi builds a $528 million transformer factory
- 27Wind and sun dropping out together, for longer
- 28Where warming has sped up
- 29A call for US states to plan their power again
- 30Ghana's solar falls short of its target
- 31A data-centre equipment maker lists for $5.4 billion
23 Sept · Climate · In brief
Climate · Wednesday, 23 September 2026
Climate, in brief
31 stories · 36 sources
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What is moving · 1 of 4
El Nino reshaping the weather
El Nino's heat could cause up to 451,000 extra deaths by February.
What is moving · 2 of 4
Who pays for new power
North Carolina's regulator refused Duke Energy a $584 million gas turbine meant partly for data centres.
What is moving · 3 of 4
Power plants built faster than wires
India switched off clean power early this year because its power lines were full.
What is moving · 4 of 4
Cheap Chinese factories
Chinese solar cell prices fell for a third week as factories make more than buyers want.
Part of the day's signals
2 pressures seen across the day run through Climate too.
31 stories
- 1El Nino's heat could cause about 450,000 extra deaths by February, most of them in hot, poor places, a University of Chicago lab estimates
- 2States sue to stop paid-off wind farms
- 3North Carolina refuses Duke a gas turbine
- 4California makes data centres pay their own way
- 5Google pays to get more from Georgia's reactors
12 sources
Climate, in brief
- 1This year's El Nino-driven heat could cause nearly half a million more deaths, group says
- 3Typhoon Dujuan Brings Record Rain to Japan, Killing 5 People
- 4Hurricane Polo grows into a Category 4 storm in the Pacific off Mexico
- 6North Carolina regulators deny Duke Energy gas turbine request over 'staggering' cost, uncertain need
- 7California tightens oversight of data center energy use, grid costs
- 11Renewables: Grid shortages are forcing India to produce and waste green energy
- 19Volkswagen's Seat on the brink as Chinese rivals gain ground
- 21China TOPCon solar cell prices fall for third week as export buying fades and wafer costs ease
- 23Canada trade tribunal rescinds order on Chinese solar modules, laminates
- 28Spain launches capacity market as grid investment rises above EUR 17 billion
- 29New England states back Maine's RTO adder complaint
- 31Hitachi to double US production of small and medium-sized power transformers
El Nino's heat could cause about 450,000 extra deaths by February, most of them in hot, poor places, a University of Chicago lab estimates
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The Climate Impact Lab, a research group at the University of Chicago, estimates this year's El Nino heat could cause up to 451,000 extra deaths between June and the end of February.
Who is involved
Climate Impact Lab
a research group at the University of Chicago; it made the estimate
Who is involved
Michael Greenstone
an economist, the lab's co-founder and a co-author; he says heat is deadliest where it is already hot and poor
Why it matters
Watch whether the countries named in the report, from Nigeria to India and Brazil, open cooling centres and release money before their hottest weeks, as the authors ask.
What's really going on
A University of Chicago lab expects this year's El Nino heat to cause up to 451,000 extra deaths by February, and most of them will be in hot, poor places such as the Sahel, where people have little cooling, water or medical care.
Why it works on people
A single worldwide total of 450,000 is easy to repeat and hard to picture, while the lab's own numbers show the deaths piling up in a handful of places, which is where anything can actually be done.
Who pays
People in the Sahel and in Nigeria
The lab projects about 66,800 extra heat deaths in the Sahel, and New Scientist reports more than 30,000 in Nigeria alone in the next six months.
Who pays
The oldest people and babies in hot countries
They are the groups most likely to die from the extra heat, the study finds.
Nobody knows yet
How many of the El Nino deaths fall in each country, and over what period.
AP gives 19,300 for Indonesia, 15,800 for India and 13,300 for Brazil and says the figures cover June to February.
Nobody knows yet
Whether the forecast behind the 451,000 figure will come true.
The count of about 240,000 future deaths depends on one European six-month weather forecast, and it counts only deaths from heat, not El Nino's floods, fires or disease.
The short version
That's the story in short.
The whole story has 12 more parts.
or swipe up for the next storyor scroll on for the next story ↓
The whole story, in 12 parts ↓
Part 1 of 12 · Who else is involved
Emily Grover-Kopec
a researcher at the Rhodium Group, a research firm; she co-wrote the study and expects the numbers to grow
Part 1 of 12 · Who else is involved
European Centre for Medium-Range Weather Forecasts
the European weather centre whose six-month forecast the study used
Part 2 of 12
El Nino is a natural warming of the Pacific Ocean that shifts weather around the world, and New Scientist calls this one record-breaking.
Part 3 of 12
About 240,000 of those deaths are forecast for September to February.
Part 3 of 12
The rest are estimated to have already happened since El Nino began in June.
Part 4 of 12
The lab combined the European weather centre's seasonal forecast with how heat has raised deaths in the past, region by region, across more than 24,000 regions.
Part 5 of 12
Land temperatures during this El Nino could run about 1.2C higher than usual, with 44% more extremely hot days than a typical year.
Part 6 of 12
The Sahel, the dry belt of countries along the southern edge of the Sahara, is projected to be hit hardest, with about 66,800 extra deaths.
Part 7 of 12
The lab also projects about 19,300 extra deaths in Indonesia, 15,800 in India and 13,300 in Brazil.
Part 7 of 12
New Scientist reports more than 30,000 in Nigeria alone in the next six months.
Part 8 of 12
Heat is most dangerous where it is already hot and people are poor, said co-author Michael Greenstone.
Part 8 of 12
Richer places have more air conditioning, reliable water and working hospitals.
Part 9 of 12
Most deaths in the next six months will be in the southern half of the world, where spring and summer are starting.
Part 9 of 12
A second wave is expected in the north after February.
Part 10 of 12
The oldest people are most at risk, then babies and children aged four or under.
Part 11 of 12
Christopher Callahan, a scientist at Indiana University, called the results plausible.
Part 11 of 12
He said the total depends on the forecast being right, and leaves out El Nino's floods, fires and disease.
Part 12 of 12
The report asks governments for heat warnings, cooling centres, water stations, protection for outdoor workers, and money released before the hottest weeks arrive.
2 sources
El Nino's heat could cause about 450,000 extra deaths by February, most of them in hot, poor places, a University of Chicago lab estimates
The full story
El Nino's heat could cause about 450,000 extra deaths by February, most of them in hot, poor places, a University of Chicago lab estimates
The Climate Impact Lab, a research group at the University of Chicago, estimates this year's El Nino heat could cause up to 451,000 extra deaths between June and the end of February.
El Nino is a natural warming of the Pacific Ocean that shifts weather around the world, and New Scientist calls this one record-breaking.
About 240,000 of those deaths are forecast for September to February.
The lab combined the European weather centre's seasonal forecast with how heat has raised deaths in the past, region by region, across more than 24,000 regions.
Land temperatures during this El Nino could run about 1.2C higher than usual, with 44% more extremely hot days than a typical year.
The Sahel, the dry belt of countries along the southern edge of the Sahara, is projected to be hit hardest, with about 66,800 extra deaths.
The lab also projects about 19,300 extra deaths in Indonesia, 15,800 in India and 13,300 in Brazil.
Heat is most dangerous where it is already hot and people are poor, said co-author Michael Greenstone.
Most deaths in the next six months will be in the southern half of the world, where spring and summer are starting.
The oldest people are most at risk, then babies and children aged four or under.
Christopher Callahan, a scientist at Indiana University, called the results plausible.
The report asks governments for heat warnings, cooling centres, water stations, protection for outdoor workers, and money released before the hottest weeks arrive.
- Estimated already, since June210,000 deaths · 47%
- Forecast, September to February240,000 deaths · 53%
Why it matters. Watch whether the countries named in the report, from Nigeria to India and Brazil, open cooling centres and release money before their hottest weeks, as the authors ask.
States sue to stop paid-off wind farms
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New York's attorney general, Letitia James, filed a suit joined by Connecticut, Delaware, Maine, Massachusetts, New Jersey, Rhode Island and Vermont.
It seeks to block two Trump administration deals that pay companies to cancel offshore wind farms.
The two deals would give Invenergy, a Chicago energy developer, and Bluepoint Wind $1.4 billion of taxpayer money.
Why it matters
Across the country the Trump administration has promised nearly $4 billion to companies to walk away from projects.
Why it matters
James says the lost wind power will push up electricity bills in the states that planned on it.
Who gains
Invenergy and Bluepoint Wind, two wind developers
The Trump administration's deals would pay them $1.4 billion of taxpayer money to cancel their offshore wind projects.
Nobody knows yet
Whether courts will stop the Trump administration's payments to cancel wind farms.
New York, California and seven other states have only just filed their suits, and no judge has ruled on them.
1 source
States sue to stop paid-off wind farms
The full story
States sue to stop paid-off wind farms
New York's attorney general, Letitia James, filed a suit joined by Connecticut, Delaware, Maine, Massachusetts, New Jersey, Rhode Island and Vermont.
Why it matters. Across the country the Trump administration has promised nearly $4 billion to companies to walk away from projects.
North Carolina refuses Duke a gas turbine
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North Carolina's utility regulator refused on 18 September to let Duke Energy build a 255-megawatt gas turbine at its Smith power site.
Duke has the biggest spending plan of any regulated US utility, $103 billion.
The regulator called the $584 million price 'staggering' and said the extra demand Duke expects comes mostly from data centres that may never arrive.
It also said Duke had not shown how it would keep its promise not to shift data-centre costs onto other customers.
Why it matters
The regulator's own staff had warned that Duke is heading for too little spare power by 2031 and has no quicker option ready.
Why it matters
Duke says it is disappointed and is weighing its next steps.
Nobody knows yet
How North Carolina will meet the shortfall its regulator's own staff warned about.
The regulator refused Duke's turbine, but its staff said Duke is heading towards a shortage of spare power by 2031 and has no quicker option ready. Duke has not said what it will do next.
Part of a signal
Data centres and who pays for their power
Seen in 3 of the 12 beats
Also seen in Tech and Finance.
The whole signal →1 source
North Carolina refuses Duke a gas turbine
The full story
North Carolina refuses Duke a gas turbine
North Carolina's utility regulator refused on 18 September to let Duke Energy build a 255-megawatt gas turbine at its Smith power site.
Why it matters. The regulator's own staff had warned that Duke is heading for too little spare power by 2031 and has no quicker option ready.
California makes data centres pay their own way
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California's governor, Gavin Newsom, signed seven laws on Monday aimed at data centres, the huge buildings of computers that run AI.
They require data centres to pay for the grid upgrades and power plants they need, and to carry more of the cost of preventing wildfires.
Data centres must also report their power use every month and tell local governments how much water they use.
An industry group, the Data Center Coalition, warned the laws will push projects to other states.
Why it matters
California has 296 data centres, the third most of any US state, and its household power bills are among the highest in the country.
Why it matters
The laws decide in advance who pays when a giant new customer asks for power.
2 sources
California makes data centres pay their own way
The full story
California makes data centres pay their own way
California's governor, Gavin Newsom, signed seven laws on Monday aimed at data centres, the huge buildings of computers that run AI.
Why it matters. California has 296 data centres, the third most of any US state, and its household power bills are among the highest in the country.
Google pays to get more from Georgia's reactors
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Georgia Power, part of the US utility Southern Company, signed a deal with Google on Monday to pay for upgrades at its Vogtle and Hatch nuclear plants.
New turbines, pumps and cooling equipment would let the reactors make about 96 megawatts more electricity from the same plants.
Georgia Power says customers who are not part of the deal will not pay for the upgrades.
Why it matters
Demand from data centres is pushing US utilities to get more out of reactors they already have, which make power day and night without carbon.
Why it matters
Georgia Power projects about $900 million in benefits to its customers over the plants' lives.
Who gains
It gets about 96 megawatts of extra nuclear power from Georgia Power's existing reactors, which Georgia Power says other customers will not pay for.
1 source
Google pays to get more from Georgia's reactors
The full story
Google pays to get more from Georgia's reactors
Georgia Power, part of the US utility Southern Company, signed a deal with Google on Monday to pay for upgrades at its Vogtle and Hatch nuclear plants.
Why it matters. Demand from data centres is pushing US utilities to get more out of reactors they already have, which make power day and night without carbon.
Biofuel rules could need land the size of Germany
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World biofuel output could rise nearly 70% by 2030 from 2025, a study published on Tuesday found, because governments want home-grown fuel since the Iran war.
Brazil, China, India, Indonesia, the US and the EU have proposed or adopted rules to mix more crop-based fuel into petrol and diesel.
If every proposal happens, the land needed for those crops could more than double from 2023.
Why it matters
Most biofuels are made from food crops, and sugar and corn prices have already risen about 20% since the war began.
Why it matters
The authors warn that one more shock, such as bad weather, could push food prices up sharply.
How it works
Why the same extra heat kills more where it is already hot
How it works
A couple of extra degrees is a nuisance in a cool, rich city and deadly in a hot, poor one, because deaths climb faster the hotter it already is.
How it works · step 1 of 6
Every place has a temperature at which the fewest people die
How it works · step 2 of 6
Move away from it and deaths rise, slowly at first, then fast
How it works · step 3 of 6
A hot place with little cooling already sits far up the steep part
How it works · step 4 of 6
El Nino adds a couple of degrees to many places at once
How it works · step 5 of 6
Up there, those same extra degrees add many more deaths
How it works · step 6 of 6
Air conditioning, water and clinics make the climb gentler
The twist
A couple of extra degrees is a nuisance in a cool, rich city.
The twist
In a hot, poor one the same couple of degrees kills, because deaths climb faster the hotter it already is.
The picture
Extra heat deaths the Climate Impact Lab projects from this El Nino. The Sahel, already one of the hottest places on Earth, is far ahead.
Seen the same day
India's lines coped while it added 10 to 15 gigawatts a year. At 51 gigawatts a year they no longer can, and clean power gets switched off.
Seen the same day
Sugar and corn prices are already up about 20%. The authors warn that one more shock, like bad weather, would now push food prices up sharply.
Seen the same day
A lull in wind alone gets about 26% longer, and a lull in sun alone about 30%. When both hit together, the lull gets 156% longer.
The catch
The shape of the curve is different in every place, and it can be changed: cooling, water and warnings make it flatter, so the same forecast heat can kill far fewer people than the estimate.
The whole
A farmer in Nigeria, a pensioner in India and an office worker in air-conditioned Europe live under the same El Nino.
The whole
Whether each of them gets through the hottest week depends mostly on fans, water and clinics that were built, or not built, long before it.
Who gains
Growers of corn, sugar cane and other biofuel crops
New blending rules in Brazil, China, India, Indonesia, the US and the EU could push biofuel output up nearly 70% by 2030.
Who pays
Families who buy food
Crop land for biofuel could grow by 36 million hectares, and the study's authors warn one more shock could push food prices up sharply.
1 source
Biofuel rules could need land the size of Germany
The full story
Biofuel rules could need land the size of Germany
World biofuel output could rise nearly 70% by 2030 from 2025, a study published on Tuesday found, because governments want home-grown fuel since the Iran war.
Why it matters. Most biofuels are made from food crops, and sugar and corn prices have already risen about 20% since the war began.
India throws away clean power for lack of wires
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India's renewable power has grown from about 4 gigawatts a decade ago to 300 gigawatts, 54% of all its power capacity, the BBC reports.
Its power lines have not kept up.
Full lines caused nearly two-thirds of the clean power India had to switch off in the first three months of 2026, about 300 gigawatt-hours, says Ember, an energy research group.
One in four big lines between states is more than a year late.
Why it matters
India now adds about 51 gigawatts of clean power a year, against 10 to 15 when the grid could keep up.
Why it matters
Ember calls the gap between plants and wires the biggest risk to India's 2030 target of 500 gigawatts.
How it works
India's lines coped while it added 10 to 15 gigawatts a year. At 51 gigawatts a year they no longer can, and clean power gets switched off.
The idea, in story 6: Why the same extra heat kills more where it is already hot →Who pays
Clean power producers in India
Nearly two-thirds of the clean power India switched off early this year was lost because the lines were full.
Good news
On a hot afternoon in July, clean power briefly met more than half of India's peak electricity demand. India's renewable capacity has grown from about 4 gigawatts a decade ago to 300 gigawatts, reaching its target five years early.
1 source
India throws away clean power for lack of wires
The full story
India throws away clean power for lack of wires
India's renewable power has grown from about 4 gigawatts a decade ago to 300 gigawatts, 54% of all its power capacity, the BBC reports.
Why it matters. India now adds about 51 gigawatts of clean power a year, against 10 to 15 when the grid could keep up.
Seven of nine planetary limits crossed
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A report released on Monday by the Potsdam Institute for Climate Impact Research in Germany found the world has broken seven of nine planetary boundaries.
These are limits that scientists have set for the conditions that keep the planet healthy.
The institute's director, Johan Rockstrom, told New York Climate Week the world is very close to crossing thresholds that cannot be undone.
Edward Miliband, a British cabinet minister, called clean energy a matter of national security at the same event.
Why it matters
The UN climate chief, Simon Stiell, told the same gathering that power-hungry AI is raising pollution from coal, oil and gas.
Why it matters
The head of the group that organises Climate Week said AI's effect on the environment is one of its main topics.
1 source
Seven of nine planetary limits crossed
The full story
Seven of nine planetary limits crossed
A report released on Monday by the Potsdam Institute for Climate Impact Research in Germany found the world has broken seven of nine planetary boundaries.
Why it matters. The UN climate chief, Simon Stiell, told the same gathering that power-hungry AI is raising pollution from coal, oil and gas.
The world is short of its 30% nature goal
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Governments will fall well short of protecting 30% of the world's land and seas by 2030, research led by the US group Campaign for Nature found on Wednesday.
Nearly 200 countries agreed that goal, called 30 by 30, in 2022.
Of the ocean under protection plans, only 3.5% is counted as protected in practice, and spending on the sea is $1.8 billion against $16 billion needed.
Why it matters
An official UN progress report is due at next month's nature talks in Yerevan, Armenia.
Why it matters
A draft in July said none of the deal's 23 goals will be met without much faster action.
Good news
Since the world's nature deal was agreed in 2022, governments have put another 1.3 million square kilometres of land and 6 million square kilometres of sea under formal protection.
1 source
The world is short of its 30% nature goal
The full story
The world is short of its 30% nature goal
Governments will fall well short of protecting 30% of the world's land and seas by 2030, research led by the US group Campaign for Nature found on Wednesday.
Why it matters. An official UN progress report is due at next month's nature talks in Yerevan, Armenia.
Hurricane Polo strengthens off Mexico
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Hurricane Polo grew into a Category 4 storm in the Pacific off Mexico on Monday, with winds of 130 mph (215 km/h), and could reach Category 5.
It is forecast to run along the coast for days without landing.
In the Atlantic, no hurricane has formed yet this year, the latest start on record.
Why it matters
AP reports that this year's El Nino is breaking up Atlantic storms before they grow.
Good news
No hurricane has formed in the Atlantic yet this year, the latest start to a season on record.
2 sources
Hurricane Polo strengthens off Mexico
The full story
Hurricane Polo strengthens off Mexico
Hurricane Polo grew into a Category 4 storm in the Pacific off Mexico on Monday, with winds of 130 mph (215 km/h), and could reach Category 5.
Why it matters. AP reports that this year's El Nino is breaking up Atlantic storms before they grow.
Typhoon Dujuan kills five in Japan
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Typhoon Dujuan killed five people in Japan and left six missing, Japan's disaster agency said on Tuesday.
Oshima, an island south of Tokyo, got 27 inches (about 69cm) of rain in 24 hours, a September record.
More than 74,000 people were still told to leave their homes, mostly in Chiba, east of Tokyo.
Why it matters
The storm delayed Japan's prime minister, Sanae Takaichi, on her way to the UN in New York.
Why it matters
The New York Times reports that El Nino has helped make this year's storms stronger.
1 source
Typhoon Dujuan kills five in Japan
The full story
Typhoon Dujuan kills five in Japan
Typhoon Dujuan killed five people in Japan and left six missing, Japan's disaster agency said on Tuesday.
Why it matters. The storm delayed Japan's prime minister, Sanae Takaichi, on her way to the UN in New York.
Hormuz traffic falls to two ships
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Only two cargo ships crossed the Strait of Hormuz, the sea lane out of the Gulf, on Monday, down from ten the day before, shipping data showed.
Before the Iran war began on 28 February, about 125 large ships a day used it.
A crude oil tanker and a gas tanker were hit by projectiles in separate attacks on Sunday and Monday, a shipping security firm said.
Why it matters
Before the war the strait carried about a fifth of the world's daily oil and liquefied gas.
Why it matters
Its near-closure is behind the fuel prices that run through several of today's stories.
Nobody knows yet
Who fired on the two tankers in the Strait of Hormuz.
The shipping security firm that reported the attacks says responsibility is unconfirmed.
Part of a signal
Diesel still scarce while oil falls
Seen in 5 of the 12 beats
Also seen in World, Finance, Food and Money.
The whole signal →2 sources
Hormuz traffic falls to two ships
The full story
Hormuz traffic falls to two ships
Only two cargo ships crossed the Strait of Hormuz, the sea lane out of the Gulf, on Monday, down from ten the day before, shipping data showed.
Why it matters. Before the war the strait carried about a fifth of the world's daily oil and liquefied gas.
Saudi Arabia's pipeline pumps again
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Saudi Arabia restarted its East-West oil pipeline on Tuesday and could resume exports from Yanbu, its Red Sea port, three sources told Reuters.
Drone attacks had forced it to shut the pipeline on 13 September, halting oil loadings at Yanbu.
Two of the sources said it was pumping at a low rate for now.
Why it matters
Oil loaded at Yanbu goes out through the Red Sea, so it does not need the Strait of Hormuz, where traffic has almost stopped.
Nobody knows yet
Whether Saudi Arabia's East-West pipeline can stay open.
It restarted on Tuesday at a low rate after drone attacks shut it on 13 September, and Saudi Aramco has said nothing about it.
2 sources
Saudi Arabia's pipeline pumps again
The full story
Saudi Arabia's pipeline pumps again
Saudi Arabia restarted its East-West oil pipeline on Tuesday and could resume exports from Yanbu, its Red Sea port, three sources told Reuters.
Why it matters. Oil loaded at Yanbu goes out through the Red Sea, so it does not need the Strait of Hormuz, where traffic has almost stopped.
Judge throws out Michigan's case against oil majors
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Jane Beckering, a US federal judge in Grand Rapids, dismissed Michigan's lawsuit against BP, Chevron, Exxon, Shell and the American Petroleum Institute on Tuesday.
Michigan's attorney general, Dana Nessel, had accused them of working together to hold back electric cars and renewable energy.
The judge said the link between the claimed plot and the prices Michigan residents paid was too distant.
Judges in six other states and Puerto Rico have thrown out similar cases.
Why it matters
The oil companies still face many other lawsuits from US states and cities that want them to pay for climate damage.
1 source
Judge throws out Michigan's case against oil majors
The full story
Judge throws out Michigan's case against oil majors
Jane Beckering, a US federal judge in Grand Rapids, dismissed Michigan's lawsuit against BP, Chevron, Exxon, Shell and the American Petroleum Institute on Tuesday.
Why it matters. The oil companies still face many other lawsuits from US states and cities that want them to pay for climate damage.
Volkswagen warns of an $11.5 billion hit
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Volkswagen, Europe's biggest carmaker, flagged 10 billion euros ($11.5 billion) of one-off costs on 18 September, mostly at its sports-car brand Porsche.
It now expects a profit margin of 1% at most this year, down from 4% to 5.5%.
It blamed a shrinking market in China and buyers moving faster to battery cars, which earn it less.
VW's top executive in China said on Tuesday that China's car market will shrink about 20% this year.
Why it matters
VW has already agreed another 50,000 job cuts and possible factory closures.
2 sources
Volkswagen warns of an $11.5 billion hit
The full story
Volkswagen warns of an $11.5 billion hit
Volkswagen, Europe's biggest carmaker, flagged 10 billion euros ($11.5 billion) of one-off costs on 18 September, mostly at its sports-car brand Porsche.
Why it matters. VW has already agreed another 50,000 job cuts and possible factory closures.
Seat may be the first brand lost to Chinese rivals
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Volkswagen is weighing whether to keep Seat, its Spanish car brand, beyond its current models, Reuters reported.
Seat has launched no new model since 2020 and has no electric car planned, while its sister brand Cupra sells three.
Seat would be the first long-standing car brand to disappear since the early 2010s.
Meanwhile GAC, a Chinese carmaker, launched in France on Monday and plans 12 electric and hybrid models there by 2030.
Why it matters
European, US, Japanese and Korean carmakers sold 12.6 million fewer cars a year in 2025 than in 2019, and Chinese rivals took much of that share.
Why it matters
Seat's union leader fears for jobs if the brand goes.
Who gains
Chinese carmakers such as GAC
They are taking market share from European, US, Japanese and Korean brands, and GAC plans 12 models in France by 2030.
Who pays
Workers at Seat in Spain
Volkswagen may drop the brand, and its union leader fears for jobs.
2 sources
Seat may be the first brand lost to Chinese rivals
The full story
Seat may be the first brand lost to Chinese rivals
Volkswagen is weighing whether to keep Seat, its Spanish car brand, beyond its current models, Reuters reported.
Why it matters. European, US, Japanese and Korean carmakers sold 12.6 million fewer cars a year in 2025 than in 2019, and Chinese rivals took much of that share.
Chinese solar cells get cheaper again
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Prices for Chinese solar cells fell for a third week and are about 12% below their late-August peak, the price agency OPIS reported.
Buyers abroad had stocked up before new US import rules start on 4 December, and that buying is fading.
China made 506 gigawatts of cells from January to August, 14.6% less than a year earlier.
Ten big makers of polysilicon, the raw material, reportedly agreed to run at 35% of capacity, but nobody has confirmed it.
Why it matters
Cheaper cells lower the cost of building solar farms everywhere.
Nobody knows yet
Whether China's polysilicon makers really agreed to cut output to 35%.
The agreement has only been reported, not confirmed, and one wafer maker said its effect still has to be checked.
1 source
Chinese solar cells get cheaper again
The full story
Chinese solar cells get cheaper again
Prices for Chinese solar cells fell for a third week and are about 12% below their late-August peak, the price agency OPIS reported.
Why it matters. Cheaper cells lower the cost of building solar farms everywhere.
A 15-gigawatt order for Chinese solar panels
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China Energy Engineering Corp, a state-owned builder, opened a tender to buy 15 gigawatts of solar panels, one of the largest by a Chinese state company this year.
It has separate lots for three designs, which will show how much of big projects newer designs can win from the most common type, called TOPCon.
In another state tender, back-contact panels, a newer design, cost about 8% more than TOPCon ones.
Why it matters
A buyer this big tells factories which panel designs will sell, at a time when China has more solar factories than buyers.
2 sources
A 15-gigawatt order for Chinese solar panels
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A 15-gigawatt order for Chinese solar panels
China Energy Engineering Corp, a state-owned builder, opened a tender to buy 15 gigawatts of solar panels, one of the largest by a Chinese state company this year.
Why it matters. A buyer this big tells factories which panel designs will sell, at a time when China has more solar factories than buyers.
Canada drops its duties on Chinese solar panels
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Canada's trade tribunal ended its review of extra import duties on Chinese solar panels and cancelled the 2021 order behind them, pv magazine reported.
Canada's border agency has stopped collecting the duties.
In January Canada also agreed to let in 49,000 Chinese electric cars a year at a 6.1% tariff instead of 100%.
Why it matters
The US is going the other way, keeping its duties on Chinese solar and extending them this year to cells, wafers and polysilicon.
Why it matters
The two neighbours now treat Chinese solar very differently.
Who gains
Chinese solar panel makers selling to Canada
Canada has stopped collecting its extra duties on their panels.
Nobody knows yet
Why Canada's trade tribunal dropped its duties on Chinese solar panels.
The tribunal has not published its reasons, and no Canadian panel maker has said whether it asked to keep them.
1 source
Canada drops its duties on Chinese solar panels
The full story
Canada drops its duties on Chinese solar panels
Canada's trade tribunal ended its review of extra import duties on Chinese solar panels and cancelled the 2021 order behind them, pv magazine reported.
Why it matters. The US is going the other way, keeping its duties on Chinese solar and extending them this year to cells, wafers and polysilicon.
US solar factory spending reaches $12.2 billion
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Spending on US solar factories since the 2022 Inflation Reduction Act, a law that paid for clean energy, will reach $12.2 billion by the end of 2026, Terawatt PV Research estimates.
That is more than half of all US solar factory spending since 2001.
A record $4.14 billion was spent in 2024, over 60% of it by two companies, First Solar and Qcells.
Why it matters
The report expects new US import rules, which start in December, to bring more factory building.
Why it matters
Much of the spending so far went to First Solar's factories in Alabama and Louisiana and Qcells' in Georgia.
2 sources
US solar factory spending reaches $12.2 billion
The full story
US solar factory spending reaches $12.2 billion
Spending on US solar factories since the 2022 Inflation Reduction Act, a law that paid for clean energy, will reach $12.2 billion by the end of 2026, Terawatt PV Research estimates.
Why it matters. The report expects new US import rules, which start in December, to bring more factory building.
Two forecasts for US batteries, far apart
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RMI, a US clean-energy research group, said big grid batteries will keep growing about 30% a year because they cut costs and pay local taxes.
Its report found batteries supplied 13% to 19% of California's power in the tightest hours of 2024, saving more than $29 million.
But the 30% comes from a 2024 forecast by Wood Mackenzie, a consultancy that now expects big battery building to stall in 2026.
Why it matters
Wood Mackenzie now expects only 8% growth a year to 2031.
Nobody knows yet
How fast US grid batteries will really grow.
RMI says about 30% a year, but that figure comes from a 2024 forecast; Wood Mackenzie, which made it, now expects 8% a year to 2031.
Good news
In the tightest hours on California's grid in 2024, big batteries supplied 13% to 19% of the power and saved more than $29 million. In a record heat wave in 2022, 3.4 gigawatts of batteries met 6% of the state's needs, two years after a milder heat wave had brought rolling blackouts.
1 source
Two forecasts for US batteries, far apart
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Two forecasts for US batteries, far apart
RMI, a US clean-energy research group, said big grid batteries will keep growing about 30% a year because they cut costs and pay local taxes.
Why it matters. Wood Mackenzie now expects only 8% growth a year to 2031.
How to buy clean power when supplies are shaky
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IRENA, the international agency for renewable energy, published advice on how governments' power auctions can cope with supply shocks.
Supply problems have raised equipment, shipping and borrowing costs for renewable projects.
It suggests adjusting contract prices when costs rise, allowing realistic build times, and requiring local parts only in large, steady markets such as China, India and Turkey.
It warns strict local-parts rules in small markets can cause the delays they aim to prevent.
Why it matters
Most new wind and solar is bought through auctions like these.
2 sources
How to buy clean power when supplies are shaky
The full story
How to buy clean power when supplies are shaky
IRENA, the international agency for renewable energy, published advice on how governments' power auctions can cope with supply shocks.
Why it matters. Most new wind and solar is bought through auctions like these.
Spain will pay power plants to stand ready
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Spain's energy ministry announced a capacity market on 16 September.
It pays power plants, batteries and big users for being ready to supply power, or cut their use, when the grid operator asks.
New contracts will go only to renewables, storage and demand projects, not to fossil plants.
Spain also raised planned spending on its high-voltage grid to 2030 by more than 30%, to over 17 billion euros.
Why it matters
Electricity customers will pay for it.
1 source
Spain will pay power plants to stand ready
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Spain will pay power plants to stand ready
Spain's energy ministry announced a capacity market on 16 September.
Why it matters. Electricity customers will pay for it.
New England backs Maine against a utility bonus
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The group representing New England's governors backed Maine's complaint to FERC, the US federal energy regulator, against a bonus paid to power-line owners.
FERC lets these utilities earn an extra 0.5 percentage points of profit for joining a regional grid organisation.
Maine now requires them to join by law, so it says the bonus pays for nothing.
Why it matters
Connecticut, Maryland and New Jersey passed similar laws this year, as states look for parts of power bills they can remove.
Who pays
Power customers in Maine
They paid about $700,000 in 2024 towards a bonus the state says rewards power-line owners for something the law already requires.
1 source
New England backs Maine against a utility bonus
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New England backs Maine against a utility bonus
The group representing New England's governors backed Maine's complaint to FERC, the US federal energy regulator, against a bonus paid to power-line owners.
Why it matters. Connecticut, Maryland and New Jersey passed similar laws this year, as states look for parts of power bills they can remove.
Tesla to run truck chargers in California
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Tesla will run public Megacharging sites for heavy electric trucks at three new Forum Mobility truck depots in California, adding 30 megawatts of charging.
Forum's Rancho Dominguez depot already has fleet orders for more than 330 Tesla Semi trucks.
Forum also added two Megachargers at its depot in the Port of Long Beach, open since December 2024.
Why it matters
Fleet operators have already committed more than 330 trucks to one depot, and that site will also be open to other trucking firms.
1 source
Tesla to run truck chargers in California
The full story
Tesla to run truck chargers in California
Tesla will run public Megacharging sites for heavy electric trucks at three new Forum Mobility truck depots in California, adding 30 megawatts of charging.
Why it matters. Fleet operators have already committed more than 330 trucks to one depot, and that site will also be open to other trucking firms.
Hitachi builds a $528 million transformer factory
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Hitachi Energy will build a $528 million factory in Gallman, Mississippi, more than doubling its US output of small and medium power transformers, the equipment that changes the voltage of electricity on the grid.
Production starts in 2029, and it will be Hitachi Energy's biggest single US investment.
Waiting lists for transformers are slowing grid building as data centres, factories and electric heating raise demand.
Why it matters
Even a new factory takes until 2029 to help, so the shortage of grid equipment runs through most of this decade.
1 source
Hitachi builds a $528 million transformer factory
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Hitachi builds a $528 million transformer factory
Hitachi Energy will build a $528 million factory in Gallman, Mississippi, more than doubling its US output of small and medium power transformers, the equipment that changes the voltage of electricity on the grid.
Why it matters. Even a new factory takes until 2029 to help, so the shortage of grid equipment runs through most of this decade.
Wind and sun dropping out together, for longer
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Sudden, long lulls in wind and solar power, called flash energy droughts, will last longer as the climate warms, a study in Nature Climate Change found on 21 September.
Under a low-emissions path, their length rises about 26% for wind and 30% for solar.
About 71% of the world's wind and solar capacity faces more of them.
Why it matters
The authors link these lulls to unmet demand and higher power costs.
How it works
A lull in wind alone gets about 26% longer, and a lull in sun alone about 30%. When both hit together, the lull gets 156% longer.
The idea, in story 6: Why the same extra heat kills more where it is already hot →1 source
Wind and sun dropping out together, for longer
The full story
Wind and sun dropping out together, for longer
Sudden, long lulls in wind and solar power, called flash energy droughts, will last longer as the climate warms, a study in Nature Climate Change found on 21 September.
Why it matters. The authors link these lulls to unmet demand and higher power costs.
Where warming has sped up
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A study in Nature Communications, published on 22 September, mapped where the pace of warming has increased since 1970.
It found the speed-ups mostly in the middle latitudes of the northern half of the world.
The study joins a debate over whether global warming is speeding up after record heat in 2023 and 2024.
Why it matters
One explanation the paper discusses is cleaner shipping fuel since a 2020 rule, which cut pollution that had been cooling the planet.
1 source
Where warming has sped up
The full story
Where warming has sped up
A study in Nature Communications, published on 22 September, mapped where the pace of warming has increased since 1970.
Why it matters. One explanation the paper discusses is cleaner shipping fuel since a 2020 rule, which cut pollution that had been cooling the planet.
A call for US states to plan their power again
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The Clean Air Task Force, a US environmental group, said states with open power markets should bring back long-term planning.
Market prices only look a few years ahead, it says, so nuclear, geothermal, offshore wind and long-lasting storage struggle to get built.
It points to Illinois's new law, in force since June, as a model.
Why it matters
The report says New York is behind on its clean-energy goals largely because offshore wind projects were cancelled or delayed.
Why it matters
Those are the same kind of projects in today's lawsuit story.
2 sources
A call for US states to plan their power again
The full story
A call for US states to plan their power again
The Clean Air Task Force, a US environmental group, said states with open power markets should bring back long-term planning.
Why it matters. The report says New York is behind on its clean-energy goals largely because offshore wind projects were cancelled or delayed.
Ghana's solar falls short of its target
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Ghana had 276.7 megawatts of solar panels at the end of 2025, its energy ministry said in a new renewable energy plan to 2030.
That is below its targets, including 347.5 megawatts of large solar farms.
It also wants mini-grids to grow from about 4 to 444 megawatts, and 1,970 megawatt-hours of batteries.
Why it matters
The plan expects private companies to pay for 41% to 70% of the building, depending on the type.
Why it matters
Poorer countries outside China get only about 15% of the world's clean-energy investment.
2 sources
Ghana's solar falls short of its target
The full story
Ghana's solar falls short of its target
Ghana had 276.7 megawatts of solar panels at the end of 2025, its energy ministry said in a new renewable energy plan to 2030.
Why it matters. The plan expects private companies to pay for 41% to 70% of the building, depending on the type.
A data-centre equipment maker lists for $5.4 billion
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Accelevation, a US company that makes power, cooling and building kits for data centres, is seeking a value of up to $5.37 billion in a stock market listing.
It aims to raise up to $720 million, mostly to pay off debt.
Goldman Sachs, the US bank, expects data centres' power demand worldwide to rise 170% between 2025 and 2030.
Why it matters
Investors are paying up for the equipment inside data centres in the same week California and North Carolina pushed back on who pays for their power.
What's really going on
Most of the rest of the day is US states, regulators and power companies arguing over who pays for new power, often with data centres as the new customer.
4 sources
A data-centre equipment maker lists for $5.4 billion
- 6North Carolina regulators deny Duke Energy gas turbine request over 'staggering' cost, uncertain need
- 7California tightens oversight of data center energy use, grid costs
- 9Southern Co unit signs deal with Google to add nuclear capacity
- 36Data center firm Accelevation targets up to $5.4 billion valuation in US IPO
The full story
A data-centre equipment maker lists for $5.4 billion
Accelevation, a US company that makes power, cooling and building kits for data centres, is seeking a value of up to $5.37 billion in a stock market listing.
Why it matters. Investors are paying up for the equipment inside data centres in the same week California and North Carolina pushed back on who pays for their power.
That's the whole Climate day.
31 stories, 36 sources.