A Democratic midterm sweep reshuffled clean energy and data center equities, with solar names rallying and AI power plays retreating as investors repriced polic

The proposal would shift power sourcing responsibility onto data center operators as grid demand from AI computing surges.

Tesla's Shanghai plant shipments extended their streak even as local rivals gained ground in China's growing NEV market.

The milestone advances India's three-stage nuclear program and its long-term energy security plans.

The loan supports power uprates at existing reactors as utilities race to serve growing electricity demand.

The agreement ties large-scale nuclear supply to data center demand from a major hyperscaler.

BYD's record month underscores the widening gap between Chinese and US electric vehicle demand.

Heavy-duty electrification in China is now cutting into diesel consumption, well ahead of prior targets.

The viability gap funding is aimed at scaling battery storage to support India's renewables buildout.

The plan targets surging power demand from data centers, chip fabrication and transit electrification.

Australian EV demand keeps climbing, with Tesla and Polestar posting sharp year-on-year delivery gains.

Lower utility large-load forecasts cut the planned backstop procurement size, reducing utility risk exposure.

The utility says storage and transmission investment can help offset slow generation additions in PJM.

The uprate plan comes as one Salem unit faces an extended outage over degraded equipment.

Strong energy storage system demand lifted the Korean battery maker to record quarterly revenue.

The program targets domestic materials and components as US battery demand is projected to quadruple.

The clearance moves the US private equity firm's investment in the Indian renewables platform forward.

The joint project adds to India's utility-scale renewable capacity pipeline.