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.

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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.

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In this week’s Energy Update, I take a look at some of the biggest developments shaping the global energy landscape — from a nuclear revival in South Carolina to solar and battery breakthroughs overseas.

South Carolina’s Santee Cooper has selected Brookfield as its partner to restart the long-abandoned 2.3 GW V.C. Summer nuclear plant, signaling renewed U.S. interest in large-scale baseload power. Meanwhile, the United Arab Emirates has begun building a $6 billion, 5.2 GW solar + 19 GWh battery hybrid project — the largest of its kind — designed to deliver a full gigawatt of continuous renewable energy.

Back in New York, The Mobility House and Itron are teaming up to support fleet electrification using smart-charging systems that respond to grid capacity in real time. Redwood Materials has raised $350 million to grow its energy-storage and recycling operations, and in China, CATL now operates more than 700 battery-swap stations while Mingyang Smart Energy unveils a twin-rotor 50 MW floating wind turbine.

I wrap up this week’s update with news that the BP / JERA joint venture has canceled its 2.4 GW Beacon Wind project off Massachusetts — a reminder of the challenges still facing U.S. offshore wind.

Support the show

🎙️ 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.

Energy Future: Powering Tomorrow’s Cleaner World with Peter Kelly-Detwiler explores the forces reshaping the global energy landscape — from grid reliability in the U.S. to renewable breakthroughs in Europe and Asia. Each episode dives into the week’s most important developments across clean energy, power markets, EVs, nuclear innovation, hydrogen, and sustainability policy.

As a leading energy expert and industry analyst, Peter brings clarity and context to complex stories about how technology, policy, and investment are driving the energy transition. Whether it’s the rise of small modular reactors, advances in fusion energy, or how utilities are modernizing the grid, you’ll get trusted insights grounded in real-world experience.

Tune in weekly for concise, data-driven commentary and actionable takeaways about the future of power — how it’s generated, stored, delivered, and consumed.

Support the show

🎙️ 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.