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Energy Policy 17 December 2025 - 27 March 2026

EPA Opens Summer E15 Fuel Sales to Cool Gas Prices, but Relief Could Be Thin

EPA Opens Summer E15 Fuel Sales to Cool Gas Prices, but Relief Could Be Thin

The U.S. EPA will allow nationwide sales of E15 gasoline from May 1, temporarily lifting summer anti-smog restrictions to address rising fuel prices following the Iran war. The waiver, set to run through May 20 but extendable, aims to boost supply but may only lower prices by a few cents per gallon. E15 is available at over 3,000 stations. Analysts warn infrastructure and supply limits could blunt the impact.
27 March 2026
Denison Mines Corp Sets March Start for Phoenix Uranium Mine as Canada Readies Nuclear Strategy

Denison Mines Corp Sets March Start for Phoenix Uranium Mine as Canada Readies Nuclear Strategy

Denison Mines’ board has approved construction of the Phoenix in-situ recovery uranium mine, with site work set to begin in March 2026. The project, cleared by Canadian regulators in February, is Canada’s first uranium mine to use the ISR method. Denison estimates a C$600 million capital cost and targets first production by mid-2028, but warns of possible delays and cost increases. NexGen’s Rook I project also secured final federal approval this week.
6 March 2026
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Big Tech’s data-center power bill fight: Warren presses Google as PJM auction plans grow

Big Tech’s data-center power bill fight: Warren presses Google as PJM auction plans grow

Senators led by Elizabeth Warren said Big Tech firms pledged to pay more for data-center electricity but withheld key details on rates and contracts. Trump called on companies to “pay their own way” as PJM weighs an emergency auction for new power supply. FERC signaled it is ready to act quickly on related filings. Google and Microsoft said they cover their own infrastructure costs but cited confidentiality concerns.
24 January 2026
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J.D. Irving seeks an NB Power grid exit as minister backs self-generated wind power plan

J.D. Irving seeks an NB Power grid exit as minister backs self-generated wind power plan

New Brunswick’s natural resources minister backs J.D. Irving Ltd. and other major industries seeking to self-supply renewable energy outside NB Power’s grid. NB Power warns losing large customers could raise bills for other ratepayers. The utility recently signed a 200-megawatt wind power deal with a J.D. Irving subsidiary. Industry leaders say they need relief from rising power costs.
15 January 2026
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Empire Wind decision day: Judge weighs Trump offshore wind pause as Equinor warns of termination

Empire Wind decision day: Judge weighs Trump offshore wind pause as Equinor warns of termination

U.S. District Judge Carl Nichols will rule Thursday on whether Equinor can resume construction of its $5.5 billion Empire Wind project off Long Island, halted under a Trump administration order citing national security. Equinor says the project could be terminated if work does not restart by Jan. 16. The Interior Department paused five East Coast wind projects last month over radar concerns. A separate judge cleared Orsted’s Revolution Wind project to proceed Monday.
15 January 2026
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Venezuela oil barrels return: Vitol, Trafigura court India and China as Trump export plan takes shape

Venezuela oil barrels return: Vitol, Trafigura court India and China as Trump export plan takes shape

Vitol and Trafigura are offering Venezuelan crude for March delivery to refiners in India and China, traders said Monday. Brent crude slipped to $63.03 a barrel as markets weighed unrest in Iran against expected Venezuelan exports. Vitol shipped naphtha to Venezuela, set to arrive Jan. 28, to help dilute heavy crude. U.S. efforts to shield Venezuela’s oil revenues face legal and political hurdles.
12 January 2026
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Meta stock braces for Monday after nuclear power push and fresh WhatsApp rules risk

Meta stock braces for Monday after nuclear power push and fresh WhatsApp rules risk

Meta Platforms shares rose 1.1% Friday after announcing long-term nuclear energy deals to power U.S. sites, including a major Ohio data center expansion. Vistra will supply 2,609 MW from its PJM nuclear plants starting in late 2026, while TerraPower and Oklo signed separate agreements for advanced nuclear projects. Vistra shares jumped 10.5% on the news. Meta also faces new regulatory scrutiny in Europe over WhatsApp.
11 January 2026
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NuScale Power stock slips as Capitol Hill nuclear hearing puts SMR trade back in play

NuScale Power stock slips as Capitol Hill nuclear hearing puts SMR trade back in play

NuScale Power shares fell 1.6% to $19.25 Wednesday morning on volume over 7 million, as investors watched a House hearing on nuclear licensing set for 10:15 a.m. ET. The move followed new U.S. Energy Department contracts for domestic uranium enrichment. Broader markets edged higher, while nuclear stocks were mixed. NuScale is seeking customer deals and financing after canceling its Carbon Free Power Project last year.
7 January 2026
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Exxon Mobil stock faces Monday test as Trump pitches Venezuela oil rebuild for U.S. giants

Exxon Mobil stock faces Monday test as Trump pitches Venezuela oil rebuild for U.S. giants

Exxon Mobil shares rose 1.9% Friday after President Trump said U.S. oil companies are prepared to invest billions in Venezuela’s oil sector following Nicolás Maduro’s capture by U.S. forces. Analysts warned repairs could take years and the U.S. embargo remains in place. Brent crude ended down 0.7% at $60.33 a barrel. Investors are watching for Venezuela policy updates and U.S. jobs data due Jan. 9.
5 January 2026
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Chevron caught in Venezuela oil clamp as PDVSA cuts output under U.S. embargo

Chevron caught in Venezuela oil clamp as PDVSA cuts output under U.S. embargo

Venezuela’s PDVSA has cut crude output as storage fills up following a U.S. export embargo and tanker blockade, sources said. Chevron-chartered ships have not left Venezuelan waters since Thursday, and several loaded vessels remain stuck. The U.S. removed President Nicolás Maduro from Caracas on Saturday, with President Trump announcing the oil embargo is fully enforced. December oil exports fell to about half of November’s 950,000 barrels per day.
4 January 2026
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Exxon Mobil stock: what to watch after U.S. strike on Venezuela and Trump oil-company push

Exxon Mobil stock: what to watch after U.S. strike on Venezuela and Trump oil-company push

Exxon closed up 1.9% Friday as investors prepared for Monday’s reopening after U.S. strikes in Venezuela and the capture of President Maduro. Trump said U.S. oil firms would help rebuild Venezuela’s industry, though Exxon has no current operations there. Brent settled at $60.75 a barrel; OPEC+ kept output policy steady on Sunday. Venezuela’s oil exports were halted Saturday as port captains stopped ship departures.
4 January 2026
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Dominion Energy’s Silent Solar Generator Debuts as Virginia Regulators Pause Chesterfield Gas Plant Approval

Dominion Energy’s Silent Solar Generator Debuts as Virginia Regulators Pause Chesterfield Gas Plant Approval

Virginia regulators halted approval for Dominion Energy’s planned 944-megawatt Chesterfield gas plant after environmental and civil rights groups raised legal concerns. Meanwhile, Dominion unveiled a solar-charged, towable battery generator, developed with Power Up Connect, as a cleaner alternative to diesel units for temporary power needs. The battery system is certified for safety and aimed at public events and worksites.
19 December 2025
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Ithaca Pushes Back on NYSEG Rate Hikes as Hochul Pauses New York’s All-Electric Buildings Rules

Ithaca Pushes Back on NYSEG Rate Hikes as Hochul Pauses New York’s All-Electric Buildings Rules

NYSEG has requested a $464.4 million annual increase in electric delivery revenues, which would raise typical residential bills by $33.12 per month, or 23.7%. The utility also seeks a $93 million annual gas revenue hike, adding $33.57 monthly for heating customers. Governor Hochul has paused New York’s all-electric new-building mandate pending court review, leaving cities and builders in limbo.
19 December 2025
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Georgia Power’s $15B Data Center Energy Expansion Heads to Georgia PSC Vote as AI Power Demand Triggers New Federal Grid Rules

Georgia Power’s $15B Data Center Energy Expansion Heads to Georgia PSC Vote as AI Power Demand Triggers New Federal Grid Rules

Georgia’s Public Service Commission votes Friday on Georgia Power’s $15 billion plan to add 10,000 megawatts of new electricity, mainly to meet soaring demand from AI-driven data centers. The proposal includes new gas plants, battery storage, solar, and purchased power. Critics warn the expansion could raise bills for ordinary customers. The vote comes as federal regulators move to clarify how tech companies connect data centers to the grid.
19 December 2025
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House Passes SPEED Act to Fast-Track Energy Projects as Senate Eyes Rewrite Amid Offshore Wind Clash and AI Power Crunch

House Passes SPEED Act to Fast-Track Energy Projects as Senate Eyes Rewrite Amid Offshore Wind Clash and AI Power Crunch

The House passed the SPEED Act 221–196 on Thursday, aiming to overhaul the National Environmental Policy Act and speed up federal reviews for major energy and infrastructure projects. Eleven Democrats joined Republicans; one Republican voted no. A late amendment on offshore wind cost the bill support from a key clean power group. The Senate is expected to make significant changes.
19 December 2025
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India’s SHANTI Bill Passes Parliament: Private Entry into Nuclear Power, Liability Overhaul, and Protests Explained

India’s SHANTI Bill Passes Parliament: Private Entry into Nuclear Power, Liability Overhaul, and Protests Explained

India’s Parliament passed the SHANTI Bill on December 18, 2025, opening the civil nuclear sector to private Indian companies and joint ventures for the first time. Opposition parties and unions announced nationwide protests, citing safety and liability concerns. The law replaces two key nuclear acts and aims to boost nuclear capacity to 100 GW by 2047. Foreign firms can participate only through partnerships with Indian companies.
18 December 2025
Three Mile Island Restart: Energy Secretary Chris Wright Says Crane Clean Energy Center Can Cut Power Prices and Fuel Microsoft’s AI Push

Three Mile Island Restart: Energy Secretary Chris Wright Says Crane Clean Energy Center Can Cut Power Prices and Fuel Microsoft’s AI Push

U.S. Energy Secretary Chris Wright visited the former Three Mile Island nuclear site to promote restarting Unit 1, backed by a $1 billion federal loan to Constellation Energy. The project aims to supply power for AI-driven data center growth, with Microsoft signing a long-term purchase deal. Unit 1, shut since 2019, could return to service by 2027, pending regulatory approval.
18 December 2025
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Portland General Electric faces scrutiny over data center costs as Oregon POWER Act hits its first big test

Portland General Electric faces scrutiny over data center costs as Oregon POWER Act hits its first big test

Oregon utility watchdogs say Portland General Electric’s proposed “Peak Growth Modifier” could shift long-term grid upgrade costs from data centers to households, despite the state’s new POWER Act. The Citizens Utility Board accuses PGE of sidestepping the law’s intent by letting data centers pay more initially, then passing costs to residential customers over decades. Regulators have not yet ruled.
17 December 2025
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Stock Market Today

  • White House Warns Staff Against Using Nonpublic Information for Prediction Market Bets
    April 9, 2026, 9:24 PM EDT. The White House Management Office emailed staff on March 24, warning against using nonpublic government information to place bets on online prediction markets like Kalshi or Polymarket. Such actions are a criminal offense and violate government ethics regulations designed to prevent insider trading and misuse of confidential data. The email stresses that improper financial gain by government employees will not be tolerated and directs staff to the White House Counsel for guidance. The move follows concerns over a spike in oil futures trading minutes before President Trump's March 23 announcement about postponing strikes on Iran's power plants, raising suspicions of potential insider trading. White House spokespeople dismissed allegations against officials, emphasizing a commitment to ethics and the public interest.

Latest article

MARA Holdings Stock Rises Even After Target Cut as Bitcoin Miner Leans Harder Into AI

MARA Holdings Stock Rises Even After Target Cut as Bitcoin Miner Leans Harder Into AI

9 April 2026
MARA Holdings shares rose 1.7% to $9.67 Thursday despite Cantor Fitzgerald cutting its price target to $10. The company recently sold 15,133 bitcoin for $1.1 billion and agreed to repurchase $1 billion in convertible notes at a discount. MARA is expanding into AI and cloud infrastructure, but fourth-quarter revenue fell 6% and it posted a $1.7 billion net loss.
CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

9 April 2026
Meta Platforms signed a new $21 billion deal with CoreWeave for AI cloud computing capacity through 2032, according to a securities filing. CoreWeave shares rose 3.4% in after-hours trading. The agreement adds to a $14.2 billion commitment disclosed last September. CoreWeave also launched $3 billion in convertible notes and upsized a senior-notes deal to $1.75 billion.
Tesla Revives Cheaper EV Push With New Compact SUV as Sales Pressure Builds

Tesla Revives Cheaper EV Push With New Compact SUV as Sales Pressure Builds

9 April 2026
Tesla is developing a lower-cost compact SUV, with initial production planned for Shanghai, Reuters reported Thursday. The company built 408,386 vehicles and delivered 358,023 in the first quarter, leaving its widest gap in at least four years. Reuters said the new SUV likely will not reach production this year. Tesla did not respond to questions about the project.
NIO ES9 Price Starts at 528,000 Yuan as Flagship SUV Bet Faces China EV Slump

NIO ES9 Price Starts at 528,000 Yuan as Flagship SUV Bet Faces China EV Slump

9 April 2026
NIO opened pre-orders for its ES9 flagship SUV Thursday, pricing it at 528,000 yuan with battery or 420,000 yuan under its Battery-as-a-Service plan. March deliveries rose 136% year-on-year, but NIO’s U.S. shares fell 4.9% after the announcement. The ES9 enters a shrinking premium SUV market in China, competing with Li Auto and Aito. CEO William Li warned chip shortages could add up to 10,000 yuan per vehicle.
Plug Power Stock Climbs After 2026 Profit Push, Up to $200M Cost-Cut Plan

Plug Power Stock Climbs After 2026 Profit Push, Up to $200M Cost-Cut Plan

9 April 2026
Plug Power shares rose 2.5% to $2.715 Thursday after the company reaffirmed its target of positive EBITDAS by end-2026 and projected up to $200 million in savings from Project Quantum Leap. The update followed a major electrolyzer project win in Quebec and investor meetings in Toronto and Montreal. Plug reported 2025 revenue of $710 million and a fourth-quarter gross profit of $5.5 million.
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