The UK government has awarded guaranteed electricity prices to offshore wind projects totaling 8.4 GW in a bid to revive wind development, attract nearly $30 billion in private investment, and stabilize energy costs. The New York Times reports: On Wednesday, the British government said that it would provide guaranteed electricity prices for a group of wind farms off England, Scotland and Wales that would, once built, provide power for 12 million homes. The 8.4 gigawatts, a power capacity measure, that won support is the largest amount that has been achieved in an auction in Britain. The government said that these wind farms could lead to 22 billion pounds, or almost $30 billion, in private investment. The government holds regular auctions, roughly on an annual basis. Results have been improving after a failed auction in 2023 that produced no bids from developers. The government almost doubled its original budget for the recent auction to about 1.8 billion pounds per year. To encourage renewable energy sources like offshore wind, Britain offers a price floor to provide certainty for investors. The average floor, or strike price, from the auction on Wednesday was about 91 pounds, or $122 per megawatt-hour, in 2024 prices, up about 11 percent from the last auction. Over the past year the wholesale price for electricity in Britain was on average about 79 pounds, according to Drax Electric Insights, a market analysis website. The bulk of the planned wind farms that won price supports will be off eastern England. Support will also go to wind farms off Scotland and Wales. The British government wants at least 95 percent of the country's electricity generation to come from clean sources by 2030. Political consensus for ambitious climate goals is eroding in Britain, but the government of Prime Minister Keir Starmer believes that an enormous bet on clean energy, especially offshore wind, is necessary to protect consumers from volatile fossil fuel prices.

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America's largest power-grid operator, PJM, which delivers electricity to 67 million people across a 13-state region from New Jersey to Kentucky, is approaching a supply crisis as AI data centers in Northern Virginia's "Data Center Alley" consume electricity at an unprecedented rate. The nonprofit expects demand to grow by 4.8% annually over the next decade. Mark Christie, former chairman of the Federal Energy Regulatory Commission, said the reliability risk that was once "on the horizon" is now "across the street." Dominion Energy, the utility serving parts of Virginia, has received requests from data-center developers requiring more than 40 gigawatts of electricity -- roughly twice its Virginia network capacity at the end of 2024. Older power plants are going out of service faster than new ones can be built, and the grid could max out during periods of high demand, forcing rolling blackouts during heat waves or deep freezes. In November, efforts to establish new rules for data centers stalled when PJM, tech companies, power suppliers and utilities couldn't agree on a plan. Monitoring Analytics, the firm that oversees the market, warned that unless data centers bring their own power supply, "PJM will be in the position of allocating blackouts rather than ensuring reliability."

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An anonymous reader quotes a report from CNBC: President Donald Trump said in a social media post on Monday that Microsoft will announce changes to ensure that Americans won't see rising utility bills as the company builds more data centers to meet rising artificial intelligence demand. "I never want Americans to pay higher Electricity bills because of Data Centers," Trump wrote on Truth Social. "Therefore, my Administration is working with major American Technology Companies to secure their commitment to the American People, and we will have much to announce in the coming weeks." [...] Trump congratulated Microsoft on its efforts to keep prices in check, suggesting that other companies will make similar commitments. "First up is Microsoft, who my team has been working with, and which will make major changes beginning this week to ensure that Americans don't 'pick up the tab' for their POWER consumption, in the form of paying higher Utility bills," Trump wrote on Monday. Utilities charged U.S. consumers 6% more for electricity in August from a year earlier, including in states with many data centers, CNBC reported in November. Microsoft is paying close to attention to the impact of its data centers on local residents. "I just want you to know we are doing everything we can, and I believe we're succeeding, in managing this issue well, so that you all don't have to pay more for electricity because of our presence," Brad Smith, the company's president and vice chair, said at a September town hall meeting in Wisconsin, where Microsoft is building an AI data center. While Microsoft is moving forward with some facilities, the company withdrew plans for a data center in Caledonia, Wisconsin, amid loud opposition to its efforts there. The project would would have been located 20 miles away from a data center in the village of Mount Pleasant.

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"Scientists in China have made a breakthrough with fusion energy that could finally overcome one of the most stubborn barriers to realising the next-generation energy source," reports the Independent: A team from the Chinese Academy of Sciences (CAS) said its experimental nuclear reactor, dubbed the 'artificial Sun', achieved a plasma density that was previously thought impossible... Through a new process called plasma-wall self organisation, the CAS researchers were able to keep the plasma stable at unprecedented density levels. By pushing plasma density well past long-standing empirical limits, the researchers said fusion ignition can be achieved with far higher energy outputs. "The findings suggest a practical and scalable pathway for extending density limits in tokamaks and next-generation burning plasma fusion devices," said Professor Ping Zhu from Huazhong University of Science and Technology, who so-led the research. Professor Zhu's team now plan to apply this new method on the EAST reactor to confirm that it will work under high-performance plasma conditions. The latest breakthrough was detailed in the journal Science Advances in a study titled 'Accessing the density-free regime with ECRH-assisted ohmic start-up on EAST'.

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The humble power bank has transformed from a simple pocket-sized battery into a feature-laden gadget that now sometimes includes screensavers, Bluetooth connectivity and built-in Wi-Fi hotspots. The Verge's Thomas Ricker highlighted the $270 EcoFlow Rapid Pro X Power Bank 27k at CES 2026 as a prime offender -- a device he declared "too expensive, too big, too slow, and too heavy." Its giant display takes 30 seconds to wake from sleep, plays swirly graphics and blinking eyeballs, and requires a screensaver while slowly draining the battery it's meant to preserve. The feature creep is industry-wide. Anker no longer lists a display-less model in its 20,000mAh range, and both companies sell proprietary desk chargers. Basic alternatives exist -- Anker's PowerCore 10k runs $26 -- but they're becoming harder to find.

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America's electric car subsidies expired at the end of September, notes Bloomberg. Yet in those last three months, "while fully electric cars and trucks made up 10% of all auto sales in the US... another 15% of transactions were for hybrid vehicles." The EV market is slowing in the U.S., but analysts expect hybrid sales to continue accelerating. CarGurus Inc., a digital listings platform that covers most of the US auto market, predicts nearly one in six new cars next year will be a hybrid, as automakers green-light more and better machines with the technology. And though these cars and trucks will still burn gas, they will quietly move the needle on both transportation emissions and the transition to fully electric cars and trucks... CarGurus calls hybrids the success story of 2025. Indeed, the fastest-selling car in the country this year has been the Hyundai Palisade Hybrid; it sat on lots for fewer than 14 days on average... While carmakers have struggled to turn a profit on fully electric vehicles, analysts say their investments in batteries and electric motors are helping them sell more and better hybrid machines. It's also increasingly difficult to discern a hybrid from a solely gas-powered model, said Scott Hardman, assistant director of the Electric Vehicle Research Center at the University of California at Davis. Carmakers today often don't even label a hybrid as such. Consider Toyota's RAV4, one of the best-selling vehicles in America. The 2026 version of the SUV comes in six different variants, all of which include an electric motor and a gas tank. "A hybrid is just a regular car now," Hardman said. "You can buy one by accident...." While not as clean as an electric vehicle, hybrids offer sneaky carbon cuts as well. Americans, on average, drive about 38 miles a day, which requires about one gallon of gas in most basic hybrids. Contemporary plug-in hybrids, which can run on all-battery power, can cover almost that entire range without the gas engine kicking in. And a small crowd of cars will do even better, stretching their batteries well over 40 miles per charge. All told, hybridization can reduce the carbon dioxide emissions of a vehicle by roughly 20% to 30%, according to the International Council on Clean Transportation. Some interesting statistics from the article: By 2030 Ford expects fully or partially electrified vehicles will represent half its global sales. Toyota has already reached 50% ("in part thanks to all those hybrid RAV4s"). Honda is "basing its entire business on hybrids until at least 2030." Around one-third of America's hybrid drivers "transition to a fully electric vehicle when they next switch cars." In September 57% of America's car shoppers "were considering a fully electric auto, according to JD Power. However, among hybrid households, that share was almost 70%."

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The New York Times checks in on U.S. university researchers and start-ups trying to create domestic rare-earth processing facility: There is too little money to be made in rare earths for the elements to be of much interest to mining giants, so the challenge of reestablishing a domestic industry has fallen to small companies like Phoenix Tailings, a Boston-area startup that runs the metal-making plant in Exeter, New Hampshire. A handful of other companies in the United States are processing rare earths in small quantities, including MP Materials, which owns a mine in Mountain Pass, California, and recently began producing rare-earth metal in Fort Worth, Texas. Similar efforts are underway in Europe and Asia. "It's small volumes of low-value materials that are very expensive to process," said Elsa Olivetti, a materials science and engineering professor at the Massachusetts Institute of Technology. "Meaning it's hard to make money." Phoenix Tailings' New Hampshire operation is about 2 months old, housed in a converted medical device plant. The company buys metric-ton bags of powder — a mixture of neodymium and praseodymium bound with oxygen — from mining and refining companies in the United States, South America and Australia. It funnels that flour-like material into a drying oven and eventually into furnaces that heat it to the temperature of volcanic lava. This circuit takes up less than 15,000 square feet and is designed to generate no emissions other than those associated with the electricity Phoenix Tailings uses. The closed-loop design distinguishes this process from the more energy-intensive techniques used in China, where workers scoop up molten metal with ladles. That approach releases perfluorocarbons, potent greenhouse gases that do not break down easily. In late 2024 the company was three weeks from bankruptcy — but it's recently been valued at $189 million.

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An anonymous reader shared this report from Electrek: Tesla has released a new video showing a Tesla Semi truck charging at a massive 1.2 megawatts (MW), finally giving us a clear look at the charging speeds that will enable long-haul electric trucking...> Tesla claimed the Semi would be able to charge 70% of its range in 30 minutes. For a truck with a 500-mile range and an estimated battery pack of around 800-900 kWh, that requires an incredibly high power output, well beyond the 250 kW or even 350 kW we see on passenger EVs in North America. Today, the official Tesla Semi account on X released a video showing exactly that. In the video, Tesla engineers are seen monitoring a charging session where the power output climbs to a peak of 1.2 MW (1,206 kW). This is consistent with the capabilities Tesla announced for its new V4 Cabinet architecture earlier this year. The V4 cabinets are designed to support 400V-1000V vehicle architectures and can deliver up to 500 kW for cars (like the Cybertruck) and up to 1.2 MW for the Semi. There is some information missing from the video. For example, we don't see the state-of-charge of the truck, so we don't at what battery percentage Tesla Semi can achieve and maintain this charge rate. Peak speed is one thing, but sustaining that power without overheating the pack or the cable is the real challenge. The liquid-cooled charging cable and the immersion-cooled connector (part of the Megawatt Charging System or a high-power proprietary Tesla solution, though Tesla has been leaning toward MCS compatibility) seem to be doing their job.... This comes just as Tesla is gearing up for volume production of the Semi at its new factory expansion near Gigafactory Nevada. The automaker is targeting a start of production in the first half of 2026 and a ramp up to volume production in the second half.

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An anonymous reader quotes a report from the New York Times: South Africans ... have found a remedy for power cuts that have plagued people in the developing world for years. Thanks to swiftly falling prices of Chinese made solar panels and batteries, they now draw their power from the sun. These aren't the tiny, old-school solar lanterns that once powered a lightbulb or TV in rural communities. Today, solar and battery systems are deployed across a variety of businesses -- auto factories and wineries, gold mines and shopping malls. And they are changing everyday life, trade and industry in Africa's biggest economy. This has happened at startling speed. Solar has risen from almost nothing in 2019 to roughly 10 percent of South Africa's electricity-generating capacity. No longer do South Africans depend entirely on giant coal-burning plants that have defined how people worldwide got their electricity for more than a century. That's forcing the nation's already beleaguered electric utility to rethink its business as revenues evaporate. Joel Nana, a project manager with Sustainable Energy Africa, a Cape Town-based organization, called it "a bottom-up movement" to sidestep a generations-old problem. "The broken system is unreliable electricity, expensive electricity or no electricity at all," he said. "We've been living in this situation forever." What's happening in South Africa is repeating across the continent. Key to this shift: China's ambition to lead the world in clean energy. The report says that more than 7 gigawatts of solar capacity have been installed in South Africa over the past five years -- about 1/10 of the country's total installed capacity (55 GW). And most of this new solar capacity is privately owned and installed by households and businesses rather than utilities. Across the continent, Chinese solar imports rose 50% in the first 10 months of 2025. Cheap Chinese solar is rapidly reshaping Africa's energy landscape from the bottom up but it's also shifting geopolitical influence, hollowing out local manufacturing opportunities, and deepening divides between those who can afford energy independence and those who can't. "The solar surge does little to address the most pressing social and economic problems of developing countries like South Africa, the need to generate new jobs for millions of young citizens," reports the NYT. "Installation labor is local, but the panels and batteries are almost all made in China." Further reading: Why Solarpunk Is Already Happening In Africa

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The 2011 meltdown at Fukushima's nuclear plant "was the world's worst nuclear disaster since Chernobyl in 1986," CNN remembers. But this week Japanese authorities "have approved a decision to restart the world's biggest nuclear power plant," reports CNN, "which has sat dormant for more than a decade following the Fukushima nuclear disaster." Despite nerves from many local residents, the Niigata prefectural assembly, home to the Kashiwazaki-Kariwa plant, approved a bill on Monday that clears the way for utility company Tokyo Electric Power Company (TEPCO) to restart one of the plant's seven reactors. The company plans to bring the No. 6 reactor back online around January 20, Japan's public broadcaster NHK reported... Following the [2011] disaster, Japan shut down all 54 of its nuclear power stations including Kashiwazaki-Kariwa, which sits in the coastal and port region of Niigata about 320 kilometers (200 miles) north of Tokyo on Japan's main island of Honshu. Japan has since restarted 14 of the 33 nuclear reactors that remain operable, according to the World Nuclear Association. The Niigata plant will be the first to reopen under the operation of TEPCO, the company that ran the Fukushima Daiichi power station. It has been trying to reassure residents of the restart plan is safe... About 60-70% of Japan's power generation comes from imported fossil fuels, which cost the country about 10.7 trillion yen ($68 billion) last year alone... Japan is the world's fifth-largest emitter of carbon dioxide, after China, the United States, India and Russia, according to the International Energy Agency. But it has committed to reaching net zero emissions by 2050, and renewable energy was at the center of its latest energy plan published earlier this year, with a push for greater investments in solar and wind. The country's energy demands are also expected to increase in the coming years due to a boom in energy-hungry data centers that power AI infrastructure. To achieve its energy and climate goals, Japan aims to double the share of nuclear power in its electricity mix to 20% by 2040... On its website, TEPCO said Kashiwazaki-Kariwa had undergone multiple inspections and upgrades and that the company had learned "the lessons of Fukushima." The company said new seawalls and watertight doors would provide "stronger protection against tsunamis" and that mobile generators and more fire trucks would be on hand for "cooling support" in an emergency. It also said the plant now had "upgraded filtering systems designed to control the spread of radioactive materials." A survey published by the prefecture in October "found 60% of residents did not think conditions for the restart had been met," reports Reuters, adding that "Nearly 70% were worried about TEPCO operating the plant."

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The 2011 meltdown at Fukushima's nuclear plant "was the world's worst nuclear disaster since Chernobyl in 1986," CNN remembers. But this week Japanese authorities "have approved a decision to restart the world's biggest nuclear power plant," reports CNN, "which has sat dormant for more than a decade following the Fukushima nuclear disaster." Despite nerves from many local residents, the Niigata prefectural assembly, home to the Kashiwazaki-Kariwa plant, approved a bill on Monday that clears the way for utility company Tokyo Electric Power Company (TEPCO) to restart one of the plant's seven reactors. The company plans to bring the No. 6 reactor back online around January 20, Japan's public broadcaster NHK reported... Following the [2011] disaster, Japan shut down all 54 of its nuclear power stations including Kashiwazaki-Kariwa, which sits in the coastal and port region of Niigata about 320 kilometers (200 miles) north of Tokyo on Japan's main island of Honshu. Japan has since restarted 14 of the 33 nuclear reactors that remain operable, according to the World Nuclear Association. The Niigata plant will be the first to reopen under the operation of TEPCO, the company that ran the Fukushima Daiichi power station. It has been trying to reassure residents of the restart plan is safe... About 60-70% of Japan's power generation comes from imported fossil fuels, which cost the country about 10.7 trillion yen ($68 billion) last year alone... Japan is the world's fifth-largest emitter of carbon dioxide, after China, the United States, India and Russia, according to the International Energy Agency. But it has committed to reaching net zero emissions by 2050, and renewable energy was at the center of its latest energy plan published earlier this year, with a push for greater investments in solar and wind. The country's energy demands are also expected to increase in the coming years due to a boom in energy-hungry data centers that power AI infrastructure. To achieve its energy and climate goals, Japan aims to double the share of nuclear power in its electricity mix to 20% by 2040... On its website, TEPCO said Kashiwazaki-Kariwa had undergone multiple inspections and upgrades and that the company had learned "the lessons of Fukushima." The company said new seawalls and watertight doors would provide "stronger protection against tsunamis" and that mobile generators and more fire trucks would be on hand for "cooling support" in an emergency. It also said the plant now had "upgraded filtering systems designed to control the spread of radioactive materials." A survey published by the prefecture in October "found 60% of residents did not think conditions for the restart had been met," reports Reuters, adding that "Nearly 70% were worried about TEPCO operating the plant."

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An anonymous reader quotes a report from the Financial Post: A Texas power developer is proposing to repurpose nuclear reactors from Navy warships to power the United States grid as the Trump administration pushes to secure massive amounts of energy for the artificial intelligence boom. HGP Intelligent Energy LLC filed an application to the Energy Department to redirect two retired reactors to a data center project proposed at Oak Ridge, Tennessee, according to a letter submitted to the agency's Office of Energy Dominance Financing. The project, filed for the White House's Genesis Mission, would produce about 450-520 megawatts of around-the-clock electricity, or enough to power roughly 360,000 homes. The proposal would rewire reactors from naval vessels, originally built by Westinghouse Electric Company and General Electric, at a fraction of the cost of new builds. According to the report, The developer expects to seek a loan guarantee from the U.S. Department of Energy and raise roughly $1.8-$2.1 billion in private capital to prepare the reactors for civilian use, targeting initial completion by 2029. The approach is technically feasible but would break new ground by adapting military nuclear assets for the commercial grid. Bloomberg first reported the story.

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In July Google promised to scale the CO2 batteries of "Energy Dome" as a long-duration energy storage solution. Now IEEE Spectrum visits its first plant in Sardinia, where 2,000 tonnes of carbon dioxide power a turbine generating 20 MW over 10 hours — storing "large amounts of excess renewable energy until it's needed..." "Google likes the concept so much that it plans to rapidly deploy the facilities in all of its key data-center locations in Europe, the United States, and the Asia-Pacific region." Developed by the Milan-based company Energy Dome, the bubble and its surrounding machinery demonstrate a first-of-its-kind "CO2 Battery," as the company calls it... And in 2026, replicas of this plant will start popping up across the globe. We mean that literally. It takes just half a day to inflate the bubble. The rest of the facility takes less than two years to build and can be done just about anywhere there's 5 hectares of flat land. The first to build one outside of Sardinia will be one of India's largest power companies, NTPC Limited. The company expects to complete its CO2 Battery sometime in 2026 at the Kudgi power plant in Karnataka, in India. In Wisconsin, meanwhile, the public utility Alliant Energy received the all clear from authorities to begin construction of one in 2026 to supply power to 18,000 homes... The idea is to provide electricity-guzzling data centers with round-the-clock clean energy, even when the sun isn't shining or the wind isn't blowing. The partnership with Energy Dome, announced in July, marked Google's first investment in long-duration energy storage... CO2 Batteries check a lot of boxes that other approaches don't. They don't need special topography like pumped-hydro reservoirs do. They don't need critical minerals like electrochemical and other batteries do. They use components for which supply chains already exist. Their expected lifetime stretches nearly three times as long as lithium-ion batteries. And adding size and storage capacity to them significantly decreases cost per kilowatt-hour. Energy Dome expects its LDES solution to be 30 percent cheaper than lithium-ion. China has taken note. China Huadian Corp. and Dongfang Electric Corp. are reportedly building a CO2-based energy-storage facility in the Xinjiang region of northwest China. Google's senior lead for energy storage says they like how Energy Dome's solution can work in any region. "They can really plug and play this." And they expect Google to help the technology "reach a massive commercial stage."

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In 2023 Slashdot covered a battery-swapping startup that promised to give EVs a full charge in about the same time it takes to fill a tank of gas. They just filed for bankruptcy, reports Inc: Ample was founded in 2014 with a goal of "solving slow charging times and infrastructure incompatibility" for commercial EV fleets such as those in logistics, ride-hailing, and delivery, the filing states. To-date, Ample has raised more than $330 million across five rounds of funding to finance research and development and deployment. Rather than tackling fast charging, its strategy involved developing "fully autonomous modular battery swapping," capable of delivering a fully charged battery in just five minutes. The technology requires purpose-built "Ample stations" that look a little like carwashes. A car is guided into the bay and elevated on a platform. A robot then identifies the location of a car's battery module, removes it, and replaces it with a charged module, Canary Media reported. The company also boasts partnerships with Uber, Mitsubishi, and Stellantis, and notes it has deployed its technology — or is pursuing deployment — in San Francisco, Madrid and Tokyo. Even so, it ran up against funding issues. In its filing, Ample attributed its bankruptcy to macroeconomic and industry headwinds, such as "severe supply chain disruptions," "contraction in both public and private investment in renewable energy" and the "reduction, delay, or redirection of government incentives intended to accelerate EV adoption." The filing notes that regulatory and permitting delays slowed its launch in international markets, after which access to capital foiled its scaling efforts. The company eliminated all but two full-time, non-executive employees after formerly employing about 200... Electrek noted that Ample is the second battery swapping startup to go bankrupt after California-based Better Place in collapsed in 2013 amid financial issues related to how capital intensive it was to build infrastructure, Reuters reported. And Tesla briefly pursued the concept, building a station in California, before ditching the idea altogether. Ample "claimed to have designed autonomous battery swapping stations that would be rapidly deployable, cheap to build, and could adapt to any EV design with a modular battery which would be easy for manufacturers to use," notes Electrek's article: Where this bankruptcy leaves Ample's technology is unclear. Another company could snap it up and try to do something with it, if they find that the technology is real and useful. Ample had gotten investments and partnerships with Shell, Mitsubishi and Stellantis, for example, so the company wasn't alone in touting its tech. Or, it could just disappear, as other EV battery swapping plans have before... That's not to say that nobody has been successful at at implementing battery swap, though. NIO seems to be successful with its battery swapping tech in China, though the company did miss its 2025 scaling goals by a longshot. But as of yet, this is the only notable example of a successful battery swap initiative, and it was done by an automaker itself, rather than a startup claiming to work for every automaker. Electrek's writer is "just not bullish on battery swapping as a solution in general. Currently, the fastest-charging vehicles can charge from 10-80% in about 18 minutes. While that's longer than 5 minutes, it's not really a terrible amount of time to spend during most stops." Plus, if cars come and go in 5 minutes instead of 18 minutes, "then you're going to have more than triple the throughput at peak utilization." And Ample's prices would be about the same as normal EV quick-charging prices...

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U.S. senators are probing whether Big Tech data centers are driving up local electricity bills by socializing grid upgrade costs onto residents. Some of the tactics they're using include NDAs, shell companies, and lobbying. Ars Technica reports: In letters (PDF) to seven AI firms, Senators Elizabeth Warren (D-Mass.), Chris Van Hollen (D-Md.), and Richard Blumenthal (D-Conn.) cited a study estimating that "electricity prices have increased by as much as 267 percent in the past five years" in "areas located near significant data center activity." Prices increase, senators noted, when utility companies build out extra infrastructure to meet data centers' energy demands -- which can amount to one customer suddenly consuming as much power as an entire city. They also increase when demand for local power outweighs supply. In some cases, residents are blindsided by higher bills, not even realizing a data center project was approved, because tech companies seem intent on dodging backlash and frequently do not allow terms of deals to be publicly disclosed. AI firms "ask public officials to sign non-disclosure agreements (NDAs) preventing them from sharing information with their constituents, operate through what appear to be shell companies to mask the real owner of the data center, and require that landowners sign NDAs as part of the land sale while telling them only that a 'Fortune 100 company' is planning an 'industrial development' seemingly in an attempt to hide the very existence of the data center," senators wrote. States like Virginia with the highest concentration of data centers could see average electricity prices increase by another 25 percent by 2030, senators noted. But price increases aren't limited to the states allegedly striking shady deals with tech companies and greenlighting data center projects, they said. "Interconnected and interstate power grids can lead to a data center built in one state raising costs for residents of a neighboring state," senators reported. Under fire for supposedly only pretending to care about keeping neighbors' costs low were Amazon, Google, Meta, Microsoft, Equinix, Digital Realty, and CoreWeave. Senators accused firms of paying "lip service," claiming that they would do everything in their power to avoid increasing residential electricity costs, while actively lobbying to pass billions in costs on to their neighbors. [...] Particularly problematic, senators emphasized, were reports that tech firms were getting discounts on energy costs as utility companies competed for their business, while prices went up for their neighbors.

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Utah Gov. Spencer Cox signed two bills this year that ended solar development tax credits and imposed a new tax on solar generation despite solar power accounting for two-thirds of the new projects waiting to connect to the state's power grid. The legislation passed by the Republican-controlled Legislature has already had an impact. Since May, when the laws took effect, 51 planned solar projects withdrew their applications to connect to the grid. That represents more than a quarter of all projects in Utah's transmission connection queue. The moves came as Cox promoted Operation Gigawatt, an initiative to double the state's energy production in the next decade through what he called an "any of the above" approach. A third bill aimed at limiting solar development on farmland narrowly missed the deadline for passage but is expected to return next year. Rocky Mountain Power earlier this year asked regulators to approve a 30% electricity rate hike. Regulators eventually awarded a 4.7% increase.

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Ford has effectively pulled the plug on the all-electric F-150 Lightning, pivoting away from full-size BEV pickups toward hybrids, range-extended EVs (EREVs), and even data-center battery storage. Ars Technica reports: Ford's announcements today can't be said to have come out of the blue. Rumors of the F-150's demise have been circulating for more than a month, and last week SK On ended its joint venture with Ford that was building a pair of EV battery plants in Kentucky and Tennessee. We learned then that Ford would keep the Kentucky plant and SK On gets the one in Tennessee, which would focus on the energy storage business instead. Now, we know that something similar will happen at the Kentucky plant -- Ford says it's spending $2 billion to convert the factory to make prismatic lithium iron phosphate (LFP) cells. Those aren't destined for EVs, but they are the preferred cell format for data centers, Ford says. The company says that it will bring the factory online in the next 18 months, reaching an annual output of 20 GWh. Other Ford plants are also being repurposed. With no full-size BEV pickup in the product plans, the assembly plant in Tennessee that was to produce it -- the one near the battery factory that SK On is keeping -- will instead build new gas-powered trucks, although not for another four years. Around that same time, its Ohio assembly plant will begin building new commercial vehicles. All of this will impact Ford's bottom line, to the tune of $19.5 billion over the next few years, $5.5 billion of which will be in cash. Most of that will hit in the final quarter of 2025, but will extend until 2027, Ford said.

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Grid constraints that were once a hallmark of developing economies are now plaguing the world's richest nations, and new research from Bloomberg Economics finds that rising electricity system stress is directly hurting investment. The analysis examined all G20 countries and found that a one-standard-deviation increase in grid stress relative to a country's historical average lowers the investment share of GDP by around 0.33 percentage points -- a 1.5% to 2% hit to capital outlays. The Netherlands is a case in point: 12,000 businesses are waiting for grid connections, congestion issues are expected to persist for a decade despite $9.4 billion in annual investments, and the country is already consuming as much electricity as was projected for 2030. ASML, the chip equipment maker whose fortunes can sway the Dutch economy, has no guarantee it will secure power for a new campus planned to employ 20,000 people. Data centers are particularly affected. Google canceled plans near Berlin, a Frankfurt facility cannot expand until 2033, Microsoft has shifted investments from Ireland and the UK to the Nordics, and a Digital Realty Trust data center in Santa Clara that was applied for in 2019 may sit empty for years.

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America's solar industry "just delivered another huge quarter," reports Electrek, "installing 11.7 gigawatts (GW) of new capacity in Q3 2025. That makes it the third-largest quarter on record and pushes total solar additions this year past 30 GW..." According to the new "US Solar Market Insight Q4 2025" report from Solar Energy Industries Association (SEIA) and Wood Mackenzie, 85% of all new power added to the grid during the first nine months of the Trump administration came from solar and storage. And here's the twist: Most of that growth — 73% — happened in red [Republican-leaning] states. Eight of the top 10 states for new installations fall into that category, including Texas, Indiana, Florida, Arizona, Ohio, Utah, Kentucky, and Arkansas... Two new solar module factories opened this year in Louisiana and South Carolina, adding a combined 4.7 GW of capacity. That brings the total new U.S. module manufacturing capacity added in 2025 to 17.7 GW. With a new wafer facility coming online in Michigan in Q3, the U.S. can now produce every major component of the solar module supply chain... SEIA also noted that, following an analysis of EIA data, it found that more than 73 GW of solar projects across the U.S. are stuck in permitting limbo and at risk of politically motivated delays or cancellations.

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A January order blocking wind energy projects in America has now been vacated by a U.S. judge and declared unlawful, reports the Associated Press: [Judge Saris of the U.S. district court for the district of Massachusetts] ruled in favor of a coalition of state attorneys general from 17 states and Washington DC, led by Letitia James, New York's attorney general, that challenged President Trump's day one order that paused leasing and permitting for wind energy projects... The coalition that opposed Trump's order argued that Trump does not have the authority to halt project permitting, and that doing so jeopardizes the states' economies, energy mix, public health and climate goals. The coalition includes Arizona, California, Colorado, Connecticut, Delaware, Illinois, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New Mexico, New York, Oregon, Rhode Island, Washington state and Washington DC. They say they have invested hundreds of millions of dollars collectively to develop wind energy and even more on upgrading transmission lines to bring wind energy to the electrical grid... Wind is the United States' largest source of renewable energy, providing about 10% of the electricity generated in the nation, according to the American Clean Power Association. But the BBC quotes Timothy Fox, managing director at the Washington, DC-based research firm ClearView Energy Partners, as saying he doesn't expect the ruling to reinvigorate the industry: "It's more symbolic than substantive," he said. "All the court is saying is ... you need to go back to work and consider these applications. What does that really mean?" he said. Officials could still deny permits or bog applications down in lengthy reviews, he noted.

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