Solar surpassing nuclear as a global power source reflects cheap panel economics reshaping generation mixes and grid planning.

Singapore's five-year plan with a S$5.3 billion grid upgrade and trebling of storage capacity marks its largest energy expansion in decades.

Tesla's shift from EV sales toward autonomy, plus renewed SpaceX merger chatter, is reshaping how investors value the company.

Analyst sentiment on Tesla reached its highest since 2023 as ARK reiterated a long-term robotaxi-driven price target.

Massachusetts joining the push to tie data center growth to clean energy adds another state-level constraint on AI infrastructure power use.

GM detailed a broad product overhaul, signaling how legacy automakers are repositioning their lineups amid shifting EV demand.

Grid resilience planning by the Pentagon and UK civil guidance reflects heightened concern over infrastructure security.

Tesla's partnership with Turo to surface FSD-equipped rentals is a new channel to market its driver-assist software.

Rivian's jump up the US EV sales rankings, aided by its vans, signals a shifting competitive landscape.

Chinese EV makers turning profitable marks a maturation of the sector beyond volume growth.

A flagship launch with solid-state batteries would mark a notable first for BYD in the luxury segment.

Denza N8 pre-orders extend BYD's push upmarket with long-range luxury models.

A steep January drop in EV sales masks brand-level divergence, a key read on demand health.

BMW reported Q3 EV growth even as its overall order book shrinks, a mixed signal for the premium automaker.

Analysis of AI data center power needs across hyperscalers frames the scale of electricity demand growth.

Growing FSD revenue carries caveats that could matter for Tesla's valuation narrative.

The cancellation highlights continued difficulties bringing the Cybertruck to right-hand-drive markets.

Global shipments of the Mona L05 ahead of its China launch signal XPeng's export ambitions.