EV batteries’ second chance

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.

OVERSIGHT

• The U.S. EPA will propose a rule change today to unravel the endangerment finding, which establishes that greenhouse gas emissions harm human health and underpins the agency’s ability to set climate pollution limits. (E&E News)

GEOTHERMAL

• Former U.S. Energy Department officials say President Trump is fumbling the chance to build out geothermal power by slashing DOE staff, failing to issue federal loans, and instituting industry-harming tariffs. (The Guardian)

ELECTRIC VEHICLES

• Rystad estimates new EV purchases will account for 19% of the U.S. car market by 2030 after passage of the One Big Beautiful Bill, after previously predicting they would make up 24%. (Reuters)

POLITICS

• The White House reaches a trade deal with the EU that will see the bloc purchase $750 billion of U.S. energy, though experts say that would require the U.S. to redirect all its energy exports to Europe and increase exports on top of that. (Politico)

• The White House is also working on trade deals with Japan, the Phillipines, and other countries, which include potentially unachievable promises to purchase U.S. goods. (Politico)

WIND

• The U.S. added 2.1 gigawatts of new wind capacity in the first quarter of this year, a big increase from a year earlier, though falling turbine orders suggest that surge will soon fade as federal tax credits phase out. (Axios)

NUCLEAR

• Kairos Power, which is the only company actively building a small modular nuclear reactor in the U.S., thinks it can succeed despite its reliance on untested molten fluoride salt as a coolant. (E&E News)

FOSSIL FUELS

• Trump’s promises to ​“drill, baby, drill” so far haven’t materialized, as production levels have hardly changed despite the administration’s moves to roll back regulations, offer more public lands for drilling, and reduce royalty rates. (Inside Climate News)

GRID

• California grid operator CAISO is piloting an AI-powered method for managing both planned and unplanned power flow interruptions. (Latitude Media)

MINING

• Member states of the International Seabed Authority condemn The Metals Co. for bypassing the authority’s protocols and applying for a Trump administration-promised permit to mine for critical minerals in international waters. (Inside Climate News)