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$1 Billion to Walk Away: Offshore Wind Collides With U.S. Politics

$1 Billion to Walk Away: Offshore Wind Collides With U.S. Politics

The future of offshore wind in the United States is entering a new and uncertain phase, as the federal government considers paying nearly $1 billion to cancel major clean energy projects. The development, first reported by The New York Times, underscores how sharply energy policy is shifting under President Donald

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Sovereign Capital Moves Into Contracted Renewable Power in North America

Sovereign Capital Moves Into Contracted Renewable Power in North America

Infrastructure ownership rarely changes through dramatic announcements. More often, it shifts quietly as operating assets migrate from developer balance sheets into the portfolios of long-duration capital. That transition is now visible across a portfolio of wind and solar projects spanning U.S. electricity markets. British Columbia Investment Management Corporation, Norges Bank

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Pentagon Ban on Anthropic Reorders the Defense AI Market

Pentagon Ban on Anthropic Reorders the Defense AI Market

Artificial intelligence competition is no longer confined to model performance or capital scale. It is now being filtered through federal procurement authority. On Friday, President Trump directed federal agencies to stop using technology from Anthropic, and Defense Secretary Pete Hegseth designated the company a “supply chain risk,” effectively cutting it

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