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Around the world, smelters use massive amounts of electricity — often generated by fossil fuels — to turn raw materials into aluminum. As more carbon-free energy comes onto the grid, these power-hungry facilities will get progressively cleaner. But smelters will never be entirely emissions-free until producers can solve a much trickier technical problem.
That’s because modern aluminum plants rely on a 19th-century process that uses big blocks of carbon, which account for almost one-sixth of the greenhouse gases associated with producing new aluminum globally. Replacing the blocks is crucial to decarbonizing this key industrial process.
Now the industry may be one step closer to reaching that goal.
Earlier this month, the Canadian firm Elysis said it hit a major milestone when it deployed an industrial-size, carbon-free anode inside an existing smelter in Alma, Quebec. Elysis is a joint venture of the U.S. aluminum giant Alcoa and global mining company Rio Tinto, both of which produce aluminum in the Canadian province.
“This is really a first for the aluminum industry, and a worldwide first as well,” François Perras, president and CEO of Elysis, told Canary Media.
Elysis installed its “inert,” or chemically inactive, anode technology in a 450-kiloampere (kA) cell, the same amount of electric current used in many large, modern smelters. The full-scale prototype is a significant step up from the company’s 100 kA pilot unit, which has produced low-carbon aluminum used in certain Apple laptops and iPhones, Michelob Ultra beer cans, and the wheels for Audi’s electric sports car.
Elysis launched in 2018 and has raised over 650 million Canadian dollars ($460 million) in investment for the effort, including from the governments of Canada and Quebec. The 450 kA cell will undergo several more years of testing as the company works to measure and validate how the larger unit performs inside a commercial smelter.
Rio Tinto, meanwhile, has already licensed the inert-anode technology from Elysis. The manufacturer plans to build a demonstration plant with 10 of the 100 kA cells at its existing Arvida smelter in Quebec, possibly by 2027, through a joint venture with the provincial government.
“We’re trying to replace a process that has been used for close to 140 years,” Perras said of the initiatives.
Elysis belongs to a small but persistent group spread across China, Iceland, Norway, and Russia that aims to disrupt the smelting method known as the Hall–Héroult process.
Smelting involves dissolving powdery alumina in a molten salt, which is heated to over 1,700 degrees Fahrenheit. Large carbon anodes are lowered into the highly corrosive bath, and electrical currents run through the entire structure. Aluminum then deposits at the bottom as oxygen combines with carbon in the blocks, creating CO2 as a by-product. It also releases perfluorochemicals (PFCs) — long-lasting greenhouse gases — as well as harmful sulfur dioxide pollution.
The anodes themselves are made using petroleum coke, a rocklike by-product of oil refining.
The Hall–Héroult process was revolutionary, but it is extremely energy-intensive. Most of the emissions associated with producing aluminum are tied to electricity production. In the United States, more than 70% of CO2 pollution from six operating smelters came from the power supply in 2021, according to the Environmental Integrity Project. (The U.S. now has four smelters left, three of which rely on fossil-fuel power.)
Another 20% of U.S. smelters’ carbon emissions were directly from the electrochemical process, the EIP study found. Smelting was also responsible for virtually all the PFCs reported by metal producers to the Environmental Protection Agency that year.
The solution to reducing electricity-related emissions is relatively straightforward: Deploy vast amounts of wind, solar, battery storage, and other clean energy sources. But completely eliminating emissions from the smelting process requires redesigning how the anodes and cells work — and researchers are only just beginning to develop commercial-size alternatives.
Smelting represents “the hardest-to-abate emissions from primary aluminum production,” said Caroline Kim, a technical analyst on climate and energy at the Natural Resources Defense Council. “It’s really important that we’re able to replace carbon anodes,” she added, noting that PFCs last for tens of thousands of years longer in the atmosphere than CO2 does.
Elysis and other inert-anode developers have been tight-lipped about the composition and performance of their technologies, often citing trade secrets. But Elysis’ industrial-scale prototype, as well as Rio Tinto’s future demonstration plant in Quebec, could provide key answers about whether inert anodes can become the game-changing solution that many aluminum and climate experts are betting on.
“Now that it seems like [Elysis’] technology can work, the question is more about, can it be done at full-scale, sustained operating conditions at or below current costs?” Kim said.
Perras didn’t say what kinds of materials Elysis uses in its anodes. “This is our secret sauce,” he explained. But generally, the idea is to use inert metallic alloys or ceramics that don’t contain carbon, and thus won’t release CO2 and PFCs when zapped with electricity.
Elysis has also swapped the horizontal design of typical smelting pots for a “vertical approach” that Perras said looks more like a battery. These and other technical changes are expected to increase the lifespan of anodes by several years, so aluminum producers won’t have to replace them as often as they do carbon blocks, ideally reducing costs.
Aluminum experts have pointed out that the new technology could, in theory, consume more total electricity than conventional anodes, which would raise smelters’ energy needs even higher. But Perras said that Elysis is focused on making its technology competitive on both costs and energy consumption. “What we are targeting, and what we’ve seen so far, is that the technology we have is in a similar bracket of operation ranges from the incumbent Hall–Héroult technology,” he said.
Eventually, aluminum companies will be able to install Elysis’ technology in existing smelters — whenever they decide to expand production or replace old smelting pots — or in new facilities, Perras said.
In the United States, Emirates Global Aluminium is planning a $4 billion smelter in Oklahoma, while Century Aluminum is evaluating sites for a plant in the Ohio and Mississippi River Basins. Given that Elysis is aiming to mature its full-scale technology by the end of this decade, it seems unlikely that the new U.S. facilities will use inert anodes initially.
The news of Elysis’ milestone comes as the Trump administration guts federal funding for industrial decarbonization projects domestically.
Ian Wells, the federal industrial lead on climate and energy at the Natural Resources Defense Council, said the United States should be making similar investments in large-scale innovation projects to remain competitive with other countries.
Still, “we want to see emissions reductions around the world,” Wells said. If Elysis’ technology works as promised, he added, “it could be a real win for climate, and something that could help aluminum production really compete in an increasingly carbon-conscious global economy.”
President Donald Trump has made it his mission to banish offshore wind farms from America. He has derided wind energy as unreliable and expensive while freezing permitting and halting projects already under construction.
Yet a new report suggests that the president’s moves could be working against grid reliability in key parts of the country. Along the Northeast and mid-Atlantic regions, offshore wind can play a critical role in keeping the lights on year-round, especially through the winter, according to a study published this month by New York City–based consultancy Charles River Associates.
Trump’s attacks on offshore wind and other renewable sectors come amid dire challenges for the nation’s power system. The world’s wealthiest companies are building power-hungry data centers as grid infrastructure ages and households’ energy bills skyrocket. The White House itself has declared an “energy emergency,” which it’s using to push for more fossil-gas, coal, and nuclear power plants.
But offshore wind is well suited to “meeting the moment,” in part because gas plants are reliable in the summer but can buckle under winter weather, according to the study. Ocean winds in the Northeast are at their strongest and steadiest in winter months, making turbines there a way to boost the reliability of power grids connected to underperforming gas plants.
Oliver Stover, a coauthor of the study, called offshore wind farms a “near-term solution,” saying that turbines at sea and gas plants on land complement each other throughout the Northeast’s changing seasons: “They’re stronger together.”
Stover explained that if grid reliability is the goal, it makes sense for planned offshore wind farms to reach completion. Those projects will help regional grids burdened by extreme winter weather and data-center demands “buy time” as more infrastructure is built.
“Every megawatt is a good megawatt,” he said.
The periods in which offshore wind performs best also align with the time of increasing grid strain: winter mornings and evenings, when people tend to crank up the heat. While peak electricity demand has historically happened during the summer months, it is shifting to these winter moments in many parts of the country, largely due to the mass electrification of space-heating systems.
That means securing power generation during colder months must be, according to Stover, “a priority going forward.”
Stover and his colleagues aren’t the first to underscore the reliability benefits of offshore wind. Other analysts, along with grid operators, have warned that Trump’s efforts to squash certain projects that East Coast states were planning to rely on could raise blackout risks and power bills in the region.
Take Revolution Wind: Trump paused construction of the Rhode Island project in August due to “national security concerns” that a federal judge said were not rooted in “factual findings.” Having won an injunction in court, developer Ørsted eventually resumed construction one month later.
But during the pause and amid mounting uncertainty over the project’s fate, ISO New England — the region’s grid operator — released a statement saying that delaying delivery of power from Revolution Wind “will increase risks to reliability.”
Susan Muller, a senior energy analyst at the Union of Concerned Scientists, told Canary Media that if Revolution Wind were killed, the impact would be most acutely felt in winter months. That’s when the region’s limited supply of fossil gas is stretched even thinner, since the fuel is used for both building heating and power generation.
Losing Revolution Wind’s electricity entirely would have cost New England consumers about $500 million a year, according to Abe Silverman, a research scholar at Johns Hopkins University. His estimation was based on the value that the offshore project had secured in ISO New England’s forward capacity market as well as its potential to supplant costlier power plants used during grid emergencies, like snowstorms.
“We don’t need a bunch of fancy studies to tell us that these units are needed for reliability,” Silverman told Canary Media in September during Revolution Wind’s government-ordered pause.
In Virginia, the world’s data-center capital, America’s largest offshore wind farm is slated to start generating power in March 2026. Trump has not yet targeted the 2.6-gigawatt project, but if it doesn’t come online as planned, the mid-Atlantic grid region run by PJM Interconnection would be less reliable and have higher electricity costs, this month’s study says.
In a large swath of the Mid-Atlantic region, offshore wind has one of the highest “resource-adequacy” scores among energy types, according to the study. In other words, when it comes to lowering the probability of blackouts there, offshore wind outcompetes all other types of renewable energy — and is even on par with the most efficient gas-fired power plants.
But the sector is not without its issues, Stover emphasized. Even before Trump’s anti-wind policies made investors skittish and permits no longer guaranteed, construction costs had been ballooning for years, given supply chain issues and inflation.
Offshore wind farms are also, by nature, megaprojects that come with inherent logistical hurdles. Just last month, New York’s Empire Wind lost the turbine-construction vessel it was banking on, due to a skirmish between two shipbuilding companies. Only a handful of boats in the world are capable of doing that kind of work.
The report’s conclusions stand in stark contrast to rhetoric coming from top officials implementing Trump’s war on offshore wind. The sector was just taking off in the U.S. when the president was inaugurated in January, with the first commercial-scale project coming online last year and five more arrays now under construction.
“Under this administration, there is not a future for offshore wind because it is too expensive and not reliable enough,” Doug Burgum, secretary of the Interior Department, told an audience in September at a fossil-gas industry conference in Italy.
Burgum’s statements mirror some of Trump’s favorite talking points that have long misled the public about the risks of wind power. In September, Trump told the United Nations General Assembly in a speech that “windmills are so pathetic and bad” because of their unreliability, falsely claiming that wind power is “the most expensive energy ever conceived.”
The grid does not automatically face problems when “the wind doesn’t blow,” as Trump falsely claimed at the United Nations. Grid operators routinely handle the intermittent nature of power generation from multiple sources — whether it be solar, gas, or wind turbines — through grid-management techniques and, increasingly, battery storage.
Trump is wrong about costs, too.
While offshore wind energy is currently expensive, nuclear energy — a sector the Trump administration aims to boost — is typically the most expensive type of power.
Globally, power generated from wind turbines in the ocean is comparable to other sectors such as geothermal and coal when it comes to cost-competitiveness. In fact, offshore wind has become more cost-competitive relative to other power types in recent years as the sector has matured in Europe and China, according to the most recent analysis by financial advisory firm Lazard.
But when temperatures plummet, offshore wind power could be a huge cost-saver for many U.S. residents. One analysis found that in New England, if 3.5 gigawatts’ worth of under-construction offshore wind farms had been online, households there could have saved $400 million on power bills last winter. In the coming months, cost savings and reliability will take center stage as Vineyard Wind, the region’s first large-scale offshore wind farm to break ground, feeds the grid for its first full winter season.
In the waning days of the Biden administration, the Metropolitan Mayors Caucus announced an award of $14.5 million in federal funds to build almost 200 EV charging stations across the Chicago area.
A few weeks later, after President Donald Trump had taken office, the funds were “gone,” as the caucus’ environmental initiatives director, Edith Makra, put it. One of Trump’s earliest actions was to suspend the Charging and Fueling Infrastructure grant program, which is where the money for the Chicago-area charging effort had come from.
The Metropolitan Mayors Caucus is forging ahead with its EV Readiness program anyway. Even without the funds, there’s much it can do to help Chicago-area towns and cities get more chargers in the ground and EVs on the road. In fact, the caucus has already been doing that work for the last three years, thanks to funding from the Illinois utility ComEd.
Leaders say it’s an example of how local programs can make progress even when federal dollars are ripped away. It’s also a way to help meet Illinois’ ambitious goal of placing 1 million EVs on the state’s roads by 2030, a major leap from the roughly 160,000 registered as of November.
This fall, the caucus launched its fourth EV Readiness cohort, wherein representatives of 16 municipalities will learn how to upgrade their permitting and zoning processes related to EV charging, raise awareness about EVs and state and local incentives, and craft mandates for charging access.
Since 2022, 38 communities have gone through the program, and state data shows that EV registrations in most of these communities have increased faster than in the state as a whole.
Cost is one of the core factors holding back EV adoption in Illinois, and beyond.
Trump administration policies have made that hurdle even higher. Under the One Big Beautiful Bill Act, rebates of $7,500 for new EVs and $4,000 for used ones expired in September, while the federal tax credit for EV chargers will disappear in June 2026.
But price is not the only factor, and as manufacturers manage to bring down costs, these other barriers will become even more crucial to address.
For example, many people hesitate to buy an electric vehicle because of range anxiety — the fear they will run out of battery and be unable to find a reliable charger. Or they may feel intimidated by the concept of an EV in general. That’s where the EV Readiness program comes in, helping municipalities increase charging stations and educate residents on EVs and the incentives that are still available.
Participating communities can achieve bronze, silver, or gold status by taking certain actions on a checklist of over 130 possible steps. These include nuanced zoning and permitting changes, like examining when chargers can be in the public right of way and processing permit applications for the equipment in 10 days or less.
Streamlining such regulations helps charging-station companies that want to do business in the area, and the owners of gas stations, apartment buildings, parking garages, corporations, and other locations who want to install ports.
Makra called EV-friendly zoning and permitting codes “a glide path for sensible development.”
“Municipalities have a big role to play in making charging infrastructure available to their communities,” added Cristina Botero, senior manager of beneficial electrification for ComEd, which funds the EV Readiness program as part of a state mandate called beneficial electrification. “This program is so effective because it’s helping the leadership of these communities understand what steps need to happen.”
The EV Readiness program also encourages municipalities to establish requirements for charging access in new construction and to train first responders to deal with EV battery fires. Participants can take steps to boost public awareness, too, informing residents about utility rate programs conducive to EV charging and creating a landing page about EVs on the town website.
“People sometimes think that the dollars are the only reason people are not transitioning to EVs,” said Botero. “But a big part of it is education.”
The EV Readiness program has so far attracted a wide range of municipalities, from the EV-friendly and relatively high-income Highland Park to smaller communities that otherwise “do not stand out from a sustainability or transportation standpoint,” noted Makra.
“What’s so gratifying is to see the diversity in jurisdictions,” she said. “They’re stepping forward and saying, ‘This would be good for our community.’”
That diversity is reflected in the new cohort, too, which includes the wealthy Chicago suburb of Winnetka and the small farm town of Sandwich.
Glen Cole, assistant manager for the city of Rolling Meadows, said the EV Readiness program helps local governments make it easier for building owners and businesses to comply with state law, which requires that all parking spaces at new large multifamily buildings and at least one space at new smaller residences have the electrical infrastructure needed to one day install an EV charger.
Rolling Meadows is a leafy suburb of about 24,000 people. Along with Chicago, it became one of three municipalities to earn gold status in the cohort that finished this summer.
Before that designation, Rolling Meadows already hosted a number of EV chargers on-site at corporate employers, including aerospace firm Northrop Grumman and the Gallagher insurance company’s global headquarters. Seven chargers are also under construction at Rolling Meadows’ city hall. The city adopted an ordinance in February mandating that new or renovated gas stations have one EV fast-charger for every four fuel pumps, and that parking lots with 30 or more spots have EV chargers.
Cole said the EV Readiness program helped advance the city’s progress
“The biggest part for us was putting in one place all these standards and expectations for an installer or investor or business, and incrementally easing into policy requirements to provide charging at public locations,” Cole said. “The availability of quick, easy, high-quality access to charging is a big determinant of whether people will take the leap to EVs, and it’s something the city can exercise a lot of control over.”
Multiple items on the EV Readiness checklist require collaborating with ComEd and making the public aware of the utility’s EV incentives and billing plans conducive to charging.
ComEd, whose northern Illinois territory is home to 90% of the state’s EVs, offers rebates for households that install “smart” Level 2 EV chargers and covers the cost of any electrical work needed. In 2026, the maximum rebate will be $2,500, and could change with market conditions, according to the utility. ComEd also covers the cost of fast chargers and the “make-ready” construction and prep work for businesses and public agencies, and offers rebates for EV fleet vehicles.
The utility has paid out over $130 million for more than 8,700 charging ports and more than 2,700 fleet vehicles since early 2024, with 80% of the funds spent in communities identified as low-income or equity-eligible, per state law prioritizing investment in underserved communities. Low-income and equity-eligible customers receive higher rebates, and Botero said the utility has done extensive outreach in those areas, where the tax-credit expiration will make it especially hard for people to afford EVs.
“The opportunities we offer are more important than ever,” Botero said.
Botero said that after the Trump administration ended EV tax credits, the utility “went back to the drawing board” and increased the rebates it had previously planned for 2026, though some of the amounts will still be lower than in 2025. Incentives for light-duty vehicles in non-equity areas will end, but the utility will increase rebates for some types of vehicles in equity areas. For example, the 2026 rebate for electric school buses in those areas will be $220,000 to $240,000, up from $180,000 this year.
The state of Illinois offers $4,000 rebates for low-income EV buyers and a $2,000 rebate for those who don’t qualify as low-income. The state also this month started accepting applications for about $20 million in grants for public charging stations. In the third quarter of 2025, Illinois logged a record number of EV sales, mirroring national trends as people scrambled to buy EVs before the tax credits expired in September.
Despite the troubling federal outlook, Botero said, “the silver lining is Illinois is extremely committed to EVs.”
Gas cars are sputtering, stuck in the slow lane — and battery-powered vehicles are gaining on them fast.
A massive shift has occurred in less than a decade. At their all-time high, in 2017, global sales of pure internal combustion vehicles hit 79.9 million units, per data from the International Energy Agency. Last year, 54.8 million internal combustion cars were sold, a 31% reduction.
Meanwhile, electric vehicles are ascendant. Nearly 11 million new EVs were sold worldwide in 2024, the vast majority in China, while consumers also bought 6.5 million plug-in hybrids — the ones with both gas engines and rechargeable batteries. Those figures represent enormous growth from just a few years ago. Back in 2017 when gas cars were at their peak, a measly 800,000 EVs and 400,000 plug-in hybrids were sold worldwide.
EVs are already more popular than fossil-fuel-guzzling vehicles in several places. And I’m not just talking about Norway. In China, the world’s largest EV manufacturer and auto sales market, around 60% of new cars sold this year will be electric. By 2030, the IEA expects that number to hit 80%.
Still, for the foreseeable future, the number of EVs on the road will pale in comparison to the number of gas-powered cars. (Older gas cars will likely be puttering around for a while even as EVs beat them out in sales.)
And the way forward is not necessarily smooth. In some countries, including the United States, the upfront costs of many EV models remain too high for consumers. Drivers are also still wary about charging infrastructure and range, even as chargers become more common. Plus, the Trump administration has eliminated U.S. policies encouraging EV adoption, causing analysts to revise down estimates of sales for what is one of the world’s largest auto markets.
But despite these speed bumps, the trend lines are tough to ignore. We’re well past peak internal combustion vehicles, and battery-powered cars are experiencing exponential growth. Eventually, that adds up to a world dominated by EVs, rather than by gas engines.
Want to claim thousands of dollars in federal tax credits for electrification upgrades that slash emissions, reduce air pollution, and enhance the comfort of your home? You have just over a month left to get them installed.
In July, Republicans in Congress voted to end two key home-energy tax credits: the Energy Efficient Home Improvement Credit (25C), worth up to $2,000 for updates like an über-efficient heat pump; and the Residential Clean Energy Credit (25D), which takes 30% of the cost of rooftop solar and other clean-energy installations off your federal tax bill. To qualify for the credits, projects have to be done by Dec. 31.
Ditching our fossil-fuel equipment for electric options is an opportunity to land a punch in the climate fight. More than 40% of U.S. energy-related emissions stem from how we heat, cool, and power our homes and fuel our cars, according to the nonprofit Rewiring America. Not to mention, clean alternatives are often cheaper to run than dirty-energy versions.
Still, electrifying our lives can be hard. All-electric home upgrades are often big, complex infrastructure projects. Upfront costs can be steep.
But appliances, like cars, come in a wide range of models with different features and a diversity of price points.
It’s worth spending some time to think through the options — after all, doing so could save you tens of thousands of dollars by avoiding an unnecessary electrical-service upgrade or an overpowered heat pump. But to lock in the federal discounts, you’ll need to get up to speed quickly.
That’s where Canary Media can help. I’ve pulled the most relevant stories from the archives to get you prepped on your home retrofit. Dive in anywhere you like.
Why electrify?
Prep Work
How to Electrify Your Home
Get a Heat-Pump Water Heater
Electrify Your Cooking
Get a Heat-Pump Clother Dryer
Get a Charger for Your EV
Electrify Your Landscape Maintenance
Bank Energy With Home Batteries
Need Inspiration?
Coaching & Tools
The Shortcut
Here’s a last piece of advice to help you fast-track electrification projects so that you can get those federal tax credits. Journalist Justin Gerdes, who writes the wonderfully researched newsletter Quitting Carbon, says this is his No. 1 pointer for anyone planning an all-electric home retrofit:
“Search for a specialist electrification contractor you can trust.”
To make that process easier, Rewiring America and the BetterHVAC Alliance launched the National Quality Contractor Network in September. The associated directory is full of certified installers who know and love heat pumps, heat-pump water heaters, insulation, EV chargers, and more.
Gerdes’ advice is golden in a world with or without federal tax breaks. The U.S. government continues to fund state-run home energy rebates for lower-income households. And you can still find a bonanza of state, local, and utility incentives to break up with fossil fuels.
It’s also still early in the adoption curve for many of these electrified technologies. As they become more commonplace, we could see prices drop.
So while now is a great time to invest in electric appliances and reap the benefits of a clean-energy dream home, 2026 — and the years to come — will be too.
The Trump administration is bankrolling the restart of two shuttered nuclear plants in hopes of reviving the industry. Those endeavors are moving along — but without federal funding, plans to build new large nuclear reactors haven’t made much progress yet.
On Tuesday, the U.S. Department of Energy’s Loan Programs Office announced that it had both offered — and finalized — a $1 billion loan to help Constellation Energy restart Unit 1 at the Three Mile Island nuclear power plant in Pennsylvania.
While Three Mile Island may make you think of nuclear disaster due to the partial meltdown of the plant’s Unit 2 back in 1979, that part of the facility has been dormant ever since. Unit 1, meanwhile, operated for decades without any major incident before it was shut down in 2019 for economic reasons. Constellation said in July 2024 that the unit remained in “pretty good shape” and was “technically feasible” to restart.
Just a few months later, Constellation got its chance to do so. Microsoft announced an agreement with Constellation to buy power from Unit 1, with hopes of getting the newly renamed Crane Clean Energy Center operating again by 2028. At the time, Constellation said it would likely spend $1.6 billion on the restart. This new federal loan will put a big dent in that cost.
The Loan Programs Office is also supporting the restart of Michigan’s Palisades Nuclear Plant, which shuttered in 2022. The $1.5 billion loan was initiated under the Biden administration, and President Donald Trump’s DOE has continued paying it out this year. The plant received its first delivery of fuel in October and aims to start generating power before the year ends.
While large nuclear restarts are rolling along, new construction doesn’t have much progress to show. Construction of the last major nuclear project in the U.S. — Georgia Power’s Plant Vogtle — went billions of dollars over budget and took years longer than expected. It’s become a cautionary tale for risk-averse utilities, who have yet to answer Trump’s call for a nuclear buildout, E&E News reports.
Still, the Trump administration is trying to will that nuclear renaissance into existence: This week it reaffirmed its commitment to an $80 billion plan to finance the construction of up to 10 new large nuclear reactors, first announced in late October.
It’s an ambitious goal that could create the nuclear expansion the Trump administration says it wants. But it still faces a big barrier: the administration itself. Trump officials have spent the last year undermining trust in federal financing by reneging on billions of dollars in grants, loans, and even permits for clean-energy projects. Those moves could make it difficult to convince companies to commit to expensive, years-long construction projects that will surely span administrations.
Ohio county takes on renewables ban
Ohio is a hot spot for local renewable-energy bans, but one county may pave the way for change.
A state law allows Ohio counties to bar significant solar and wind development in all or some of their townships. More than three dozen counties have done so, and Richland County is among them, with commissioners moving this summer to ban projects in 11 of its 18 townships.
Richland County residents started pushing back almost immediately, Canary Media’s Kathiann M. Kowalski reports. Gathering more than 3,300 valid signatures, they’ve ensured a referendum on the ban will be on the ballot this May, allowing every voter to weigh in on the future of clean energy in their backyard.
As COP30 closes, final deal remains unsettled
The United Nations’ COP30 conference comes to a close today, but participating nations still haven’t reached a final agreement to scale up their climate commitments. On Thursday, U.N. Secretary-General António Guterres said the eventual deal must be “concrete on funding and adaptation, credible on emission cuts, and bankable on finance.”
As they do at every COP, nations disagreed over how far to take the conference-ending agreement. Climate-adaptation funding became a top issue, as countries on the front lines of climate change pushed to triple an annual adaptation fund $120 billion. More than 80 countries also called for the COP30 deal to include a road map for transitioning off coal, oil, and natural gas, scaling up 2023’s nonbinding agreement that nations begin moving away from fossil fuels.
Electrification crunch: Canary Media’s Alison F. Takemura rounded up last-minute ways to tap federal tax credits for clean and efficient home improvements before the incentives expire at the end of the year. (Canary Media)
Speeding toward global warming: Trump’s fossil-fuel-expansion agenda will throttle emissions cuts and drive more than 1 million additional temperature-related deaths around the globe from 2035 through 2115, a new analysis finds. (ProPublica/The Guardian)
The EV cliff is here: U.S. EV sales fell 49% from September to October after federal tax credits expired on Sept. 30. (Cox Automotive)
Drilling down: The Trump administration proposes opening more than 1 billion acres off the Gulf and Pacific coasts for oil drilling, drawing rebukes from Democratic California Gov. Gavin Newsom and Florida Republicans. (Associated Press, E&E News)
Gridly exaggerated: Utilities are using the data-center boom to justify investments in gas plants, but a new Grid Strategies report finds those demand-growth projections are likely overblown. (Canary Media)
Curbing climate action: Pennsylvania’s withdrawal from the Regional Greenhouse Gas Initiative raises fears that Democratic officials may continue to sideline climate action, even after winning statewide races on the promise of reining in energy prices. (E&E News)
Solar defies the odds: First Solar announces plans to invest $330 million building a South Carolina factory to manufacture solar modules, with commercial operations set to begin in late 2026. (Electrek)
Chattanooga charges up: Chattanooga, Tennessee’s municipal utility has built a small network of battery projects that are helping curb rising prices and avoid power outages, with plans for more energy storage ahead. (Canary Media)
Teeing up clean heat: A former St. Paul, Minnesota, golf course will host one of the country’s first large-scale thermal energy storage systems to use an underground aquifer, which will be combined with electric heat pumps and solar panels to heat and cool buildings. (Inside Climate News)
New England winters can get wicked cold. This week, five of the region’s states launched a $450 million effort to warm more of the homes in the often-frigid region with energy-efficient, low-emission heat pumps instead by burning fossil fuels.
“It’s a big deal,” said Katie Dykes, commissioner of Connecticut’s Department of Energy and Environmental Protection. “It’s unprecedented to see five states aligning together on a transformational approach to deploying more-affordable clean-heat options.”
The New England Heat Pump Accelerator is a collaboration between Connecticut, Maine, Massachusetts, New Hampshire, and Rhode Island. The initiative is funded by the federal Climate Pollution Reduction Grants program, which was created by President Joe Biden’s 2022 Inflation Reduction Act. The accelerator’s launch marks a rare milestone for a Biden-era climate initiative amid the Trump administration’s relentless attempts to scrap federal clean energy and environmental programs.
The goal: Get more heat pumps into more homes through a combination of financial incentives, educational outreach, and workforce development.
New England is a rich target for such an effort because of its current dependence on fossil-fuel heating. Natural gas and propane are in wide use, and heating oil is still widespread throughout the region; more than half of Maine’s homes are heated by oil, and the other coalition states all use oil at rates much higher than the national average. The prevalence of oil in particular means there’s plenty of opportunity to grow heat-pump adoption, cut emissions, and lower residents’ energy bills.
At the same time, heat pumps have faced barriers in the region, including the upfront cost of equipment, New England’s high price of electricity, and misconceptions about heat pumps’ ability to work in cold weather.
“There’s not a full awareness that these cold-temperature heat pumps can handle our winters, and do it at a cost that is lower than many of our delivered fuels,” said Joseph DeNicola, deputy commissioner of Connecticut’s Department of Energy and Environmental Protection.
To some degree, the momentum is shifting. Maine has had notable success, hitting its aim of 100,000 new heat pump installations in 2023, two years ahead of its initial deadline. Massachusetts is on track to reach its 2025 target, but needs adoption rates to rise in order to make its 2030 goal.
The accelerator aims to speed up adoption by supporting the installation of some 580,000 residential heat pumps, which would reduce carbon emissions by 2.5 million metric tons by 2030 — the equivalent of taking more than 540,000 gas-powered passenger vehicles off the road.
The initiative is organized into three program areas, or “hubs,” as planners called them during a webinar kicking off the accelerator this week.
The largest portion of money, some $270 million, will go to the “market hub.” Distributors will receive incentives for selling heat pumps. They will keep a small percentage of the money for themselves and pass most of the savings on to the contractors buying the equipment. The contractors, in turn, will pass the lower price on to the customers. In addition to reducing upfront costs for consumers, this approach is designed to shift the market by encouraging distributors to keep the equipment in stock, therefore making it an easier choice for contractors and their customers.
These midstream incentives are expected to reduce the cost of cold-climate air-source heat pumps by $500 to $700 per unit and heat-pump water heaters by $200 to $300 per unit. When contractors buy the appliances, the incentive will be applied automatically — no extra paperwork or claims process required.
“It should be very simple for contractors to access this funding,” said Ellen Pfeiffer, a senior manager with Energy Solutions, a clean energy consultancy that is helping implement the programming. “It should be almost seamless.”
Consumers will also remain eligible for any incentives available through state efficiency programs, such as rebates from Mass Save or Efficiency Maine, but will likely not be able to stack the accelerator benefits with federal incentives like the Home Efficiency Rebates and Home Electrification and Appliances Rebate programs.
Program planners expect to be finalizing the incentive levels through the end of the year, enrolling and training distributors in the early months of 2026, and making the first participating products available in February 2026, said New England Heat Pump Accelerator program manager Jennifer Gottlieb Elazhari.
The second program area is the innovation hub. Each state will receive $14.5 million to fund one or two pilot programs testing out new ways to overcome barriers to heat pump adoption by low- and moderate-income households and in disadvantaged communities. One state might, for example, create a lending library of window-mounted air-source heat pumps, allowing someone whose oil heating breaks down the time to research replacement options rather than just installing new oil equipment.
The innovation hub will also include workforce development and training. Organizers are talking with contractors and other partners to figure out where the gaps are in heat pump training. In the first few months of 2026, they will develop a program with a target start date in April.
The goal will be not only to ensure that there are tradespeople with the needed skills to install the systems, but also to lay the groundwork for faster adoption by spreading knowledge about the capabilities of the technology and the available incentives.
The third major area of the accelerator is a resource hub to aggregate information for contractors, distributors, program implementers, and other stakeholders. Overall, organizers hope to have all three hubs operational in spring 2026.
Accelerator planners expect programs to boost adoption even as a federal tax credit of up to $2,000 on heat pumps and heat-pump water heaters is phased out at the end of the year, leaving states leading the way on clean energy action.
“At the state level, this is one example of a way we are helping to make progress in reducing greenhouse gas emissions, but with a solution that can help people take control of their energy costs,” Dykes said. “That’s really what we’re focused on.”
The startup Sortera Technologies has raised fresh funding to expand its tech-driven recycling operations — with an eye toward meeting rising U.S. demand for low-carbon aluminum.
Sortera uses advanced sensors and artificial intelligence to sort different types of aluminum found in old car parts and appliances. On Thursday, the company said it raised $45 million to fuel its next phase of growth, including from global investment firm T. Rowe Price Associates, venture capital fund VXI Capital, and Yamaha Motor Ventures, an arm of the Japanese manufacturer.
Sortera’s flagship facility in Markle, Indiana, currently processes about 100 million pounds of shredded metal per year to recover specific alloys — blends of aluminum that contain other elements to make them stronger and more durable. With the new investment, the startup plans to build a second plant next year, in Lebanon, Tennessee, to double its capacity to pick through gleaming scrap heaps.
The expansion comes as the United States is racing to shore up supplies of aluminum.
Part of that is driven by the Trump administration’s increased tariffs on imports of aluminum and steel, which have put pressure on U.S. manufacturers to produce more metal. Automakers are also using more lightweight aluminum instead of steel, including in battery-powered cars and hulking Ford F-150 pickup trucks. Data-center developers need more of the metal for their buildings and the technology inside, while some buyers are looking specifically for lower-carbon aluminum to meet decarbonization goals.
The U.S. is now playing catch-up. America’s production of new, primary aluminum has declined significantly in recent decades, and while plans are underway to build two new smelters, neither is expected to be fully on line this decade. Both projects will also need to secure huge amounts of cheap — and ideally clean — electricity at a time when that’s hard to come by.
Recycling aluminum, on the other hand, requires only about 5% of the energy that’s needed to produce the metal in power-hungry smelters. As a result, it’s generally a faster, cheaper, and lower-carbon way of making aluminum products.
“The domestic market is hungry for sustainable, high-quality recycled aluminum,” said Michael Siemer, Sortera’s CEO.
The country’s use of scrap will climb even higher once two new rolling facilities — which shape aluminum into plates, sheets, and coils — ramp up production. Steel Dynamics rolled its first hot coils at a $1.9 billion plant in Mississippi this summer. Novelis, which is partnering with Sortera to use the startup’s rescued aluminum, is slated to bring its $2.5 billion facility on line in Alabama later next year.
“For them to be green, they each are going to need an additional billion pounds of scrap aluminum,” Siemer estimated.
Despite the growing domestic appetite for aluminum, much of what the country recycles still gets exported overseas, particularly when it’s lumped together with other metals like copper, brass, and titanium. Magnets can easily pull out pieces of steel from scrap piles, but aluminum alloys are tricky to sort. That leaves behind roughly 18 billion pounds of mixed-metal material per year, about 10 billion of which include aluminum alloys, according to Sortera.
“We generally scoop it up, put it into ships, and send it to Southeast Asia,” where the metals are sorted by hand, Siemer said of the industry’s approach. “Or it’s made into low-value products in America, where you can melt the aluminum down” with the other metals, he added, likening the process to melting a box of colorful crayons into a functional, but less desirable, brown soup.
Sortera’s founders, Nalin Kumar and Manual Garcia, launched the company in 2020 to introduce more precision and automation to this sorting process. After spinning out of an Advanced Research Projects Agency–Energy program that focused on recycling metals for lightweight vehicles and aircraft, the startup raised money from firms including Chrysalix Venture Capital and the Bill Gates–affiliated Breakthrough Energy Ventures. Sortera said the funding announced this week brings its total investment to about $120 million.
Other early-stage companies are working on new ways to pluck recyclable materials out of the gobsmacking amounts of garbage we generate every day. Greyparrot, for example, has developed AI camera systems that recycling firms can install to track aluminum cans, glass bottles, and plastic packaging as they move down conveyor belts. The startup Amp uses software-driven robotic systems inside its own plants to automatically sort materials.
But Sortera handles only scrap metal, and it hunts for only specific types of high-quality aluminum alloys — ones that manufacturers like Novelis are typically willing to pay more for. The company’s Indiana facility can also process scrap at high enough volumes to justify handling it domestically, Siemer said.
“They’re getting into a really interesting niche,” said Parker Bovée, who leads waste and recycling research for the consulting firm Cleantech Group. “If you can get pure sorted alloys, then you know exactly what you’re dealing with,” which makes the metal more valuable to the companies turning it back into car frames, engine blocks, or complex metal parts.
Bovée said that from an investment standpoint, he considers Sortera’s approach to be higher risk than a software-only solution, since it involves spending more capital to build facilities and machinery. Waste management in general “is a difficult industry to break into and make substantial inroads,” he said. But Sortera’s ability to capture sought-after alloys “makes them very impressive.”
Siemer added that Sortera will eventually use its technology to sort the other metals found in shredded scrap piles. But for now, he said, “We’re building a business on the aluminum.”
Brookfield Renewable Partners has signed yet another deal to power a tech giant’s data centers with one of its existing hydroelectric plants, heralding a potential lifeline for America’s aging dams.
In its quarterly earnings call with investors this month, Brookfield said it had signed a 20-year contract with Microsoft “at one of our hydro facilities” in the nation’s largest grid system, PJM Interconnection.
The deal is part of a broader agreement, announced last year, to supply Microsoft’s data centers with 10.5 gigawatts of renewable electricity. But it’s the first contract under that framework to support a specific hydroelectric facility. Brookfield declined to disclose which of its dams is part of the deal. Near Lancaster, Pennsylvania, the company operates at least two stations with a combined capacity of nearly 700 megawatts in PJM’s 13-state territory. On the earnings call, Brookfield suggested it may acquire a third plant in the grid system.
The move comes nearly four months after Brookfield signed the biggest deal for hydropower in history: a $3 billion agreement to supply Google’s data centers with up to 3 gigawatts of power for the next two decades.
It also comes at a make-or-break moment for the U.S. hydropower sector, which is one of the few forms of always-on, carbon-free energy available in a country clamoring for clean electrons. Most projects are decades old and will have to undergo relicensing processes over the coming years.
Both of Brookfield’s hydroelectric facilities in Pennsylvania — the 252-megawatt Holtwood Hydroelectric Project, first opened in 1910, and the nearly 418-megawatt Safe Harbor Hydroelectric Project, built in the early 1930s — are up for relicensing in the next five years.
As part of the Google and Microsoft deals, Brookfield said it was able to “upfinance” both facilities, a term that typically describes when private equity companies refinance an existing loan and borrow more money on top of the remaining balance. That could be an indicator that the data center deals are helping Brookfield fund the upgrades and other requirements needed to obtain new operating licenses.
“We continue to evaluate the opportunity to acquire hydro [plants] which would fit well within our portfolio,” Connor Teskey, president of Brookfield Asset Management, said on the earnings call.
Nearly 450 hydroelectric stations totaling more than 16 gigawatts of power-producing capacity are slated for relicensing across the U.S. in over the next decade. That’s roughly 40% of the nonfederal fleet (the government owns about half the country’s hydropower facilities).
The relicensing process for hydropower is uniquely onerous, involving multiple federal, state, and local regulators. Some power plant owners and advocates have accused regulators of using the process to try to squeeze the facilities for additional benefits, such as paying for roads or infrastructure unrelated to a dam itself, which owners say they can’t afford. Faced with relicensing, some stations have simply shuttered, their owners deciding it’s easier to surrender their permits than to make costly upgrades and regional investments needed to win support.
“This is major infrastructure. These facilities cost billions of dollars,” Malcolm Woolf, the National Hydropower Association’s chief executive, previously told Canary Media. “They’re like bridges and roads. They get a license for 50 years. The state agencies view [the relicensing process] as an opportunity to extract concessions from what they view as a deep pocket.”
In the 1970s, he added, “maybe the industry was a deep pocket.”
“But now,” Woolf said, “with the low cost of other fuels like wind and solar and gas, it’s driving these facilities to bankruptcy and to surrender licenses.”
Due north of Chattanooga, a power line runs through a wooded tract called Sale Creek before it dead-ends at the Tennessee River. On Oct. 8, this line lost power. But the lights stayed on for nearly 400 customers because Sale Creek has a new tool to neutralize outages.
Chattanooga’s municipal utility, EPB, had installed a Tesla Megapack battery system on this lonely stretch of the distribution grid back in June. If anything knocked out the line, residents would have 2.5 megawatts/10 megawatt-hours of storage capacity at their disposal while crews fixed the problem.
In this case, utility workers unexpectedly needed to de-energize the line to finish making repairs. EPB was able to switch the neighborhood over to battery power for about half an hour until the job was done. Without the battery, EPB would have had to tell its customers it was cutting off their power on purpose.
“This was the first time we used it in an outage situation,” said Ryan Keel, president of the energy and communications business unit at EPB. “In the future, it’ll be even more unplanned. It’ll be a response to a tree falling through the line or a car hitting a pole or something.”
EPB, which serves some 500,000 people across 600 square miles, plans to roll out more targeted, resilience-oriented batteries to other outage-prone stretches of its grid. The nonprofit public power company currently has a 45-megawatt fleet of batteries, almost all of which were built this year. Besides keeping the lights on, they save money for the whole customer base by lowering the utility’s peak electricity consumption.
The United States is racing toward yet another record year of grid battery construction, as power companies tap lithium-ion batteries to store solar power, improve grid reliability, and free up capacity for new data centers. Most of these batteries are getting installed in California and Texas, where they’ve pushed down wholesale prices and banished heat wave–induced power shortages. Utilities elsewhere, though, too often bide their time in exhaustive studies of the technology, which is new by their standards, despite its mass deployment in some regions.
But batteries are starting to catch on in Tennessee: The Tennessee Valley Authority, the federal entity that generates electricity for EPB and scores of other local power companies, just committed to build 1.5 gigawatts of grid batteries across its territory by the close of 2029, its largest battery deployment by far. The TVA board approved this in its November meeting, setting the stage for the utility to solicit competitive bids from battery developers, spokesperson Scott Fiedler told Canary Media.
And although Chattanooga’s battery buildout is far smaller than what’s happening farther west, or even the installations planned by TVA, it shows how a responsive local utility can adopt new clean-energy technology to make life a little better for its customers. It doesn’t take a massive R&D budget or piles of cash from Wall Street shareholders — just a willingness to embrace a readily available technology.
EPB had explored batteries for years. It researched them with the Department of Energy and Oak Ridge National Laboratory, located 100 miles northeast of Chattanooga. But EPB moved beyond research and installed a solar-and-battery microgrid at the Chattanooga Airport, learning how to work with the technology in practice.
Building on that experience, EPB leaders took a new look at batteries after Winter Storm Elliott rocked the region just before Christmas 2022, leaving TVA short on supply as households cranked their electric heating. For the first time since its founding in 1933, the TVA had to cut power to its customers in order to avoid damaging the grid infrastructure. So it told local power companies that they had to reduce demand by a certain amount.
“That event shaped our strategy,” Keel said. “We want to deploy a large amount [of batteries], because it gives us some local insulation from what may be happening on the TVA system that could impact our customers.”
Homes in TVA’s territory use a lot of electric heating and cooling, which drives grid peaks in both winter and summer. Typical hot summer and cold winter peaks for EPB reach 1,200 megawatts of demand, Keel said, but the utility set a demand record above 1,300 megawatts this January.
That means the current battery fleet meets just a small percentage of the total peak demand — enough to help on the margins, but pretty limited in its impact. Keel said his strategy is to raise that capacity to around 150 megawatts.
“Our hope is that if TVA calls for a 10% required reduction of our load, we can achieve that completely with the battery systems that we’ve put in, and we don’t need to do any unplanned outages to customers at all, like we had to” during Winter Storm Elliott, Keel said.
That battery strategy is akin to an insurance policy, responding to the concerning frequency of polar vortices and extreme heat in recent years. But the batteries don’t just sit around waiting for record cold snaps or heat waves. When the batteries aren’t acting as local backup, EPB puts them to work to save money for all customers.
When EPB buys power from TVA, it pays a demand charge for the hour of highest consumption each month. By discharging the batteries when it looks like a peak hour is approaching, EPB can shave its monthly charge. That lowers the rates it pays to TVA, which puts downward pressure on utility bills for Chattanooga residents.
“We make our decisions based on community benefit,” said J. Ed. Marston, EPB’s vice president for strategic communication. “The more we can keep our costs down operationally, the more we can avoid having to do electric rate increases that impact our customers.”
This dynamic parallels the way Vermont utility Green Mountain Power pays for a program that helps customers install home batteries: The utility dispatches all the small-scale batteries to reduce its peak-demand charges to the New England grid operator.
EPB expects to get payback on its battery installations within five years from the reliability and peak-demand uses. The utility has elected not to run the batteries on a daily basis, because the wear and tear that frequent cycling puts on batteries offsets the benefit of short-term savings on energy charges. (TVA territory doesn’t have wholesale markets that let batteries bid in for various services to make money.)
EPB’s battery buildout puts it ahead of many bigger peers, in both absolute and relative terms.
It’s part of a pattern of the municipal utility embracing new technology to help its residents.
Perhaps most strikingly, the nonprofit installed fiber internet in city homes in 2009, before for-profit telecom providers were widely offering it. EPB became the first company to sell gig-speed internet to an entire community network, Keel said. (Current monthly rate for 1-gig Wi-Fi: an envy-inducing $67.99.)
That fiber also improves the efficiency of the electric grid: EPB piggybacked on the fiber to upgrade its grid network to advanced metering infrastructure, which sends real-time information to the utility and allows it to respond instantly to issues. EPB won accolades for the number of “smart grid” automated devices on its high-voltage distribution system per mile or per customer, Keel said.
“EPB has been incredibly impressive and forward-thinking and on the leading edge — sometimes maybe even on the bleeding edge — of technology innovation, all in the spirit of working for the benefit of their customers,” said Matt Brown, regional vice president for the Tennessee Valley at Silicon Ranch, the major solar developer based in Nashville.
Silicon Ranch is working with EPB on a different kind of money-saving clean-energy project. A large-scale solar project in West Tennessee will produce 33 megawatts for EPB as part of TVA’s Generation Flexibility program, which lets local power companies generate up to 5% of their annual demand. The project is slated to be operating by mid-2028.
That solar development will be located outside EPB’s territory, where there’s more land available. So it won’t be able to help with local reliability in Chattanooga, the way that the community batteries do. But it will generate power at cheaper rates than those of TVA, which itself has cheaper rates than most U.S. utilities, meaning that EPB can pass those savings to its customers.
“Prices are going up on everything from food to energy to housing. This provides them comfort to be able to have some rate stability and flexibility,” Brown said.
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