Market Intelligence

The 2019 Climate Leadership and Community Protection Act (CLCPA) requires New York to transition its electric grid to 100% zero-emis-sion sources by 2040, and the NYS Department of Environmental Conservation (DEC) to adopt economy-wide regulations to reduce greenhouse gas emissions (GHGs) to 85% below 1990 levels by 2050. Despite con-troversial 2026 amendments to the Act’s other milestones, these two core features of CLCPA remain in place.

The Federal Energy Regulatory Commission has proposed a new blanket authorization program that would allow LNG terminal and plant operators to perform certain modifications without obtaining case-specific...

California's new Assembly Bill 982 fundamentally changes how mining operations are classified under SMARA by replacing production-based definitions with activity-based criteria and creating an "Idle Reserve" category that extends the allowable idle period for aggregate mines from 15 to 25 years. How will these changes affect mine operators' ability to preserve economically viable mineral reserves while maintaining compliance with reclamation requirements?

The U.S. Department of Energy's Alternative Fuels and Feedstocks Office plans to award up to $60 million for projects that expand domestic energy production through innovative chemicals, fertilizers, fuels, and feedstock technologies. The funding opportunity will focus on three key areas: biointermediate depots, refinery integration with alternative feedstocks, and hydrogen/natural gas blending pilot sites. Applications are expected to open in November 2026 for research, development, and scale-up projects l

The United States faces unprecedented challenges in securing domestic supplies of critical minerals essential to national security, clean energy, and advanced manufacturing. As global demand surges and geopolitical tensions reshape international trade relationships, innovative technologies are emerging to unlock domestic sources, improve refining efficiency, and transform industrial waste into valuable feedstocks.

The United States and Colombia have signed two bilateral agreements establishing frameworks for cooperation in critical minerals development and civil nuclear energy. These arrangements create potential opportunities for investment and collaboration in mining, energy infrastructure, and advanced technologies across the region.