GM Navigating Electrification Transition

American Auto manufacturers are on thin ice – having invested heavily in EV infrastructure only to have the Trump administration pull the rug.
The trick now is to maintain and expand EV offerings despite the head wind from DC. One way is to switch course on some existing facilities to serve the growing market for stationary electric storage.
It’s promising that one GM initiative will move into the cutting edge of Battery tech – Sodium ion systems.

New York Times:

General Motors plans to begin making components for large storage batteries, the company said Tuesday, joining Tesla, Ford Motor and other carmakers in pushing into a growing market and compensating for slower sales of electric vehicles in the United States.

The batteries, which can be the size of shipping containers, store excess energy from solar panels, wind turbines and other power sources. Utilities, data centers and other big energy consumers use them for backup power or to manage fluctuations in electricity supply or demand.

Tesla has been selling storage batteries since 2015. Ford said last year that it would convert a factory in Kentucky to make large batteries, after shutting down production of electric vehicle batteries at the plant because car sales fell short of expectations.

G.M. plans to develop battery cells for large-scale storage using a relatively new technology. Peak Energy, a company based in California and Colorado that is teaming up with the automaker, will integrate the cells into industrial-scale systems.

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El Niño Arrives

Above, NASA Scientist Peter Kalmus, who has been extremely outspoken and active on climate issues, has parted from the NASA Jet Propulsion Lab after 15 years – he says he was forced to resign because of his activism.

He warns that this summer may be the hottest we’ve ever experienced, and at the same time, the coolest for the rest of our lives.

New York Times:

Meteorologists said Thursday that an El Niño has formed in the tropical Pacific and will likely intensify in the coming months, setting off more extreme weather and higher temperatures around the world.

El Niño is the name given to a natural phenomenon that occurs every few years when trade winds shift and the Pacific Ocean warms. It affects weather patterns globally and has the potential to supercharge floods and droughts that are already worsening because of climate change.

Excellent explainer in this DW interview with Meteorologist Mathew Cappucci

Thursday’s declaration by the National Oceanic and Atmospheric Administration means that, technically speaking, temperatures in the equatorial Pacific have held at 0.5 degree Celsius (0.9 degree Fahrenheit) above the longer-term average for several months, and that scientists have observed atmospheric shifts conducive for an El Niño.

NOAA said there is a 63 percent chance of the sea-surface temperatures climbing 2 degrees Celsius above the norm, making for a “very strong” event.

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Solar’s Having a Big Year

Utility Dive:

Utility-scale solar generation is expected to increase 19% this summer compared to last summer, reflecting a 20% increase in capacity, while coal generation is expected to decline by 2%, according to a report from the U.S. Energy Information Administration. 

This summer is also set to be hotter than last year’s, EIA said, with an anticipated 3% increase in cooling degree days from June to September this year. That increase is set to correspond with a 3% increase in generation, or an additional 1,620 billion kWh.

“We expect the increase will be met almost entirely by increased generation from renewable fuel sources,” EIA said in a Short-Term Energy Outlook report released Tuesday.

Michigan Advance:

Solar energy companies are reporting fair weather, despite cloudy skies, with a new report finding solar power accounts for 91% of new energy resources installed in the United States. 

The Solar Energy Industry Association and Wood Mackenzie released their Solar Market Insight Report for the second quarter of 2026 on Wednesday, pointing to Michigan as one of the states leading solar panel installations. 

According to the report, Michigan ranked seventh in the nation for solar panel installation in the first quarter of 2026.

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Grifting Energy Secretary Struggles as Solar Price Plummets

MIT Sloan School of Management:

“We find that RPS mandates have virtually zero impact on prices, and utility-scale renewables are actually associated with lower retail rates,” said Knittel, the George P. Shultz Professor and Associate Dean for Climate and Sustainability at MIT Sloan, and faculty director of the MIT Climate Policy Center. “Energy generated by large-scale solar plants, for example, comes with lower transmission, distribution, and maintenance costs for utilities, and these efficiencies can be passed on to the consumer.”

Reuters:

Renewable power like solar and onshore wind is the least expensive and quickest power generation source to deploy in the United States, even without government subsidies, Lazard said in a report on Monday.

The cost to build new gas-fired power plants, meanwhile, has hit a 10-year high amidst the country’s record electricity use and growing backlogs for turbines and other equipment needed to construct the plants, Lazard, a global financial services firm, said in its annual Levelized Cost of Energy+ analysis.

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Solar Field is Habitat for Endangered Foxes

US Geological Survey photo – San Joaquin kit fox (Vulpes macrotis mutica) with a radio collar inside the Panoche Solar Farm in the San Joaquin Desert

EcoPortal:

It wasn’t part of the plan.

Solar farms were built to generate clean energy, not to host wildlife. Large, fenced-off areas filled with panels don’t exactly look like a natural habitat.

But when a small, endangered fox was allowed into one of these sites, something unexpected happened.

Instead of struggling to survive, it adapted—quickly. And what researchers saw next began to change how these spaces are understood.

How solar farms started behaving like ecosystems

At first glance, solar farms seem simple.

Rows of panels. Open land. Minimal human presence.

But that last detail turned out to matter more than expected.

Because once construction ends, these areas become relatively undisturbed. No heavy traffic. No constant noise. Limited human activity.

Over time, that creates stability.

Vegetation begins to grow beneath the panels, often encouraged by design. Native plants take hold, insects follow, and small prey species begin to appear.

It doesn’t happen overnight.

But slowly, these sites begin to resemble something else.

Not just infrastructure—but a habitat.

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Micro Reactors: A Critical Look at “Going Critical”

I’m able to believe that the newest small reactors are much safer than previous designs.
What I continue to do is calibrate expectations on what these reactors will do, how much they cost, and when they will be available.

Duke Energy:

Given the substantial upfront capital investment required for deployment of new nuclear generation (relative to other types of generation), support will be required in the form of cost overrun protection, which currently does not exist, or other cost mitigation measures. Units 3 and 4 at Plant Vogtle were the first advanced reactor LLWR projects in the U.S. with two AP1000® units constructed and placed into commercial operation. 

The Vogtle project experienced significant delays and cost overrun, with the total cost more than double the original projected cost. Though some issues were unique to that project, the first and second movers for the next advanced reactor projects will be assuming construction risks and therefore will need some form of insurance to protect customers.

It is essential that the current tax credits that incentivize new nuclear generation remain in place, as they provide critical financial support for these investments and decrease investment risk, which will lead to lower overall costs for customers. In addition, the current tax credits that incentivize the efficientoperation of the existing nuclear fleet are also essential, as they help keep energy prices low, with every dollar going back to customers. Further, the federal loan guarantee program, federal grant opportunities, and other mechanisms like public-private partnerships could provide crucial support.

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