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Energy

A data center and a farm.
Spotlight

Data Centers Have a Farmland Problem, Too

It’s not just renewables anymore.

AM Briefing

Video Killed the Polestar

On Texas transmission trouble, Russian nuclear reprocessing, and ‘guerrilla solar’

Yellow
Daily Briefing

Heat Waves, Hot Rods, and Mr. Wonderful

Three climate stories that caught my eye today.

Blue
AM Briefing

Gassed Up

On alumina, CANDUs, and copper

Yellow
Frank Pallone.

Key House Democrat Calls for a National Data Center Moratorium

New Jersey’s Frank Pallone, ranking member on the House Energy and Commerce Committee, says “this simply cannot continue.”

Blue
Energy

Sunrun, Tesla, and Renew Home Have 16 Gigawatts Up for Grabs

The companies just launched a major VPP play.

Tesla, Sunrun, and Renew Home logos.
<p>Heatmap Illustration/Getty Images</p>

For all the hype surrounding virtual power plants, they’re still a niche player on the U.S. electric grid. A new partnership between three of the biggest residential energy companies in the country — Tesla, Sunrun, and Renew Home — aims to recast VPPs into a leading role.

The companies announced on Wednesday that they have more than 16 gigawatts of dispatchable VPP capacity available today to deliver to utilities and data center developers throughout the country. That’s about the same as 16 nuclear reactors, except instead of generating power round the clock from a central plant, the companies aggregate unused electricity capacity from thousands of individual home solar and battery systems and programmable thermostats, and can make it available for several hours at a time.

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AM Briefing

Save Nuclear Plants. Live Better.

On Trump’s AP1000 deal, Utah solar, Canadian cobalt

Walmart.
<p>Heatmap Illustration/Getty Images</p>

Current conditions: The warehouse fire in Boyle Heights is raging for a third day, spewing dark smoke over the Downtown Los Angeles skyline • The death toll from Western Europe’s heatwave has reached into the dozens • An 18-wheeler carrying more than 400 beehives overturned in eastern Texas and filled a small neighborhood with more than 2 million honeybees.


THE TOP FIVE

1. Walmart inks a major deal for nuclear energy

Wally World is soon to be powered by the atom. On Tuesday, Walmart announced a 15-year deal with Constellation, the nation’s largest operator of nuclear plants, for a chunk of the electricity coming from the Dresden Clean Energy Center in Illinois. The agreement included about 176 megawatts of wholesale supply from the two-reactor station southwest of Chicago, including 30 megawatts of expanded generating capacity through “uprates” — upgrades that allow operators to get more power out of an existing unit. Over the past two years, tech giants such as Google, Microsoft, and Meta, have bought shares of the power coming from nuclear power stations as the companies sought steady supplies of clean electricity for their burgeoning data centers. But the Walmart deal stands out as one of the first to involve a major brick-and-mortar retailer. “We’re constantly evaluating new capabilities and energy solutions that help ensure the electricity we rely on is dependable, responsibly produced, and built to support long-term growth,” Shayne Wahlmeier, Walmart’s senior vice president of energy, said in a statement.

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