Global electric vehicle sales achieved a record 2.1 million units in September, marking the first time monthly sales exceeded two million despite major automakers scaling back EV investments. China dominated with 7.5 million units sold year-to-date, while US automakers like GM announced $1.6 billion strategic realignments.

Mining stocks rallied following renewed US-China trade tensions over rare earth exports, with Critical Metals leading gains amid speculation about government investment and strategic mineral security.

GM has announced significant financial writedowns related to electric vehicle capacity adjustments after the expiration of federal tax incentives and relaxed emissions standards.

Federal enforcement of silica dust exposure limits for coal miners has been indefinitely postponed following industry lawsuits. Mining unions are protesting the decision, citing rising black lung disease rates.

American data centers are experiencing 25% annual power demand growth, significantly outpacing other global regions. By 2030, these facilities could consume over 14% of total US electricity, triple the current usage.

Russian forces have launched nearly 300 strikes against Ukraine's rail network since August, targeting trains, stations, and energy infrastructure. Ukrainian officials link the intensified campaign to Russia's expanded drone production capacity and strategic efforts to disrupt economic operations.

JPMorgan Chase has unveiled a decade-long Security and Resiliency Initiative allocating $1.5 trillion toward American energy independence, defense, and advanced manufacturing. The bank plans to hire specialized energy sector bankers and invest $10 billion in direct equity stakes.

Tesla's newly launched 'standard' Model Y and Model 3 vehicles are priced above $35,000, with energy sector analysts pointing to tariffs on critical minerals and eliminated clean vehicle credits as key factors. The pricing reflects broader challenges in US electric vehicle supply chain economics.

OpenAI has partnered with Sur Energy to develop a massive 500-megawatt data center in Argentina's Patagonia region. The project represents one of Argentina's largest energy infrastructure initiatives and highlights the growing power demands of AI computing facilities.