California and Florida are bucking the trend.

In relying on petrol power behind protectionist barriers, America’s carmakers risk falling behind competitors—mainly from China—in an industry that EVs will one day take over econ.st/4uxBast

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Big news from a team we've followed for years: Sightline Climate is now @Currence, building the market intelligence layer for everyone financing and building the energy system. Excited for what's next. Congrats Kim Zou and Mark Taylor. Check out what they're building at currence.ai

NextEra Energy to buy Dominion in deal that unites two key players in race to power AI data centers www.cnbc.com/2026/05/18/n...

BYONCE: Bring Your Own New Clean Energy is the 2026 phrase to use.
www.canarymedia.com/articles/dat...

Critical metals refining co Nth Cycle it has signed a 10-yr binding offtake agreement to supply ​nickel & lithium carbonate to commodities trader Trafigura for ~$1.1B.
The deal underscores how governments across the ​world are ramping up efforts to reduce reliance on ​China for critical metals.

Google parent Alphabet buys Intersect Power, a data center and energy firm, for $4.75B:
There's growing interest among regulators, tech companies and some power providers in co-locating big data centers and new power sources.

"Electrification isn’t just a climate solution. It’s a platform shift. It redefines what’s possible in mobility, in infrastructure, and in economic development.
...It’s no longer about what’s coming. It’s about how fast it’s arriving, and whether we can build quickly enough to meet it."

Fears of a slowdown abound in America, with high interest rates and tariff chaos weighing on most of the economy. But they are doing little to reduce the breakneck pace at which firms are building the infrastructure needed for artificial intelligence

Federal administration reopens $5B in NEVI funds to install reliable charging along major highways, particularly in underserved parts of the country

Clean energy policy change highlights from OBBB, courtesy of CTVC

Next-gen nuclear power company TerraPower announced $650 million in new funding.

"Microgrids could also help meet ballooning power demand from homes, businesses, factories, and especially data centers chasing the AI boom that make up a massive share of future load growth forecasts"

United Airlines is investing in direct air capture startup Heirloom and secured rights to purchase 500,000 tons of CO2 for sequestration or use in making cleaner jet fuel.

Happy Valentine's Day from the top of NYC's SUMMIT One Vanderbilt!