Energy
Power grids, renewables, nuclear, and the infrastructure behind the energy transition.
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Tech
Naphtha: The Invisible Petrochemical That Powers Modern Consumer Technology
Japan's ink and packaging crisis is the visible symptom of a naphtha shortage that threatens semiconductors, medical supplies, and potentially air conditioning ahead of summer.

Tech
Star Catcher Raises $65M to Build the First Power Grid in Orbit
The Jacksonville startup is betting that space's biggest constraint isn't rocket cost or communications. It's that every satellite still goes on camping trips.

Tech
Panasonic Expects Consolidated Net Profit to More Than Double by March 2027, Driven by AI Data Center Demand
Japan's electronics giant sees battery unit operating profit surging from ¥69.8 billion to ¥171 billion as it pivots from EV batteries to energy storage systems for AI infrastructure.

Energy
Peel-and-Stick Solar Enters the Picture as the Industry Eyes a 10x Build-Out
MIT spinoff Active Surfaces is commercializing perovskite solar films thin enough to roll like roofing membrane, potentially upending how and where the world installs photovoltaics.

Energy
Proxima Fusion's Stellaris Aims to Bring the First Stellarator Power Plant to the Grid
The Munich-based startup has published a peer-reviewed design for a commercial stellarator fusion reactor and signed agreements to build it at a decommissioned nuclear site in Bavaria.

Tech
Radify Metals Bets It Can Break China's Grip on Rare Earths With Plasma and Water
The Campbell, California startup says its hydrogen plasma reactors can turn metal oxides into pure metals with only water vapor as a byproduct. The real question: can it scale?
Energy
Hut 8 Signs $9.8 Billion AI Data Center Lease at Beacon Point, Highlighting Power as the New Competitive Moat
The 15-year deal for 352 MW of AI compute at a Texas campus could reach $25.1 billion with renewals, underscoring how access to energy is defining winners in the AI infrastructure race.

Energy
Aalo Atomic's Pod Targets the Sweet Spot Between Microreactors and SMRs for Data Center Power
The Austin startup's 50 MWe modular plant bundles five sodium-cooled reactors with one turbine, promising 12-month deployment and independence from an overstressed grid.

Energy
Panthalassa Raises $140 Million to Run AI Chips on Ocean Wave Power
Peter Thiel leads a Series B round for the Portland startup building autonomous nodes that generate electricity from waves and run AI inference at sea.

Energy
NRC Proposes Part 57, a New Licensing Framework Built for Microreactor Scale
The Nuclear Regulatory Commission has published a proposed rule that would create a streamlined pathway for licensing microreactors and similar low-risk designs, with approval timelines as short as six months.

Energy
USGS Finds 328 Years of Lithium Under Appalachia, Redrawing the Map on U.S. Mineral Independence
A new federal assessment identifies 2.3 million metric tons of economically recoverable lithium in the eastern mountains, enough to end American import reliance for centuries.

AI
China Deploys an Army of Humanoid Robots to Maintain Its Power Grid
State Grid Corporation is spending $1 billion on 8,500 AI-powered robots to patrol substations and repair high-voltage lines, while the West debates software ethics.
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Energy
Meta Turns to Space Solar and 100-Hour Batteries to Feed Its AI Ambitions
Two new partnerships aim to deliver around-the-clock power from orbit and multi-day energy storage using carbon-oxygen chemistry.

Energy
The White House Just Classified Power Transformers as Essential to National Defense. Here's What That Means.
A sweeping DPA invocation frames grid infrastructure as a national security imperative, echoing the same playbook the U.S. is using to reshore semiconductors.

Energy
Panthalassa Wants to Turn the Open Ocean Into a Power Grid
Panthalassa is building floating Nodes that generate power from ocean motion and run AI compute on board, beaming results to shore via Starlink.

Finance
Iran Reopens the Strait of Hormuz, and Markets Are Already Repricing Everything
The world's most critical oil chokepoint is open again. The ripple effects will hit far beyond energy.

Tech
BYD's 5-Minute Flash Charging Hits Its Best Sellers, and That's the Real Story
The Chinese automaker is bringing ultra-fast charging to the Seagull and Dolphin, targeting the exact hesitation that keeps consumers from switching.

Energy
Leaked Jackery FridgeGuard Hints at a Future Where Every Appliance Pulls Its Weight
A rumored slim backup unit for refrigerators may signal a broader shift toward distributed battery storage inside the home.

Energy
Big Tech Is Betting Billions That Nuclear Power Can Feed the AI Beast
Microsoft, Google, and Amazon are signing landmark nuclear deals as AI infrastructure demands outstrip what renewables alone can deliver.

Energy
Japanese Recyclers Hit 90% Lithium Recovery, Turning Dead Batteries Into Strategic Assets
A Fukui Prefecture plant has nearly doubled its lithium recovery rate, part of Japan's broader push to secure critical minerals without mining them.

Tech
The Strait of Hormuz Is Now a Chokepoint for AI
Helium shortages from the strait's closure threaten semiconductor fabs worldwide, adding a new constraint to the AI supply chain.

Science
XE-100: Reinventing Nuclear with Fireproof Fuel
The XE‑100 isn’t just another reactor—it’s a vision. Fueled by safety-first design and operating at blistering temperatures, it’s a test case for nuclear’s next chapter: not just powering grids, but fueling industry, hydrogen, and cleaner chemical production. But can we embrace nuclear again on the scale needed?

Tech
Impulse Labs Is Reinventing the Kitchen—And Maybe the Power Grid
Impulse Labs’ battery-powered stove is now in production—but the real innovation isn’t how it cooks. It’s how it thinks about energy. By building lithium-ion batteries into high-demand appliances, Impulse is turning the kitchen into a distributed power system. It’s not just a smart product. It’s a smarter grid.
