The Duck CurveNews on power generation, grid and home storage, and electrification, reported from the filings, dockets, and data. Today's duck curve, live from CAISO
Ember wants India to subsidise batteries for rooftop solar homes
In Ember's model, a 5 kWh battery on a 3 kW home system cuts daytime exports 85–90% but stretches payback from 3.3 years to around nine; a 50% battery subsidy brings it to 6.3.
Peak Energy raises $108M as GM Ventures leads its sodium-ion storage round
The oversubscribed Series B is meant to scale US manufacturing, with a 4 GWh Sacramento factory due to start production in the first quarter of 2027, and take Peak's systems into data centers.
Brief · Oct 21, 2026BETA's electric A250 gets FAA's first eVTOL market-survey certificate
The certificate lets the all-electric ALIA A250 fly with operators for market surveys; its first flight under it went 34 nautical miles from Plattsburgh, New York to Burlington, Vermont on October 20, 2026.
Brief · Oct 21, 2026Menendez bill would make states weigh plug-in solar rules, fund rebates
Rep. Rob Menendez's Socket Full of Sunshine Act would add devices of up to 1,200 watts to the federal utility standards state regulators must consider, and authorize $100 million a year for state rebate programs.
News · Oct 21, 2026 The Nuclear Company proposes up to six AP1000s on Kentucky's Ohio River
It holds a land option but no NRC or PJM application, power buyer or federal loan; the release aims to start construction in 2028, while the project site, which the company says governs, publishes no schedule.
News · Oct 21, 2026 ARENA funds JET Charge V2G trial of up to 130 ACT Government EVs
REVS2 runs to June 2029 and moves from proving the cars can export to testing what fleets get paid, stepping from a flat tariff to ActewAGL's dynamic VPP tariff.
Roundup · Oct 21, 2026EU picks 77 net-zero projects, Alaska backs NuCube, ITM's record year
The Innovation Fund round totals €3.4 billion and includes its first small modular reactor; Alaska's AIDEA agrees to buy $25 million of NuCube shares; ITM Power's revenue rose 68% to £43.6 million.
News · Oct 21, 2026 Rio Tinto and Rondo start design of a 360 MWh heat battery at Yarwun
ARENA's staged package runs to up to A$74.9 million, A$33.3 million of it contingency for risks including cost overruns and electricity costs; Rio Tinto has made no investment decision.
News · Oct 20, 2026 Indiana, Hoosier Energy and AtkinsRéalis to study up to 6 GW of CANDU units
The study of up to eight reactors also weighs gas turbine plants built ahead of them, and AtkinsRéalis's NRC plan holds its construction permit application until a customer is identified.
News · Oct 20, 2026 CATL adds 77 kWh backup pack to swap trucks, plans 2,000 stations by 2027
The on-board pack lets the leased main battery go back for its five-minute swap at under 5% charge; CATL says agreements for 13,000 units were signed at the October 20 launch.
Brief · Oct 20, 2026Netze BW automates grid approvals for solar systems up to 15 kWp
The German grid operator says clear-cut requests now usually get an automated approval in about five minutes, where manual processing took up to 12 days.
Roundup · Oct 20, 2026Akaysha refinances for A$1.75bn as Italy raises battery derating
Vattenfall signed Fluence for a 254 MW, over-1,000 MWh battery at a decommissioning German nuclear site and tolled 400 MWh from Vopak, and Metlen and Karatzis opened a 330 MW, 790 MWh Greek plant.
News · Oct 20, 2026 Entergy's Google expansion includes a solar deal Arkansas regulators denied
Regulators denied the 440 MWac Big Island contract September 16. Google has agreed to pay its price in return for its market revenues and credits; Entergy wants a reversal by October 22, which staff and the attorney general oppose.
Brief · Oct 20, 2026EIA: US hybrids held 16% of Q3 2026 vehicle sales, battery EVs 6%
Battery electric vehicles fell from 10% of US new light-duty sales a year earlier, before the federal credits expired; plug-in hybrids fell to 0.7%, and the combined share slipped to 23% from 24%.
Brief · Oct 19, 2026FERC approves ISO-NE review of utilities' asset condition projects
ISO New England starts January 1, 2027, checking the need, cost-effectiveness and alternatives for larger transmission replacement projects, but its conclusions are advisory.
News · Oct 19, 2026 Endurance says its subsea geothermal plant ran net-positive for 8.7 seconds
The Seattle startup says it also drilled the first subsea geothermal well at Axial Seamount, but that well was too restrictive to run the plant, which drew on a natural vent instead.
News · Oct 19, 2026 AEP, X-energy and Amazon study 960 MW Xe-100 plant at Indiana coal site
The 12-unit plant would sit on the former Breed Generating Station site in Sullivan County; Amazon is funding development and intends to buy the power. None of the three companies gives a cost estimate or a schedule for the plant.
Roundup · Oct 19, 2026US EV sales at a one-year high, Redwood to recycle Rivian packs, Jeju V2G
Kelley Blue Book estimates 262,649 US EV sales in Q3 2026, 39.5% below a year earlier; Redwood takes Rivian's scrap and retired packs; Hyundai, citing its Jeju pilot, says EVs are set to be registered as local flexibility resources.
Brief · Oct 19, 2026Ontario cuts its electricity rebate to 15.7% as regulated prices fall
A provincial regulation trims the bill credit from 23.5% on November 1, 2026, the day the Ontario Energy Board's lower regulated prices take effect.
Roundup · Oct 19, 2026 PJM, ERCOT and SPP set summer peak records; Hitachi plans pressboard plant
Nightpeak's 150 MW Bocanova 2 battery doubled its ERCOT site to 300 MW, Ottawa and Ontario are putting up to C$50 million into Hitachi's plant, and CenTrio plans a 25 MW electric boiler for Seattle steam.
Roundup · Oct 18, 2026All 73 Hai Long turbines generating, WA and NSW lines advance, solar FIDs
All 73 Hai Long turbines are generating, with no commercial date given; WA names its Clean Energy Link - East builders; NSW opens the New England REZ line to submissions; 2026 Australian solar FIDs reach 3.5 GW by September.
Brief · Oct 18, 2026Global EV sales dip 2% in September as Europe sets a monthly record
Europe sold almost 600,000 EVs, up 39% on a year earlier, while North America fell 44% against a September 2025 tax-credit rush and China's decline widened to 18%.
Roundup · Oct 18, 2026Hy24 to buy Hynamics, Nel's alkaline slump, Finland certifies e-methane
Nel's alkaline electrolyser revenue fell 91% in the third quarter; CATL and Intilion plan up to 3 GWh of sodium-ion storage; Energy China bunkers 1,000 tonnes of green ammonia ship to ship at Zhoushan.
News · Oct 18, 2026 ADB and Japan finance AM Green's Kakinada green ammonia plant
The first ACCEL deal includes a $100 million LEAP 2 loan for a converted gas-fed plant that AM Green said in 2024 would start producing in the second half of 2026; its offtake deals now put a first shipment as early as 2028.
Roundup · Oct 18, 2026AEMO's 11am demand jump, a NSW price spike, Octopus's heat pump cooler
Amber says its NSW battery customers netted $2.12 million in 80 minutes; Octopus prices its Cosy Cooler at £500–600 for 2027; NYSERDA splits $200 million of NY-Sun money; Qcells adds Tennessee-made frames.
Brief · Oct 18, 2026Canada's EV incentive requests fell 14.3% in Q3; Quebec's share hit 52.5%
Requests under the federal Electric Vehicle Affordability Program rose in every month of the quarter, reaching 14,243 in September; the decline from the second quarter comes down to April's 20,426.
Brief · Oct 17, 2026DOE approves cost-shared funding to speed up molten chloride reactor test
The Southern Company, Idaho National Laboratory and CORE POWER project is now expected to reach first criticality as early as 2027; DOE's December 2025 article had the experiment anticipated to run in 2028.
News · Oct 17, 2026 Michigan regulators approve 360 MW of DTE solar at $76 to $96 per MWh
Only the cheapest of the three comes in under the $79.20 cost bar in DTE's 2023 plan settlement; DTE argued the package against a second test, an independent monitor's $98.4 market average.
News · Oct 17, 2026 DOE puts up to $50M of Defense Production Act money into Virginia lines
Appalachian Power, taking $40 million, calls it a SPARK award, and the 14-mile line rebuild it helps pay for still needs approval from Virginia's State Corporation Commission.
Brief · Oct 17, 2026California ZEVs took 19.1% of Q3 new-car sales; about 12,000 used MyFirstEV
Battery-electric cars alone were 16.3% of California's new-car sales against 6.4% nationally, the Energy Commission says, while about 12,000 first-time buyers have used the new MyFirstEV rebate.
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