Good morning. A week in, it’s becoming clear that the war in the Middle East could bring a windfall for U.S. liquefied natural gas producers. As Dan McCarthy charts, U.S. LNG exports have skyrocketed over the past decade, and with supplies from major exporter Qatar largely frozen, the world is set to pay top dollar to get its hands on American fuel.
But there’s sunnier news in North Carolina, where residents have found lower rooftop solar prices by banding together to install panels in bulk. Now, a coalition is trying a similar approach with induction stoves, heat pumps, and other electric appliances, Elizabeth Ouzts reports. |
POLITICS
- Democratic Sens. Sheldon Whitehouse and Martin Heinrich say they’re ready to resume energy permitting reform negotiations, though Whitehouse cautions that Republicans will have to rein in “Trump administration mischief.” (statement, E&E News)
CLEAN ENERGY
- As much as 59 GW of clean energy projects face delays in coming online in the U.S. due to supply constraints, regulatory barriers, and interconnection backlogs, the American Clean Power Association estimates. (Bloomberg, report)
SOLAR
- New data from the U.S. Energy Information Administration shows Texas has at last surpassed California to become the national leader in utility-scale solar installations, though California remains ahead for overall solar power due to small-scale installations. (Inside Climate News)
- California advocates say state policies are hampering community solar development and holding the state back from meeting its clean energy targets. (Los Angeles Times)
OIL & GAS
- A federal offshore oil and gas lease auction in Alaska’s Cook Inlet receives no bids, prompting advocates to proclaim it a “huge embarrassment” for the Trump administration’s energy dominance agenda. (New York Times)
DATA CENTERS
- A data center developer plans to buy and restart a former Maryland coal plant, though it is unclear what fuel the revived facility would use; the market monitor for grid operator PJM Interconnection objects to the plan over concerns the resource would be removed from the regional market. (E&E News, Utility Dive)
CLIMATE
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California and Washington state take steps toward linking their carbon cap-and-trade markets, saying it would decrease and stabilize decarbonization costs. (Washington State Standard, Politico)
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Minnesota Senate Democrats introduce legislation to create a climate superfund that charges large oil, gas, and coal companies for damages caused by greenhouse gas emissions. (Sahan Journal)
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Amazon, Google, and other corporations launch a $100 million effort to curb climate “superpollutants,” including methane and refrigerants. (Axios)
ELECTRIC VEHICLES
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BROUGHT TO YOU BY INTEREK CEA |
The rules for U.S. clean energy have changed. As Foreign Entity of Concern (FEOC) restrictions reshape tax credit eligibility, solar and storage leaders must rethink sourcing, financing, and compliance. Join Canary Media for a timely forum on navigating 48E and 45Y requirements — and what “material assistance” really means for projects breaking ground in 2026 and beyond.
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🗓️ April 7, 2026 at 2:30PM ET |
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