Curbing heat pump costs

This roundup of U.S. energy news headlines is part of our Canary Media Daily newsletter. Sign up to get it in your inbox each morning.

ELECTRIC VEHICLES

• After years of accounting for over half of the U.S. EV market and reaching an 80% high, Tesla made up just 38% of total EV sales in August, marking an eight-year low, according to Cox Automotive data. (Reuters)

• A new peer-reviewed paper argues EVs will spur clean power development as their growing electricity usage will drive power companies to turn to the cheapest forms of generation — wind, solar, and storage — to meet demand. (E&E News)

CLEAN ENERGY

• Developers are still looking for clarity on how federal entity of concern rules in the One Big Beautiful Bill Act will affect costs and product availability. (Utility Dive)

• Atlantica Sustainable Infrastructure and the U.S. arm of Spanish renewables developer Elmya Energy partner to deploy 4 GW of wind, solar, and energy storage across the U.S. (Utility Dive)

FOSSIL FUELS

• Decarbonization takes a back seat at the world’s biggest gas industry conference as companies once again focus on conventional drilling and shipping. (Semafor)

• The American Petroleum Institute unveils a policy framework that could spur federal permitting legislation that speeds both fossil fuel and renewable energy projects. (Axios)

• Clean power covered more than 80% of new demand in China last year, and met all new demand in the first half of this year, showing how the country’s robust clean energy investments are displacing fossil fuels. (E&E News)

• Louisiana commercial fishermen ask a federal court to halt construction of the CP2 liquefied natural gas export terminal, saying it threatens their livelihoods. (E&E News)

DATA CENTERS

• Fermi America, founded by former Energy Secretary Rick Perry, files for an IPO and details its plans to build a gas and nuclear facility and buy power from Southwestern Public Service to power one of the world’s largest data center complexes in Texas. (E&E News)

SOLAR

• Advocates say they’re confused by the Trump administration’s moves to cut the Rural Energy for America Program, which has largely helped small farmers in Republican districts install money-saving solar arrays and other clean energy improvements. (E&E News)

UTILITIES

• U.S. electricity rates rose nearly 7% between June 2024 and June 2025, with more gas and power rate hikes on the horizon. (E&E News)

NUCLEAR

• Startup Atomic Canyon is partnering with the Idaho National Laboratory to develop benchmarks that will calculate how effectively software can design and operate nuclear power plants. (Latitude Media)

CARBON CAPTURE

• A new report finds only some forms of carbon removal are actually effective in the long term, and major companies are largely leaning on tree-planting and other methods that aren’t. (Grist)

NEW FROM CANARY

• This startup says it can halve the cost of a heat pump — here’s how — Alison F. Takemura

North Carolina families see lower bills with new Duke Energy program — Elizabeth Ouzts