Daily Digest for

McKinsey Sustainability published an analysis describing five ocean CDR approaches and calls for urgent, coordinated R&D, regulatory action, and funding to build an ocean CDR ecosystem over the next decade. The report notes ocean CDR could support more than ten gigatons of annual CO2 removals and cites pilot direct ocean capture costs of $900–$3,000 per ton.

MGI’s report finds announced greenfield FDI since 2022 has pivoted strongly toward future-shaping industries—data centers, semiconductors, batteries, and critical minerals—driven by large megadeals and geopolitical realignments. Key figures include annualized greenfield FDI rising to about $1.4 trillion (2022–May 2025), data-center announcements ≈ $170 billion/yr, semiconductor fab-related announcements ≈ $115 billion/yr, and hydrogen-related announcements ≈ $160 billion/yr (high uncertainty).

OpenAI and NVIDIA signed a letter of intent to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure, with NVIDIA intending to invest up to $100 billion progressively as each gigawatt is deployed. The first gigawatt is targeted to come online in the second half of 2026 using NVIDIA’s Vera Rubin platform, and NVIDIA will be a preferred strategic compute and networking partner for OpenAI.

Resolest (the Solvay–Veolia joint venture) inaugurated on 12 June 2025 a new REFIOM and PSR treatment facility at Rosières-aux-Salines, raising annual capacity from 45,000 to 65,000 tons. The unit neutralizes industrial fumes with sodium bicarbonate, recovers salt that is converted to purified brine and piped to Solvay’s Dombasle-sur-Meurthe plant to replace virgin raw materials in sodium carbonate production.