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Energy Update | Week 5 – Oct 2025: Nuclear Revival, Offshore Wind Setbacks & AI Grid Innovation
Manage episode 518076834 series 3568401
In this Week 5 – October 2025 Energy Update, I take a look at another eventful week in U.S. energy — one defined by offshore wind setbacks, renewed nuclear ambitions, and AI-driven grid innovation.
I start with Shell’s withdrawal from Atlantic Shores Offshore Wind, which leaves EDF Renewables as the sole developer after a key EPA permit was pulled. I then discuss the Trump administration’s $80 billion nuclear partnership with Brookfield and Westinghouse, signaling a strong policy shift toward new reactor development.
I also cover FERC’s efforts to streamline large-load interconnections, Nvidia and Emerald AI’s new Aurora data center that demonstrates flexible energy use, and WattCarbon’s Repowering California initiative focused on virtual power plants.
To wrap up, I share updates on Ford’s production pause, Corning’s new wafer plant, and Form Energy’s first 100-hour iron-air battery deployment.
It’s a week that highlights both the challenges and the momentum driving America’s evolving energy transition.
🎙️ About Energy Future: Powering Tomorrow’s Cleaner World
Hosted by Peter Kelly-Detwiler, Energy Future explores the trends, technologies, and policies driving the global clean-energy transition — from the U.S. grid and renewable markets to advanced nuclear, fusion, and EV innovation.
💡 Stay Connected
Subscribe wherever you listen — including Spotify, Apple Podcasts, Amazon Music, and YouTube.
🌎 Learn More
Visit peterkellydetwiler.com
for weekly market insights, in-depth articles, and energy analysis.
Chapters
1. Shell Quits Atlantic Shores (00:00:00)
2. U.S. Turns To Nuclear Investment (00:00:39)
3. Fast-Tracking Large Load Interconnections (00:02:16)
4. AI Data Centers And Flexible Power (00:03:00)
5. Virtual Power Plants And New Markets (00:03:52)
6. EV, Solar Supply Chain, And Long-Duration Storage (00:04:24)
7. Closing And Look Ahead (00:06:43)
50 episodes
Manage episode 518076834 series 3568401
In this Week 5 – October 2025 Energy Update, I take a look at another eventful week in U.S. energy — one defined by offshore wind setbacks, renewed nuclear ambitions, and AI-driven grid innovation.
I start with Shell’s withdrawal from Atlantic Shores Offshore Wind, which leaves EDF Renewables as the sole developer after a key EPA permit was pulled. I then discuss the Trump administration’s $80 billion nuclear partnership with Brookfield and Westinghouse, signaling a strong policy shift toward new reactor development.
I also cover FERC’s efforts to streamline large-load interconnections, Nvidia and Emerald AI’s new Aurora data center that demonstrates flexible energy use, and WattCarbon’s Repowering California initiative focused on virtual power plants.
To wrap up, I share updates on Ford’s production pause, Corning’s new wafer plant, and Form Energy’s first 100-hour iron-air battery deployment.
It’s a week that highlights both the challenges and the momentum driving America’s evolving energy transition.
🎙️ About Energy Future: Powering Tomorrow’s Cleaner World
Hosted by Peter Kelly-Detwiler, Energy Future explores the trends, technologies, and policies driving the global clean-energy transition — from the U.S. grid and renewable markets to advanced nuclear, fusion, and EV innovation.
💡 Stay Connected
Subscribe wherever you listen — including Spotify, Apple Podcasts, Amazon Music, and YouTube.
🌎 Learn More
Visit peterkellydetwiler.com
for weekly market insights, in-depth articles, and energy analysis.
Chapters
1. Shell Quits Atlantic Shores (00:00:00)
2. U.S. Turns To Nuclear Investment (00:00:39)
3. Fast-Tracking Large Load Interconnections (00:02:16)
4. AI Data Centers And Flexible Power (00:03:00)
5. Virtual Power Plants And New Markets (00:03:52)
6. EV, Solar Supply Chain, And Long-Duration Storage (00:04:24)
7. Closing And Look Ahead (00:06:43)
50 episodes
All episodes
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