AI unlocks clean aluminum

This roundup of U.S. energy news headlines is part of our Canary Media Daily newsletter. Sign up to get it in your inbox each morning.

NUCLEAR

• A DOE official says the federal government plans to buy and own as many as 10 large nuclear reactors, which it could pay for in part with $550 billion in promised investment from Japan. (Bloomberg)

ELECTRIC VEHICLES

• U.S. clean energy and transportation investment totaled $75 billion in the third quarter of 2025, driven largely by record EV sales, Rhodium Group finds. (Clean Investment Monitor)

• U.S. EV sales fell 49% from September to October, after the expiration of federal tax credits. (Cox Automotive)

POLITICS

• Senate Republicans vote down Democrats’ attempt to block the Trump administration from delaying methane-emissions limits at oil and gas facilities. (E&E News)

GRID

• The North American Electric Reliability Corp. warns that New England and parts of the Southeast and West face elevated risk of power shortages this winter if they see extreme weather conditions. (E&E News)

• Grid operator PJM Interconnection rejects all 12 proposals from data center companies, utilities, advocates, and others recommending how it should handle demand growth. (Heatmap)

• The Sierra Club sues FERC over its decision to let grid operator Southwest Power Pool expedite interconnection of fossil-fuel generation, while a collection of other groups sue over the Midcontinent Independent System Operator’s similar interconnection-speeding process. (Utility Dive)

AFFORDABILITY

• As tech giants propose more energy-hungry data centers, state and nonprofit consumer advocates look to overcome sparse budgets and slim staffing to fight rising power prices. (E&E News)

COP30

• Climate-vulnerable countries call for the United Nations to triple a global climate-adaptation fund to $120 billion annually. (Politico)