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Energy

EVs, batteries, solar, nuclear, hydrogen, grid, oil & gas, climate-tech — the energy transition.

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General Fusion finishes SPAC merger, becoming first publicly listed fusion firm
VERIFIEDBy Xavier Rivera·Energy· ·via GeekWire·1 min read

General Fusion finishes SPAC merger, becoming first publicly listed fusion firm

General Fusion completed its SPAC merger with Spring Valley Acquisition Corp. III on July 10, 2026, becoming the first publicly traded fusion company. Shares will begin trading on Nasdaq under GFUZ on Monday after an earlier $1 billion deal announcement that followed layoffs and a CEO funding plea, plus a new Italy deployment partnership with Renexia, though significant technical hurdles remain.

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energy
VERIFIEDBy Xavier Rivera·Energy· ·via The New York Times·2.5 min read

Energy Dept. Orders Data Centers to Use Backup Power

The Department of Energy has authorized PJM to require data centers to use backup power during a heat wave straining the grid this week. The move highlights growing electricity demand from AI-driven data centers in a region with the world's largest concentration of such facilities.

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China Plans 400 km Solar Wall to Fight Desertification
VERIFIEDBy Xavier Rivera·Energy· ·via Frandroid·2 min read

China Plans 400 km Solar Wall to Fight Desertification

China is building a 400 km solar corridor along the Kubuqi Desert that will reach 100 GW by 2030 while helping halt desert expansion. The dual-purpose project already has sections operating and could generate nearly 40 TWh of electricity annually.

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Walmart signs first nuclear power purchase agreement
VERIFIEDBy Xavier Rivera·Energy· ·via DigiTimes Asia·1 min read

Walmart signs first nuclear power purchase agreement

Walmart signed its first nuclear power purchase agreement with Constellation Energy on June 23, securing about 176 MW of zero-emission electricity from the Dresden Clean Energy Center in Illinois via two 15-year contracts that begin in 2029 and 2030. The deal includes 30 MW of new generation capacity and represents the retailer's initial step into nuclear energy procurement for clean power supply.

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EU signs tripartite pact to speed energy storage rollout
VERIFIEDBy Xavier Rivera·Energy· ·via Energy Storage News·1 min read

EU signs tripartite pact to speed energy storage rollout

The European Union has launched a first-of-its-kind tripartite agreement to accelerate storage deployments, with 22 member states pledging capacity over the next two years. The Commission cited 30-35GW while the formal document states 45GW; the pact aims to lower system costs, reduce price volatility and strengthen local manufacturing. The bloc is estimated to need around 200GW by 2030 against 55GW installed at the beginning of this year.

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VW Weighs Up To 100,000 Job Cuts and Core Brand Spin-Off
VERIFIEDBy Xavier Rivera·Energy· ·via Carscoops·1.5 min read

VW Weighs Up To 100,000 Job Cuts and Core Brand Spin-Off

Volkswagen Group is considering up to 100,000 global job cuts, four German plant closures after current programs end, and spinning off its core brand into a standalone entity. The restructuring would rank among the company’s largest ever as it grapples with a 44 percent profit decline and heightened competition.

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energy
VERIFIEDBy Xavier Rivera·Energy· ·via WHYY·1 min read

Fire Engulfs Process Unit at Pennsylvania Refinery Owned by Delta Air Lines

A large fire broke out at Monroe Energy's Trainer refinery in Pennsylvania on June 25, prompting a shelter-in-place order for nearby residents. The Delta Air Lines subsidiary reports no community health risks from its air monitoring, while firefighters continue battling the blaze that started in a process unit pump room.

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Sunrun, Tesla, Renew Home form 16 GW distributed power plant
VERIFIEDBy Xavier Rivera·Energy· ·via Electrek·1 min read

Sunrun, Tesla, Renew Home form 16 GW distributed power plant

Sunrun, Tesla, and Renew Home will aggregate more than 16 GW of home batteries and smart devices into the largest U.S. distributed power plant, targeting data center demand driven by AI. Sunrun shares rose as much as 26 percent on the news as investors anticipate recurring revenue.

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RTE outage leaves 100,000 Breton homes dark after heatwave reassurance
VERIFIEDBy Xavier Rivera·Energy· ·via Frandroid·2 min read

RTE outage leaves 100,000 Breton homes dark after heatwave reassurance

A heat-induced transformer explosion at an RTE substation in Ergué-Gabéric cut power to up to 106,000 Breton households on June 23, with 68,000 still affected the next morning. The outage arrived one day after RTE publicly stated there was no concern for electricity supply this summer despite rising demand and infrastructure strain from record temperatures.

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NatPower taps Tesla Megapacks for 25 GWh storage push across Italy and Britain
VERIFIEDBy Xavier Rivera·Energy· ·via Electrek·1 min read

NatPower taps Tesla Megapacks for 25 GWh storage push across Italy and Britain

NatPower has partnered with Tesla on a multiyear project to install 25 GWh of Megapack battery storage in Italy and Britain as the first phase of an initiative that could reach beyond 100 GWh and generate up to $15 billion in revenue over 20 years.

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energy
VERIFIEDBy Xavier Rivera·Energy· ·via PR Newswire·1.5 min read

Energy Fuels Agrees to Buy German Magnet Producer Vacuumschmelze

Energy Fuels will acquire Vacuumschmelze GmbH for about $1.9 billion, creating a fully integrated rare earth supply chain from mine to magnet. The purchase aligns with Western efforts to lessen reliance on China for materials used in EVs, defense and advanced technology.

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Octopus Energy partners with CATL on Swaptopus battery swap venture for electric trucks
VERIFIEDBy Xavier Rivera·Energy· ·via Electrek·1.5 min read

Octopus Energy partners with CATL on Swaptopus battery swap venture for electric trucks

Octopus Energy and CATL have created Swaptopus, a joint venture that will deploy battery-swapping stations for electric trucks across the UK and Europe by adapting technology already proven at scale in China.

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energy
VERIFIEDBy Xavier Rivera·Energy· ·via WSJ·1.5 min read

Microsoft, Chevron and Engine No. 1 Reach Exclusivity Agreement on Power Supply

Microsoft, Chevron and Engine No. 1 entered an exclusivity agreement for power generation to supply AI data centers. The pact targets a proposed $7 billion natural gas-fired plant in West Texas capable of 2,500 megawatts with targeted startup in 2027.

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SunZia Transmission line enters full commercial service
VERIFIEDBy Xavier Rivera·Energy· ·via Electrek·1.5 min read

SunZia Transmission line enters full commercial service

The SunZia Transmission line has entered full commercial service, transporting up to 3,000 MW of wind-generated electricity from New Mexico to utilities throughout the Southwest including California. The $11 billion initiative helps satisfy growing electricity needs driven by data centers, electrification, and industrial expansion while supplying renewable power sufficient for approximately 1 million American households.

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Helion becomes first fusion company to win regulatory licenses for power plant
VERIFIEDBy Xavier Rivera·Energy· ·via GeekWire·2 min read

Helion becomes first fusion company to win regulatory licenses for power plant

Helion Energy received the world’s first regulatory licenses for a fusion power plant from the Washington Department of Health. The milestone clears a key safety hurdle for the Orion facility that aims to supply Microsoft data centers with fusion-generated electricity by 2028.

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Sembcorp completes US$4.32B Alinta Energy acquisition
VERIFIEDBy Xavier Rivera·Energy· ·via Energy Storage News·1 min read

Sembcorp completes US$4.32B Alinta Energy acquisition

Sembcorp Industries completed its AU$6.5 billion (US$4.32 billion) acquisition of Alinta Energy, adding 3.4GW operational and 10.4GW in development assets to its Australian holdings. The move expands Sembcorp's Renewables East portfolio across China, Southeast Asia and Oceania following regulatory clearances.

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Qcells Starts Solar Cell Production at Largest US Factory
VERIFIEDBy Xavier Rivera·Energy· ·via CleanTechnica·2 min read

Qcells Starts Solar Cell Production at Largest US Factory

Qcells has started solar cell production at its Cartersville, Georgia factory, which will become the largest such facility in US history with full vertical integration from ingot to module. The site helps customers qualify for domestic content tax credits while adding 8.6 GW of total US capacity by end of Q3 2026.

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GM Activates V2G for 250,000 Existing EVs
VERIFIEDBy Xavier Rivera·Energy· ·via CleanTechnica·1.5 min read

GM Activates V2G for 250,000 Existing EVs

GM activated vehicle-to-grid capability for more than 250,000 existing bidirectional EVs with no new hardware required. The move positions parked vehicles as a major distributed energy resource to support grid stability amid rising demand.

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GM Launches Energy Pass for Unified EV Charging
VERIFIEDBy Xavier Rivera·Energy· ·via CleanTechnica·1.5 min read

GM Launches Energy Pass for Unified EV Charging

GM announced Energy Pass, a unified interface in its existing vehicle apps that connects to major charging networks representing nearly 70% of US DC fast chargers. It reduces friction from multiple apps and accounts while rolling out Plug&Charge capabilities and aligning with GM's full shift to native NACS ports.

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BYD Opens First Flash Charging Station in Germany
VERIFIEDBy Xavier Rivera·Energy· ·via Frandroid·2 min read

BYD Opens First Flash Charging Station in Germany

BYD opened its first Flash Charging station in Germany that can recharge compatible EVs from 10% to 70% in five minutes at up to 1,500 kW. The Chinese manufacturer plans 3,000 such stations across Europe by the end of 2026 while expanding its Denza premium brand.

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Waymo to Repurpose Robotaxi Batteries for Grid Storage
VERIFIEDBy Xavier Rivera·Energy· ·via Ars Technica·3 min read

Waymo to Repurpose Robotaxi Batteries for Grid Storage

Waymo and B2U Storage Solutions announced a strategic supply agreement on June 4 to repurpose used robotaxi batteries for grid-scale storage. The pact could deliver hundreds of megawatt-hours to projects in California and Texas, creating a circular benefit by supporting the same regional power networks where the autonomous vehicles operate and recharge.

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Toyota Abandons Lexus LF-ZC Electric Sedan for 2026
VERIFIEDBy Xavier Rivera·Energy· ·via Frandroid·2 min read

Toyota Abandons Lexus LF-ZC Electric Sedan for 2026

Toyota has abandoned its planned Lexus LF-ZC electric sedan that was due by the end of 2026. The company will instead focus on larger SUVs while continuing solid-state battery and gigacasting development for future EVs.

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Rivian Confirms June 9 Launch for R2 with Orders, Demos and Deliveries
VERIFIEDBy Xavier Rivera·Energy· ·via NotaTeslaApp·1.5 min read

Rivian Confirms June 9 Launch for R2 with Orders, Demos and Deliveries

Rivian confirms the R2 launches on June 9 with order invitations, demo drives at its Spaces and initial customer deliveries all beginning that day. The concurrent approach seeks to avoid criticism from the R1 rollout as the company shifts toward mass-market EVs.

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BYD Unveils Dolphin G DM-i Plug-In Hybrid With Over 1,000 km Range
VERIFIEDBy Xavier Rivera·Energy· ·via Frandroid·2 min read

BYD Unveils Dolphin G DM-i Plug-In Hybrid With Over 1,000 km Range

BYD has unveiled the Dolphin G DM-i, converting its electric compact into a plug-in hybrid with more than 1,000 km range and no direct PHEV rivals in Europe. The model is the first specifically designed for markets outside China and is expected to be produced at the company's new Hungarian plant.

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Ferrari Stock Plunges 8% After Luce Electric Sedan Unveil
VERIFIEDBy Xavier Rivera·Energy· ·via Frandroid·2 min read

Ferrari Stock Plunges 8% After Luce Electric Sedan Unveil

Ferrari's stock fell as much as 8% after the unveiling of its first electric car, the Luce, with a former boss calling it the destruction of a myth. The €550,000 sedan's Jony Ive-designed styling drew scathing reviews from investors and fans despite its strong technical specifications.

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SpaceX Launches Starship on Second Try After Scrub
VERIFIEDBy Xavier Rivera·Energy· ·via CNBC Tech·2 min read

SpaceX Launches Starship on Second Try After Scrub

SpaceX launched its Starship rocket on Friday after scrubbing the prior day's attempt due to technical issues. The 12th test flight advances the fully reusable vehicle's role in Starlink expansion, satellite deployment and NASA's 2028 moon mission plans ahead of the company's expected $75 billion IPO.

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Meta Taps Tesla for 365 MW Wyoming Solar and Battery Project
VERIFIEDBy Xavier Rivera·Energy· ·via Teslarati·2 min read

Meta Taps Tesla for 365 MW Wyoming Solar and Battery Project

Meta has partnered with Enbridge on the first phase of the Cowboy Project, a 365 MW solar farm and 200 MW/1,600 MWh Tesla battery system near Cheyenne, Wyoming, to supply its data centers. The initiative supports Meta's renewable energy commitments while addressing grid reliability challenges from AI-driven data center demand growth.

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Launch Tower Issue Scrubs First Starship V3 Flight Attempt
VERIFIEDBy Xavier Rivera·Energy· ·via Ars Technica·3.5 min read

Launch Tower Issue Scrubs First Starship V3 Flight Attempt

A hydraulic pin on the Starbase launch tower umbilical failed to retract, scrubbing SpaceX’s first Starship V3 attempt 40 seconds before liftoff on Thursday. The redesigned vehicle is central to NASA’s lunar ambitions ahead of China, expanded Starlink and orbital data center plans, and precedes the company’s anticipated IPO.

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SpaceX Positions AI as Future Tentpole in S-1 Filing
VERIFIEDBy Xavier Rivera·Energy· ·via Ars Technica·2.5 min read

SpaceX Positions AI as Future Tentpole in S-1 Filing

SpaceX has designated AI as the primary driver of its future in its S-1 filing preceding an expected IPO, estimating a $26.5 trillion addressable market after absorbing xAI to oversee Grok. The ambitious pitch arrives as Grok substantially trails ChatGPT, Claude, and Gemini in both consumer paid usage and corporate adoption.

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Tesla Delivers Final Model S and Model X at Fremont Send-Off
VERIFIEDBy Xavier Rivera·Energy· ·via TeslaNorth·1 min read

Tesla Delivers Final Model S and Model X at Fremont Send-Off

Tesla held an emotional final delivery event at its Fremont factory for the last 250 Signature Model S and Model X vehicles, closing 14 and 11 years of production respectively. The move frees lines for Optimus robots while honoring the models’ role in advancing EVs and their technical firsts.

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Tesla Remotely Diagnoses Cybertruck PCS Failures, Offers Free Supercharging
VERIFIEDBy Xavier Rivera·Energy· ·via NotaTeslaApp·2.5 min read

Tesla Remotely Diagnoses Cybertruck PCS Failures, Offers Free Supercharging

Tesla now runs remote diagnostics targeting failing Power Conversion Systems in early Cybertrucks and supplies free Supercharging while backordered parts for AC charging repairs remain delayed. The effort mitigates inconvenience from rising PCS failures that prevent home charging.

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Tesla Launches Full Self-Driving in China After Years of Delays
VERIFIEDBy Xavier Rivera·Energy· ·via CNBC Tech·2 min read

Tesla Launches Full Self-Driving in China After Years of Delays

Tesla announced that its Full Self-Driving supervised system is now available in China after years of regulatory delays, confirming the news in an X post that listed the country among 10 markets. The launch arrives as Chinese EV makers have already rolled out their own self-driving technologies and Tesla ranked fourth in local sales during April.

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Anthropic on Track for $10.9B Q2 Revenue and First Profit
VERIFIEDBy Xavier Rivera·Energy· ·via CNBC Tech·2.5 min read

Anthropic on Track for $10.9B Q2 Revenue and First Profit

Anthropic is on track to generate $10.9 billion in Q2 revenue, which would mark the company's first profitable quarter after $4.8 billion in Q1. The explosive growth comes as it raises at a potential $900 billion valuation, strikes major compute deals and eyes a 2026 IPO while navigating competition and government relations.

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SpaceX Files S-1 for What Could Be Biggest IPO Ever
VERIFIEDBy Xavier Rivera·Energy· ·via The Verge·1.5 min read

SpaceX Files S-1 for What Could Be Biggest IPO Ever

SpaceX has filed its S-1 prospectus with the SEC, initiating what could be the largest IPO ever with a Nasdaq listing under ticker SPCX. The disclosure reveals $18.67 billion in 2025 revenue driven by Starlink, losses exceeding $4.9 billion, $20.7 billion in capital expenditures, and Musk retaining 85 percent control.

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Tesla Relaxes Driver Monitoring With FSD v14.3.3
VERIFIEDBy Xavier Rivera·Energy· ·via NotaTeslaApp·2 min read

Tesla Relaxes Driver Monitoring With FSD v14.3.3

Tesla has relaxed its vision-based driver monitoring requirements in FSD v14.3.3, allowing up to a minute of leeway in some conditions while confirming the change via Elon Musk. The update maintains stricter rules in low-confidence scenarios and Mad Max mode as a step toward unsupervised autonomy.

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Jury Quickly Rules Against Musk in OpenAI Lawsuit
VERIFIEDBy Xavier Rivera·Energy· ·via CNBC Tech·2.5 min read

Jury Quickly Rules Against Musk in OpenAI Lawsuit

A jury in Oakland rules against Elon Musk in his lawsuit against Sam Altman and OpenAI, dismissing all claims as untimely after quick deliberations. The decision clears the path for both companies as they prepare major public-market moves.

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SpaceX Targets May 20 Launch for Starship V3 Debut
VERIFIEDBy Xavier Rivera·Energy· ·via Teslarati·2 min read

SpaceX Targets May 20 Launch for Starship V3 Debut

SpaceX is targeting May 20 for the debut launch of Starship V3 from its new Pad 2 at Starbase. The upgraded vehicle triples payload capacity to more than 100 metric tons, enables scaled in-orbit refueling for NASA Artemis lunar missions, and advances Musk's Mars settlement plans tied to a potential $7.5 trillion valuation.

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Tesla Releases Unredacted Reports for 19 Robotaxi Incidents
VERIFIEDBy Xavier Rivera·Energy· ·via NotaTeslaApp·2.5 min read

Tesla Releases Unredacted Reports for 19 Robotaxi Incidents

Tesla has replaced a year of boilerplate redactions with complete narratives for 19 test-fleet incidents in Austin. The unredacted NHTSA filings show that nearly all events were low-speed, no-fault contacts involving human drivers, occurred under monitor supervision, and produced only two minor injuries.

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Starlink Raises Prices Across US Satellite Internet Plans
VERIFIEDBy Xavier Rivera·Energy· ·via The Verge·1.5 min read

Starlink Raises Prices Across US Satellite Internet Plans

Starlink is raising prices across its US satellite internet plans, increasing the cheapest Residential plan from $50 to $55 per month and doubling Standby Mode to $10. The changes come as the company cites network capacity improvements and argues to end $4.5 billion in rural broadband subsidies.

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Tesla Hikes Select Model Y Prices for First Time in Two Years
VERIFIEDBy Xavier Rivera·Energy· ·via NotaTeslaApp·2 min read

Tesla Hikes Select Model Y Prices for First Time in Two Years

Tesla has raised prices on mid- and high-end Model Y trims for the first time in two years, with increases of $500 to $1,000 plus new paint options. The adjustments follow recent Cybertruck lease hikes, coincide with fresh safety honors, and may clear space for the upcoming three-row Model Y L.

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OpenAI Weighs Legal Options After Apple ChatGPT Deal Disappoints
VERIFIEDBy Xavier Rivera·Energy· ·via Ars Technica·2.5 min read

OpenAI Weighs Legal Options After Apple ChatGPT Deal Disappoints

OpenAI is reportedly exploring legal options after feeling burned by Apple’s poorly promoted and designed ChatGPT integration, which insiders say has damaged the brand and fallen short of billion-dollar expectations. The AI company plans to delay any formal moves until after its antitrust lawsuit with Elon Musk concludes next week.

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xAI Launches Grok Build Terminal AI Agent for Developers
VERIFIEDBy Xavier Rivera·Energy· ·via The Verifier·1.5 min read

xAI Launches Grok Build Terminal AI Agent for Developers

xAI has launched Grok Build, a new terminal-based AI coding agent now in early beta for SuperGrok Heavy subscribers. Its plan-first workflow, parallel subagents, diff-format changes and headless mode differentiate it for complex software development tasks.

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Tesla Invests $250M to Double 4680 Capacity at Giga Berlin
VERIFIEDBy Xavier Rivera·Energy· ·via Teslarati·2 min read

Tesla Invests $250M to Double 4680 Capacity at Giga Berlin

Tesla revealed a $250 million investment at Giga Berlin that doubles 4680 cell capacity to 18 GWh per year and adds more than 1,500 jobs. The project advances full vertical integration while supporting higher Model Y volumes and overcoming earlier regulatory obstacles in Germany.

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AT&T, Verizon, T-Mobile Form Satellite Joint Venture
VERIFIEDBy Xavier Rivera·Energy· ·via 9to5Mac·1.5 min read

AT&T, Verizon, T-Mobile Form Satellite Joint Venture

AT&T, Verizon and T-Mobile are forming a joint venture involving satellites to eliminate coverage dead zones, particularly in rural and underserved areas. The effort aims to advance direct-to-device communications, expand customer choice and create new industry specifications while leaving existing carrier-satellite agreements unaffected.

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HughesNet Loses Over Half Its Satellite Subscribers to Starlink
VERIFIEDBy Xavier Rivera·Energy· ·via pcmag.com·1 min read

HughesNet Loses Over Half Its Satellite Subscribers to Starlink

HughesNet's satellite subscriber count has dropped from 1.56 million in December 2020 to 681,000 as of March 31 amid competition from faster, cheaper Starlink service. The losses coincide with EchoStar's $7.6 million quarterly loss and a going-concern warning.

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SpaceX and Tesla File for $119B TERAFAB Facility in Texas
VERIFIEDBy Xavier Rivera·Energy· ·via NotaTeslaApp·2 min read

SpaceX and Tesla File for $119B TERAFAB Facility in Texas

SpaceX and Tesla filed notice in Grimes County, Texas for TERAFAB, a joint semiconductor and computing facility projected to cost $119 billion overall with $55 billion required in early phases. The plant would manufacture custom silicon for Tesla's FSD and Optimus programs plus SpaceX orbital datacenters, using Intel's 14A process at a site near Gibbons Creek Reservoir that could scale to terawatt computing output; Musk noted on May 6, 2026 it is one of multiple locations under review as the county considers tax abatements.

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SpaceX Targets May 19 for Starship V3 Debut from Pad 2
VERIFIEDBy Xavier Rivera·Energy· ·via Spaceflight Now·3 min read

SpaceX Targets May 19 for Starship V3 Debut from Pad 2

SpaceX is targeting no earlier than May 19 for Flight 12, the debut of Starship V3 and Launch Pad 2 following a successful integrated tanking test. The suborbital mission will test redesigned vehicles, Raptor 3 engines, hot staging, an enhanced heat shield and new Starlink simulators as the company works toward supporting the Artemis 3 mission in 2027.

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Meta Prevents Threads Users From Blocking Its AI Account
VERIFIEDBy Xavier Rivera·Energy· ·via The Verge·2 min read

Meta Prevents Threads Users From Blocking Its AI Account

Meta is testing a Threads feature that lets users tag its AI account for answers and context, but the account cannot be blocked. The rollout has triggered widespread user anger, error reports when attempting blocks, and a trending topic that exceeded one million posts.

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FCC Approves EchoStar Spectrum Deal for SpaceX Starlink Direct-to-Device
VERIFIEDBy Xavier Rivera·Energy· ·via TeslaNorth·1 min read

FCC Approves EchoStar Spectrum Deal for SpaceX Starlink Direct-to-Device

The FCC has approved SpaceX's acquisition of 65 MHz of spectrum from EchoStar plus regulatory waivers, enabling commercial Starlink direct-to-device service on unmodified phones. This step provides the contiguous spectrum and network integration needed for reliable coverage beyond cell tower reach.

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Meta AI App Gains Voice Conversations and Live AI via Muse Spark
VERIFIEDBy Xavier Rivera·Energy· ·via 9to5Mac·2 min read

Meta AI App Gains Voice Conversations and Live AI via Muse Spark

Meta is adding voice conversations, live AI, and expanded chatbot access to the Meta AI app and its social platforms, all powered by the new Muse Spark model. The app has remained near the top of App Store charts since the April 8 launch, currently ranking fourth among free U.S. iPhone apps.

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