Climate Tech & Clean Energy — 2026年7月1日 月次レポート

BloombergNEF confirmed global energy transition investment reached a record $2.3 trillion in 2025, up 8% from 2024, covering renewables, storage, nuclear, hydrogen, carbon capture, electrified transport, and power grids. Global clean-energy trade rebounded to $479 billion in 2025 despite tariffs and geopolitical turmoil. Wind and solar joint output grew 18%, absorbing 99.6% of all new global power demand and pushing renewables ahead of coal-fired power globally for the first time.

BloombergNEF analyst Michael Liebreich argued on May 27, 2026 that the Strait of Hormuz closure — previously carrying approximately 20% of the world's seaborne oil and a similar share of LNG — is triggering a second wave of clean energy acceleration globally, potentially bringing forward peak fossil fuel use to before 2030 and broadening the geopolitical incentive for energy independence beyond Europe to oil-dependent economies in Asia and the Americas.

Ohio's CCUS legislation completed its full journey from Ohio Senate vote (May 21) to House passage 92-0 (June 3) to Governor DeWine's signature (June 24), establishing state-specific permitting requirements, safety standards, and landowner protections for carbon capture, utilization, and storage. The bill passed with unanimous bipartisan support from a coalition spanning energy, manufacturing, research, and agriculture.

The U.S. Department of Energy announced $350 million to build, modernize, and restart coal plants using Defense Production Act funding, expanding coal capacity at 13 plants and building export infrastructure. Emergency coal preservation orders were issued across multiple states including Florida, the Carolinas, the Northwest, Indiana, and Colorado throughout the month, representing an escalation from preserving existing capacity to actively expanding coal infrastructure.

The first U.S. advanced reactor achieved criticality on June 4, 2026, followed by a second on June 18. The DOE announced American Nuclear Supply Chain Loans on June 23, moving the U.S. nuclear renaissance from policy aspiration to concrete capital deployment. The DOE also released a finalized Fusion Science and Technology Roadmap on June 9.

The SunZia Wind Project in New Mexico, with 916 turbines and 3,650 MW of net summer generating capacity — more than three times larger than the next two biggest U.S. wind farms combined — began commercial operations in June 2026, according to the EIA.

BloombergNEF's EV Outlook 2026 projected over 23 million passenger EVs sold globally in 2026, up 11%, but U.S. EV sales are forecast to fall 19% due to federal regulatory rollbacks. BNEF reduced its long-term EV adoption outlook for the second consecutive year. China accounted for 63% of global EV sales in 2025.

EEI raised its five-year U.S. grid investment forecast from $1.1 trillion to nearly $1.4 trillion over the course of the month, with 21–33% of transmission and distribution investment directed toward resilience and hardening. FERC acted on large load interconnection reform on June 18, reflecting rapidly escalating electricity demand from AI data centers and electrification.

OPEC launched its World Oil Outlook 2026 on June 18, projecting global oil demand reaching 124 million barrels per day by 2050, directly countering IEA and BNEF transition scenarios. OPEC Secretary General Al Ghais sustained a strategic communications campaign questioning the 'fossil fuel' label and arguing for the true cost of renewables throughout the month.

Canada and the EU issued a joint methane Call to Action on June 23, 2026, while the U.S., Qatar, Nigeria, and Algeria warned on June 24 that proposed EU methane regulations could disrupt Europe's oil and gas supply — a new geopolitical fault line in climate diplomacy with implications for LNG contracts and EU energy security strategy.

REN21 officially launched its Renewables-Based Economy Tracker on June 18, 2026 — described as the first global tool to measure how renewable energy reshapes economies beyond the power sector. The launch highlighted a growing disconnect between rapid renewable deployment and slower broader economic transformation, with cities identified as accounting for around 75% of global energy use and more than 70% of CO₂ emissions.

The World Bank's Global Gas Flaring Tracker Report 2026 found that global gas flaring rose for the third consecutive year in 2025, reaching 167 billion cubic meters — the highest since 2019 — exposing a persistent gap between energy transition goals and fossil fuel operational realities.