Inside industrial electrification

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.

ELECTRIC VEHICLES

• EV sales hit an all-time record in the third quarter of 2025 of nearly 440,000 cars sold as federal tax credits came to an end. (Cox Automotive)

• U.S. EV adoption rates still lag many other countries, making up just 7.5% of auto sales in the year leading up to July 2025. (S&P Global)

SOLAR

• The U.S. Bureau of Land Management denies canceling the Esmeralda 7 solar project, saying developers will instead pursue seven individual permits for each piece of the megaproject. (Utility Dive)

FOSSIL FUELS

• Coal miners rally to demand the Trump administration enforce the Biden-era rule to limit miners’ exposure to silica dust and protect them against black lung. (Inside Climate News)

• Corpus Christi, Texas, has become a destination for Exxon Mobil, Tesla, and other energy companies because of its tax deals, Gulf Coast port, and pipeline network, but the city faces an impending water shortage. (Wall Street Journal)

• State oil and gas oversight agencies may soon feel the effects of the federal government shutdown as staffers are often funded by EPA grants. (E&E News)

GRID

• U.S. utilities are set to spend a record $1.1 trillion on grid upgrades between this year and 2029. (Latitude Media)

• The PJM grid region needs 16 gigawatts of energy storage by 2032 to ensure sufficient resources on the system, according to a new analysis. (Utility Dive)

• New York City could start experiencing significant power shortages as soon as next summer due to rising demand, aging transmission, and retiring power plants, according to a new report from grid operator NYISO. (Gothamist)

AFFORDABILITY

• Rising power bill prices are becoming a top issue in state elections, including in New Jersey and Virginia’s gubernatorial races, and could remain a hot-button issue through next year’s midterms. (Washington Post)

CLEAN ENERGY

• The Department of Energy begins sending termination notices to $7.5 billion of clean energy projects that officials say don’t align with the Trump administration’s priorities. (E&E News)

NEW FROM CANARY

• Inside the Colorado factory where AtmosZero is electrifying steam — Alison F. Takemura

• Ohio to fast-track energy at former coal mines and brownfields — Kathiann M. Kowalski

• Canceled solar megaproject reveals new Trump-era threat to renewables — Julian Spector

• Can farmland thrive with solar? This Virginia nonprofit is finding out. — Elizabeth Ouzts

• Boston is piloting window heat pumps in affordable housing — Alison F. Takemura