Good morning. Jeff St. John took a look at the list of grants the Energy Department is targeting for termination, and yes, they’re pretty much all in blue states. Dozens of projects meant to harden the grid via transmission
improvements, clean energy additions, and microgrids are all set to lose funding.
Meanwhile, in North Carolina, legislators gave Duke Energy a pass on cutting its carbon emissions, and the utility is taking advantage. Elizabeth Ouzts reports on Duke’s latest resource plan, in which it proposes rolling back its solar, wind, and nuclear construction plans.
But renewables are at least doing better around the rest of the world — Dan McCarthy charts the latest investment data.
U.S. EV sales set a record in the three months before federal incentives expired. (E&E News)
Tesla reports deliveries were up year-over-year in Q3 as EV buyers scrambled to take advantage of expiring federal tax credits. (CNBC)
Colorado is increasing the value of its EV rebates from $6,000 to $9,000 for new car purchases and leases, and from $4,000 to $6,000 for used cars. (Colorado Public Radio)
A review of internal documents shows how Georgia Gov. Brian Kemp scrambled to respond to the Trump administration’s immigration raid at Hyundai’s EV factory, which he was not informed about ahead of time. (Atlanta Journal-Constitution)
CARBON CAPTURE
Federal funding cuts are likely to doom 10 direct-air carbon capture hub projects, an industry advocate says. (E&E News)
FOSSIL FUELS
Some Republican senators push back against the Trump administration’s latest coal-boosting push, saying dumping money into the sector won’t revive it after years of decline. (E&E News)
DATA CENTERS
Data centers were the primary reason capacity prices surged to record highs in recent auctions on the 13-state PJM grid, a market monitor concludes. (Utility Dive)
Data centers driving up power prices around the country, even in areas hours away from development hotspots. (Bloomberg)
BUILDINGS
Massachusetts’ energy department says a pilot allowing 10 cities and towns to ban fossil fuel systems in new construction has led to more energy-efficient construction in participating communities, and recommends continuing the program. (WGBH)
OFFSHORE WIND
Half of Vineyard Wind’s turbines are sending power to the grid, and the project should be completed in the “coming months,” according to executives from parent company Iberdrola. (E&E News)
FINANCE
The Net-Zero Banking Alliance will shut down after many of its members departed earlier this year. (Reuters)
STORAGE
Vistra Corp. and the U.S. EPA begin the “unprecedented” cleanup at the firm’s fire-damaged battery energy storage system in Moss Landing, California. (news release)
UPCOMING EVENT
Join the Bay Area's clean energy community for an evening of expert insights, networking, drinks, hors d'oeuvres, and live music.
On stage: Conversations with expert panelists, including David Hochschild, Chair of the California Energy Commission, David Roberts of Volts, Jeff St. John of Canary Media, with more to be announced!
Off stage: Drink, eat, and socialize with clean energy leaders, investors, inventors, public leaders, and advocates.
🗓️November 6, 2025, 5:00 p.m.- 10:00 p.m. PST
📍 The Freight • 2020 Addison Street Berkeley, CA 94704
DERVOS '25 is going to be bigger and more impactful than ever. Come hang with 700 other locked-in energy pros, entrepreneurs, investors, regulators, academics, and more. You’ll leave asking: what if DERs were always meant to be the key unlock for building the grid of the future?