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At the same time, the blowback to the so-called climate killshot the EPA took by rescinding the endangerment finding has just begun. Environmental groups just filed a lawsuit challenging the agency’s interpretation of the Clean Air Act to cover only the effects of regional pollution, not global emissions, according to Landmark, a newsletter tracking climate litigation.
Copper prices — as readers of this newsletter are surely well aware — are booming as demand for the metal needed for virtually every electrical application skyrockets. Just last month, Amazon inked a deal with Rio Tinto to buy America’s first new copper output for its data center buildout. But new research from a leading mineral supply chain analyst suggests the U.S. can meet 145% of its annual demand using raw copper from overseas and domestic mines and from scrap. By contrast, China — the world’s largest consumer — can source just 40% of its copper that way. What the U.S. lacks, according to Benchmark Mineral Intelligence, is the downstream processing capacity to turn raw copper into the copper cathode manufacturers need. “The U.S. is producing more copper than it uses, and is far more self-reliant than China in terms of raw materials,” Benchmark analyst Albert Mackenzie told the Financial Times. The research calls into question the Trump administration’s mineral policy, which includes stockpiling copper from jointly-owned ventures in the Democratic Republic of the Congo and domestically. “Stockpiling metal ores doesn’t help if you don’t have midstream processing,” Stephen Empedocles, chief executive of US lobbying firm Clark Street Associates, told the newspaper.
Illinois Governor JB Pritzker. Jacek Boczarski/Anadolu via Getty Images
Illinois generates more of its power from nuclear energy than any other state. Yet for years the state has banned construction of new reactors. Governor JB Pritzker, a Democrat, partially lifted the prohibition in 2023, allowing for development of as-yet-nonexistent small modular reactors. With excitement about deploying large reactors with time-tested designs now building, Pritzker last month signed legislation fully repealing the ban. In his state of the state address on Wednesday, the governor listed the expansion of atomic energy among his administration’s top priorities. “Illinois is already No. 1 in clean nuclear energy production,” he said. “That is a leadership mantle that we must hold onto.” Shortly afterward, he issued an executive order directing state agencies to help speed up siting and construction of new reactors. Asked what he thought of the governor’s move, Emmet Penney, a native Chicagoan and nuclear expert at the right-leaning Foundation for American Innovation, told me the state’s nuclear lead is “an advantage that Pritzker wisely wants to maintain.” He pointed out that the policy change seems to be copying New York Governor Kathy Hochul’s playbook. “The governor’s nuclear leadership in the Land of Lincoln — first repealing the moratorium and now this Hochul-inspired executive order — signal that the nuclear renaissance is a new bipartisan commitment.”
The U.S. is even taking an interest in building nuclear reactors in the nation that, until 1946, was the nascent American empire’s largest overseas territory. The Philippines built an American-made nuclear reactor in the 1980s, but abandoned the single-reactor project on the Bataan peninsula after the Chernobyl accident and the fall of the Ferdinand Marcos dictatorship that considered the plant a key state project. For years now, there’s been a growing push in Manila to meet the country’s soaring electricity needs by restarting work on the plant or building new reactors. But Washington has largely ignored those efforts, even as the Russians, Canadians, and Koreans eyed taking on the project. Now the Trump administration is lending its hand for deploying small modular reactors. The U.S. Trade and Development Agency just announced funding to help the utility MGEN conduct a technical review of U.S. SMR designs, NucNet reported Wednesday.
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Despite the American government’s crusade against the sector, Europe is going all in on offshore wind. For a glimpse of what an industry not thrust into legal turmoil by the federal government looks like, consider that just on Wednesday the homepage of the trade publication OffshoreWIND.biz featured stories about major advancements on at least three projects totaling nearly 5 gigawatts:
That’s not to say everything is — forgive me — breezy for the industry. Germany currently gives renewables priority when connecting to the grid, but a new draft law would give grid operators more discretion when it comes to offshore wind, according to a leaked document seen by Windpower Monthly.
American clean energy manufacturing is in retreat as the Trump administration’s attacks on consumer incentives have forced companies to reorient their strategies. But there is at least one company setting up its factories in the U.S. The sodium-ion battery startup Syntropic Power announced plans to build 2 gigawatts of storage projects in 2026. While the North Carolina-based company “does not reveal where it manufactures its battery systems,” Solar Power World reported, it “does say” it’s establishing manufacturing capacity in the U.S. “We’re making this move now because the U.S. market needs storage that can be deployed with confidence, supported by certification, insurance acceptance, and a secure domestic supply chain,” said Phillip Martin, Syntropic’s chief executive.
For years now, U.S. manufacturers have touted sodium-ion batteries as the next big thing, given that the minerals needed to store energy are more abundant and don’t afford China the same supply-chain advantage that lithium-ion packs do. But as my colleague Katie Brigham covered last April, it’s been difficult building a business around dethroning lithium. New entrants are trying proprietary chemistries to avoid the mistakes other companies made, as Katie wrote in October when the startup Alsym launched a new stationary battery product.
Last spring, Heron Power, the next-generation transformer manufacturer led by a former Tesla executive, raised $38 million in a Series A round. Weeks later, Spain’s entire grid collapsed from voltage fluctuations spurred by a shortage of thermal power and not enough inverters to handle the country’s vast output of solar power — the exact kind of problem Heron Power’s equipment is meant to solve. That real-life evidence, coupled with the general boom in electrical equipment, has clearly helped the sales pitch. On Wednesday, the company closed a $140 million Series B round co-led by the venture giants Andreessen Horowitz and Breakthrough Energy Ventures. “We need new, more capable solutions to keep pace with accelerating energy demand and the rapid growth of gigascale compute,” Drew Baglino, Heron’s founder and chief executive, said in a statement. “Too much of today’s electrical infrastructure is passive, clunky equipment designed decades ago. At Heron we are manifesting an alternative future, where modern power electronics enable projects to come online faster, the grid to operate more reliably, and scale affordably.”
