Factor This This Week in Cleantech (10/03/2025) - Rick Perry's nuclear bet
Oct 3, 2025
A Texas nuclear start-up co-founded by Rick Perry goes public, promising to innovate with AI and data centers. The guests discuss the implications for the clean energy landscape, especially with impending tax credits and the EU's new carbon border tax. They also spotlight the Miombo Woodland Restoration Project, aiming to employ Zambian farmers to combat deforestation while sequestering carbon. The conversation wraps up with skepticism around nuclear timelines and funding challenges in the industry.
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Consolidation Ahead In EV Charging
- EV charging consolidation is likely as tax-credit changes squeeze smaller players and reward focused operators.
- EVgo outperformed peers by concentrating on supplying electricity directly to EVs, making it an acquisition candidate.
Secure Domestic Lithium Supply
- Reduce reliance on foreign lithium by investing in domestic supply chains like Thacker Pass.
- Public-private partnerships can accelerate critical mineral production for EVs and decrease import dependence.
CBAM Poised To Reshape Trade
- The EU's carbon border tax (CBAM) will force importers to buy emissions certificates and reshape trade for heavy industries.
- Several large countries warn it may prompt retaliation and legal challenges despite EU framing it as fair competition.