Uploaded March 2026 | Updated September 2026, 2 weeks ago
U.S. EV sales dropped 36% year-over-year in February (global down 11%), with Ford BEV deliveries down 70% YTD, Honda 81%, and Kia 52%
Yet DC fast-charging networks grew to 70,000+ ports (up 33% YoY), adding 36 new stalls daily - Ionna just joined the top 10 networks with 900+ ports
Charging usage is UP despite sales declines, suggesting the existing EV fleet is driving heavily and infrastructure is finally reaching usability for real-world adoption
Rivian unveiled R2 mass-market SUV at $45K with Q2 2026 deliveries and achieved positive gross profit of $144M in 2025 - a major milestone
Lucid unveiled Cosmos/Lunar vehicles but still loses money on every car (Q4 cost of revenue $945M vs. revenue $523M) with only $998M cash left
Prediction markets give Rivian 48.5% bankruptcy odds by end of 2026, Lucid 42.5% - both are coin flips, but Rivian has the momentum
Former DOGE head Elon Musk offered to personally fund TSA worker salaries during partial government shutdown affecting airport operations
Move demonstrates Musk's continued political influence and public visibility beyond Tesla/SpaceX
Raises questions about billionaire intervention in government services and whether this sets precedent for future crises
By 2028, data centers will consume power equivalent to 25% of all American homes combined - creating massive electricity demand
BWX Technologies (builder of 400+ naval nuclear reactors) is developing BANR small modular reactors (75 MW each) for data centers, mines, and campuses
Unlike startups like Oklo (zero revenue) and NuScale, BWX generated $3.1B revenue in 2025 (up 18%) with 10.31% profit margin - the safest SMR bet
Viking Libra, world's first hydrogen-powered cruise ship, reached float-out milestone at Fincantieri's Ancona shipyard with November 2026 delivery
Uses hybrid system with liquefied hydrogen fuel cells for zero-emission operation - major step toward decarbonizing maritime industry
Demonstrates hydrogen's viability for long-duration, high-power applications where batteries remain impractical
U.S. EV sales dropped 36% year-over-year in February (global down 11%), with Ford BEV deliveries down 70% YTD, Honda 81%, and Kia 52%
Yet DC fast-charging networks grew to 70,000+ ports (up 33% YoY), adding 36 new stalls daily - Ionna just joined the top 10 networks with 900+ ports
Charging usage is UP despite sales declines, suggesting the existing EV fleet is driving heavily and infrastructure is finally reaching usability for real-world adoption
Rivian unveiled R2 mass-market SUV at $45K with Q2 2026 deliveries and achieved positive gross profit of $144M in 2025 - a major milestone
Lucid unveiled Cosmos/Lunar vehicles but still loses money on every car (Q4 cost of revenue $945M vs. revenue $523M) with only $998M cash left
Prediction markets give Rivian 48.5% bankruptcy odds by end of 2026, Lucid 42.5% - both are coin flips, but Rivian has the momentum
Former DOGE head Elon Musk offered to personally fund TSA worker salaries during partial government shutdown affecting airport operations
Move demonstrates Musk's continued political influence and public visibility beyond Tesla/SpaceX
Raises questions about billionaire intervention in government services and whether this sets precedent for future crises
By 2028, data centers will consume power equivalent to 25% of all American homes combined - creating massive electricity demand
BWX Technologies (builder of 400+ naval nuclear reactors) is developing BANR small modular reactors (75 MW each) for data centers, mines, and campuses
Unlike startups like Oklo (zero revenue) and NuScale, BWX generated $3.1B revenue in 2025 (up 18%) with 10.31% profit margin - the safest SMR bet
Viking Libra, world's first hydrogen-powered cruise ship, reached float-out milestone at Fincantieri's Ancona shipyard with November 2026 delivery
Uses hybrid system with liquefied hydrogen fuel cells for zero-emission operation - major step toward decarbonizing maritime industry
Demonstrates hydrogen's viability for long-duration, high-power applications where batteries remain impractical
