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Finally, we have some certainty, as U.S. policy and tariffs have a direction, for now. Energy conversations shifted back to a domestic focus with the passage of the One Big Beautiful Bill (OBBB) Act and updated tariff rates. Renewables returned to the spotlight in the U.S. and globally, but conversations and sentiment differed substantially. Internationally, renewable interest grew with investments in clean energy, while in the U.S., clean energy tax credits took a hit. We’re also starting to see a shift in the data center storyline, moving from progress and energy needs to impact on consumer bills, natural resources, and community prosperity.
WHAT THIS MEANS FOR COMMS PROS
- Go deeper. Reporters are starting to get into the nitty gritty on topics from rare earth elements to supply chains and local communities. Understand how your business and solutions impact these areas or cultivate interesting backstories to share.
- Clarify your position. What do determined policies mean for your business direction, and where are you going to put your focus and support for the industry?
- Tie your business roadmaps to impact. Know what you can communicate about your roadmap and be ready to show its larger impacts. How might it affect domestic and global GDPs or customer electricity bills? How do your materials or supply chain have an impact on energy needs and consumer wallets?
Conversations shifted from international to domestic issues, driven by rising U.S. electricity prices, climate uncertainty, and policy changes from the OBBB, especially the rollback of IRA-era clean energy tax credits. AI demand also fueled concern, with discussions expanding beyond near-term power needs to long-term risks like resource depletion and public health. This could signal direction for renewables, particularly the solar and wind industries, heading into key moments like RE+ and Climate Week.
Renewables, particularly solar and wind, dominated energy conversations for different reasons. Solar gained attention from a steady cadence of project starts, a reflection of developer urgency ahead of OBBB tax credit deadlines. Wind coverage focused on OBBB fallout, permitting challenges, and safety concerns over turbines placed near transit corridors. Coal also reemerged, backed by federal support but still at odds with ongoing retirements and long-term climate targets.
Solar power saw an increase in coverage as trade media reported on President Trump's budget bill cutting back solar incentives and on new solar projects across the U.S. Coverage around data focused on the rise in data centers, increase in power demand, and rising electricity prices due to data center activity. Natural gas prices, supply, and acquisitions saw the most coverage for gas this month.
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Mentions of “Renewable Energy” rose 20% MoM, driven by global investment and fossil fuel phase-outs. “Clean” and “Green” also gained traction, with India accelerating targets and global cooperation growing. In contrast, U.S. conversations focused on political shifts like the OBBB, which threatens clean energy progress by cutting incentives and boosting fossil fuel support.
#CleanEnergy led hashtags with a 149% MoM spike, fueled by India’s $2.4B investment and global clean energy initiatives. #VoicesOfSolar rose as countries reaffirmed solar commitments and the ISA's SolarX Challenge boosted local innovation. Meanwhile, #Oil reentered conversations amid supply concerns and renewed skepticism toward green energy.
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Senior Manager, Energy Comms
Senior Manager, Energy Comms
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