Good morning! Shine Technologies is one of the dozens of companies trying to crack the code on nuclear fusion. Like everyone else, it isn’t there yet — but it is making money. Eric Wesoff reports on how it’s happening.
Also in today’s newsletter, Julian Spector covers a battery recycler’s change of plans, and our partners at New York Focus share how the state is moving closer to banning fossil fuels in new buildings.
Plus, there’s a lot of news on today’s new tariffs. Let’s dig in.
President Trump’s new tariffs on Canada and Mexico and additional tariffs on China are set to spike prices for EV component, fossil fuel and electricity imports, as well as disrupt construction of power plants and other energy infrastructure. (E&E News)
In response to the tariffs, Ontario Premier Doug Ford announces plans to add a 25% surcharge on electricity exported to New York, Michigan, and Minnesota, and threatens to cut off the power supply entirely. (USA Today)
U.S. Commerce Secretary Howard Lutnick says Trump will “probably” announce a compromise with Canada and Mexico today that could scale back tariffs. (CNBC)
POLITICS
Trump brags about ending the “Green New Scam” and EV goals, and pledges to scale up fossil fuel drilling and critical mineral mining in his address to Congress. (E&E News)
The U.S. withdraws from an international partnership in which richer nations helped developing countries transition from coal to clean energy. (Reuters)
GRID
A new study envisions solving utilities’ coming demand struggles with an algorithm that could coordinate home batteries, rooftop solar, and other small generation as backup power sources. (Grist)
Atlanta overtakes northern Virginia as a hotspot for data center construction, with 2,160 MW worth of development underway in the Georgia metro area. (Atlanta Journal-Constitution)
CLEAN ENERGY
Utility-scale clean energy installations soared to 49 GW in the U.S. last year, with Republican states seeing the fastest growth. (American Clean Power)
The U.S. built a record 10.9 GW of utility-scale battery capacity in 2024, mostly in California and Texas, and that figure could surge to 18 GW this year. (Cleanview)
New Mexico advocates call on regulators to approve a proposed 100 MW solar-plus-storage project near the site of the retired San Juan coal plant, saying the region needs alternatives to fossil fuels. (New Mexico Political Report)
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