4 – Breaking News & Latest Updates 2026
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Energy

Justine Calma
Justine Calma
I talked to the people who cut open whale carcasses to investigate what killed them and they say wind turbines are NOT the problem.

There’s plenty of disinformation trying to blame the nascent offshore wind industry for whale deaths without evidence. Not only is that misleading, it also takes the focus away from solutions that might actually address the leading causes of death — vessel strikes and entanglement with fishing gear.

Thomas Ricker
Thomas Ricker
Solar panel prices plummet.

Trump’s tariffs on solar panels — with 80-plus percent coming from China — are complicating the affordability equation in the US, but record low prices due to overproduction is good news for the rest of world bent on switching to clean energies.

Solar panels’ price dropped to 8.7 cents per watt on July 2, the lowest level based on comparable data going back to 2011.

Justine Calma
Justine Calma
Solar is still an affordable, easy-to-build option.

So it’s no surprise Meta is supporting a new solar farm in South Carolina that’ll provide power for the first data center the tech company is building in the state. Developers also have to race to take advantage of Biden-era tax credits for renewables before they expire, a victim of Republicans’ big spending bill.

Justine Calma
Justine Calma
Tech companies are attempting to reshape power grids in the name of AI.

In local battles over who foots the bill for new energy infrastructure, it’s about “power in the literal sense — the electrons that keep the lights on and fuel modern technology — and power in the political sense,” Ivan Penn and Karen Weise write for the The New York Times.

AI could turn your town nuclear

A small city in Kentucky is ground zero for plans to bring uranium enrichment back to the US so nuclear energy can power AI.

Justine Calma
Justine Calma
Justine Calma
NASA’s reportedly fast-tracking plans to build a nuclear reactor on the moon.

The agency was already working on designing a reactor that might one day provide people with electricity on the moon. The Trump administration wants to try to speed things up and build a bigger reactor, Politico reports.

Trump’s AI plan is a massive handout to gas and chemical companies

The Trump administration wants to build data center projects on Superfund sites, and with as little oversight as possible.

Justine Calma
Dominic Preston
Dominic Preston
Who pays for AI’s power?

Big Tech has turned to everything from nuclear reactors to coal mines to get enough power to run new data centers demanded by the pivot to AI, but utility companies want to make sure they’re not stuck footing the bill.

They’re increasingly demanding that tech giants sign longer electricity contracts and commit to paying for surplus power regardless of whether they use it, to avoid the extra infrastructure costs ending up on consumers’ energy bills.

Justine Calma
Justine Calma
The US could soon get a new private uranium enrichment facility.

Plans are in place to revive a shuttered plant in Kentucky. The Trump administration and Big Tech are trying to revitalize the nuclear energy industry to meet growing electricity demand from AI data centers.

Justine Calma
Justine Calma
Google’s investing in a CO2 battery.

It’s part of the company’s new push to support the development of technologies that can store renewable energy for longer periods of time than lithium-ion batteries. It’s the kind of thing that might be able to help Google meet growing data center energy demands and maybe even stop its fossil fuel emissions from continuing to rise.

Justine Calma
Justine Calma
Amazon’s greenhouse gas emissions are increasing.

It saw a 6 percent rise in planet-heating pollution last year, according to the company’s latest sustainability report. As it expands data centers for AI, Amazon is moving further away from a goal it set in 2019 to reach net zero carbon emissions.

“One of the biggest challenges with scaling AI is increased energy demands for data centers,” Amazon’s sustainability report says.

Richard Lawler
Richard Lawler
California hit a new record with 67 percent of its energy coming from carbon-free sources.

Stats released Monday showed that in 2023, the state’s estimated annual clean energy percentage (energy produced from nuclear, large hydro, and renewable sources like solar or wind) crossed the two-thirds mark, exceeding the previous record of 64 percent in 2019 and 61 percent in 2022.

The state has also been on a record pace of adding more clean energy capacity over the last few years, although Trump’s recently passed budget bill is adding some hurdles for future projects.

Justine Calma
Justine Calma
House Republicans passed the massive spending bill that slashes solar, wind, and EV tax credits.

The bill quickly sunsets incentives that Congress approved in 2022 as part of the Inflation Reduction Act that was expected to cut US greenhouse gas emissions by roughly 40 percent from peak levels by 2030. On top of more pollution, wholesale electricity prices could also increase by 25 percent by 2030 as a result of the bill, according to one initial analysis

The bill now heads to President Donald Trump to sign into law.

Thomas Ricker
Thomas Ricker
China vs US, clean energy edition.

The US is rich with oil and gas so that’s how the Trump administration sees the world. China, lacking those same resources, now dominates solar and battery production. The New York Times explores the winners and losers of these competing strategies, but I think you can guess which country is best positioned to capitalize on future demand.

Note: Data is from 2023, the most recent year available.
Note: Data is from 2023, the most recent year available.
Source: UN Comtrade.
Justine Calma
Justine Calma
Good question.

Tech companies are making bold bets on reaching the “Holy Grail” of energy, nuclear fusion. It’s a dream scientists have been chasing for decades, and that many believe is still decades away at best. Nevertheless, the energy needs of AI and an arms race with China are pumping billions of dollars into efforts to make fusion power a reality.

Justine Calma
Justine Calma
EV and renewable energy jobs are on the line.

Senate Republicans’ version of President Trump’s “big, beautiful bill” — similar to the bill the House passed last month — would slash tax incentives for electric vehicles, wind, and solar power.

Industry leaders warn that it could be a killer blow to new energy projects and factories in the US. “This bill will end any hope of onshoring domestic manufacturing,” Mike Carr, executive director of the Solar Energy Manufacturers for America Coalition, said in a press statement today.

Justine Calma
Justine Calma
The US is trying to throw out power plant pollution rules.

This saga has spanned several administrations since President Obama first tried to enact limits on greenhouse gas emissions causing climate change. Donald Trump tried to replace those rules with his own, weaker standards, only to be stymied by Joe Biden changing course.

“We are proposing to repeal Obama and Biden rules that have been criticized as regulating coal, oil, and gas out of existence,” EPA Administrator Lee Zeldin announced today.

Thomas Ricker
Thomas Ricker
1 million Powerwalls.

While sales of Tesla cars have suffered greatly since Elon Musk extended his arm and wallet to politics globally, his Starlink and Tesla Energy products have continued to do well. There’s lots of EV competition, but zero alternatives for cheap and fast consumer internet that can be quickly deployed in data dead zones, or whole home battery backup systems with a proven track record and terrific user experience. Although the competitors are quickly gearing up to address the latter.