Global Scans · Distributed generation · Weekly Summary

• [New] With decarbonization efforts intensifying as we approach 2026, the demand for lithium (a key component of EV and grid batteries), tantalum (vital for electronics), and other rare elements derived from pegmatites is reaching unprecedented levels. Farmonaut
• [New] Latin America presents attractive opportunities for distributed energy expansion over the forecast period. Credence Research Inc.
• [New] First Solar's exposure to renewable energy represents a structural growth opportunity as governments and corporations accelerate decarbonization initiatives. Value Sense Blog
• [New] Google's 2030 net-zero goals align with global decarbonization trends, signaling infrastructure growth in carbon management and hybrid energy systems. Ainvest
• Microgrids double as Big Tech's workaround - and a CRE hedge A recent Reuters deep-dive finds U.S. microgrid capacity could hit 10 GW by the end of 2025, up from 4.4 GW in 2022, as data centers, manufacturers, and utilities race to secure reliable power amid AI load growth and extreme weather. ChargedUp!
• By 2030, the decarbonization projects will collectively account for around 7% of total steel production capacity (in terms of 2025 production levels). ABN AMRO Bank
• As global demand accelerates, the U.S. has an opportunity to not only meet its own decarbonization goals but also to become a leading exporter of low-carbon fuels. Processing Journal
• Investors who prioritize edge computing, application security, and energy storage will not only capitalize on high-growth markets but also align with global decarbonization imperatives. Ainvest
• Co-located with the DATE (Digitization, AI & Emerging Tech Summit), CARE MENA will spotlight investable opportunities across sectors, including solar, green hydrogen, sustainable finance, and industrial decarbonization. The Fintech Times
• As global decarbonization requires unprecedented investment-around $1 trillion annually in developing countries by 2030-carbon credits provide a proven, scalable mechanism for verified climate action while building strategic value. ESG News
• While still in the early stages of adoption compared to the U.S. and Canada, Mexico is beginning to explore opportunities in microgrid deployment, particularly in industrial zones and rural electrification projects. Market Data Forecast
• 55 GW of new data center capacity will come online in the U.S. by 2030, with about 30% incorporating on-site generation to avoid grid bottlenecks. KHL Group LLP
• As global capital pivots toward decarbonization, Bloomberg has expanded its suite of climate analytics to help investors quantify how companies will fare in an economy dominated by low-carbon technologies. ESG News
• Unpredictable utility tariffs and unclear compensation mechanisms deterred over one-third of planned microgrid projects in North America from moving forward. Market Data Forecast
• Building Local Resilience Through Decentralized Energy Systems: Localized generation, storage, and microgrids are reducing dependence on centralized grids, strengthening energy security, and ensuring a reliable supply even amid climate risks and shifting demand patterns. Frost & Sullivan
• Continued innovation in DERs, advanced storage, and distributed energy management platforms is expected to strengthen DG's role in achieving clean, reliable, and cost-effective power generation worldwide. Yahoo Finance
• With less than five years remaining until 2030, and despite some global setbacks, decarbonization has become an irreversible international trend, driven by the rapid expansion of renewable energy and the strong commitment of citizens. Japan Climate Initiative
• The climate governance progress across other Asian countries offers a glimpse of hope that national governments are prioritising the energy security, affordability and environmental and societal benefits of the global decarbonization journey. Energy Tracker Asia
• The rise of transition bonds provides an opportunity to finance decarbonization in hard-to-abate sectors with growing support in 2025. CoinLaw

Last updated: 07 December 2025