This week: Section 30C EV-charger deadline, EIA shift to commercial demand, transformer prices +77%, BESS at $117/kWh, data-center BYOP, CRE energy bills +15–40%.
Power access impacts, FERC June action, NEC 2026, 30C/179D sunsets, & truck corridors.
Latest on Microsoft's AI capacity gap, Duke Energy’s $103B plan, and Fermi America’s stock fall.
The pattern across this week's news is the same: power access, grid reliability, and project approval are increasingly determinative of where capital flows and what entitlements communities can defend.
Used EV pricing has reached near-parity with used internal combustion vehicles. The 2026 lease return cohort is the largest in U.S. history. The financial logic for charging infrastructure at multifamily, workplace, and retail properties has changed.
New EV sales fell 27 percent in Q1 2026 while used EV sales rose 12 percent to near price parity. 605 new high-speed stations opened, up 34 percent year over year.