Plus: Duke Energy rolls back climate goals, and global renewables spending surges

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3 October 2025 • Supported by

Canary Live Bay Area

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.

Kathryn Krawczyk

NEW FROM CANARY MEDIA

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Trump admin targets blue-state grants meant to ease US electricity woes

by Jeff St. John

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Duke Energy backs off renewables after North Carolina cuts climate goal

by Elizabeth Ouzts

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Chart: Global investment in renewables hits record even as US falters

by Dan McCarthy

TODAY'S TOP NEWS

ELECTRIC VEHICLES

  • 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

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