Avoiding the data center deluge

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.

CLEAN ENERGY

• Rhodium Group and MIT report developers canceled about $5 billion worth of clean manufacturing projects in Q2, but only announced about $4 billion, marking a significant drop in new announcements from previous quarters. (Axios)

STORAGE

• The U.S. is on track to produce more batteries than it needs by 2030 given Trump administration policies that will likely slow demand for battery storage installations and EVs, BloombergNEF finds. (Bloomberg)

NUCLEAR

• The U.S. Department of Energy commits to provide the next-gen nuclear fuel HALEU to three companies testing advanced reactor designs and to establish fuel lines to support one of those reactor pilot programs. (news release)

• Nuclear safety experts raise alarm bells about a Trump administration proposal to repurpose plutonium from dismantled warheads for reactor fuel. (Axios)

SOLAR

• The Trump administration’s 50% tariffs on solar imports from India will worsen its supply glut, and potential anti-dumping duties could exacerbate the problem further. (Reuters)

• China, facing overproduction of solar equipment, finds a solution in the growing African market. (New York Times)

ELECTRIC VEHICLES

• Tesla’s European sales declined 40% in July from the year before even as EV sales rose overall in the region. (CNBC)

HYDROGEN

• The Regional Clean Hydrogen Hubs program, started under the Biden administration, has garnered criticism both for hydrogen’s unproven potential and for alleged mismanagement. (Latitude Media)

OFFSHORE WIND

• A study finds that having 3.5 GW of offshore wind power on the grid last winter could’ve saved New England ratepayers as much as $400 million and reduced the region’s greenhouse gas emissions. (news release)

POLITICS

• Democrats look to pin rising energy prices on Republicans ahead of next year’s midterms, highlighting how the GOP megabill gutted incentives for clean energy and efficiency measures. (E&E News)

EFFICIENCY

• Gen Z and millennial consumers are paying more attention to their energy consumption and bills and are more interested in undertaking efficiency measures, a survey finds. (Utility Dive)

GEOTHERMAL

• A new Data for Progress survey finds 64% of likely voters say they’re unfamiliar with geothermal energy, but nearly three-quarters say they’d support the technology after reading a description of how it works. (Latitude Media)