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Gas and nuclear saw upticks, but solar saw a surge.Ember
Solar panels supplied a record 12.8% of the United States’ electricity last month, while coal fell to 12.2% in its fourth-lowest monthly share ever, according to a new analysis by the pro-renewables think tank Ember. It’s the first time in U.S. history that solar eclipsed coal for a whole month. Solar generated an all-time high of 45.5 terawatt-hours, exceeding its May 2025 output by 17% and surpassing last July’s previous record. This summer is on track to break yet more records. “U.S. solar power continues to set new records,” Nicolas Fulghum, a senior data analyst at Ember, said in a statement. “Overtaking coal for the first month on record shows just how far solar has come, from a niche contributor to the third-largest and fastest-growing source of power in the U.S. electricity system.”
The milestone comes as the U.S. prepares to produce more of its own solar panels. As I told you yesterday, America’s largest solar factory, South Korean giant Qcells’ plant in northern Georgia, is nearly at full capacity.
Texas has a reputation as a place where, if the land is yours, you can do what you want with it. That’s partly why the state has been such a hotbed for data center development. Well, the Republican leadership is pumping the brakes. In a letter to state regulators on Wednesday, Governor Greg Abbott recommended the legislature pass sweeping data center reforms. Among the policy changes The Texas Tribune highlighted:
The move comes in response to plummeting support among American voters for data center development. The latest poll from Heatmap Pro, which my colleague Robinson Meyer wrote up earlier this month, found that roughly three-quarters of U.S. voters now oppose data center development in their neighborhoods, including 55% who say they “strongly” oppose server farms.
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When the Department of Energy canceled the American Battery Technology Company’s nearly $58 million grant last October, it appeared to many as a sign that the Trump administration would go after virtually any firm awarded money by its predecessors, even if its business aligned with the White House’s policy priorities. But the Nevada-based battery and critical minerals startup said this week that the Energy Department had reinstated the grant, which was meant to support construction of the company’s first commercial lithium refinery. “Of the hundreds of DOE grants terminated last Fall very few have been able to successfully appeal the decisions and have their contracts reinstated,” American Battery Technology CEO Ryan Melsert said in a statement. “I am very proud of our team for relentlessly demonstrating the performance of these internally-developed critical mineral technologies and how crucial it is to implement and scale these commercial facilities to support the national security of the United States and enable its energy dominance.”
The Energy Department is also making moves on fusion. On Tuesday, the agency put out its roadmap for commercializing fusion energy, tapping more than 800 scientists to inform its analysis. “Fusion energy has entered a new era defined by extraordinary scientific progress and public-private momentum,” Darío Gil, the under Energy secretary for science, said in a statement. “With this roadmap, we now have the clarity, coordination, and sustained commitment needed to turn the promise of fusion into a reality for the American people.”
Holtec International was once the undertaker of the nuclear industry with a business split between manufacturing storage casks for spent fuel and decommissioning shuttered plants. But the company is nearly ready to turn a shuttered atomic power plant back online for the first time in U.S. history, with its Palisades nuclear station. It’s also considering rebuilding New York City’s defunct nuclear station, Indian Point. All the while, Holtec is racing to build its 300-megawatt pressurized water reactor. The first two units are set to debut at Palisades once the plant’s single older reactor is back online. Next it’s looking at building as many as four of the small modular reactors at Holtec’s half-demolished Oyster Creek nuclear station in southern New Jersey. If approved, the Asbury Park Press reported, the project would generate nearly 1.3 gigawatts of power.
I reached out to Patrick O’Brien, Holtec’s director of government affairs, who confirmed the story. “It’s a potential project post-Palisades SMRs,” he wrote in a text.
If you’re booking a flight right now, you might not yet be feeling the difference. But U.S. production of jet fuel has reached record highs as refiners scramble to respond to soaring prices following the closure of the Strait of Hormuz. By the start of May, the four-week average estimate of fuel production surpassed 2 million barrels per day for the first time on record, according to new analysis by the Energy Information Administration. But with domestic inventories still relatively high, much of that increased production is being exported.
The U.S. could be seeing the start of a small solar boom. Last year alone, at least 30 new utility-scale solar factories came online, as Heatmap’s Emily Pontecorvo reported last month.
Over the weekend, as I told you on Monday, a federal court blocked the Trump administration’s rules for using the soon-to-expire tax writeoffs for investing in or producing electricity from solar panels and wind turbines. But with just 24 days to go until the tax credits officially end, few developers are likely to move quickly enough to benefit from the ruling. “Practically speaking, I don’t think this is likely to have much impact on the market or behavior in the coming weeks,” Heather Cooper, a tax lawyer at McDermott Will & Schulte, told E&E News. “The deadline is less than four weeks away.”
Investments into electrical grids are on track to surpass $650 billion globally this year, according to new data from the consultancy Rystad Energy. That’s up 5% from last year and more than double the investments recorded in 2020, PV Magazine reported. The high cost comes as long lead times and pricy components for transformers, high-voltage circuit breakers, and switchgears strain and stall upgrades and expansions to power systems all over the world. The soaring growth of wind and solar is propelling grid investments, which are needed to patch more intermittent and often far-flung renewables onto the system. In 2010, wind and solar made up just 2% of global generation. By 2040, Rystad expects them to make up nearly half the mix.
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Everyone recognizes Canada as a major oil producer, metal miner, and hydroelectricity generator. But did you know the Canucks are not just a serious player in nuclear power, but actually have their own domestically-designed reactor that can run on raw uranium? Get this, it even has a catchy name: the CANDU. Pronounced CAN-do and short for Canada Deuterium Uranium, the pressurized heavy water reactors are among the only commercial designs in the world that can run on unenriched, natural uranium. The advantage, especially for a country like Canada with vast uranium deposits, is that they’re faster to build, cheaper to fuel, and free of the international scrutiny that comes with enriching uranium. The downside is that they break down faster than the light water reactors that make up the entirety of the U.S. fleet. But Canada is demonstrating that isn’t a big problem. On Monday, the Bruce nuclear power station brought its Unit 3 reactor back online, completing refurbishments seven months early and $107 million under budget, NucNet reported. You don’t need to know a lot about the American or European nuclear industries to know “early and under budget” aren’t words typically associated with any recent or ongoing projects.
The best-proven way to make truly green steel involves turning iron ore into direct reduced iron through a process that, when powered by green hydrogen instead of natural gas, significantly slashes any carbon emissions associated with its production. Assuming it’s finished off in an electric arc furnace, it’s green steel — and even greener if that final process was powered by renewables or nuclear. Yet despite some high-profile projects, green hydrogen has remained too expensive in the West, even as China’s industry starts to boom. That could be changing. On Tuesday, the German steelmaker Salzgitter inked its first major offtake agreement for green hydrogen from the supplier EWE, Hydrogen Insight reported. One of Germany’s largest steel producers, Salzgitter will buy roughly 10,000 metric tons of hydrogen per year from the electrolyzer plant EWE is building in Emden, near the Dutch border.
Meanwhile in America, U.S. Steel unveiled plans to invest up to $2.5 billion into upgrading the Mon Valley Works, southeast of Pittsburgh. The renovations come after Japanese steel giant Nippon’s takeover of the iconic American firm last year. To win President Donald Trump’s blessing, Nippon gave the federal government a “golden share” in the company. As Heatmap’s Matthew Zeitlin wrote last year, that could ultimately give a future administration leverage to press U.S. Steel to green its operations.
While spot prices are coming back down, they're still far above recent years. EIA
If you’re booking a flight right now, you might not yet be feeling the difference. But U.S. production of jet fuel has reached record highs as refiners scramble to respond to soaring prices following the closure of the Strait of Hormuz. By the start of May, the four-week average estimate of fuel production surpassed 2 million barrels per day for the first time on record, according to new analysis by the Energy Information Administration. But with domestic inventories still relatively high, much of that increased production is being exported.
