# Industry Discussions **URL:** https://discussion.fool.com/c/industry-discussions/9.md [Latest](https://discussion.fool.com/latest.md) · [Categories](https://discussion.fool.com/categories.md) · [Tags](https://discussion.fool.com/tags.md) --- ## [About the Industry Discussions category](https://discussion.fool.com/t/about-the-industry-discussions-category/20)
**Author:** [@TMF1138](https://discussion.fool.com/u/TMF1138)\ **Replies:** 0
--- ## [The Anatomy of Infrastructure Waves](https://discussion.fool.com/t/the-anatomy-of-infrastructure-waves/126969)
**Author:** [@steprightup](https://discussion.fool.com/u/steprightup)\ **Replies:** 4\ **Last updated:** [October 31, 2026, 8:15pm UTC](https://discussion.fool.com/t/the-anatomy-of-infrastructure-waves/126969 "2026-10-31T20:15:01Z")
Every economic era develops its own distinct flavor of market skepticism. In the 1850s, financial commentators openly questioned whether the thousands of miles of iron rail crisscrossing North America would ever generate… --- ## [James May drives the Slate](https://discussion.fool.com/t/james-may-drives-the-slate/127007)
**Author:** [@AdrianC](https://discussion.fool.com/u/AdrianC)\ **Replies:** 0\ **Last updated:** [October 30, 2026, 12:25pm UTC](https://discussion.fool.com/t/james-may-drives-the-slate/127007 "2026-10-30T12:25:40Z")
Good review --- ## [Americans Do Want an EV-If the PRICE is Right!](https://discussion.fool.com/t/americans-do-want-an-ev-if-the-price-is-right/126870)
**Author:** [@tjscott0](https://discussion.fool.com/u/tjscott0)\ **Replies:** 8\ **Last updated:** [October 26, 2026, 1:58pm UTC](https://discussion.fool.com/t/americans-do-want-an-ev-if-the-price-is-right/126870 "2026-10-26T13:58:39Z")
Of course the current price of gasoline is aiding EV demand. https://insideevs.com/news/812497/record-used-ev-sales-september-2026/ Used EVs Hit A Record Share Of Overall Used Car Sales In September Used electric car… --- ## [Finland's permanent repository to begin operations](https://discussion.fool.com/t/finlands-permanent-repository-to-begin-operations/126917)
**Author:** [@waterfell](https://discussion.fool.com/u/waterfell)\ **Replies:** 2\ **Last updated:** [October 25, 2026, 7:59pm UTC](https://discussion.fool.com/t/finlands-permanent-repository-to-begin-operations/126917 "2026-10-25T19:59:51Z")
This will be the world’s first operating high level spent fuel repository. Here is a pretty good video, showing how the facility will work. \_ Pete --- ## [Shipping broker report ending 10/23/26](https://discussion.fool.com/t/shipping-broker-report-ending-10-23-26/126930)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [October 24, 2026, 10:36pm UTC](https://discussion.fool.com/t/shipping-broker-report-ending-10-23-26/126930 "2026-10-24T22:36:28Z")
Have not posted a shipping broker report in several weeks. Limited options this week, so this week, only a tanker rate-related broker report via Affinity. VLCC rates got “softer” on the three major VLCC routes - TD3C, … --- ## [Clearway Starts Construction of 650-MW Solar Facility in Missouri](https://discussion.fool.com/t/clearway-starts-construction-of-650-mw-solar-facility-in-missouri/126890)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [October 22, 2026, 3:10am UTC](https://discussion.fool.com/t/clearway-starts-construction-of-650-mw-solar-facility-in-missouri/126890 "2026-10-22T03:10:34Z")
California-headquartered Clearway Energy Group said it has closed financing and begun construction of the Swan Energy Center, a 650-MW solar facility located on portions of formerly strip-mined land in northwestern Bates… --- ## [India’s Largest Utility Signs PPA With Virginia-Based Solar Group, Will Use Advanced CSP Technology](https://discussion.fool.com/t/india-s-largest-utility-signs-ppa-with-virginia-based-solar-group-will-use-advanced-csp-technology/126887)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [October 21, 2026, 10:23pm UTC](https://discussion.fool.com/t/india-s-largest-utility-signs-ppa-with-virginia-based-solar-group-will-use-advanced-csp-technology/126887 "2026-10-21T22:23:26Z")
NTPC Limited, India’s largest electric utility, has signed a power purchase agreement with 247 Solar and will deploy that company’s Concentrated Solar Power (CSP) technology as part of its energy strategy. The companies… --- ## [Rivian #2 in US EV Sales-GM Tanks](https://discussion.fool.com/t/rivian-2-in-us-ev-sales-gm-tanks/126882)
**Author:** [@tjscott0](https://discussion.fool.com/u/tjscott0)\ **Replies:** 0\ **Last updated:** [October 21, 2026, 2:51pm UTC](https://discussion.fool.com/t/rivian-2-in-us-ev-sales-gm-tanks/126882 "2026-10-21T14:51:34Z")
--- ## [SFL asset sale (Oct 2026)](https://discussion.fool.com/t/sfl-asset-sale-oct-2026/126875)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [October 21, 2026, 3:19am UTC](https://discussion.fool.com/t/sfl-asset-sale-oct-2026/126875 "2026-10-21T03:19:44Z")
Actual transaction was early Oct 2026. https://seekingalpha.com/news/4651081-sfl-to-sell-seven-oil-tankers-to-trafigura-in-275m-deal While SFL had a good book gain on the deal, they would have probably done better if t… --- ## [The USDA just made it way harder for farmers to get grants for solar](https://discussion.fool.com/t/the-usda-just-made-it-way-harder-for-farmers-to-get-grants-for-solar/126838)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [October 17, 2026, 8:35am UTC](https://discussion.fool.com/t/the-usda-just-made-it-way-harder-for-farmers-to-get-grants-for-solar/126838 "2026-10-17T08:35:24Z")
Rules published Thursday essentially end federal grants that thousands of American farmers have long relied on to build revenue-generating solar systems on their land. The Trump administration’s changes to the Rural Ene… --- ## [The market for battery-powered trucks may be slowing in the U.S. — but globally it’s a very different story](https://discussion.fool.com/t/the-market-for-battery-powered-trucks-may-be-slowing-in-the-u-s-but-globally-it-s-a-very-different-story/126837)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [October 17, 2026, 8:32am UTC](https://discussion.fool.com/t/the-market-for-battery-powered-trucks-may-be-slowing-in-the-u-s-but-globally-it-s-a-very-different-story/126837 "2026-10-17T08:32:11Z")
Worldwide, sales of medium- and heavy-duty electric trucks hit a record high in the first half of this year, according to research firm BloombergNEF. Nearly 160,000 e-trucks were sold in that time period, up by around 75… --- ## [Israeli Private Eye at the Heart of a Climate Hacking Scandal](https://discussion.fool.com/t/israeli-private-eye-at-the-heart-of-a-climate-hacking-scandal/126815)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 1\ **Last updated:** [October 16, 2026, 8:39pm UTC](https://discussion.fool.com/t/israeli-private-eye-at-the-heart-of-a-climate-hacking-scandal/126815 "2026-10-16T20:39:31Z")
For decades, an Israeli private investigator named Amit Forlit has operated on the edges of international intrigue while rubbing elbows with powerful figures. Mr. Forlit claims to have served in Shin Bet, Israel’s inter… --- ## [Slate Auto opens first ever test drive and experience center in Chicago](https://discussion.fool.com/t/slate-auto-opens-first-ever-test-drive-and-experience-center-in-chicago/126821)
**Author:** [@tjscott0](https://discussion.fool.com/u/tjscott0)\ **Replies:** 1\ **Last updated:** [October 15, 2026, 9:34pm UTC](https://discussion.fool.com/t/slate-auto-opens-first-ever-test-drive-and-experience-center-in-chicago/126821 "2026-10-15T21:34:58Z")
The covers are off of the renovations at the old Tesla store on Grand, revealing that the new tenants are, in fact, Slate --- ## [Millions of electric motors run inside the factories and buildings inefficiently](https://discussion.fool.com/t/millions-of-electric-motors-run-inside-the-factories-and-buildings-inefficiently/126802)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 4\ **Last updated:** [October 14, 2026, 10:26pm UTC](https://discussion.fool.com/t/millions-of-electric-motors-run-inside-the-factories-and-buildings-inefficiently/126802 "2026-10-14T22:26:51Z")
America’s energy supply crunch is driving a surge of federal and private investment in new electricity generation — from polluting gas turbines to cleaner developments like solar farms and geothermal plants. But gigawa… --- ## [Oklo to Advance Groves 2 Forge as Part of U.S. Department of Energy’s Nuclear Energy Launch Pad Selection](https://discussion.fool.com/t/oklo-to-advance-groves-2-forge-as-part-of-u-s-department-of-energy-s-nuclear-energy-launch-pad-selection/126808)
**Author:** [@CMFHuibs](https://discussion.fool.com/u/CMFHuibs)\ **Replies:** 1\ **Last updated:** [October 14, 2026, 8:47pm UTC](https://discussion.fool.com/t/oklo-to-advance-groves-2-forge-as-part-of-u-s-department-of-energy-s-nuclear-energy-launch-pad-selection/126808 "2026-10-14T20:47:20Z")
--- ## [China Domestic Vehicle Sales Tank](https://discussion.fool.com/t/china-domestic-vehicle-sales-tank/126798)
**Author:** [@tjscott0](https://discussion.fool.com/u/tjscott0)\ **Replies:** 4\ **Last updated:** [October 14, 2026, 7:20pm UTC](https://discussion.fool.com/t/china-domestic-vehicle-sales-tank/126798 "2026-10-14T19:20:27Z")
Lifeline The CPCA said in the report that retail sales fell to 1.62 million vehicles, marking a 12th consecutive monthly decline from a year earlier. China’s car exports surge 64% as domestic sales drop 27% — just … --- ## [Michigan Crude Oil Spill Prompts Federal Probe of Energy Transfer Pipelines’ Safety](https://discussion.fool.com/t/michigan-crude-oil-spill-prompts-federal-probe-of-energy-transfer-pipelines-safety/126803)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [October 13, 2026, 8:07am UTC](https://discussion.fool.com/t/michigan-crude-oil-spill-prompts-federal-probe-of-energy-transfer-pipelines-safety/126803 "2026-10-13T08:07:47Z")
A crude oil pipeline spill last month in the Detroit suburbs has prompted federal authorities to open an investigation into the safety of all 20,000 miles of hazardous liquids pipelines operated by Energy Transfer. Th… --- ## [Renewables cover 61% of Germany’s electricity needs so far this year](https://discussion.fool.com/t/renewables-cover-61-of-germany-s-electricity-needs-so-far-this-year/126787)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [October 12, 2026, 5:49am UTC](https://discussion.fool.com/t/renewables-cover-61-of-germany-s-electricity-needs-so-far-this-year/126787 "2026-10-12T05:49:30Z")
Clean Energy Wire Favourable wind conditions drove an increase in renewable electricity consumption in Germany during the first three quarters of 2026, according to preliminary figures by energy industry association BDEW… --- ## [German company prepares production of nuclear fuels for Soviet-designed power plants](https://discussion.fool.com/t/german-company-prepares-production-of-nuclear-fuels-for-soviet-designed-power-plants/126786)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [October 12, 2026, 5:45am UTC](https://discussion.fool.com/t/german-company-prepares-production-of-nuclear-fuels-for-soviet-designed-power-plants/126786 "2026-10-12T05:45:27Z")
Der Spiegel A company in northern Germany is readying the production of nuclear fuel for Soviet-designed power plants using Russian licences and machinery, news magazine Der Spiegel has reported. The company, Advanced Nu… --- ## [High temperature heat pumps](https://discussion.fool.com/t/high-temperature-heat-pumps/126747)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [October 8, 2026, 6:25pm UTC](https://discussion.fool.com/t/high-temperature-heat-pumps/126747 "2026-10-08T18:25:08Z")
Researchers have tested high-temperature heat pumps at 320 degrees Fahrenheit and showed that the technology can provide industrial steam and hot water while reducing reliance on fossil fuels. The study was carried out … --- ## [Google contracts to invest in nuclear expansion](https://discussion.fool.com/t/google-contracts-to-invest-in-nuclear-expansion/126718)
**Author:** [@pauleckler](https://discussion.fool.com/u/pauleckler)\ **Replies:** 2\ **Last updated:** [October 7, 2026, 1:08pm UTC](https://discussion.fool.com/t/google-contracts-to-invest-in-nuclear-expansion/126718 "2026-10-07T13:08:51Z")
News reports today say Google has signed contract w Constellation energy to buy power from expansion of existing nuclear power plants as well as restarting closed plants. Data centers for AI seem to be drivers of the ne… --- ## [New Ioniq 3 Small Hatchback](https://discussion.fool.com/t/new-ioniq-3-small-hatchback/126691)
**Author:** [@tjscott0](https://discussion.fool.com/u/tjscott0)\ **Replies:** 1\ **Last updated:** [October 5, 2026, 4:05pm UTC](https://discussion.fool.com/t/new-ioniq-3-small-hatchback/126691 "2026-10-05T16:05:40Z")
According to Andrew, the electric hatch has received “more customers registering their interest before launch than any new Hyundai we’ve introduced in the UK.” With the full £3,750 Electric Car Grant available on every… --- ## [Oklo goes critical](https://discussion.fool.com/t/oklo-goes-critical/126688)
**Author:** [@CMFHuibs](https://discussion.fool.com/u/CMFHuibs)\ **Replies:** 0\ **Last updated:** [October 5, 2026, 3:36pm UTC](https://discussion.fool.com/t/oklo-goes-critical/126688 "2026-10-05T15:36:10Z")
--- ## [DHT medium term fixture](https://discussion.fool.com/t/dht-medium-term-fixture/126671)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [October 4, 2026, 6:58pm UTC](https://discussion.fool.com/t/dht-medium-term-fixture/126671 "2026-10-04T18:58:22Z")
From a couple of weeks ago, DHT managed to secure a 3-year time charter of $100K daily that starts in Oct 2026. Prior to this year, the typical 3 → 5 year charter was probably $36K - $48K. Their seven oldest vessels… --- ## [OKLO isn't just an energy company](https://discussion.fool.com/t/oklo-isnt-just-an-energy-company/125209)
**Author:** [@CMFHuibs](https://discussion.fool.com/u/CMFHuibs)\ **Replies:** 4\ **Last updated:** [October 4, 2026, 4:09pm UTC](https://discussion.fool.com/t/oklo-isnt-just-an-energy-company/125209 "2026-10-04T16:09:48Z")
Energy production is merely one of the several revenue streams OKLO has lined up --- ## [Heat-pump water heaters just keep getting better](https://discussion.fool.com/t/heat-pump-water-heaters-just-keep-getting-better/126538)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 8\ **Last updated:** [October 4, 2026, 1:09pm UTC](https://discussion.fool.com/t/heat-pump-water-heaters-just-keep-getting-better/126538 "2026-10-04T13:09:49Z")
Last November, Jonathan Cohen needed a new water heater for the house he and his wife had recently purchased. The labor economist at Amazon was keen to get a heat-pump water heater, a superefficient electric technolog… --- ## [NRC Certifies South Korea’s APR1400 Nuclear Reactor Design for U.S. Use](https://discussion.fool.com/t/nrc-certifies-south-korea-s-apr1400-nuclear-reactor-design-for-u-s-use/126549)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 1\ **Last updated:** [October 1, 2026, 8:10pm UTC](https://discussion.fool.com/t/nrc-certifies-south-korea-s-apr1400-nuclear-reactor-design-for-u-s-use/126549 "2026-10-01T20:10:57Z")
The U.S. nuclear regulatory body on May 1 said it will issue a direct final rule certifying the reactor type as “fully acceptable for U.S. use” for 15 years. “Absent adverse comments, the rule will become effective 30 da… --- ## [How Oklo is turning nuclear breakthroughs into scalable solutions](https://discussion.fool.com/t/how-oklo-is-turning-nuclear-breakthroughs-into-scalable-solutions/126635)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [October 1, 2026, 6:37am UTC](https://discussion.fool.com/t/how-oklo-is-turning-nuclear-breakthroughs-into-scalable-solutions/126635 "2026-10-01T06:37:35Z")
Power demand is rising, with the load in the United States expected to increase 25 percent by 2030. Utility companies, grid operators, and local governments are evaluating advanced nuclear technologies to meet the grow… --- ## [Hey! Another Capital entity](https://discussion.fool.com/t/hey-another-capital-entity/126631)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [October 1, 2026, 2:06am UTC](https://discussion.fool.com/t/hey-another-capital-entity/126631 "2026-10-01T02:06:26Z")
Capital Maritime has had an entity in the US markets for several years. That particularly has undergone multiple name changes and currently trades under Capital Clean Energy Carriers (CCEC). An online story on a recent… [Next page](https://discussion.fool.com/c/industry-discussions/9.md?page=1)