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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

• The world needs to rapidly scale up clean energy, power grid, critical minerals, and cleantech investment if it wants to limit global warming to 2 °C, a new Wood Mackenzie report finds. (report)

NUCLEAR

• The New York Power Authority asks upstate communities to gauge their interest in hosting a nuclear power project as the state aims to build at least 1 GW of new nuclear power. (Axios)

MINERALS

• China will delay implementation of new rare earth export controls for a year under a deal with the U.S., though its earlier restrictions are still causing supply chain issues. (Reuters)

AFFORDABILITY

• East Kentucky Power Cooperative and Kentucky’s attorney general challenge PJM’s plan to make utilities pay to keep power plants like the gas- and oil-powered Eddystone facility open under federal emergency orders. (Utility Dive)

• A new Rystad Energy report finds data centers have yet to drive significant power price increases in the U.S., but their full impact could be realized in the next five years. (report)

• A map of Lawrence Berkeley National Laboratory data shows how electricity prices have risen faster than inflation in 26 states, but actually risen slower than inflation in others. (New York Times)

GRID

• Two new reports from Wood Mackenzie and the Center for Biological Diversity find rapid AI data center expansion is extending the life of fossil fuel power generation and driving up U.S. power sector emissions. (Inside Climate News)

• Former FERC Chair Mark Christie warns Energy Secretary Chris Wright’s order for federal regulators to explore speeding large-load interconnection could signal ​“an unprecedented expansion of federal control and intrusion” on the regulatory body. (E&E News)

• Four governors partnered with the Data Center Coalition on a proposal that asks PJM to prioritize interconnection for data center firms that will build their own power generation. (Inside Climate News)

• Texas’ ERCOT says a ​“rapid explosion” of large power users looking to join the grid is overwhelming its planning system. (Inside Climate News)

• American Electric Power says it’ll increase its capital spending by nearly 30% over the next five years as it prepares for increased power demand from data centers and other large customers. (E&E News)

BATTERIES

• Form Energy begins installing its first commercial iron-air batteries at a multi-day storage project in Minnesota, which should be operational next year. (Latitude Media)

FOSSIL FUELS

• The Bureau of Land Management has approved 474 permits to drill on public lands since the federal government shut down on Oct. 1. (The Hill)

• FERC gives Louisiana’s Commonwealth LNG export project a four-year extension to come into service. (E&E News)

ELECTRIC VEHICLES

• General Motors lays off 3,400 workers at its EV and battery factories, including 1,200 at its Detroit-area all-electric assembly plant. (Detroit News)

• A new study finds EVs offset their energy-intensive building process within two years of use — and that timeline will speed up as more renewables come online. (Associated Press)