Chevron Built a Carbon Machine, Then Walked Away
Chevron spent three years designing a federally funded machine to pull carbon from the California sky, then walked away in silence for eleven months.
Energy & Climate
Powering the next century of growth
Posts tagged with Energy & Climate
Westinghouse’s fleet gamble: 91 reactors waiting on a delivery chain
Westinghouse has 91 AP1000 units in its order pipeline and a new engineering partner to build them. The Amentum deal, $17.5B in DOE loans and a planned IPO turn nuclear from a licensing problem into a delivery problem.
The Parked EV Fleet: A Grid Storage Asset the Grid Hasn't Turned On
Vehicle-to-grid left the pilot stage in 2026: GM activated bidirectional charging and E3's study for GM Energy values V2G integration at $7 billion by 2030. Nissan, Enel and Nuvve run the first fully commercial V2G hub in Denmark, and AI-managed aggregation is where the margin forms.
X-energy Secures Additional $1B DOE Funding for Seadrift Industrial SMR
X-energy received formal notification of up to $1 billion in additional DOE ARDP funding for its first industrial-scale advanced reactor project. The four-unit Xe-100 plant at Dow’s Seadrift site will supply both electricity and high-temperature process steam.
Valar Atomics raises $1B to manufacture small nuclear reactors for AI data centers
Isaiah Taylor dropped out of high school at sixteen. Twenty-seven now, he runs the startup Sequoia just valued at $6 billion for a bet on manufacturing nuclear reactors instead of building them.
Cornell's IonNet found 87 new solid-state electrolyte candidates from chemistry alone
Cornell's IonNet predicts lithium-ion mobility from chemical composition alone, skipping crystal structures. The framework flagged 87 fast-ion conductors among 4,500 compounds, validated 13 of 20 top picks with simulations, and extracted design rules on doping that trial-and-error misses.
Noon Energy booked 1.1 GW of storage in four months. AI data centers are next
The reversible solid oxide fuel cell startup booked a 1 GW joint venture with Sabanci Renewables for AI data center power, on top of April's Meta reservation. What has to go right for the chemistry to keep the promise.
Pulsar Fusion achieves the world's first fusion rocket plasma: what Sunbird proves
Pulsar Fusion demonstrated the world's first plasma from a fusion rocket exhaust rig. Its Dual Direct Fusion Drive targets 10,000–15,000s of specific impulse, cutting Mars transit to ~150 days. What was proven, what wasn't, and the 2027 in-orbit demo.