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Jun 22, 14:36
Anthropic joins US$915 million Frontier push to scale carbon removal
Anthropic joined Frontier, the carbon removal procurement coalition, becoming the first AI startup to participate as surging power demand from AI data centers made corporate climate pledges harder to meet. The announcement came with Frontier securing an additional US$915 million in funding commitments, raising the coalition’s total to US$1.8 billion, according to Reuters and Bloomberg.
Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data center deployments on another. However, during PCIM Europe 2026 in Nuremberg, Germany, industry leaders and experts discussed and dismantled this flawed strategy.
Taiwan's drone industry is set for a major milestone in the second half of 2026, as the Industrial Technology Research Institute (ITRI) has secured qualification from the Association for Uncrewed Vehicle Systems International (AUVSI) to serve as a Green UAS certification body. The move is expected to accelerate certification for complete drones and components, helping local suppliers enter the US and global markets faster.

Taiwan has reached another milestone in its offshore wind power development, with the Ministry of Economic Affairs (MOEA) announcing that the country's offshore wind farms have recently completed installation of the 500th wind turbine, bringing total installed capacity to 4.8GW.

The US Department of Defense has expanded its list of Chinese military companies, adding major battery, electric vehicle, solar, memory, sensor, and robotics firms. The move came as Contemporary Amperex Technology Ltd. (CATL) disclosed lithium-air battery research, underscoring how Chinese companies are responding to mounting policy pressure.

Taiwanese cathode materials maker Aleees has disclosed an expansion plan to meet North American demand for lithium iron phosphate precursor materials. The move highlights Tesla's broader push to localize its battery supply chain, reduce exposure to China-linked technology and materials risks, and secure upstream capacity for electric vehicle production worldwide.

Hanwha Qcells is moving its next-generation solar technology from terrestrial markets to a lunar test platform, while also bringing a major US manufacturing site into production. The two developments underscore the company's push to link high-efficiency solar research with a larger American supply chain.

J&V Energy Technology is deepening its push into green power trading, energy storage, and overseas markets, while moving to capture new opportunities in AI energy infrastructure as artificial intelligence, semiconductors, and data centers drive sustained growth in electricity demand.
Tesla is building its own lithium iron phosphate supply chain as it seeks to compete with China's low-cost battery industry, according to clues in Aleees' public share offering prospectus and industry analysis. The move points to a broader effort to secure batteries, energy storage systems, and other long-term demand drivers while sidestepping Chinese patent barriers.
A reported long-term order from Tesla could give Taiwan's Aleees a bigger role in global lithium-ion supply chains as electric vehicle and energy storage makers seek alternatives to China-linked materials. The deal may support new production capacity, reshape sourcing patterns, and influence future battery supply for global markets.
Transsion Holdings, Africa's long-time "king of mobile phones," is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become a real energy business, or whether it will become just another low-margin hardware extension.

Foxconn and Brookfield Asset Management announced on June 9, 2026, that they will jointly invest in and develop up to 1GW of renewable energy projects in Vietnam, seeking to secure stable green power for Foxconn's manufacturing operations and supply-chain partners.