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Type One energy has announced its intention to use a retired TVA coal plant site, the Bull Run Fossil Plant in Oak Ridge, Tennessee, as the site for a prototype fusion reactor with the hope to eventually commercialize fusion power – and maybe even find a neat way to use old EV batteries to help power the process.

The Bull Run Fossil Plant was a coal-powered generation facility first opened in 1967 and shut down on December 1, 2023 – just over two months ago. It was run by the Tennessee Valley Authority (TVA), the largest public utility in the US, and sits just across the river from Oak Ridge, the site of the Oak Ridge National Laboratory (ORNL), one of America’s most important national science labs.

Despite only being shut down for two months, claims are already being made on the site. Due to its close location to ORNL, a lab that has studied fusion since the 1950s, it seems a natural choice for another fusion experiment – enter Type One energy, a company looking to work toward the commercialization of fusion power.

Type One Energy ambitiously gets its name from Type I on the Kardashev scale, a theoretical measurement intended to describe how advanced a civilization is. A Type I civilization is able to harness all of the energy available on a single planet – currently, humanity’s total energy production is about three orders of magnitude, or a thousand times, below this benchmark.

So, just starting with the name, Type One’s goals seem… optimistic, to say the least.

What is fusion?

For a basic primer on what we’re talking about here, Nuclear Fusion differs significantly from Nuclear Fission. Fusion is the reaction that happens inside of stars like our Sun, whereas Fission is what powers current commercial nuclear reactors.

Fission, in current nuclear reactors, takes large, rare, radioactive atoms (like Uranium-235) and splits them apart, which releases energy when the bonds between neutrons in the nucleus of these atoms are broken. The major downside is that this reaction creates radioactive material, with nuclear waste still being an unsolved problem.

Fusion, however, works by taking smaller atoms and fusing them together. The most promising fusion reaction uses deuterium and tritium, two rare isotopes of hydrogen that have extra neutrons in their nuclei. Deuterium is rare, but still relatively easily found in normal seawater (about one in every 6,000 natural hydrogen atoms are deuterium), whereas tritium is almost nonexistent in nature and would be manufactured by splitting lithium atoms.

Incidentally, this is a potential use for lithium from old EV batteries.

When the deuterium and tritium atoms are fused together it creates a normal helium atom and releases a free neutron, from which energy can be harvested.

The upside of fusion is that it does not produce long-lived radioactive waste, and that it is incredibly energetic, with the amount of deuterium in 1 gallon of ordinary seawater (about half a milliliter of deuterium) theoretically able to generate the amount of energy from combusting 300 gallons of oil. Fusion reactors are also considered to be inherently safer as there is no possibility of a meltdown.

The downside is that fusion requires extremely difficult conditions to occur, and those conditions cost a lot of energy to maintain. You can get a hint of this by looking at the location where fusion naturally happens – at the center of stars, at temperatures of tens of millions of degrees and pressures of trillions of pounds per square inch.

The state of fusion today

So it sounds like a science fiction concept, and ever since it was first envisioned in the 1950s, it has been. Humanity has never been able to achieve a fusion reaction that generated more energy than it took to create… until recently.

You may have heard the news last year that scientists had achieved “net energy gain” from a fusion reaction. This means that more energy was released by the fusion reaction than the amount of energy from the lasers used to produce the temperatures needed. This is denoted by the symbol Q, with Q numbers above 1 meaning net energy gain. The current record is Q = 1.54.

But that’s not everything, because not all of that energy can be effectively harnessed, so in order to reach the point where fusion actually becomes viable for electricity generation, the reaction must create enough energy to become self-sustaining – as long as more deuterium/tritium fuel is added, the reaction will continue, much like adding more logs to an already-burning fireplace.

The primary technology advancement needed for the Type One facility is high-temperature superconducting magnets, which have generally seen remarkable progress in recent years and are now the focus of multiple companies working to adapt the basic technology for fusion energy applications. Given what is known from a scientific development standpoint, ORNL considers the step envisioned by Type One as reasonable and achievable. While success is not guaranteed, we view the risk-to-reward profile of this facility as appropriate. If successful, the results from this facility would provide a solid basis for a second-generation facility focused on energy production.

Mickey Wade, associate lab director of fusion and fission energy and science, ORNL

For a self-sustaining reaction, a ratio of about Q = 5 is thought to be necessary to reach the level of viability for electricity production. But once that milestone is reached, Q increases arbitrarily, because the self-sustaining nature of the reaction means that little to no energy will be needed to be spent externally to maintain the reaction.

Type One’s plans

Type One thinks it can reach this milestone, though probably not for years still – it sets the target at about a decade from now. As of now, it wants to build a prototype reactor it’s calling Infinity One at the Bull Run site, with the intent of “retiring risks” before building a future pilot power plant.

There are a number of other fusion reactors in the world, but most of them are from public institutions run by academic, governmental, or intergovernmental sources. There are a few other fusion startups, but Type One thinks that it will be the first private company to build a functional stellerator prototype. Fusion reactors come in two types: stellerators and tokamaks, with each having their advantages but tokamaks being more common.

Stellerators have a “funky” shape because it helps keep the plasma more stable, but they are harder to construct. Tokamaks just look like a donut.

Many of the company’s personnel have already been part of stellerator projects in other settings, so there is plenty of expertise associated – including CTO Dr. Thomas Sunn Pederson, who we spoke to for this story, who previously worked on the record-setting W7X stellerator in Germany.

The plan has been enough to get the company noticed by some government entities, with the Department of Energy choosing it as one of eight companies to receive part of $46 million in funding. Here’s the full list of those companies, six of which ORNL is also partnering with:

  • Commonwealth Fusion Systems (Cambridge, MA)
  • Focused Energy Inc. (Austin, TX)
  • Princeton Stellarators Inc. (Branchburg, NJ)
  • Realta Fusion Inc. (Madison, WI)
  • Tokamak Energy Inc. (Bruceton Mills, WV)
  • Type One Energy Group (Madison, WI)
  • Xcimer Energy Inc. (Redwood City, CA)
  • Zap Energy Inc. (Everett, WA)

Type One is also the first company to receive grants via a new Tennessee program to encourage innovation and investment in nuclear energy, and closed an investment seed round of $29 million last year.

As for involvement from TVA and ORNL, both entities are “collaborating” with Type One, but are a little more measured in their expectations than the company itself is.

TVA is a clean energy leader. With the retirement of Bull Run plant, TVA is in the unique position to partner with Type One and ORNL to explore the repurposing of a portion of the facility toward the advancement of fusion energy research.  As TVA works to be net-zero by 2050, we must work together to identify potential clean energy technologies of the future. Being able to further the advancement of fusion energy research provides a win-win proposition for TVA and the people of the valley.

-TVA spokesperson

Despite Type One’s announcement today of its selection to pursue the use of TVA’s Bull Run site, TVA issues a reminder that the project is contingent on proper completion of necessary environmental reviews, permits, operating licenses and so on. While TVA has signed a memorandum of understanding with the company and with ORNL, it hasn’t yet formally agreed to lease part of the property to Type One. But it does see the unique opportunity to use a former coal for research into the future of energy, especially in a spot that’s so close to one of the centers of American fusion research at Oak Ridge labs.

Construction on the pilot research project could start as early as 2025, and be completed as early as 2028.

Electrek’s Take

This story interested me primarily due to the angle of turning a site that used to generate the dirtiest possible electricity into one that generates what would likely become the cleanest form of electricity, which is quite poetic.

And fusion energy, in particular, has incredible promise if it’s ever achieved. It could solve a tremendous amount of our societal problems – but like everything else, this only works if the benefits are properly distributed, and our current sociopolitical systems aren’t all that great at doing that.

But it could, at least, help to solve climate change, by offering a highly energetic energy source that also releases zero emissions, and has even fewer auxiliary impacts than other current clean energy sources (e.g. habitat disruption, panel/turbine recycling, and so on). And, relevant to Electrek, if lithium is needed to make tritium, then that gives us something we could use recycled EV batteries for, which is pretty cool.

But we also shouldn’t get too far ahead of ourselves here, because it sounds like this project is in very early stages. Today’s press release is a pretty minor step – Type One is just announcing the site that it wants to use, which hasn’t even been secured yet. And while we had a great conversation with Type One, the responses we got from TVA and ORNL were much more noncommittal. So there was an excitement disconnect there, which is to be expected between a company and a government entity, but it still reminded us that all of this is still some ways off.

So there’s a lot of steps between here and fusion energy, and frankly, I think that the biggest breakthroughs in fusion are not likely to come from a private company but from academic or governmental research, at least for the time being.

We will eventually need companies to come in and figure out commercial viability, so getting started on that earlier than later is all well and good, but we’re still going to be waiting for a while before that viability happens – and unfortunately, we don’t have time to wait to solve climate change. So, while fusion might help, we still need to get to work now on emissions reductions immediately.

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GOP tax bill helps its biggest donor Musk, but harms his company, Tesla

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GOP tax bill helps its biggest donor Musk, but harms his company, Tesla

Republicans announced a new tax plan today and it’s just about as bad for America as expected, taking money for healthcare, clean air and energy efficiency from American families and sending it to the ultra-wealthy instead.

You might think that this helps one of those ultra-wealthy, Elon Musk, who gave hundreds of millions of dollars to ani-EV candidates to help make this happen. But the main source of his wealth, Tesla, will be specifically harmed by rescission of EV credits – and its competitors largely won’t be.

Now that the republican party has unveiled its job-killing tax proposal, we know a little more about what’s in it.

Originally, it was thought by many that the proposal would completely kill all federal EV credits, with some estimating that the $7,500 credit would go away immediately (personally, I never thought it would be that stupid, but you never know with the republicans).

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But it’s clear they want to destroy the credit and make cars more expensive for Americans. After all, Donald Trump, while running for an office he remains Constitutionally barred from holding, asked oil companies for a billion-dollar bribe in exchange for ending the EV credit, a promise he has continued to say he will uphold as he squats in the aforementioned office.

And last week, House Speaker Mike Johnson said that the House is likely to end the credit.

It turns out the details are a little more nuanced than that, and that while the credit is ending, it will sunset a little later than many feared.

It’s likely that the credit will last through the end of this year – which makes sense, since that’s how tax changes often work. Then, at the end of the year, Inflation Reduction Act credits will largely disappear.

However, in the current draft of the bill, some automakers will retain access to some EV credits, for a time. This is due to an exception given for manufacturers who have not sold 200,000 vehicles between 2009 and 2025, a similar cap to the old EV tax credit that was first implemented in 2008, before Congress improved it and removed the cap in the Inflation Reduction Act.

So, smaller manufacturers will continue to have some support, while large manufacturers who have already sold plenty of cars will lose all of their credits.

A number of manufacturers have already reached the 200k EV cap, including Nissan, Ford, Toyota, Hyundai/Kia, GM, and of course, Tesla. Those manufacturers will lose access to credits.

But others who started late or have more niche offerings continue to be under the 200k cap. These include companies like Mercedes, Honda, Lucid, Mazda and Subaru.

Specifically, Rivian has been identified as one of the possible winners here, as the company has not yet sold 200,000 vehicles, though should be crossing that line sometime in the next couple years.

And finally, the real competition for Tesla, gas cars, will not lose anything from the rescission of EV credits. Those cars will continue selling, they’ll just have a $7,500 advantage relative to today – on top of their advantage of each gas car being allowed to choke the world with $20,000+ in unpaid pollution costs, which show up on everyone’s hospital bills and health insurance premiums.

So that brings up an interesting point: when Tesla and its bad CEO Elon Musk threw their support behind all of this, what did they think they would get out of it?

After all, Tesla wrongly said, at the behest of Musk and his tortured logic, that ending EV credits would somehow help it.

We called out that obvious incorrect statement at the time, saying that No, for crying out loud, killing EV subsidies will not help an EV company.

But now it turns out that the situation is even worse for Tesla, because not only does Tesla’s gas competition get to keep the credits, but many electric competitors will get to keep them for some time as well.

And don’t forget that this last quarter, government incentives were the only thing keeping Tesla from losing money. A regulatory environment that is more hostile to Tesla could turn black to red on the balance sheet, along with dropping sales and negative brand perception. Thank the bad CEO you voted to give $55B to for that loss, shareholders.

But the oil companies, another competitor for Tesla, will continue to benefit from roughly $760 billion in subsidy per year in the US alone, in terms of the health and environmental costs they impose on society and do not pay for.

If that subsidy was ended alongside the $7,500 EV credit, then EVs would indeed come out on top. But instead of ending those massive subsidies to fossil fuels, republicans have proposed to increase them, by cutting down enforcement and loosening pollution limits, both through this tax bill and through other agency actions and proposals.

Further, the tax proposal unveiled today sunsets credits for many other products that Tesla sells. There are solar and home energy efficiency credits which Tesla takes advantage of through its Energy division, which sells solar and home battery systems to homeowners. These can be worth tens of thousands of dollars per installation, and those will go away if this proposal goes through.

So in the end, Tesla loses access to credits both on its cars and its Energy division, while its competitors get an even more beneficial regulatory environment to continue polluting. And even its electric competitors get a temporary leg up for the time being.

Meanwhile, Elon Musk gets his part of the $4.5 trillion in tax cuts that go directly to wealthy elites. So at least his pocketbook will look slightly better for a time, even though the company that has been responsible for filling it it will fall further due to less attractive product pricing and through his own association, which has driven protests against the companyembarrassed owners and pushed many customers away.

So, to those of you who wanted us to “trust the plan” – how, exactly, is this beneficial to Tesla, again?


Among the proposed cuts is the rooftop solar credit. That means you could have only until the end of this year to install rooftop solar on your home, before republicans raise the cost of doing so by an average of ~$10,000. So if you want to go solar, get started now, because these things take time and the system needs to be active before you file for the credit.

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BYD just had its best sales week of 2025 in China with nearly 68,000 EV registrations

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BYD just had its best sales week of 2025 in China with nearly 68,000 EV registrations

China’s EV giant is on a roll. BYD is coming off its best sales week in China of 2025, racking up nearly 68,000 registrations. In comparison, Tesla logged just over 3,000.

BYD notches its best EV sales week of 2025

Another week, another impressive performance from BYD. Although most automakers saw higher sales for the week ending May 11, the company continues leading China’s EV market by a mile.

According to the latest insurance registration data (via CarNewsChina), BYD registered 67,980 vehicles from May 5 to May 11. That’s up 15% from the 58,310 registrations the previous week and BYD’s best sales week of 2025.

BYD’s premium sub-brands, Denza and Fang Cheng Bao, notched 2,990 and 2,660 registrations, respectively, up 3.8% and 17.7% from the prior week.

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NIO and XPeng posted stronger numbers last week in China, with 6,060 (+18.2%) and 6,870 (+23.8%) vehicle registrations. NIO’s new sub-brands are starting to gain traction. Onvo registered 1,660, and Firefly, which began deliveries on April 29, added 470 more.

BYD-best-sales-week-2025
BYD Seagull EV (Dolphin Mini overseas) Source: BYD)

During the week of May 5 to May 11, other Chinese EV brands, including Xiaomi, Deepal, and ZEEKR, also made strong showings. Xiaomi registered 5,180 vehicles of its sole EV, the SU7. Deepal registered 4,700 vehicles, and ZEEKR followed with 4,310.

Earlier today, Electrek reported that Tesla delivered just 3,070 vehicles in China last week, down 69% from the same week the prior year.

BYD-best-sales-week-2025
BYD’s wide-reaching electric vehicle portfolio (Source: BYD)

Tesla extended its 0% financing offer through June 30 to help drive demand and keep pace with BYD, SAIC, and others.

Electrek’s Take

Although EV sales were up 38% in China in April, Tesla’s fell 9% to 28,731. On the other hand, BYD sold over 380,000 new energy vehicles last month.

Those numbers include plug-in hybrids, but even if you look strictly at EV sales, BYD is leading Tesla and every automaker by a wide margin in China. Last month, BYD sold over 195,000 fully electric (EV) cars, the first time in over a year that BYD sold more EVs than PHEVs.

BYD’s overseas sales also hit a fifth straight month of growth, with over 79,000 vehicles sold. It outsold Tesla in key markets, including Germany (1,566 vs 855) and the UK (2,511 vs 512) in April.

Through April, the automaker has sold over 285,000 vehicles in overseas markets. With new manufacturing plans opening in Europe, Mexico, Brazil, Southeast Asia, and other global regions, BYD’s momentum is expected to accelerate over the next few years.

BYD is best known for its low-cost EVs, but it’s rapidly expanding into new segments with pickup trucks, luxury vehicles, and electric supercars rolling out.

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Trump’s tariffs stall US battery momentum as China powers ahead

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Trump’s tariffs stall US battery momentum as China powers ahead

China has reclaimed the No. 1 spot on BloombergNEF’s annual Global Lithium-Ion Battery Supply Chain Ranking, bumping Canada to second place, as its low electricity prices and strong infrastructure gave it the edge in 2024.

The report ranks 30 countries based on how well they’re positioned to build a secure and sustainable battery supply chain, and this year’s reshuffling says a lot about where the market’s headed.

Canada, which had taken the lead in 2023, held onto a solid second-place finish, tied with the US. But while Canada is still a leader in battery raw materials and continues to attract investors with its stable political environment, it’s been slow to scale up battery manufacturing. That drop in momentum left the door open for China to reclaim its lead.

The US is facing its own set of challenges. The Inflation Reduction Act gave America’s battery industry a significant boost last year, but that progress is now under threat. Donald Trump’s latest tariffs and climate rollbacks are starting to push up costs for US battery makers. They’re also making the US less attractive to investors, which could slow down new projects and shrink domestic demand for EVs and storage systems.

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“Brazil and Indonesia registered the largest gains in the fifth edition of the ranking,” said Ellie Gomes-Callus, a metals and mining associate at BloombergNEF. “Growth across these emerging markets has been driven by surging demand and ambitious policy roadmaps. However, all eyes will be on the US this year, as it awaits the impact of the Trump administration’s trade policies.”

Japan and South Korea also climbed higher in the top 10. Their early lead in building out battery supply chains is still paying off, even as global competition heats up and profit margins shrink. Like China, they’ve managed to hold strong in all five of BloombergNEF’s scoring categories: raw materials, manufacturing, demand, ESG (environmental, social, and governance), and innovation.

Europe, on the other hand, is starting to slip. Out of 11 European countries in the ranking, only the Czech Republic and Turkey improved their standings this year. Five stayed the same, and four dropped. Hungary and Finland saw the biggest falls – seven and six spots, respectively. Hungary is now second-worst in Europe for ESG metrics, and Finland’s once-promising nickel and cobalt industries have lost steam, partly due to tough permitting rules. Case in point: BASF’s new battery component plant in Harjavalta has been delayed by permitting issues.

Without stronger government action and better support for manufacturers, Europe risks losing even more ground to fast-moving markets in South America and Southeast Asia.

The report also highlighted some other trends shaping the global battery race. Canada stayed strong overall but lost ground in manufacturing. A few major companies, including Ford, E-One Moli, and Umicore, have paused investments despite new government support, citing weaker-than-expected demand.

Meanwhile, Europe’s battery growth is slowing as capacity lags behind other regions and demand softens due to smaller market sizes and EV saturation in places like the Nordics. Countries in Eastern Europe and Scandinavia are falling behind as a result.

The raw materials side of the market isn’t looking great either. Supply is up, but demand is down. There’s too much material and not enough buyers. And while the market for mined metals is overflowing, refined battery metals tell a more mixed story. Still, one thing hasn’t changed: China remains the dominant force in refining, and it’s still leading the way in building new manufacturing capacity, even as other countries struggle to scale up.

Unless the US and Europe can course-correct quickly, they may find themselves watching from the sidelines as China and emerging economies lead the next phase of the global battery boom.


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