Tennessee-made lithium iron phosphate cells will supply 10 GWh of utility-scale battery storage to US integrator Prevalon over three years. The ownership restructuring behind the deal is a working example of how the OBBBA material-assistance rules are reshaping who can sell US BESS cells.
Texas grid operator's large-load interconnection queue nearly quadrupled in a year to 226 GW, with 77% from data centers. Q1 2026 alone added 198 GW of new applications. Texas PUC faces a December 2026 deadline to finalize transparency rules separating real projects from speculation.
A US District Court ruling vacates the Treasury guidance that eliminated the 5% cost safe harbor, restoring the longstanding pathway developers used to lock in 45Y/48E credits ahead of the July 4 begin-construction cutoff. An appeal is expected, and the deadline still looms.
·American Battery Technology Company press release·us-supplydoe-loan
American Battery Technology Company won an Informal Dispute Resolution appeal and had its DOE Manufacturing Energy Supply Chain grant reinstated in full. The award funds the first phase of a Nevada lithium hydroxide refinery sized at 5,000 tonnes per year.
Panasonic confirmed on June 12 that it is exploring converting its 32 GWh De Soto, Kansas cell factory from EV batteries to data-center BESS production, with first conversion cells targeted for late 2028 or early 2029. The pivot reads as the cleanest US example yet of EV-built capacity rebalancing toward AI and grid storage demand.
FERC approved PJM's Expedited Interconnection Track on June 9, opening a narrow lane for up to ten 250 MW-plus projects per year that can come online within three years. The carveout sits next to the still-pending large-load rule and tilts the queue toward state-backed incumbents.
Because generalist coverage buries the supply-chain and policy texture. A permitting decision on a transmission project, a DOE loan commitment to a lithium refinery, an NRC licensing milestone for an SMR, a FERC rulemaking on interconnection reform: these move capital in ways that earnings coverage misses. Clean Power Press is built for the people who track those signals.
Is this for traders or long-horizon investors?+
Long-horizon. The thesis is a multi-decade buildout. The daily briefs work for tactical positioning, but the analytical frame is structural: supply-chain, policy, project-pipeline. If you're trading micro-moves on spot prices, this isn't your tool.
What verticals do you cover and how do they connect?+
Energy storage and lithium, solar, nuclear and SMRs, grid and transmission, and critical minerals. Climate policy is the connective tissue. The verticals are separate editorial frames but they share a common insight: the bottleneck on every one of them is permitting, supply-chain concentration, and policy implementation, not the underlying technology.
What's your stance on climate change?+
Climate change is established science. We don't give false balance to fossil-fuel-industry framing on the science. Our editorial stance is climate-forward: the clean energy transition is necessary, urgent, and one of the most consequential investment stories of the next several decades. That's not advocacy. We report facts, cover setbacks as well as progress, and don't oversell the pace of transition.
What's your analytical frame across verticals?+
Track marginal, watch policy, ignore most price noise. The marginal capex dollar, the marginal project entering permitting, the marginal regulatory decision: these are where the structural story moves. Average inventory levels, spot price tapes, and quarterly headlines follow later and with lower signal value.
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