Tariff fallout sinks in

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.

TARIFFS

• China, Canada, and other top U.S. trade partners hit the U.S. with retaliatory tariffs following Trump’s tariff announcement. (CNBC)

• First Solar, the largest U.S. solar panel manufacturer, was one of the only renewables companies to see its stock prices rise Thursday, while power generators largely saw stocks sink. (Heatmap, Heatmap)

• Domestic battery manufacturing is growing, but the majority of America’s lithium-ion batteries and their components are still imported, emphasizing the threat tariffs pose to one of the fastest-growing energy sectors. (New York Times)

• A BloombergNEF expert says Trump’s tariffs are likely to lead China to shift its cleantech exports to other countries, and that U.S. solar imports will fall. (Bloomberg)

• The United Auto Workers last week announced its support of President Trump’s auto import tariffs, but the U.S. industry’s reliance on imported parts and Trump’s rejection of free trade with Canada and Mexico will pose further challenges. (The New Republic)

• Trump exempted at least five minerals critical to the clean energy transition from his tariffs. (Heatmap)

POLITICS

• House Republicans introduce legislation that would reverse EPA waivers for California’s vehicle emissions rules, even though the Government Accountability Office has said they aren’t subject to congressional review. (E&E News)

• Some state Republican legislators join U.S. Senate Democrats in asking Energy Secretary Chris Wright to maintain funding for hydrogen hubs, which Wright has reportedly considered cutting. (Latitude Media)

• A federal judge in Rhode Island asks the Trump administration to explain how it can take back money already awarded for clean energy and energy efficiency projects. (E&E News)

ELECTRIC VEHICLES

• More EV and battery factories were canceled in the first quarter of 2025 than were in the past two years combined, according to new data from Atlas Public Policy. (Washington Post)

OFFSHORE WIND

• An anti-wind New Jersey Congressman asks the federal government to order the Empire Wind project in New York to stop moving forward, and asks that a slew of new mitigation requirements be imposed upon the development. (Heatmap, House.gov)

OVERSIGHT

• South Carolina lawmakers pass a sweeping bill to streamline the state’s energy permitting process, create an appeals process for utilities, and fast-track the conversion of a former coal plant to a 2,000 MW gas-fired plant. (South Carolina Daily Gazette, Post and Courier)

• Eight Georgia candidates line up to run for two seats on the state’s Public Service Commission after elections were delayed from 2022, and candidates already are debating how to tackle higher bills and data center growth. (Atlanta Journal-Constitution, Georgia Recorder)

CLEAN ENERGY

• European investment firm AIP Management commits about $500 million to Tennessee-based solar and battery developer Silicon Ranch. (Wall Street Journal)

• Solar industry officials say politically motivated opposition and hostility is stifling clean energy development in some rural Arizona communities. (Heatmap)

NUCLEAR

• The Tennessee Valley Authority will reapply for $800 million for its Tennessee small modular nuclear reactor project after the U.S. Energy Department revised the application to strip out Biden-era community engagement and equity requirements. (Knoxville News Sentinel)