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This startup is bringing ‘modern alchemy’ to the rare earths bottleneck
And it wants to make its new metals in the U.S., thanks in part to the Trump administration’s aggressive supply chain strategies.
Maeve AllsupFeb 20, 2026
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Ormat deepens its data center power play with Google dealThe hyperscaler’s second-ever deal under the “clean transition tariff” is with one of the biggest conventional geothermal players.
Lisa Martine JenkinsFeb 19, 2026 -
The race for the 100-hour battery has new entrants
Form Energy has long dominated — but recent milestones from startups like Ore and Noon suggest that the market is maturing.
Bianca GiacoboneFeb 18, 2026 -
Thermal drone footage shows xAI power plant flouting clean air regulations
Images confirm Elon Musk’s AI company is continuing to defy EPA regulations in Mississippi to power its flagship data centers.
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‘Underwhelming’ FEOC guidance punts on industry’s key question
But analysts anticipate that Treasury’s plan for clean energy tax credits is “more workable than feared.”
Maeve AllsupFeb 13, 2026 -
Are investors losing faith in the AI infrastructure frenzy?
A dive into the market reality check, space-based data centers, and solar tailwinds.
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EPA ends the ‘endangerment’ finding, setting up a high-stakes climate battle
The move voids the legal basis for federal climate policy as U.S. emissions cuts are projected to slow.
Catherine BoudreauFeb 12, 2026 -
SOLV Energy’s $6 billion debut
The company is the first pure-play solar and storage EPC firm in the U.S. to IPO.
Catherine BoudreauFeb 12, 2026 -
PJM and ERCOT are navigating a capacity rollercoaster
Paul Segal, CEO of LS Power, sheds light on the state of play in two huge markets.
