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Top story AI data center stocks slide, renewables rally after Democratic sweep in US midterms

Investors repriced power and solar names on the expectation that a Democratic Congress shifts federal energy policy toward renewables and away from unabated gas generation for data centers.

full coverage →marketselectionsrenewables
Sierra Club issues post-election blueprint as Democrats take House and Senate

Environmental groups are positioning for a legislative window they say was opened by voter concern over energy costs and by divided-party control of the federal government.

full coverage →policyelectionsclimate
UtilitydiveEnergy affordability tops voter concerns in election set to shake up CongressWashingtonexaminerDaily on Energy: How the data center ballot measures faredAPDemocrats win full control of more state governments and the Texas House
Ford's October US EV deliveries plunge 71%, dragging total sales lower

Ford's pullback contrasts with record October performances at Kia and Hyundai's IONIQ 5 gains, highlighting uneven demand across legacy and Korean automakers.

full coverage →autosevearnings
Australia's October EV sales top petrol for second time as BEV share nears 23%

Australian new-car sales rose 3.8% in October with battery-electric models taking a record share, though other tallies note diesel regained a lead as total EV volumes eased.

full coverage →evaustraliasales
Tesla's China-made EV sales rise 10.3% year over year in October

Estimates on the monthly comparison differ by source, but the figures show Tesla's Shanghai output holding up amid intensifying domestic Chinese competition.

full coverage →teslachinasales
GM recalls more than 67,000 Cadillac and Chevy EVs over brake software defect

The defect can cause a temporary loss of braking, adding to a growing list of software-driven safety recalls across the EV fleet.

full coverage →autosrecallsoftware
PJM to begin processing new power plant projects as demand climbs

The largest US grid operator's queue restart matters for how fast new generation can answer data center load growth.

full coverage →gridpowerpjm
Ford Fathom EV pickup to start at $28,350, undercutting most US EVs

Even top trims will stay under $40,000, positioning Ford's upcoming truck in the affordable end of the US electric market.

full coverage →autosevford
APS expects sales to double by 2041, plans extending coal use to 2038

Arizona Public Service's integrated resource plan projects 3.4% annual peak demand growth driven by industry and data centers.

full coverage →utilitiescoaldatacenters
Xpeng starts Mona L05 deliveries, targeting 10,000 units in the first month

Xpeng's October deliveries reached 50,237, a record, while NIO's October volume slipped to 34,246 despite 38.5% growth for the year.

full coverage →evchinasales
IEA chief says energy security will dominate markets into 2027

The warning comes as supply shifts and geopolitical risk keep governments focused on security of supply over pure decarbonization targets.

full coverage →energypolicyiea
China's electric heavy truck sales pass 50% of the market in September

Long-haul electric big rigs hit 64.5% share, putting the country on track to pass 40% EV share for the full year.

full coverage →evtruckschina
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