Who killed offshore wind?

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 U.S. Treasury Department hasn’t released guidance on how it will restrict clean energy businesses from working with ​“foreign entities of concern” under the One Big Beautiful Bill, but companies have started preparing anyway. (Latitude Media)

GENERATION

• The U.S. Energy Information Administration reduces its estimate for how much power generation will grow in 2026 from 3% to 1.7%, citing slower-than-expected growth this year. (Utility Dive)

• The U.S. is the only major power market that saw the carbon intensity of its generation increase through the first 10 months of 2025, largely thanks to an increase in coal-fired energy production. (Reuters)

BATTERIES

• South Korean battery maker SK On ends its partnership with Ford to build joint battery factories in the U.S. (Reuters)

ELECTRIC VEHICLES

• Ford has recruited Tesla, Rivian, and Lucid alumni to redesign its EV fleet from the ground up, but may have already missed its window to lead the EV market. (New York Times)

• Uber discontinues monthly bonuses for EV drivers, a move that has some drivers rethinking their switch to electric cars and that will make the company’s green goals even harder to achieve. (Bloomberg)

• Republican U.S. Sen. Bernie Moreno from Ohio claims China’s EV dominance forced the U.S. to pivot to EVs and lose ground on combustion-engine progress, and the idea gets an endorsement from the Heritage Foundation. (E&E News)

POLICY

• Once a climate leader, New York this year has stepped back its groundbreaking gas ban, approved a new gas pipeline, and taken other steps that will make it nearly impossible to reach the state’s climate goals. (New York Times)

• Republicans in Congress who championed AI development now face blowback from voters angry about data center construction and how the facilities’ power demand could drive up prices for everyday consumers. (E&E News)

WIND

• Congressional Republicans look to get President Donald Trump involved in permitting discussions by warning new rules could reinvigorate offshore wind. (E&E News)

• Oklahoma’s Republican Gov. Kevin Stitt criticizes the Trump administration’s ​“disappointing” handling of wind energy, saying its halt of the nearly finished Revolution Wind project ​“just looks like politics.” (Semafor)

MINING

• A top U.S. Interior Department official has financial ties to the controversial Thacker Pass lithium mine in Nevada, which the Trump administration worked to speedily permit during its first term. (High Country News/​Public Domain)

FOSSIL FUELS

• Wednesday’s Gulf of Mexico oil and gas lease sale attracted $279 million in bids from 30 companies. (E&E News)

HYDROPOWER

• The DOE asks the Federal Energy Regulatory Commission to reverse its policy giving tribes veto power over hydropower projects on their land. (Grist)

GEOTHERMAL

• Some Texas oil and gas workers and executives are shifting to apply their skills to startups in the state’s burgeoning geothermal energy sector. (New York Times)