Court Filing Says DOE Targeted Clean Energy Grant Cuts Based on States’ 2024 Election Results

Barchart·07/25/2026 00:20:08

GE Vernova ($GEV), Plug Power ($PLUG) and other clean energy grant recipients were drawn into a legal dispute after a Department of Energy court filing acknowledged that 284 clean energy grants terminated in October 2025 were selected based solely on whether projects were located in states won by Kamala Harris and represented by two Democratic-caucusing senators, rather than on program performance or cost considerations.

• A DOE stipulation filed in federal court states the October 2025 grant terminations were based solely on the political identity of the recipient's state.
• The filing says none of the terminated grants were selected based on programmatic, statutory, cost-reduction or performance-based factors.
• DOE had initially identified 624 grants for possible termination, but only 284 were ultimately canceled, while roughly 340 grants in Republican-leaning states remained in place.
• The stipulation also states DOE program offices had proposed terminating grants in both Democratic- and Republican-leaning states before the final selections were made.

Relevant Companies

• GE Vernova ($GEV) – Listed in the court exhibits as a recipient on multiple DOE-funded projects affected by the review process.
• Plug Power ($PLUG) – Appears in the DOE grant exhibits as a recipient of an award included in the review documentation.
• FuelCell Energy ($FCEL) – Identified in the DOE exhibits among recipients of grants included in the agency's review.

Editor’s Note: This is a developing story. This article may be updated as more details become available.

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