Every aspect of the US solar supply chain has been reshored, and manufacturing capacity is up across all segments, the Solar Energy Industries Association reports. Capacity for solar module production has surpassed 60 gigawatts, solar cell production capacity is up more than threefold and battery cell manufacturing has reached more than 21 gigawatt-hours. The momentum shows what can happen with investment certainty in place, but risks remain due to policies that deter domestic investment, hinder job growth and raise consumer costs.

The world is adding new renewables capacity at record speed and finally positioning itself to make good on the goals of the Paris Agreement, says Francesco La Camera of the International Renewable Energy Agency. In this video, La Camera discusses the renewables boom, why growth varies by region and what's needed to keep the energy transition moving forward.

The Energy Department has canceled or frozen billions of dollars' worth of clean energy grants, claiming they wouldn't align with the nation's energy needs -- and that's just not true, writes Roshi Nateghi of Georgetown University. Instead, they're a foundational investment in the science and infrastructure required to bring the US grid up to speed. Nateghi discusses how the cuts will hinder grid modernization and increase reliance on emergency solutions rather than prevention.

Neither a slight decrease in data center demand -- dropping 400 megawatts to 9.6 gigawatts -- nor a low stock price has affected PG&E's capital investment plan, which is holding steady at $73 billion. The company intends to focus on improving its credit rating, existing assets, safety and reliability rather than try to attract more large load customers, Chief Financial Officer Carolyn Burke says.

The cost of residential solar installations in the US is significantly higher -- thus, much less accessible -- than in countries such as Australia and Germany, primarily because of regulatory and operational inefficiencies. Tesla and Permit Power have released reports suggesting that regulatory reforms, operational improvements and hardware innovations could bring the cost down to $2 per watt. Tesla's report mentions the potential of a new mounting hardware system and a switch to hybrid DC architecture to reduce costs, while Permit Power homes in on streamlining permitting and interconnection processes.

The Energy Department has eliminated emissions and community-engagement requirements from its loan guarantee program under new rules implementing the One Big Beautiful Bill Act. The change expands the scope of the DOE Loan Programs Office's Section 1706 portfolio beyond infrastructure modernization to incorporate a broader range of energy projects, including fossil fuels and nuclear developments.

The Federal Energy Regulatory Commission has declined Tri-State Generation and Transmission's proposed High Impact Load Tariff, determining that the commission does not have jurisdiction over the proposed rules. The tariff was intended to address increased electricity demand tied to expected growth in data center development across the Mountain West region.

The US grid is struggling to keep up with the explosive growth of AI data centers, with Microsoft, CoreWeave and others rapidly expanding infrastructure and monitoring a not-bottomless amount of investment as they race to meet demand. Author and New Yorker contributor Stephen Witt walks readers through two data centers for a look at their work.

Mazama Energy has achieved a breakthrough in geothermal technology by drilling into "superhot" rock near Oregon's Newberry Volcano, reaching 331°C using a proprietary hydraulic fracturing method. This marks the hottest rock accessed by an enhanced geothermal system, surpassing the usual temperature thresholds of under 300°C for similar projects. The approach, which creates an enhanced geothermal reservoir, aims to access more energy with fewer wells.

Logistics companies worldwide are set to prioritize digitalization in 2026, with about 40% planning to allocate more than a 25% of their budgets to technology investments, according to a survey by Ontegos Cloud. Companies are focusing on predictive visibility and forecasting, but cybersecurity and compliance are not as highly prioritized. "Logistics and freight forwarder leaders are no longer asking if they should digitalize, they're asking how fast they can do it," says Ontegos founder and Managing Director Oliver Gritz.

The Trump administration's recent sanctions on Russian oil giants Rosneft and Lukoil have highlighted the challenge of hurting Russia's economy without causing a global oil price spike. Additional US tools, such as targeting Russia's shadow fleet and using secondary sanctions, could create supply shocks. Oil prices climbed on Wednesday following a decline in US inventories and optimism over a meeting between US President Donald Trump and Chinese President Xi Jinping.