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Energy Policy 2 October 2025 - 19 December 2025

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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National Grid plc Stock This Week: RIIO‑T3 Decision, UK Grid Reforms, Analyst Targets and the Week‑Ahead Outlook (Updated 14 December 2025)

National Grid plc Stock This Week: RIIO‑T3 Decision, UK Grid Reforms, Analyst Targets and the Week‑Ahead Outlook (Updated 14 December 2025)

National Grid shares closed at 1,118.5p on Friday, up 1.41% for the week, as investors reacted to Ofgem’s RIIO-T3 Final Determination. The regulator set a real allowed cost of equity at 6.12% for 2026–31, below the company’s requested baseline totex. National Grid said it will review whether the framework is “investable and workable,” with a response expected in March 2026.
14 December 2025
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Australia’s AEMO Draft 2026 ISP: Coal Until 2049 as $128b Grid Overhaul Backs Solar and Batteries

Australia’s AEMO Draft 2026 ISP: Coal Until 2049 as $128b Grid Overhaul Backs Solar and Batteries

Australia’s energy market operator will keep coal-fired power plants online until 2049 under its new 25-year grid plan, released 10 December. The roadmap calls for $128 billion in investment and a tripling of grid capacity by 2050, while sharply cutting forecasts for new wind farms and transmission lines. Solar, batteries, and household power are set to dominate future supply.
10 December 2025
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Uzbekistan’s €9.46 Billion Green Energy Leap: 42 Projects, 2 Billion kWh of Solar and a Rebuff to Fossil Fuel Politics

Uzbekistan’s €9.46 Billion Green Energy Leap: 42 Projects, 2 Billion kWh of Solar and a Rebuff to Fossil Fuel Politics

Uzbekistan launched 42 new energy and infrastructure projects worth €9.46 billion on Dec. 5, including 16 renewable power plants and 10 grid-scale storage systems. Officials say green energy output could reach 23 billion kWh in 2026, enough to meet national demand. Solar, wind, and hydro now make up about 30% of electricity generation. The government reports $35 billion in recent foreign investment in the sector.
7 December 2025
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Uzbekistan Launches €9.46 Billion Green Energy Push as Kambarata‑1 Hydropower Funding Set for 2026

Uzbekistan Launches €9.46 Billion Green Energy Push as Kambarata‑1 Hydropower Funding Set for 2026

Uzbekistan launched a €9.46 billion clean-energy initiative on December 5, including 42 projects for new power plants, battery storage, and grid upgrades. President Shavkat Mirziyoyev said the plan aims to supply the country’s entire annual electricity demand with renewables by 2026, cutting natural gas use by 7 billion cubic metres and emissions by 11 million tonnes.
5 December 2025
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Trump Rolls Back Biden Fuel Economy Rules: What New CAFE Standards Mean for Gas Prices, EVs and the Climate

Trump Rolls Back Biden Fuel Economy Rules: What New CAFE Standards Mean for Gas Prices, EVs and the Climate

President Donald Trump on Dec. 3, 2025, proposed cutting federal fuel economy targets for new cars and light trucks to 34.5 mpg by 2031, down from the Biden administration’s planned 50.4 mpg. The plan would also end most fuel-economy credit trading after 2028 and retroactively relax standards for model years 2022–2031. NHTSA projects lower upfront vehicle costs but higher gasoline consumption.
3 December 2025
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Georgia Power’s 10 GW Data Center Plan Could Add $20+ to Monthly Bills: What the PSC’s Next Move Means for You

Georgia Power’s 10 GW Data Center Plan Could Add $20+ to Monthly Bills: What the PSC’s Next Move Means for You

Georgia Power is seeking approval from state regulators to add 10,000 megawatts of new power plants and batteries, citing rising demand from data centers. Public Service Commission analysts warn the plan could raise household electric bills by about $20 a month or more. Key hearings are set for December 10 and 12, with a final PSC vote scheduled for December 19. Many data center projects driving the proposal lack firm contracts.
26 November 2025
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Georgia Power Data Center Plan Could Push Bills Higher and Bring New Power Lines Through Homes, Regulators Warn

Georgia Power Data Center Plan Could Push Bills Higher and Bring New Power Lines Through Homes, Regulators Warn

Georgia Public Service Commission staff warn Georgia Power’s plan to supply new data centers could raise average household electric bills by $20 a month and require high-voltage lines crossing 300 properties, displacing some homes. Clean-air advocates say reliance on fossil-fuel plants for AI and cloud computing could worsen air quality. PSC staff argue the utility is overestimating future demand.
25 November 2025
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Oil Prices Rollercoaster: Trade War Fears & OPEC Moves Spark 5-Month Lows

Oil Price Rebound as OPEC Freezes Output Hikes: Winners, Losers, and 2026 Outlook

OPEC+ will limit its oil supply increase to 137,000 barrels per day in December and pause further hikes through early 2026, citing weak demand and glut fears. Brent crude rebounded to $65 after the announcement, lifting oil stocks like BP and Shell. Analysts expect stable prices in the near term, but forecasts for 2026 remain split, with estimates ranging from $52 to $60 per barrel.
3 November 2025
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Trump’s $80B Nuclear Power Shock: The Future of Energy and AI

Trump’s $80B Nuclear Power Shock: The Future of Energy and AI

The U.S. government reached an $80 billion deal with Brookfield and Cameco to build new nuclear reactors, announced Oct. 28 during President Trump’s Asia trip. Japan pledged up to $332 billion for U.S. infrastructure, including Westinghouse AP1000 reactors. Cameco shares surged up to 25% on the news. The government will arrange financing and permits in exchange for a 20% profit share and possible equity stake.
29 October 2025
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Kazakhstan Freezes Fuel Prices Through Spring 2026 – Will It Tame Inflation or Fuel Bigger Problems?

Kazakhstan Freezes Fuel Prices Through Spring 2026 – Will It Tame Inflation or Fuel Bigger Problems?

Kazakhstan froze gasoline, diesel, and utility prices nationwide from October 16, 2025, through at least spring 2026, after annual inflation hit 12.9% in September, a two-year high. The National Bank raised its key interest rate to a record 18% in October. Officials cite surging Russian fuel prices linked to the Ukraine war. The move follows deadly 2022 protests over fuel costs.
23 October 2025
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Illinois Gas Bill Shock: Regulators Poised to Slash Record Utility Rate Hike Proposals

Illinois Gas Bill Shock: Regulators Poised to Slash Record Utility Rate Hike Proposals

Ameren Illinois seeks a $128.8 million natural gas rate hike, its fourth since 2018. State judges recommended cutting up to $44 million from the request, while consumer advocates urge regulators to trim as much as $82 million. If approved, average bills would rise about 13%, or $10 monthly. The Illinois Attorney General’s office and advocacy groups call the hike excessive.
20 October 2025
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Oil Prices Plunge to 5-Month Low as Trump-Putin Summit Looms & India’s Russian Oil U-Turn Rattles Markets

Oil Prices Plunge to 5-Month Low as Trump-Putin Summit Looms & India’s Russian Oil U-Turn Rattles Markets

Brent crude dropped to $60 a barrel, its lowest since May, with U.S. WTI falling below $58 amid a broad market selloff. Oil prices slid further after President Trump and President Putin agreed to meet for Ukraine peace talks. U.S. crude inventories jumped by 3.5 million barrels last week, while output hit a record 13.64 million barrels per day. India plans to gradually cut Russian oil imports by year-end.
17 October 2025
Turkey’s Gas Revolution: Erdogan’s LNG Pivot Threatens Russia & Iran’s Energy Grip

Turkey’s Gas Revolution: Erdogan’s LNG Pivot Threatens Russia & Iran’s Energy Grip

Turkey has signed long-term LNG contracts worth $43 billion with U.S. suppliers as it moves to cut pipeline gas imports from Russia and Iran. Major Russian and Iranian pipeline deals expire by 2026, with Turkey expected to renew only smaller, flexible volumes. U.S. and G7 officials have pressed Ankara to curb Russian energy purchases. Turkey’s new LNG capacity allows it to meet most demand domestically or via imports.
8 October 2025
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AI Ignites a Nuclear Renaissance: How Tech Titans, Policy Shifts and New Reactors Are Powering the Next Energy Revolution

AI Ignites a Nuclear Renaissance: How Tech Titans, Policy Shifts and New Reactors Are Powering the Next Energy Revolution

Nuclear power’s share of global electricity fell from 18% in the 1990s to about 9% today after major accidents and public backlash. Tech companies including Microsoft, Amazon, and Meta are now signing deals for nuclear energy to power AI data centers. The U.S. aims to triple or quadruple nuclear capacity by 2050 and is fast-tracking projects. Analysts warn of a speculative bubble and supply-chain risks.
4 October 2025
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Oklo (OKLO) Nuclear Stock Skyrockets 500% on AI Data Center Hype – Bubble or Breakthrough?

Oklo (OKLO): Nuclear Power’s New Heavyweight – DOE Contracts, $1.68B Fuel Plant & 400% Rally

Oklo (NYSE: OKLO), a Santa Clara-based advanced nuclear developer chaired by Sam Altman, surged over 400% in 2025, reaching a $17B market cap after major DOE awards and nuclear/AI momentum. The company, which went public via SPAC in May 2024, has no revenue and is not expected to be profitable in 2025. Analyst targets range from $88 to $146, with consensus at “Moderate Buy.”
2 October 2025
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Stock Market Updates

Alphabet dips after Dow inclusion kicks off $1.5B ETF shake-up

Alphabet dips after Dow inclusion kicks off $1.5B ETF shake-up

25 June 2026
Alphabet (GOOGL) will replace Verizon in the Dow on June 29 with a projected 4% index weight, prompting the SPDR Dow Jones ETF to buy $1.75 billion of Alphabet shares and cut $1.53 billion from other Dow holdings, but Alphabet closed down 0.24% Wednesday as tech sector pressures outweighed index-related buying.
Target surges past price targets after Wolfe upgrade and retail shift bet

Target surges past price targets after Wolfe upgrade and retail shift bet

24 June 2026
Target surged 5.3% to a 52-week high of $141.20, closing above Wall Street’s $130 median and $135.06 average price targets, after Wolfe Research upgraded the stock to Outperform with a $162 target and named it a top pick into year-end, citing improved store execution, rising non-merchandise sales, and higher margins.
Qualcomm move tests Street targets after $15B AI data center outlook

Qualcomm move tests Street targets after $15B AI data center outlook

24 June 2026
Qualcomm shares soared over 12% after hours as the company set a $15 billion fiscal 2029 data-center revenue target and $40 billion non-handset chip goal, doubling prior forecasts; the surge followed a regular-session close just below analyst targets and came after news that Microsoft and Meta will use Qualcomm’s new AI chips, with Meta’s next-gen servers powered by its CPU starting in late 2028.
Coeur Mining slides after gold, silver drop leaves cash flow target exposed

Coeur Mining slides after gold, silver drop leaves cash flow target exposed

24 June 2026
Coeur Mining plunged 5.1% to $15.47—about $3.4 billion below its recent market cap—as spot gold and silver prices dropped far below the levels used in Coeur’s bullish 2026 guidance, putting its $2 billion free cash flow target and analyst price estimates at risk just days after joining the S&P MidCap 400.
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