Energy & Green Tech
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Eos Energy Up 12% on Battery Line 2 as Brenmiller Eyes Italy Market
Eos Energy’s stock is down 52% over six months. On June 16, it jumped 12% in a single morning. Eos Energy Launches Battery Line 2 and Stock Jumps 12% Despite Being Down 52% Over Six Months Eos Energy Enterprises (Nasdaq: EOSE) announced on June 16 that it had started commercial production on Battery Line 2…
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Deep Fission Filed for an IPO and the SMR Sector Keeps Outpacing Its Own Reactors
Donald Trump and Iranian President Masoud Pezeshkian signed a memorandum of understanding to end a four-month war on June 17. By this morning, US crude had fallen below $75 a barrel for the first time since March, down to roughly $74, after Treasury Secretary Scott Bessent announced a 60-day sanctions waiver on Iranian oil sales.…
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374Water PFAS Capacity Upgrade and PureCycle Packaging Milestone
PFAS has been detected in the blood of 97% of Americans. It does not biodegrade. Most technologies capture it, concentrate it, or move it somewhere else. 374Water’s technology destroys it permanently. On June 9, the company upgraded the facility that does that. 374Water Expands Iron Bridge Facility Targeting $3 Million to $5 Million in Annual…
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Section 45Y Wind Solar Construction Deadline Is 19 Days Away: What Developers Must Do
Coal powered the world for a hundred years. Built cities, ran railways, kept the lights on through two world wars. Last year, for the first time in modern history, it generated less electricity than renewables. The transition happened so gradually and then so completely that when the Ember Global Electricity Review published the numbers this…
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Fluence Energy Joins Siemens Nvidia AI Data Center Architecture
The biggest clean energy conference of the year ran June 1-4 in Houston. Eight thousand attendees. Five hundred exhibitors. The American Clean Power Association released Q1 data showing 6.4 gigawatts of new capacity added and a US total surpassing 370 gigawatts. Texas approaching 100 gigawatts alone. On the same day the conference opened, Fluence Energy’s…
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NuScale Gets South Korea Interest While the July 4 Clean Energy Deadline Closes In
Brent crude crossed $98 in Asian trading on Monday morning after Iran and Israel exchanged missile strikes over the weekend, breaking the April ceasefire for the first time. By midday it had pulled back to $94 after Iran said it had ended its military operations and President Trump said both countries were close to a…
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NeoVolta Signs $200M Battery LOI as TeraWulf Buys Kentucky Power
The AI power crunch is producing two kinds of energy stories right now. Companies building the physical supply of batteries and power infrastructure to fill the gap, and companies racing to lock in the energy-advantaged sites before they are gone. Both happened this week. NeoVolta signs its first utility-scale LOI — $200 million, 1.1 GWh,…
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Green Energy Markets Weekly: The Oil Shock That Made the Clean Energy Argument for Us
Brent crude is trading at $96.42 this morning. That is up from $92.56 at the end of May, when oil posted its worst monthly performance since the COVID-19 pandemic, down almost 19% on ceasefire optimism that has not yet produced a signed deal. The ceasefire extension memorandum is on President Trump’s desk awaiting his signature…
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$106 Oil and the July 4 Deadline: The Clean Energy Signals That Matter This Week
Oil at $106 a barrel, global inventories drawing at a record pace, and a 21-mile-wide waterway holding the energy market hostage for the third straight month. The Strait of Hormuz closure did not create the clean energy investment thesis. It just made it impossible to argue against. The same week, the UAE confirmed its exit…
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Green Energy Weekly: NeoVolta, T1 Energy and Greenbriar Post Cleantech Milestones
The domestic clean energy manufacturing push is not waiting for Washington to sort itself out. It is happening now, largely out of the headlines, driven by companies most investors have never looked at. This week three of them had news worth knowing about. Battery storage costs have fallen 93% since 2010. US operating storage capacity…
