Energy & Green Tech
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,…
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…
$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…
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…
Green Energy & Markets Weekly: NextEra Buys the AI Power Race
$66.8 billion. All stock. Announced Monday morning. NextEra Energy is buying Dominion Energy. The deal creates the largest regulated utility on earth by market value — over $400 billion in enterprise value combined. The reason is not complicated: electricity demand in the US is rising for the first time in two decades, and data centers…
India’s Grid Is Straining. Geothermal Could Be Part of the Answer
A new report puts India’s geothermal electricity potential at 28 times the world’s current total output. On April 25, 2026, peak electricity demand in India jumped nearly 20 GW in two hours to 256 GW. An unseasonably early heat surge, compounding rising data center loads, compressed a grid already stretched thin. It will not be…
Green Energy & Markets Weekly: The Grid Is Being Tested From Both Ends
Brent crude hit $104.84 per barrel at the start of the week, up 59% from a year ago on the back of the Middle East supply shock. Then came the Iran peace talk headlines. Oil fell nearly 7% over the week as traders priced in a possible reopening of the Strait of Hormuz. WTI stood…
Japanese Battery Maker PowerX Uses Montenegro as Its European Beachhead
Montenegro generates electricity for roughly 600,000 people. It is not, by any measure, a large energy market. But it has something most larger markets lack: a direct submarine power cable to Italy, EU candidate status, and a national energy plan that needs battery storage to work. For PowerX, a Japanese BESS manufacturer that listed on…
SEG Solar Announces 4 GW Houston Factory, Reaches 6 GW US Capacity
A second US facility brings the company to 6 GW of domestic capacity. SEG Solar announced Thursday it will build a second solar module manufacturing facility in Houston, Texas — a 4-gigawatt plant representing more than $200 million in investment and up to 800 new jobs. Commercial operations are expected in Q3 2026. Combined with…
Toyota and Hyroad Just Signed One of the Largest Hydrogen Truck Deals in the US
Hydrogen trucking has been stuck in pilot program purgatory for years. Forty trucks under a definitive commercial agreement is a different kind of announcement. Hyroad Energy and Toyota Motor North America announced on May 4, 2026 at ACT Expo in Las Vegas that they have signed a definitive agreement to deploy 40 hydrogen fuel cell…
