Great rundown from @julianspencer.bsky.social in @canarymedia.com on the new U.S. solar tariffs. They should boost domestic manufacturers and encourage more investment in the U.S. supply chain, but they'll also raise costs for solar developers. www.canarymedia.com/articles/sol...

Trump launched big new solar tariffs. Here's what it means.

The cost of installing solar panels will rise. But now the U.S. has a large and fast-growing solar manufacturing industry to take advantage of the trade…

canarymedia.com

PJM wants large new data centers to help secure their own electricity supply instead of relying entirely on the existing grid. Facilities w/o dedicated capacity could face curtailment during grid emergencies. via @jeffstjohn.bsky.social in @canarymedia.com www.canarymedia.com/articles/dat...

PJM’s big new data center plan: Make the states figure it out

Grid operator PJM wants states and utilities to hold data centers responsible for buying their own power — or risk being cut off from grid service.

canarymedia.com

NJ is moving toward a statewide virtual power plant program that would let customer batteries, #EVs, and other distributed energy resources support the grid beginning in 2027. Success depends as much on customer incentives and participation as the tech itself. www.utilitydive.com/news/battery...

Battery-eligible New Jersey VPP program begins to take shape

Utility-owned storage could help mitigate grid congestion, a utility manager said at a July stakeholder meeting. Another said customer-centric program design is crucial to reducing attrition.

utilitydive.com

The world quietly surpassed 3 TW of installed #solar power. The first terawatt took 10 yrs. The next 2 arrived in less than 5. The next growth wave may come from developing countries—provided financing + battery storage continue improving. via @bloomberg.com www.bloomberg.com/news/article...

The World Crossed a Major Solar Milestone. No One Noticed

The next phase of the boom may reveal a shift in who is gaining access to the technology.

bloomberg.com

Plug-in #solar panels could make home solar far more affordable, but experts recommend waiting for UL 3700-certified systems before buying. The technology is promising—the safety standards are still catching up. via @nytimes.com www.nytimes.com/2026/07/31/b...

What You Need to Know About Installing Plug-In Solar Panels

You can now buy panels that plug into electrical outlets, but there are some important safety issues to consider when picking and installing a system.

nytimes.com

Texas is adding another massive clean energy project. Panamint Capital has begun construction on the $1.7B Big Rooter Power development: 1.2 GW of #solar plus battery storage on coal mining land. via @mariagallucci.bsky.social in @canarymedia.com www.canarymedia.com/articles/sol...

This Texas coal mine will soon be home to a 1.2GW solar farm

Panamint Capital broke ground on a $1.7 billion solar and storage project at the Calvert coal mine. The mine and an adjacent coal plant will stay online.

canarymedia.com

Walmart's #EV charging push is quickly becoming a retail story, not just an energy story. More charging stations mean more convenience for drivers, longer store visits, and another reason for customers to choose Walmart over competitors. via @bloomberg.com www.bloomberg.com/news/article...

Walmart Leapfrogs EV Charging Competitors With Rapid Buildout

In a matter of months, the retailer has become a major player in the business of fueling electric cars.

bloomberg.com

Carbon removal is becoming an infrastructure story, not just a science story. @charmindustrial.bsky.social's latest milestones show how financing, logistics, & commercial demand are becoming just as important as the tech. via Shift Key podcast in @heatmap.news heatmap.news/podcast/shif...

What Barbecue Sauce Has in Common With Carbon Removal

Rob talks with Charm Industrial cofounder Peter Reinhardt about “liquid smoke” and how it can store greenhouse gas at gigaton scale.

heatmap.news

Ohio's new $100M energy fund is drawing criticism for limiting support to gas and small modular nuclear projects while excluding renewables. Critics also question the transparency of JobsOhio, the nonprofit administering the program. via @canarymedia.com www.canarymedia.com/articles/fos...

A $100M Ohio energy fund lacks transparency — and excludes renewables

JobsOhio, which is administering the new fund, has drawn criticism for limiting the opportunity to nuclear and natural gas — and for its opaque process.

canarymedia.com

A new @aceeel.bsky.social analysis estimates the U.S. could save $4.8 trillion by 2050 through energy-efficiency measures across buildings, industry, transportation, and demand flexibility. www.facilitiesdive.com/news/215b-in...

$215B in annual energy cost savings starts with heat pumps: ACEEE

The U.S. could cut $4.8 trillion in energy costs by 2050, a study finds, with heat pumps and other efficient appliances a big source of savings.

facilitiesdive.com

markgongloff.bsky.social made a good argument in @opinion.bloomberg.com that the biggest cost of rolling back clean-energy policy isn't just what's spent today—it's the investment, jobs, and economic growth that may never happen. It's the opportunity cost, stupid. www.bloomberg.com/opinion/arti...

Mark Gongloff (@markgongloff.bsky.social)

Climate take farmer for Bloomberg Opinion

markgongloff.bsky.social

A milestone for Europe's biggest auto market: EVs became Germany's top-selling powertrain in June, edging hybrids after a 78.2% year-over-year increase in registrations. Big moment for new-car sales! @insideevs.com insideevs.com/news/802162/...

EVs Just Beat Gas And Diesel In Europe’s Biggest Car Market For The First Time

EVs and hybrids were neck and neck, but all-electric cars emerged as the top choice in Germany last month.

insideevs.com

Google has signed its largest solar-storage power deal with the Arkansas' Steel River Energy Center. The project reaches 2.45 GW of #solar by 2029 and shows how AI-driven electricity demand is accelerating investment in utility-scale clean energy. www.canarymedia.com/articles/cor...

Google buys power from record-busting solar-battery site in Arkansas

Developer Cypress Creek has broken ground on the project, which will eventually deliver 2.5 gigawatts of solar production and 2.9 gigawatt-hours of…

canarymedia.com

Wind and solar generated more U.S. electricity than coal and nuclear during the first half of 2026 for the first time. Low-cost solar and projects already underway helped offset tougher federal policy. subscriber.politicopro.com/article/eene...

E&E News: Trump tried to kill renewables. They’re growing anyway.

Wind and solar generated more power than coal and nuclear during the first half of the year. Will that trend continue?

subscriber.politicopro.com

NY has hit 8 GW of distributed #solar, ahead of pace for its 10 GW by 2030 goal. More than 276k projects now power about 1.3 million homes and businesses, w/ 2.7 GW more in development. Incentives + fast interconnection = growth. via @dianadigangi.bsky.social www.utilitydive.com/news/new-yor...

New York reaches 8 GW of distributed solar capacity

Tony Smith, chair of the Virginia Distributed Solar Alliance, told Utility Dive that other states can learn from New York’s policies that “reduce soft costs, provide investment certainty, and remove u...

utilitydive.com

Massachusetts utilities signed contracts for three battery storage projects totaling nearly 4.5 GWh. The projects will improve grid reliability, reduce congestion, and support the state's goal of deploying 5 GW of energy storage by 2030. www.utilitydive.com/news/massach...

Massachusetts utilities ink contracts for 4.5 GWh of energy storage

One project, set for a former fossil power plant site, reflects the diverging fortunes of New England’s offshore wind and energy storage industries.

utilitydive.com

Google and McKinsey, via the Symbiosis Coalition, committed to 335,000 tons of CO₂ removal from Thryve.Earth over 10 years. Tencent separately committed to 300,000 tons. The Sulawesi project combines landscape restoration, carbon storage, and local income generation. www.axios.com/newsletters/...

Axios Future of Energy - 🏃 Catch up quick: Google, Congress, geothermal, nuclear, EPA

axios.com

Extreme heat pushed electricity demand close to record levels across several U.S. grids. Operators largely kept power flowing, but the event highlighted growing pressure from AI-driven data center demand and increasingly frequent extreme weather. subscriber.politicopro.com/article/eene...

E&E News: Extreme heat pushed electricity demand to near record levels

Boiling temperatures taxed regional grids in ways that are rarely seen due in part to data centers and climate change.

subscriber.politicopro.com

#EV batteries appear to be lasting much longer than many expected. New research suggests today's #EVs retain most of their range after yrs of driving and battery replacement rates for newer models have fallen sharply. The tech is improving faster than public perception. www.wsj.com/business/aut...

EV Batteries Are Defying Expectations After Hundreds of Thousands of Miles

Industry experts think newfound knowledge of battery durability is a game-changer for consumer confidence in EVs.

wsj.com

Heat waves are becoming an economic story as much as a #climate story. Lower productivity, higher public spending, and more persistent food inflation as extreme heat becomes more frequent. Climate resilience is increasingly a business issue. via @edballard.bsky.social www.wsj.com/business/ene...

Heat Waves Are Becoming a Chronic Drag on the Economy

Heat Waves Are Becoming a Chronic Drag on the Economy

wsj.com

Home batteries are gaining momentum even as rooftop #solar slows. U.S. homeowners installed a record 673 MW of residential battery storage in Q1 2026, driven by state incentives in CA, HI, TX and AZ. The market is shifting from solar-first to storage-first. www.bloomberg.com/news/article...

More Americans Are Installing Home Batteries. Here’s Why

The elimination of a federal tax credit drove solar installations down, but state incentives are making a difference when it comes to home energy storage.

bloomberg.com

U.S. #EV sales reached 244,000 in Q2, per Cox Automotive. That's 13% higher than Q1, but 22% lower than a year ago after federal purchase subsidies ended. #EVs accounted for about 5.9% of the U.S. auto market. www.axios.com/newsletters/...

Axios Future of Energy - 🚗 Number of the day: 244,000 electric vehicles

axios.com

ICF projects US electricity demand will rise 21% by 2030, but not all new generation adds equal reliability. Of 445 GW of expected new capacity, only ~191 GW is expected to count toward peak demand—highlighting why grid flexibility + transmission remain critical. www.utilitydive.com/news/solar-s...

445 GW — mainly solar, storage — to come online by 2030 as demand growth surges: ICF

PJM and ERCOT have no spare capacity for demand growth beyond 2027, the consulting firm said. Demand response and GETs can help meet an expected 39% jump in U.S. electric use by 2035, it suggests.

utilitydive.com

DOE plans up to $17.5B in conditional loans to support 10 new nuclear reactors. The strategy aims to restart the U.S. supply chain and shorten development timelines, though questions remain about costs and whether projects ultimately move into construction. www.utilitydive.com/news/doe-off...

DOE offers $17.5B in loans to help build 10 large nuclear reactors

Dominion Energy, DTE Energy, WEC Energy Group, Public Service Enterprise Group and Entergy Corp. are among the utilities positioned to benefit, according to Capstone.

utilitydive.com

The best meeting is no meeting. Unless there are tacos.

The #solar industry is debating a “Got Milk?”-style model to fund outreach and public education. Supporters say it could help overcome permitting delays and local opposition. Critics worry about adding costs at a time when affordability is under scrutiny. subscriber.politicopro.com/article/eene...

E&E News: Solar has a PR problem. Could ‘Got Milk?’ help?

With federal incentives gone and local resistance rising, some industry players want a checkoff-style fund to promote renewable energy.

subscriber.politicopro.com

FERC’s latest move could become a defining policy shift for AI-era power demand. Grid operators are being pushed to rethink how data centers connect to the transmission system, who pays for upgrades, and how flexible loads can help reduce costs + speed approvals. www.utilitydive.com/news/ferc-do...

6 takeaways from FERC’s data center interconnection decision

If RTOs fail to address large-load concerns identified by FERC, the agency will dictate the solutions, per FERC’s David LaCerte. “I say this not as a threat, but as a statement of duty,” he said.

utilitydive.com

The EV case is increasingly about dollars, not ideology. Bloomberg estimates the average US driver saves nearly $1,500 a year on fuel with an #EV. In states like Washington and Oregon, annual savings can top $2,000 thanks to high gas prices and cheap electricity. www.bloomberg.com/news/article...

Driving an EV in These US States Saves You the Most Money

Some of the places with the most expensive gas have the cheapest electricity, including Arizona, Utah and Washington.

bloomberg.com

The irony of a breakfast burrito is that it puts your right back to sleep.

@electrifyamerica.com’s new Santa Barbara charging hub points to where #EV infrastructure is headed: 20 fast chargers, up to 350 kW per stall, and a 1.9 MW battery system to help manage demand and reduce grid stress. Bigger sites = less waiting. via @insideevs.com insideevs.com/news/799100/...

Electrify America’s Massive New Stations Might Finally Solve The Worst Part Of Owning An EV

A huge battery energy storage system backs the American company’s newest large-format station in California.

insideevs.com