What’s next for EV batteries in 2026

MIT Technology Review’s What’s Next series looks across industries, trends, and technologies to give you a first look at the future. You can read the rest of them here.

Demand for electric vehicles and the batteries that power them has never been hotter.

In 2025, EVs made up over a quarter of new vehicle sales globally, up from less than 5% in 2020. Some regions are seeing even higher uptake: In China, more than 50% of new vehicle sales last year were battery electric or plug-in hybrids. In Europe, more purely electric vehicles hit the roads in December than gas-powered ones. (The US is the notable exception here, dragging down the global average with a small sales decline from 2024.)

As EVs become increasingly common on the roads, the battery world is growing too. Looking ahead, we could soon see wider adoption of new chemistries, including some that deliver lower costs or higher performance. Meanwhile, the geopolitics of batteries are shifting, and so is the policy landscape. Here’s what’s coming next for EV batteries in 2026 and beyond.

A big opportunity for sodium-ion batteries

Lithium-ion batteries are the default chemistry used in EVs, personal devices, and even stationary storage systems on the grid today. But in a tough environment in some markets like the US, there’s a growing interest in cheaper alternatives. Automakers right now largely care just about batteries’ cost, regardless of performance improvements, says Kara Rodby, a technical principal at Volta Energy Technologies, a venture capital firm that focuses on energy storage technology.

Sodium-ion cells have long been held up as a potentially less expensive alternative to lithium. The batteries are limited in their energy density, so they deliver a shorter range than lithium-ion. But sodium is also more abundant, so they could be cheaper.

Sodium’s growth has been cursed, however, by the very success of lithium-based batteries, says Shirley Meng, a professor of molecular engineering at the University of Chicago. A lithium-ion battery cell cost $568 per kilowatt-hour in 2013, but that cost had fallen to just $74 per kilowatt-hour by 2025—quite the moving target for cheaper alternatives to chase.

Sodium-ion batteries currently cost about $59 per kilowatt-hour on average. That’s less expensive than the average lithium-ion battery. But if you consider only lithium iron phosphate (LFP) cells, a lower-end type of lithium-ion battery that averages $52 per kilowatt-hour, sodium is still more expensive today. 

We could soon see an opening for sodium-batteries, though. Lithium prices have been ticking up in recent months, a shift that could soon slow or reverse the steady downward march of prices for lithium-based batteries. 

Sodium-ion batteries are already being used commercially, largely for stationary storage on the grid. But we’re starting to see sodium-ion cells incorporated into vehicles, too. The Chinese companies Yadea, JMEV, and HiNa Battery have all started producing sodium-ion batteries in limited numbers for EVs, including small, short-range cars and electric scooters that don’t require a battery with high energy density. CATL, a Chinese battery company that’s the world’s largest, says it recently began producing sodium-ion cells. The company plans to launch its first EV using the chemistry by the middle of this year

Today, both production and demand for sodium-ion batteries are heavily centered in China. That’s likely to continue, especially after a cutback in tax credits and other financial support for the battery and EV industries in the US. One of the biggest sodium-battery companies in the US, Natron, ceased operations last year after running into funding issues.

We could also see progress in sodium-ion research: Companies and researchers are developing new materials for components including the electrolyte and electrodes, so the cells could get more comparable to lower-end lithium-ion cells in terms of energy density, Meng says. 

Major tests for solid-state batteries

As we enter the second half of this decade, many eyes in the battery world are on big promises and claims about solid-state batteries.

These batteries could pack more energy into a smaller package by removing the liquid electrolyte, the material that ions move through when a battery is charging and discharging. With a higher energy density, they could unlock longer-range EVs.

Companies have been promising solid-state batteries for years. Toyota, for example, once planned to have them in vehicles by 2020. That timeline has been delayed several times, though the company says it’s now on track to launch the new cells in cars in 2027 or 2028.

Historically, battery makers have struggled to produce solid-state batteries at the scale needed to deliver a commercially relevant supply for EVs. There’s been progress in manufacturing techniques, though, and companies could soon actually make good on their promises, Meng says. 

Factorial Energy, a US-based company making solid-state batteries, provided cells for a Mercedes test vehicle that drove over 745 miles on a single charge in a real-world test in September. The company says it plans to bring its tech to market as soon as 2027. Quantumscape, another major solid-state player in the US, is testing its cells with automotive partners and plans to have its batteries in commercial production later this decade.  

Before we see true solid-state batteries, we could see hybrid technologies, often referred to as semi-solid-state batteries. These commonly use materials like gel electrolytes, reducing the liquid inside cells without removing it entirely. Many Chinese companies are looking to build semi-solid-state batteries before transitioning to entirely solid-state ones, says Evelina Stoikou, head of battery technologies and supply chains at BloombergNEF, an energy consultancy.

A global patchwork

The picture for the near future of the EV industry looks drastically different depending on where you’re standing.

Last year, China overtook Japan as the country with the most global auto sales. And more than one in three EVs made in 2025 had a CATL battery in it. Simply put, China is dominating the global battery industry, and that doesn’t seem likely to change anytime soon.

China’s influence outside its domestic market is growing especially quickly. CATL is expected to begin production this year at its second European site; the factory, located in Hungary, is an $8.2 billion project that will supply automakers including BMW and the Mercedes-Benz group. Canada recently signed a deal that will lower the import tax on Chinese EVs from 100% to roughly 6%, effectively opening the Canadian market for Chinese EVs.

Some countries that haven’t historically been major EV markets could become bigger players in the second half of the decade. Annual EV sales in Thailand and Vietnam, where the market was virtually nonexistent just a few years ago, broke 100,000 in 2025. Brazil, in particular, could see its new EV sales more than double in 2026 as major automakers including Volkswagen and BYD set up or ramp up production in the country. 

On the flip side, EVs are facing a real test in 2026 in the US, as this will be the first calendar year after the sunset of federal tax credits that were designed to push more drivers to purchase the vehicles. With those credits gone, growth in sales is expected to continue lagging. 

One bright spot for batteries in the US is outside the EV market altogether. Battery manufacturers are starting to produce low-cost LFP batteries in the US, largely for energy storage applications. LG opened a massive factory to make LFP batteries in mid-2025 in Michigan, and the Korean battery company SK On plans to start making LFP batteries at its facility in Georgia later this year. Those plants could help battery companies cash in on investments as the US EV market faces major headwinds. 

Even as the US lags behind, the world is electrifying transportation. By 2030, 40% of new vehicles sold around the world are projected to be electric. As we approach that milestone, expect to see more global players, a wider selection of EVs, and an even wider menu of batteries to power them. 

How the grid can ride out winter storms

The eastern half of the US saw a monster snowstorm over the weekend. The good news is the grid has largely been able to keep up with the freezing temperatures and increased demand. But there were some signs of strain, particularly for fossil-fuel plants.

One analysis found that PJM, the nation’s largest grid operator, saw significant unplanned outages in plants that run on natural gas and coal. Historically, these facilities can struggle in extreme winter weather.

Much of the country continues to face record-low temperatures, and the possibility is looming for even more snow this weekend. What lessons can we take from this storm, and how might we shore up the grid to cope with extreme weather?

Living in New Jersey, I have the honor of being one of the roughly 67 million Americans covered by the PJM Interconnection.

So I was in the thick of things this weekend, when PJM saw unplanned outages of over 20 gigawatts on Sunday during the height of the storm. (That’s about 16% of the grid’s demand that afternoon.) Other plants were able to make up the difference, and thankfully, the power didn’t go out in my area. But that’s a lot of capacity offline.

Typically, the grid operator doesn’t announce details about why an outage occurs until later. But analysts at Energy Innovation, a policy and research firm specializing in energy and climate, went digging. By examining publicly available grid mix data (a breakdown of what types of power plants are supplying the grid), the team came to a big conclusion: Fossil fuels failed during the storm.

The analysts found that gas-fired power plants were producing about 10 gigawatts less power on Sunday than the peak demand on Saturday, even while electricity prices were high. Coal- and oil-burning plants were down too. Because these plants weren’t operating, even when high prices would make it quite lucrative, they were likely a significant part of the problem, says Michelle Solomon, a manager in the electricity program at Energy Innovation.

PJM plans to share more details about the outages at an upcoming committee meeting once the cold snap passes, Dan Lockwood, a PJM spokesperson, told me via email.

Fossil-fuel plants can see reliability challenges during winter: When temperatures drop, pressures in natural-gas lines fall too, which can lead to issues for fuel supply. Freezing temperatures can throw compression stations and other mechanical equipment offline and even freeze piles of coal.

One of the starkest examples came in 2021, when Texas faced freezing temperatures that took many power plants offline and threw the grid into chaos. Many homes lost power for days, and at least 246 people died during that storm.

Texas fared much better this time around. After 2021, the state shored up its grid, adding winter weatherization for power plants and transmission systems. Texas has also seen a huge flood of batteries come online, which has greatly helped the grid during winter demand peaks, especially in the early mornings. Texas was also simply lucky that this storm was less severe there, as one expert told Inside Climate News this week.

Here on the East Coast, we’re not out of the woods yet. The snow has stopped falling, but grids are still facing high electricity demand because of freezing temperatures. (I’ve certainly been living under my heated blanket these last few days.)

PJM could see a peak power demand of 130 gigawatts for seven straight days, a winter streak that the local grid has never experienced, according to an update to the utility’s site on Tuesday morning.

The US Department of Energy issued emergency orders to several grid operators, including PJM, that allow power plants to run while basically ignoring emissions regulations. The department also issued orders allowing several grids to tell data centers and other facilities to begin using backup generators. (This is good news for reliability but bad news for clean air and the climate, since these power sources are often incredibly emissions-intensive.)

We here on the East Coast could learn a thing or two from Texas so we don’t need to resort to these polluting emergency measures to keep the lights on. More energy storage could be a major help in future winter storms, lending flexibility to the grid to help ride out the worst times, Solomon says. Getting offshore wind online could also help, since those facilities typically produce reliable power in the winter. 

No one energy source will solve the massive challenge of building and maintaining a resilient grid. But as we face the continued threat of extreme storms, renewables might actually help us weather them. 

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here.

Why 2026 is a hot year for lithium

In 2026, I’m going to be closely watching the price of lithium.

If you’re not in the habit of obsessively tracking commodity markets, I certainly don’t blame you. (Though the news lately definitely makes the case that minerals can have major implications for global politics and the economy.)

But lithium is worthy of a close look right now.

The metal is crucial for lithium-ion batteries used in phones and laptops, electric vehicles, and large-scale energy storage arrays on the grid. Prices have been on quite the roller coaster over the last few years, and they’re ticking up again after a low period. What happens next could have big implications for mining and battery technology.

Before we look ahead, let’s take a quick trip down memory lane. In 2020, global EV sales started to really take off, driving up demand for the lithium used in their batteries. Because of that growing demand and a limited supply, prices shot up dramatically, with lithium carbonate going from under $10 per kilogram to a high of roughly $70 per kilogram in just two years.

And the tech world took notice. During those high points, there was a ton of interest in developing alternative batteries that didn’t rely on lithium. I was writing about sodium-based batteries, iron-air batteries, and even experimental ones that were made with plastic.

Researchers and startups were also hunting for alternative ways to get lithium, including battery recycling and processing methods like direct lithium extraction (more on this in a moment).

But soon, prices crashed back down to earth. We saw lower-than-expected demand for EVs in the US, and developers ramped up mining and processing to meet demand. Through late 2024 and 2025, lithium carbonate was back around $10 a kilogram again. Avoiding lithium or finding new ways to get it suddenly looked a lot less crucial.

That brings us to today: lithium prices are ticking up again. So far, it’s nowhere close to the dramatic rise we saw a few years ago, but analysts are watching closely. Strong EV growth in China is playing a major role—EVs still make up about 75% of battery demand today. But growth in stationary storage, batteries for the grid, is also contributing to rising demand for lithium in both China and the US.

Higher prices could create new opportunities. The possibilities include alternative battery chemistries, specifically sodium-ion batteries, says Evelina Stoikou, head of battery technologies and supply chains at BloombergNEF. (I’ll note here that we recently named sodium-ion batteries to our 2026 list of 10 Breakthrough Technologies.)

It’s not just batteries, though. Another industry that could see big changes from a lithium price swing: extraction.

Today, most lithium is mined from rocks, largely in Australia, before being shipped to China for processing. There’s a growing effort to process the mineral in other places, though, as countries try to create their own lithium supply chains. Tesla recently confirmed that it’s started production at its lithium refinery in Texas, which broke ground in 2023. We could see more investment in processing plants outside China if prices continue to climb.

This could also be a key year for direct lithium extraction, as Katie Brigham wrote in a recent story for Heatmap. That technology uses chemical or electrochemical processes to extract lithium from brine (salty water that’s usually sourced from salt lakes or underground reservoirs), quickly and cheaply. Companies including Lilac Solutions, Standard Lithium, and Rio Tinto are all making plans or starting construction on commercial facilities this year in the US and Argentina. 

If there’s anything I’ve learned about following batteries and minerals over the past few years, it’s that predicting the future is impossible. But if you’re looking for tea leaves to read, lithium prices deserve a look. 

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Three climate technologies breaking through in 2026

Happy New Year! I know it’s a bit late to say, but it never quite feels like the year has started until the new edition of our 10 Breakthrough Technologies list comes out. 

For 25 years, MIT Technology Review has put together this package, which highlights the technologies that we think are going to matter in the future. This year’s version has some stars, including gene resurrection (remember all the dire wolf hype last year?) and commercial space stations

And of course, the world of climate and energy is represented with sodium-ion batteries, next-generation nuclear, and hyperscale AI data centers. Let’s take a look at what ended up on the list, and what it says about this moment for climate tech. 

Sodium-ion batteries

I’ve been covering sodium-ion batteries for years, but this moment feels like a breakout one for the technology. 

Today, lithium-ion cells power everything from EVs, phones, and computers to huge stationary storage arrays that help support the grid. But researchers and battery companies have been racing to develop an alternative, driven by the relative scarcity of lithium and the metal’s volatile price in recent years. 

Sodium-ion batteries could be that alternative. Sodium is much more abundant than lithium, and it could unlock cheaper batteries that hold a lower fire risk.  

There are limitations here: Sodium-ion batteries won’t be able to pack as much energy into cells as their lithium counterparts. But it might not matter, especially for grid storage and smaller EVs. 

In recent years, we’ve seen a ton of interest in sodium-based batteries, particularly from major companies in China. Now the new technology is starting to make its way into the world—CATL says it started manufacturing these batteries at scale in 2025. 

Next-generation nuclear

Nuclear reactors are an important part of grids around the world today—massive workhorse reactors generate reliable, consistent electricity. But the countries with the oldest and most built-out fleets have struggled to add to them in recent years, since reactors are massive and cost billions. Recent high-profile projects have gone way over budget and faced serious delays. 

Next-generation reactor designs could help the industry break out of the old blueprint and get more nuclear power online more quickly, and they’re starting to get closer to becoming reality. 

There’s a huge variety of proposals when it comes to what’s next for nuclear. Some companies are building smaller reactors, which they say could make it easier to finance new projects, and get them done on time. 

Other companies are focusing on tweaking key technical bits of reactors, using alternative fuels or coolants that help ferry heat out of the reactor core. These changes could help reactors generate electricity more efficiently and safely. 

Kairos Power was the first US company to receive approval to begin construction on a next-generation reactor to produce electricity. China is emerging as a major center of nuclear development, with the country’s national nuclear company reportedly working on several next-gen reactors. 

Hyperscale data centers

This one isn’t quite what I would call a climate technology, but I spent most of last year reporting on the climate and environmental impacts of AI, and the AI boom is deeply intertwined with climate and energy. 

Data centers aren’t new, but we’re seeing a wave of larger centers being proposed and built to support the rise of AI. Some of these facilities require a gigawatt or more of power—that’s like the output of an entire conventional nuclear power plant, just for one data center. 

(This feels like a good time to mention that our Breakthrough Technologies list doesn’t just highlight tech that we think will have a straightforwardly positive influence on the world. I think back to our 2023 list, which included mass-market military drones.)

There’s no denying that new, supersize data centers are an important force driving electricity demand, sparking major public pushback, and emerging as a key bit of our new global infrastructure. 

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Mitigating emissions from air freight: Unlocking the potential of SAF with book and claim

Emissions from air freight have increased by 25% since 2019, according to a 2024 analysis by environmental advocacy organization Stand.Earth.

The researchers found that the expansion of cargo-only fleets to transport goods during the pandemic — as air travel halted, slower freight modes faced disruption, but demand for rapid delivery soared — has led to a yearly increase of almost 20 million tons of carbon dioxide, making up 93.8m tonnes from air freight overall.

And though fleet modernization and operational improvements by freight operators have contributed to ongoing decarbonization efforts, sustainable aviation fuel (SAF) looks set to be instrumental in helping the sector achieve its ambitions to reduce environmental footprint in the long-term.

When used neat, or pure and unblended, SAF can help reduce the life cycle of greenhouse gas emissions from aviation by as much as 80% relative to conventional fuel. It’s why the International Air Transport Association (IATA) estimates that SAF could account for as much as 65% of total reduction of emissions.

For Christoph Wolff, CEO of the Smart Freight Centre, “SAF is the main pathway” to decarbonization across both freight and the wider aviation ecosystem.

“The great thing about SAF is it’s chemically identical to Jet A fuel,” he says. “You can blend it [which means] you have a pathway to ramp it up. You can start small and you can scale it. By scaling it there is the promise or the hope that the price comes down.”

At at least twice the price of conventional jet fuel, cost is a significant barrier hindering broader adoption.

And it isn’t the only one standing between SAF and wider penetration.

Bridging the gap between a concentrated supply of SAF and global demand also remains a major hurdle.

Though the number of verified SAF outlets has increased from fewer than 20 locations in 2021 to 114 as of April 2025, according to sustainability solutions framework 4Air, that accounts for only 92 airports worldwide out of more than 40,000.

“SAF is central to the decarbonization of the aviation sector,” believes Raman Ojha, president of Shell Aviation. “Having said that, adoption and penetration of SAF hasn’t really picked up massively. It’s not due to lack of production capacity, but there are lots of things that are at play. And book and claim in that context helps to bridge that gap.”

Bridging the gap with book and claim

Book and claim is a chain of custody model, where the flow of administrative records is not necessarily connected to the physical product through the supply chain (source: ISO 22095:2020).

Book and claim potentially enables airlines and corporations to access the life cycle GHG emissions reduction benefits of SAF relative to conventional jet fuel even when SAF is not physically available at their location; this model helps bridge the gap between that concentrated supply and global demand, until SAF’s availability improves.

“To be bold, without book and claim, no short-term science-based target will be achieved,” says Bettina Paschke, vice president of ESG accounting, reporting and controlling at DHL Express. “Book and claim is essential to achieving science-based targets.”

“SAF production facilities are not everywhere,” she reiterates. “They’re very focused on one location, and if a customer wants to fulfil a mass balance obligation, SAF would need to be shipped around the world just to be at that airport for that customer. That would be very complicated, and very unrealistic.” It would also, counterintuitively, increase total emissions. By using book and claim instead, air freight operators can unlock the life cycle greenhouse gas emissions reduction benefits of SAF relative to conventional jet fuel now, without waiting for supply to broaden. “It might no longer be needed when we have SAF product facilities at each airport in the future,” she points out. “But at the moment, that’s not the case.”

At DHL itself, the mechanism has become central to achieving its own three interconnected sustainability pillars, which focus on decarbonizing logistics supply chains, supporting customers toward their decarbonization goals, and ensuring credible emission claims can be shared along the value chain.

Demonstrating the importance of a credible and viable framework for book and claim systems is also what inspired the 2022 launch of Shell’s Avelia, one of the first blockchain-powered digital SAF book and claim solutions for aviation, which expanded in 2024 to encompass air freight in addition to business travel. Depending on the offering, Avelia offers freight forwarders the opportunity to share the life cycle greenhouse gas emissions reduction benefits of SAF relative to conventional jet fuel across the value chain with shippers using their services.

“It’s also backed by a physical supply chain, which gives our customers — whether those be corporates or freight forwarders or even airlines — a peace of mind that the SAF has been injected at a certain airport, it’s been used and environmental attributes, with the help of blockchain, have been tracked to where they’re getting retired,” says Ojha.

He adds: “The most important or critical part is the transparency that it’s providing to our customers to be sure that they’re not saying something which they can’t confidently stand behind.”

Moving beyond early adoption

To scale up SAF via book and claim and help make it a more commercially viable lower-carbon solution, its adoption will need to be a coordinated “ecosystem play,” says Wolff. That includes early adopters, such as DHL, inspiring action from peers, solution providers such as Shell, working with various stakeholders to drive joint advocacy, and industry associations, like the Smart Freight Centre creating the required frameworks, educational resources, and industry alignment.

An active book and claim community made up of many forward-thinking advocates is already driving much of this work forward with a common goal to develop greater standardization and consensus, Wolff points out. “It helps to make sure all definitions on the system are compatible and they can talk to one another, provide educational support, and [also that] there’s a repository of transactions so that it can be documented in a way that people can see and think, ‘oh this is how we do it.’ There are some early adopters that are very experienced, but it needs a lot more people for it to get comfortable.”

In early 2024, discussions were held with a diverse group of expert book and claim stakeholders to develop and refine 11 key principles and best practices book and claim models. These represent an aligned set of principles informed by practical successes and challenges faced by practitioners working to decarbonize the heavy transport sector.

Adherence to such a framework is crucial given that book and claim is not yet accepted by the Greenhouse Gas (GHG) Protocol nor the Science Based Targets Initiative (SBTi) as a recognized model for reducing greenhouse gas emissions — though there are hopes that might change.

“The industrialization of book and claim delivery systems is key to credibility and recognition,” says Wolff. “The Greenhouse Gas Protocol and the Science Based Targets Initiative are making steps in recognizing that. There’s a pathway that the Smart Freight Centre is very closely involved in the technical working groups for [looking]to build such a system where, in addition to physical inventory, you also pursue market-based inventories.”

Paschke urges companies not to sit back and wait for policy to change before taking action, though. “The solution is there,” she says. “There are companies like DHL that are making huge upfront investments, and every single contribution helps to scale the industry and give a strong signal to the eco-space.”

As pressure to accelerate decarbonization gains pace, it’s critical that air freight operators consider this now, agrees Ojha. “Don’t wait for perfection in guidelines, regulations, or platforms — act now,” he says. “That’s very, very critical. Second, learn by doing and join hands with others. Don’t try to do everything independently or in-house.

“Third, make use of registries and platforms, such as Avelia, that can give credibility. Join them, utilize them, and leverage them so that you won’t have to establish auditability from scratch.

“And fourth, don’t look at scope book and claim as a means for acquiring a certificate for environmental attributes. Think in terms of your decarbonisation commitment and think of this as a tool for exposure management. Think in terms of the bigger picture.”

That bigger picture being a significant sector-wide push toward faster decarbonization — and turning the tide on emissions’ steep upward ascent.

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What new legal challenges mean for the future of US offshore wind

For offshore wind power in the US, the new year is bringing new legal battles.

On December 22, the Trump administration announced it would pause the leases of five wind farms currently under construction off the US East Coast. Developers were ordered to stop work immediately.

The cited reason? National security, specifically concerns that turbines can cause radar interference. But that’s a known issue, and developers have worked with the government to deal with it for years.

Companies have been quick to file lawsuits, and the court battles could begin as soon as this week. Here’s what the latest kerfuffle might mean for the struggling offshore wind industry in the US.

This pause affects $25 billion in investment in five wind farms: Vineyard Wind 1 off Massachusetts, Revolution Wind off Rhode Island, Sunrise Wind and Empire Wind off New York, and Coastal Virginia Offshore Wind off Virginia. Together, those projects had been expected to create 10,000 jobs and power more than 2.5 million homes and businesses.

In a statement announcing the move, the Department of the Interior said that “recently completed classified reports” revealed national security risks, and that the pause would give the government time to work through concerns with developers. The statement specifically says that turbines can create radar interference (more on the technical details here in a moment).

Three of the companies involved have already filed lawsuits, and they’re seeking preliminary injunctions that would allow construction to continue. Orsted and Equinor (the developers for Revolution Wind and Empire Wind, respectively) told the New York Times that their projects went through lengthy federal reviews, which did address concerns about national security.

This is just the latest salvo from the Trump administration against offshore wind. On Trump’s first day in office, he signed an executive order stopping all new lease approvals for offshore wind farms. (That order was struck down by a judge in December.)

The administration previously ordered Revolution Wind to stop work last year, also citing national security concerns. A federal judge lifted the stop-work order weeks later, after the developer showed that the financial stakes were high, and that government agencies had previously found no national security issues with the project.

There are real challenges that wind farms introduce for radar systems, which are used in everything from air traffic control to weather forecasting to national defense operations. A wind turbine’s spinning can create complex signatures on radar, resulting in so-called clutter.

Previous government reports, including one 2024 report from the Department of Energy and a 2025 report from the Government Accountability Office (an independent government watchdog), have pointed out this issue in the past.

“To date, no mitigation technology has been able to fully restore the technical performance of impacted radars,” as the DOE report puts it. However, there are techniques that can help, including software that acts to remove the signatures of wind turbines. (Think of this as similar to how noise-canceling headphones work, but more complicated, as one expert told TechCrunch.)

But the most widespread and helpful tactic, according to the DOE report, is collaboration between developers and the government. By working together to site and design wind farms strategically, the groups can ensure that the projects don’t interfere with government or military operations. The 2025 GAO report found that government officials, researchers, and offshore wind companies were collaborating effectively, and any concerns could be raised and addressed in the permitting process.

This and other challenges threaten an industry that could be a major boon for the grid. On the East Coast where these projects are located, and in New England specifically, winter can bring tight supplies of fossil fuels and spiking prices because of high demand. It just so happens that offshore winds blow strongest in the winter, so new projects, including the five wrapped up in this fight, could be a major help during the grid’s greatest time of need.

One 2025 study found that if 3.5 gigawatts’ worth of offshore wind had been operational during the 2024-2025 winter, it would have lowered energy prices by 11%. (That’s the combined capacity of Revolution Wind and Vineyard Wind, two of the paused projects, plus two future projects in the pipeline.) Ratepayers would have saved $400 million.

Before Donald Trump was elected, the energy consultancy BloombergNEF projected that the US would build 39 gigawatts of offshore wind by 2035. Today, that expectation has dropped to just 6 gigawatts. These legal battles could push it lower still.

What’s hardest to wrap my head around is that some of the projects being challenged are nearly finished. The developers of Revolution Wind have installed all the foundations and 58 of 65 turbines, and they say the project is over 87% complete. Empire Wind is over 60% done and is slated to deliver electricity to the grid next year.

To hit the pause button so close to the finish line is chilling, not just for current projects but for future offshore wind efforts in the US. Even if these legal battles clear up and more developers can technically enter the queue, why would they want to? Billions of dollars are at stake, and if there’s one word to describe the current state of the offshore wind industry in the US, it’s “unpredictable.”

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Bangladesh’s garment-making industry is getting greener

Pollution from textile production—dyes, chemicals, and heavy metals like lead and cadmium—is common in the waters of the Buriganga River as it runs through Dhaka, Bangladesh. It’s among many harms posed by a garment sector that was once synonymous with tragedy: In 2013, the eight-story Rana Plaza factory building collapsed, killing 1,134 people and injuring some 2,500 others. 

colored water pouring out of a cement tunnel into a river with a city in the far distance
Wastewater from Bangladesh’s garment industry flows into the Buriganga River.
ZAKIR HOSSAIN CHOWDHURY

But things are starting to change. In recent years the country has quietly become an unlikely leader in “frugal” factories that use a combination of resource-efficient technologies to cut waste, conserve water, and build resilience against climate impacts and global supply disruptions. Bangladesh now boasts 268 LEED-certified garment factories—more than any other country. Dye plants are using safer chemicals, tanneries are adopting cleaner tanning methods and treating wastewater, workshops are switching to more efficient LED lighting, and solar panels glint from rooftops. The hundreds of factories along the Buriganga’s banks and elsewhere in Bangladesh are starting to stitch together a new story, woven from greener threads.

a single factory worker in the midst of many workstation tables under industrial lighting fixtures
These energy-efficient, automated template sewing machines at the Fakir Eco Knitwears factory near Bangladesh’s capital help workers reduce waste.
ZAKIR HOSSAIN CHOWDHURY

In Fakir Eco Knitwears’ LEED Gold–certified factory in Narayanganj, a city near Dhaka, skylights reduce energy consumption from electric lighting by 40%, and AI-driven cutters allow workers to recycle 95% of fabric scraps into new yarns. “We save energy by using daylight, solar power, and rainwater instead of heavy AC and boilers,” says Md. Anisuzzaman, an engineer at the company. “It shows how local resources can make production greener and more sustainable.” 

The shift to green factories in Bangladesh is financed through a combination of factory investments, loans from Bangladesh Bank’s Green Transformation Fund, and pressure from international buyers who reward compliance with ongoing orders. One prominent program is the Partnership for Cleaner Textile (PaCT), an initiative run by the World Bank Group’s International Finance Corporation. Launched in 2013, PaCT has worked with more than 450 factories on cleaner production methods. By its count, the effort now saves 35 billion liters of fresh water annually, enough to meet the needs of 1.9 million people.

solar panels on a factory roof
Solar panels on top of the factory help reduce its energy footprint.
ZAKIR HOSSAIN CHOWDHURY
An exhaust gas absorption chiller absorbs heat and helps maintain the factory floor’s temperature at around 28 °C (82 °F).
ZAKIR HOSSAIN CHOWDHURY

Water reclaimed at the factory’s sewage treatment plant is used in the facility’s restrooms.
ZAKIR HOSSAIN CHOWDHURY

It’s a good start, but Bangladesh’s $40 billion garment industry still has a long way to go. The shift to environmentalism at the factory level hasn’t translated to improved outcomes for the sector’s 4.4 million workers. 

Wage theft and delayed payments are widespread. The minimum wage, some 12,500 taka per month (about $113), is far below the $200 proposed by unions—which has meant frequent strikes and protests over pay, overtime, and job security. “Since Rana Plaza, building safety and factory conditions have improved, but the mindset remains unchanged,” says A.K.M. Ashraf Uddin, executive director of the Bangladesh Labour Foundation, a nonprofit labor rights group. “Profit still comes first, and workers’ freedom of speech is yet to be realized.”

The smaller factories that dominate the garment sector may struggle to invest in green upgrades.
ZAKIR HOSSAIN CHOWDHURY

In the worst case, greener industry practices could actually exacerbate inequality. Smaller factories dominate the sector, and they struggle to afford upgrades. But without those upgrades, businesses could find themselves excluded from certain markets. One of those is the European Union, which plans to require companies to address human rights and environmental problems in supply chains starting in 2027. A cleaner Buriganga River mends just a small corner of a vast tapestry of need. 

Zakir Hossain Chowdhury is a visual journalist based in Bangladesh.

The paints, coatings, and chemicals making the world a cooler place

It’s getting harder to beat the heat. During the summer of 2025, heat waves knocked out power grids in North America, Europe, and the Middle East. Global warming means more people need air-­conditioning, which requires more power and strains grids. But a millennia-old idea (plus 21st-century tech) might offer an answer: radiative cooling. Paints, coatings, and textiles can scatter sunlight and dissipate heat—no additional energy required.

“Radiative cooling is universal—it exists everywhere in our daily life,” says Qiaoqiang Gan, a professor of materials science and applied physics at King Abdullah University of Science and Technology in Saudi Arabia. Pretty much any object will absorb heat from the sun during the day and radiate some of it back at night. It’s why cars parked outside overnight are often covered with condensation, Gan says—their metal roofs dissipate heat into the sky, cooling the surfaces below the ambient air temperature. That’s how you get dew.

Humans have harnessed this basic natural process for thousands of years. Desert peoples in Iran, North Africa, and India manufactured ice by leaving pools of water exposed to clear desert skies overnight, when radiative cooling happens naturally; other cultures constructed “cool roofs” capped with reflective materials that scattered sunlight and lowered interior temperatures. “People have taken advantage of this effect, either knowingly or unknowingly, for a very long time,” says Aaswath Raman, a materials scientist at UCLA and cofounder of the radiative­cooling startup SkyCool Systems.

Modern approaches, as demonstrated everywhere from California supermarket rooftops to Japan’s Expo 2025 pavilion, go even further. Normally, if the sun is up and pumping in heat, surfaces can’t get cooler than the ambient temperature. But back in 2014, Raman and his colleagues achieved radiative cooling in the daytime. They customized photonic films to absorb and then radiate heat at infrared wavelengths between eight and 13 micrometers—a range of electromagnetic wavelengths called an “atmospheric window,” because that radiation escapes to space rather than getting absorbed. Those films could dissipate heat even under full sun, cooling the inside of a building to 9 °F below ambient temperatures, with no AC or energy source required.

That was proof of concept; today, Raman says, the industry has mostly shifted away from advanced photonics that use the atmospheric-window effect to simpler sunlight-scattering materials. Ceramic cool roofs, nanostructure coatings, and reflective polymers all offer the possibility of diverting more sunlight across all wavelengths, and they’re more durable and scalable.

Now the race is on. Startups such as SkyCool, Planck Energies, Spacecool, and i2Cool are competing to commercially manufacture and sell coatings that reflect at least 94% of sunlight in most climates, and above 97% in humid tropical ones. Pilot projects have already provided significant cooling to residential buildings, reducing AC energy needs by 15% to 20% in some cases. 

This idea could go way beyond reflective rooftops and roads. Researchers are developing reflective textiles that can be worn by people most at risk of heat exposure. “This is personal thermal management,” says Gan. “We can realize passive cooling in T-shirts, sportswear, and garments.” 

thermal image of a person on a rooftop holding a stick in a bucket
A thermal image captured during a SkyCool installation shows treated areas (white, yellow) that are roughly 35 ºC cooler than the surrounding rooftop.
COURTESY OF SKYCOOL SYSTEMS

Of course, these technologies and materials have limits. Like solar power grids, they’re vulnerable to weather. Clouds prevent reflected sunlight from bouncing into space. Dust and air pollution dim materials’ bright surfaces. Lots of coatings lose their reflectivity after a few years. And the cheapest and toughest materials used in radiative cooling tend to rely on Teflon and other fluoropolymers, “forever chemicals” that don’t biodegrade, posing an environmental risk. “They are the best class of products that tend to survive outdoors,” says Raman. “So for long-term scale-up, can you do it without materials like those fluoropolymers and still maintain the durability and hit this low cost point?”

As with any other solution to the problems of climate change, one size won’t fit all. “We cannot be overoptimistic and say that radiative cooling can address all our future needs,” Gan says. “We still need more efficient active air-conditioning.” A shiny roof isn’t a panacea, but it’s still pretty cool. 

Becky Ferreira is a science reporter based in upstate New York and author of First Contact: The Story of Our Obsession with Aliens.

Four bright spots in climate news in 2025

Climate news hasn’t been great in 2025. Global greenhouse-gas emissions hit record highs (again). This year is set to be either the second or third warmest on record. Climate-fueled disasters like wildfires in California and flooding in Indonesia and Pakistan devastated communities and caused billions in damage.

In addition to these worrying indicators of our continued contributions to climate change and their obvious effects, the world’s largest economy has made a sharp U-turn on climate policy this year. The US under the Trump administration withdrew from the Paris Agreement, cut funds for climate research, and scrapped billions of dollars in funding for climate tech projects.

We’re in a severe situation with climate change. But for those looking for bright spots, there was some good news in 2025. Here are a few of the positive stories our climate reporters noticed this year.

China’s flattening emissions

Solar panels field on hillside

GETTY IMAGES

One of the most notable and encouraging signs of progress this year occurred in China. The world’s second-biggest economy and biggest climate polluter has managed to keep carbon dioxide emissions flat for the last year and a half, according to an analysis in Carbon Brief.

That’s happened before, but only when the nation’s economy was retracting, including in the midst of the covid-19 pandemic. But emissions are now falling even as China’s economy is on track to grow about 5% this year, and electricity demands continue to rise.

So what’s changed? China has now installed so much solar and wind, and put so many EVs on the road, that its economy can continue to expand without increasing the amount of carbon dioxide it’s pumping into the atmosphere, decoupling the traditional link between emissions and growth.

Specifically, China added an astounding 240 gigawatts of solar power capacity and 61 gigawatts of wind power in the first nine months of the year, the Carbon Brief analysis noted. That’s nearly as much solar power as the US has installed in total, in just the first three quarters of this year.

It’s too early to say China’s emissions have peaked, but the country has said it will officially reach that benchmark before 2030.

To be clear, China still isn’t moving fast enough to keep the world on track for meeting relatively safe temperature targets. (Indeed, very few countries are.) But it’s now both producing most of the world’s clean energy technologies and curbing its emissions growth, providing a model for cleaning up industrial economies without sacrificing economic prosperity—and setting the stage for faster climate progress in the coming years.

Batteries on the grid

looking down a row on battery storage units on an overcast day

AP PHOTO/SAM HODDE

It’s hard to articulate just how quickly batteries for grid storage are coming online. These massive arrays of cells can soak up electricity when sources like solar are available and prices are low, and then discharge power back to the grid when it’s needed most.

Back in 2015, the battery storage industry had installed only a fraction of a gigawatt of battery storage capacity across the US. That year, it set a seemingly bold target of adding 35 gigawatts by 2035. The sector passed that goal a decade early this year and then hit 40 gigawatts a couple of months later. 

Costs are still falling, which could help maintain the momentum for the technology’s deployment. This year, battery prices for EVs and stationary storage fell yet again, reaching a record low, according to data from BloombergNEF. Battery packs specifically used for grid storage saw prices fall even faster than the average; they cost 45% less than last year.

We’re starting to see what happens on grids with lots of battery capacity, too: in California and Texas, batteries are already helping meet demand in the evenings, reducing the need to run natural-gas plants. The result: a cleaner, more stable grid.

AI’s energy funding influx

Aerial view of a large Google Data Centre being built in Cheshunt, Hertfordshire, UK

GETTY IMAGES

The AI boom is complicated for our energy system, as we covered at length this year. Electricity demand is ticking up: the amount of power utilities supplied to US data centers jumped 22% this year and will more than double by 2030.

But at least one positive shift is coming out of AI’s influence on energy: It’s driving renewed interest and investment in next-generation energy technologies.

In the near term, much of the energy needed for data centers, including those that power AI, will likely come from fossil fuels, especially new natural-gas power plants. But tech giants like Google, Microsoft, and Meta all have goals on the books to reduce their greenhouse-gas emissions, so they’re looking for alternatives.

Meta signed a deal with XGS Energy in June to purchase up to 150 megawatts of electricity from a geothermal plant. In October, Google signed an agreement that will help reopen Duane Arnold Energy Center in Iowa, a previously shuttered nuclear power plant.

Geothermal and nuclear could be key pieces of the grid of the future, as they can provide constant power in a way that wind and solar don’t. There’s a long way to go for many of the new versions of the tech, but more money and interest from big, powerful players can’t hurt.

Good news, bad news

Aerial view of solar power and battery storage units in the desert

ADOBE STOCK

Perhaps the strongest evidence of collective climate progress so far: We’ve already avoided the gravest dangers that scientists feared just a decade ago.

The world is on track for about 2.6 °C of warming over preindustrial conditions by 2100, according to Climate Action Tracker, an independent scientific effort to track the policy progress that nations have made toward their goals under the Paris climate agreement.

That’s a lot warmer than we want the planet to ever get. But it’s also a whole degree better than the 3.6 °C path that we were on a decade ago, just before nearly 200 countries signed the Paris deal.

That progress occurred because more and more nations passed emissions mandates, funded subsidies, and invested in research and development—and private industry got busy cranking out vast amounts of solar panels, wind turbines, batteries, and EVs. 

The bad news is that progress has stalled. Climate Action Tracker notes that its warming projections have remained stubbornly fixed for the last four years, as nations have largely failed to take the additional action needed to bend that curve closer to the 2 °C goal set out in the international agreement.

But having shaved off a degree of danger is still demonstrable proof that we can pull together in the face of a global threat and address a very, very hard problem. And it means we’ve done the difficult work of laying down the technical foundation for a society that can largely run without spewing ever more greenhouse gas into the atmosphere.

Hopefully, as cleantech continues to improve and climate change steadily worsens, the world will find the collective will to pick up the pace again soon.

Welcome to Kenya’s Great Carbon Valley: a bold new gamble to fight climate change

The earth around Lake Naivasha, a shallow freshwater basin in south-central Kenya, does not seem to want to lie still. 

Ash from nearby Mount Longonot, which erupted as recently as the 1860s, remains in the ground. Obsidian caves and jagged stone towers preside over the steam that spurts out of fissures in the soil and wafts from pools of boiling-hot water—produced by magma that, in some areas, sits just a few miles below the surface. 

It’s a landscape born from violent geologic processes some 25 million years ago, when the Nubian and Somalian tectonic plates pulled apart. That rupture cut a depression in the earth some 4,000 miles long—from East Africa up through the Middle East—to create what’s now called the Great Rift Valley. 

This volatility imbues the land with vast potential, much of it untapped. The area, no more than a few hours’ drive from Nairobi, is home to five geothermal power stations, which harness the clouds of steam to generate about a quarter of Kenya’s electricity. But some energy from this process escapes into the atmosphere, while even more remains underground for lack of demand. 

That’s what brought Octavia Carbon here. 

In June, just north of the lake in the small but strategically located town of Gilgil, the startup began running a high-stakes test. It’s harnessing some of that excess energy to power four prototypes of a machine that promises to remove carbon dioxide from the air in a manner that the company says is efficient, affordable, and—crucially—scalable.

In the short term, the impact will be small—each device’s initial capacity is just 60 tons per year of CO2—but the immediate goal is simply to demonstrate that carbon removal here is possible. The longer-term vision is far more ambitious: to prove that direct air capture (DAC), as the process is known, can be a powerful tool to help the world keep temperatures from rising to ever more dangerous levels. 

“We believe we are doing what we can here in Kenya to address climate change and lead the charge for positioning Kenya as a climate vanguard,” Specioser Mutheu, Octavia’s communications lead, told me when I visited the country last year. 

The United Nations’ Intergovernmental Panel on Climate Change has stated that in order to keep the world from warming more than 1.5 °C over preindustrial levels (the threshold set out in the Paris Agreement), or even the more realistic but still difficult 2 °C, it will need to significantly reduce future fossil-fuel emissions—and also pull from the atmosphere billions of tons of carbon that have already been released. 

Some argue that DAC, which uses mechanical and chemical processes to suck carbon dioxide from the air and store it in a stable form (usually underground), is the best way to do that. It’s a technology with immense promise, offering the possibility that human ingenuity and innovation can get us out of the same mess that development caused in the first place. 

Last year, the world’s largest DAC plant, Mammoth, came online in Iceland, offering the eventual capacity to remove up to 36,000 tons of CO₂ per year—roughly equal to the emissions of 7,600 gas-powered cars. The idea is that DAC plants like this one will remove and permanently store carbon and create carbon credits that can be purchased by corporations, governments, and local industrial producers, which will collectively help keep the world from experiencing the most dangerous effects of climate change. 

large pipes run along the ground with the buildings of the Climeworks' Mammoth plant in the distance
Climeworks’ Mammoth carbon removal plant near Reykjavik, Iceland.
JOHN MOORE/GETTY IMAGES

Now, Octavia and a growing number of other companies, politicians, and investors from Africa, the US, and Europe are betting that Kenya’s unique environment holds the keys to reaching this lofty goal—which is why they’re pushing a sweeping vision to remake the Great Rift Valley into the “Great Carbon Valley.” And they hope to do so in a way that provides a genuine economic boost for Kenya, while respecting the rights of the Indigenous people who live on this land. If they can do so, the project could not just give a needed jolt to the DAC industry—it could also provide proof of concept for DAC across the Global South, which is particularly vulnerable to the ravages of climate change despite bearing very little responsibility for it. 

But DAC is also a controversial technology, unproven at scale and wildly expensive to operate. In May, an Icelandic news outlet published an investigation into Climeworks, which runs the Mammoth plant, finding that it didn’t even pull in enough carbon dioxide to offset its own emissions, let alone the emissions of other companies. 

Critics also argue that the electricity DAC requires can be put to better use cleaning up our transportation systems, heating our homes, and powering other industries that still rely largely on fossil fuels. What’s more, they say that relying on DAC can give polluters an excuse to delay the transition to renewables indefinitely. And further complicating this picture is shrinking demand from governments and corporations that would be DAC’s main buyers, which has left some experts questioning whether the industry will even survive. 

Carbon removal is a technology that seems always on the verge of kicking in but never does, says Fadhel Kaboub, a Tunisian economist and advocate for an equitable green transition. “You need billions of dollars of investment in it, and it’s not delivering, and it’s not going to deliver anytime soon. So why do we put the entire future of the planet in the hands of a few people and a technology that doesn’t deliver?” 

Layered on top of concerns about the viability and wisdom of DAC is a long history of distrust from the Maasai people who have called the Great Rift Valley home for generations but have been displaced in waves by energy companies coming in to tap the land’s geothermal reserves. And many of those remaining don’t even have access to the electricity generated by these plants. 

Maasai men walk along the road beside the Olkaria geothermal plant.
REDUX PICTURES

It’s an immensely complicated landscape to navigate. But if the project can indeed make it through, Benjamin Sovacool, an energy policy researcher and director of the Boston University Institute for Global Sustainability, sees immense potential for countries that have been historically marginalized from climate policy and green energy investment. Though he’s skeptical about DAC as a near-term climate solution, he says these nations could still see big benefits from what could be a multitrillion-dollar industry

“[Of] all the technologies we have available to fight climate change, the idea of reversing it by sucking CO2 out of the air and storing it is really attractive. It’s something even an ordinary person can just get,” Sovacool says. “If we’re able to do DAC at scale, it could be the next huge energy transition.” 

But first, of course, the Great Carbon Valley has to actually deliver.

Challenging the power dynamic

The “Great Carbon Valley” is both a broad vision for the region and a company founded to shepherd that vision into reality. 

Bilha Ndirangu, a 42-year-old MIT electrical engineering graduate who grew up in Nairobi, has long worried about the impacts of climate change on Kenya. But she doesn’t want the country to be a mere victim of rising temperatures, she tells me; she hopes to see it become a source of climate solutions. So in 2021, Ndirangu cofounded Jacob’s Ladder Africa, a nonprofit with the goal of preparing African workers for green industries. 

COURTESY OF BILHA NDIRANGU

She also began collaborating with the Kenyan entrepreneur James Irungu Mwangi, the CEO of Africa Climate Ventures, an investment firm focused on building and accelerating climate-smart businesses. He’d been working on an idea that spoke to their shared belief in the potential for the country’s vast geothermal capacity; the plan was to find buyers for Kenya’s extra geothermal energy in order to kick-start the development of even more renewable power. One energy-hungry, climate-positive industry stood out: direct air capture of carbon dioxide. 

The Great Rift Valley was the key to this vision. The thinking was that it could provide the cheap energy needed to power affordable DAC at scale while offering an ideal geology to effectively store carbon deep underground after it was extracted from the air. And with nearly 90% of the country’s grid already powered by renewable energy, DAC wouldn’t be siphoning power away from other industries that need it. Instead, attracting DAC to Kenya could provide the boost needed for energy providers to build out their infrastructure and expand the grid—ideally connecting the roughly 25% of people in the country who lack electricity and reducing scenarios in which power has to be rationed

“This push for renewable energy and the decarbonization of industries is providing us with a once-in-a-lifetime sort of opportunity,” Ndirangu tells me. 

So in 2023, the pair founded Great Carbon Valley, a project development company whose mission is attracting DAC companies to the area, along with other energy-intensive industries looking for renewable power. 

It has already brought on high-profile companies like the Belgian DAC startup Sirona Technologies, the French DAC company Yama, and Climeworks, the Swiss company that operates Mammoth and another DAC plant in Iceland (and was on MIT Technology Review’s 10 Breakthrough Technologies list in 2022, and the list of Climate Tech Companies to Watch in 2023). All are planning on launching pilot projects in Kenya in the coming years, with Climeworks announcing plans to complete its Kenyan DAC plant by 2028. GCV has also partnered with Cella, an American carbon-storage company that works with Octavia, and is facilitating permits for the Icelandic company Carbfix, which injects the carbon from Climeworks’ DAC facilities.

drone view of shipping container buildings next to a solar array
Cella and Sirona Technologies have a pilot program in the Great Rift Valley called Project Jacaranda.
SIRONA TECHNOLOGIES

“Climate change is disproportionately impacting this part of the world, but it’s also changing the rules of the game all over the world,” Cella CEO and cofounder Corey Pattison tells me, explaining the draw of Mwangi and Ndirangu’s concept. “This is also an opportunity to be entrepreneurial and creative in our thinking, because there are all of these assets that places like Kenya have.”

Not only can the country offer cheap and abundant renewable energy, but supporters of Kenyan DAC hope that the young and educated local workforce can supply the engineers and scientists needed to build out this infrastructure. In turn, the business could open opportunities to the country’s roughly 6 million un- or under-employed youths. 

“It’s not a one-off industry,” Ndirangu says, highlighting her faith in the idea that jobs will flow from green industrialization. Engineers will be needed to monitor the DAC facilities, and the additional demand for renewable power will create jobs in the energy sector, along with related services like water and hospitality. 

“You’re developing a whole range of infrastructure to make this industry possible,” she adds. “That infrastructure is not just good for the industry—it’s also just good for the country.”

The chance to solve a “real-world issue”

In June of last year, I walked up a dirt path to the HQ of Octavia Carbon, just off Nairobi’s Eastern Bypass Road, on the far outskirts of the city. 

The staffers I met on my tour exuded the kind of boundless optimism that’s common in early-stage startups. “People used to write academic articles about the fact that no human will ever be able to run a marathon in less than two hours,” Octavia CEO Martin Freimüller told me that day. The Kenyan marathon runner Eliud Kipchoge broke that barrier in a race in 2019. A mural of him features prominently on the wall, along with the athlete’s slogan, “No human is limited.” 

“It’s impossible, until Kenya does it,” Freimüller added. 

In June, Octavia started testing its technology in the field in a pilot project in Gilgil.
OCTAVIA CARBON

Although not an official partner of Ndirangu’s Great Carbon Valley venture, Octavia aligns with the larger vision, he told me. The company got its start in 2022, when Freimüller, an Austrian development consultant, met Duncan Kariuki, an engineering graduate from the University of Nairobi, in the OpenAir Collective, an online forum devoted to carbon removal. Kariuki introduced Freimüller to his classmates Fiona Mugambi and Mike Bwondera, and the four began working on a DAC prototype, first in lab space borrowed from the university and later in an apartment. It didn’t take long for neighbors to complain about the noise, and within six months, the operation had moved to its current warehouse. 

That same year, they announced their first prototype, affectionately called Thursday after the day it was unveiled at a Nairobi Climate Network event. Soon, Octavia was showing off its tech to high-profile visitors including King Charles III and President Joe Biden’s ambassador to Kenya, Meg Whitman. 

Three years later, the team has more than 40 engineers and has built its 12th DAC unit: a metal cylinder about the size of a large washing machine, containing a chemical filter using an amine, an organic compound derived from ammonia. (Octavia declined to provide further details about the arrangement of the filter inside the machine because the company is awaiting approval of a patent for the design.)

Octavia relies on an amine absorption method similar to the one used by other DAC plants around the world, but its project stands apart—having been tailored to suit the local climate and run on more than 80% thermal energy.
OCTAVIA CARBON

Hannah Wanjau, an engineer at the company, explained how it works: Fans draw air from the outside across the filter, causing carbon dioxide (which is acidic) to react with the basic amine and form a carbonate salt. When that mixture is heated inside a vacuum to 80 to 100 °C, the CO2 is released, now as a gas, and collected in a special chamber, while the amine can be reused for the next round of carbon capture. 

The amine absorption method has been used in other DAC plants around the world, including those operated by Climeworks, but Octavia’s project stands apart on several key fronts. Wanjau explained that its technology is tailored to suit the local climate; the company has adjusted the length of time for absorption and the temperature for CO2 release, making it a potential model for other countries in the tropics. 

And then there’s its energy source: The device operates on more than 80% thermal energy, which in the field will consist of the extra geothermal energy that the power plants don’t convert into electricity. This energy is typically released into the atmosphere, but it will be channeled instead to Octavia’s machines. What’s more, the device’s modular design can fit inside a shipping container, allowing the company to easily deploy dozens of these units once the demand is there, Mutheu told me. 

This technology is being tested in the field in Gilgil, where Mutheu told me the company is “continuing to capture and condition CO₂ as part of our ongoing operations and testing cycles.” (She declined to provide specific data or results at this stage.)

Once the CO2 is captured, it will be heated and pressurized. Then it will be pumped to a nearby storage facility operated by Cella, where the company will inject the gas into fissures underground. The region’s special geology again offers an advantage: Much of the rock found underground here is basalt, a volcanic mineral that contains high concentrations of calcium and magnesium ions. They react with carbon dioxide to form substances like calcite, dolomite, and magnesite, locking the carbon atoms away in the form of solid minerals. 

This process is more durable than other forms of carbon storage, making it potentially more attractive to buyers of carbon credits, says Pattison, the Cella CEO. Non-geologic carbon mitigation methods, such as cookstove replacement programs or nature-based solutions like tree planting, have recently been rocked by revelations of fraud or exaggeration. The money for Cella’s pilot, which will see the injection of 200 tons of CO2 this year, has come mainly from the Frontier advance market commitment, under which a group of companies including Stripe, Google, Shopify, Meta, and others has collectively pledged to spend $1 billion on carbon removal by 2030. 

The modular design of Octavia’s device can fit inside a shipping container, allowing the company to easily deploy dozens of these units once demand is there. 
OCTAVIA CARBON

These projects have already opened up possibilities for young Kenyans like Wanjau. She told me there were not a lot of opportunities for aspiring mechanical engineers like her to design and test their own devices; many of her classmates were working for construction or oil companies, or were unemployed. But almost immediately after graduation, Wanjau began working for Octavia. 

“I’m happy that I’m trying to solve a problem that’s a real-world issue,” she told me. “Not many people in Africa get a chance to do that.” 

An uphill climb

Despite the vast enthusiasm from partners and investors, the Great Carbon Valley faces multiple challenges before Ndirangu and Mwangi’s vision can be fully realized. 

Since its start, the venture has had to contend with “this perception that doing projects in Africa is risky,” says Ndirangu. Of the dozens of DAC facilities planned or in existence today, only a handful are in the Global South. Indeed, Octavia has described itself as the first DAC plant to be located there. “Even just selling Kenya as a destination for DAC was quite a challenge,” she says.

So Ndirangu played up Kenya’s experience developing geothermal resources, as well as local engineering talent and a lower cost of labor. GCV has also offered to work with the Kenyan government to help companies secure the proper permits to break ground as soon as possible. 

In pitching the Great Carbon Valley, Ndirangu has played up Kenya’s experience developing geothermal resources, as well as local engineering talent and a lower cost of labor.
ALAMY

Ndirangu says that she’s already seen “a real appetite” from power producers who want to build out more renewable-energy infrastructure, but at the same time they’re waiting for proof of demand. She envisions that once that power is in place, lots of other industries—from data centers to producers of green steel, green ammonia, and sustainable aviation fuels—will consider basing themselves in Kenya, attracting more than a dozen projects to the valley in the next few years.  

But recent events could dampen demand (which some experts already worried was insufficient). Global governments are retreating from climate action, particularly in the US. The Trump administration has dramatically slashed funding for development related to climate change and renewable energy. The Department of Energy appears poised to terminate a $50 million grant to a proposed Louisiana DAC plant that would have been partially operated by Climeworks, and in May, not long after that announcement, the company said it was cutting 22% of its staff

At the same time, many companies that would have likely been purchasers of carbon credits—and that a few years ago had voluntarily pledged to reduce or eliminate their carbon emissions—are quietly walking back their commitments. Over the long term, experts warn, there are limits to the amount of carbon removal that companies will ever voluntarily buy. They argue that governments will ultimately have to pay for it—or require polluters to do so. 

Further compounding all these challenges are costs. Critics say DAC investments are a waste of time and money compared with other forms of carbon drawdown. As of mid-December, carbon removal credits in the European Union’s Emissions Trading System, one of the world’s largest carbon markets, were priced at around $84 per ton. The average price per DAC credit, for comparison, is nearly $450. Natural processes like reforestation absorb millions of tons of carbon annually and are far cheaper (though programs to harness them for carbon credits are beset with their own controversies). Ultimately, DAC continues to operate on a small scale, removing only about 10,000 metric tons of CO2 each year.

Even if DAC suppliers do manage to push past these obstacles, there are still thorny questions coming from inside Kenya. Groups like Power Shift Africa, a Nairobi-based think tank that advocates for climate action on the continent, have derided carbon credits as “pollution permits” and blamed them for delaying the move toward electrification. 

“The ultimate goal of [carbon removal] is that you can say at the end, well, we can actually continue our emissions and just recapture them with this technology,” says Kaboub, the Tunisian economist, who has worked with Power Shift Africa. “So there’s no need to end fossil fuels, which is why you get a lot of support from oil countries and companies.”

Another problem he sees is not limited to DAC but extends to the way that Kenya and other African nations are pursuing their goal of green industrialization. While Kenyan President William Ruto has courted international financial investment to turn Kenya into a green energy hub, his administration’s policies have deepened the country’s external debt, which in 2024 was equal to around 30% of its GDP. Geothermal energy development in Kenya has often been financed by loans from international institutions or other governments. As its debt has risen, the country has enacted national austerity measures that have sparked deadly protests.

Kenya may indeed have advantages over other countries, and DAC costs will most likely go down eventually. But some experts, such as Boston University’s Sovacool, aren’t quite sold on the idea that the Great Carbon Valley—or any DAC venture—can significantly mitigate climate change. Sovacool’s research has found that at best, DAC will be ready to deploy on the necessary scale by midcentury, much too late to make it a viable climate solution. And that’s if it can overcome additional costs—such as the losses associated with corruption in the energy sector, which Sovacool and others have found is a widespread problem in Kenya. 

MIRIAM MARTINCIC

Nevertheless, others within the carbon removal industry remain more optimistic about DAC’s overall prospects and are particularly hopeful that Kenya can address some of the challenges the technology has encountered elsewhere. Cost is “not the most important thing,” says Erin Burns, executive director of Carbon180, a nonprofit that advocates for the removal and reuse of carbon dioxide. “There’s lots of things we pay for.” She notes that governments in Japan, Singapore, Canada, Australia, the European Union, and elsewhere are all looking at developing compliance markets for carbon, even though the US is stagnating on this front. 

The Great Carbon Valley, she believes, stands poised to benefit from these developments. “It’s big. It’s visionary,” Burns says. “You’ve got to have some ambition here. This isn’t something that is like deploying a technology that’s widely deployed already. And that comes with an enormous potential for huge opportunity, huge gains.”

Back to the land 

More than any external factor, the Great Carbon Valley’s future is perhaps most intimately intertwined with the restless earth on which it’s being built, and the community that has lived here for centuries. 

To the Maasai people, nomadic pastoralists who inhabit swathes of Eastern Africa, including Kenya, this land around Lake Naivasha is “ol-karia,” meaning “ochre,” after the bright red clay found in abundance.

South of the lake is Hell’s Gate National Park, a 26-square-mile nature reserve where the region’s five geothermal power complexes—with a sixth under construction—churn on top of the numerous steam vents. The first geothermal power plant here was brought into service in 1981 by KenGen, a majority-state-owned electricity company; it was named Olkaria. 

But for decades most of the Maasai haven’t had access to that electricity. And many of them have been forced off the land in a wave of evictions. In 2014, construction on a KenGen geothermal complex expelled more than 2,000 people and led to a number of legal complaints. At the same time, locals living near a different, privately owned geothermal complex 50 miles north of Naivasha have complained of noise and air pollution; in March, a Kenyan court revoked the operating license of one of the project’s three plants. 

Neither Octavia or Cella is powered by output from these two geothermal producers, but activists have warned that similar environmental and social harms could resurface if demand for new geothermal infrastructure grows in Kenya—demand that could be driven by DAC. 

Ndirangu says she believes some of the complaints about displacement are “exaggerated,” but she nonetheless acknowledges the need for stronger community engagement, as does Octavia. In the long term, Ndirangu says, she plans to provide job training to residents living near the affected areas and integrate them into the industry, although she also says those plans need to be realistic. “You don’t want to create the wrong expectation that you will hire everyone from the community,” she says.  

That’s part of the problem for Maasai activists like Agnes Koilel, a teacher living near the Olkaria geothermal field. Despite past promises of employment at the power plants, the jobs that are offered are lower-paying positions in cleaning or security. “Maasai people are not [as] employed as they think,” she says.  

The Maasai people have inhabited swathes of Eastern Africa, including Kenya, for centuries, though many still lack access to the power that’s now produced there.
ALAMY

DAC is a small industry, and it can’t do everything. But if it’s going to become as big as Ndirangu, Freimüller, and other proponents of the Great Carbon Valley hope it will be, creating jobs and driving Kenya’s green industrialization, communities like Koilel’s will be among those most directly affected—much as they are by climate change. 

When I asked Koilel what she thought about DAC development near her home, she told me she had never heard of the Great Carbon Valley idea, or of carbon removal in general. She wasn’t necessarily against geothermal power development on principle, or opposed to any of the industries that might push it to expand. She just wants to see some benefits, like a health center for her community. She wants to reverse the evictions that have pushed her neighbors off their land. And she wants electricity—the same kind that would power the fans and pumps of future DAC hubs. 

Power “is generated from these communities,” Koilel said. “But they themselves do not have that light.” 

Diana Kruzman is a freelance journalist covering environmental and human rights issues around the world. Her writing has appeared in New Lines Magazine, The Intercept, Inside Climate News, and other publications. She lives in New York City.