#77: Weavegrid and GM Energy Partner on Grid-Integrated Charging

The big stories

• WeaveGrid and GM Energy collaborate to support access to utility programs across US

• Has Congress already shifted into campaign mode?

Enjoy,
Steve

Industry News

WeaveGrid and GM Energy partner on grid-integrated EV charging and home energy programs

WeaveGrid has announced a collaboration with GM Energy to connect eligible Chevrolet, GMC, and Cadillac EV drivers with utility managed charging and grid services programs nationwide. The integration runs through WeaveGrid's Distribution-Integrated System Capacity Orchestration (DISCO) platform, which already powers programs at Ameren Illinois, CPS Energy, Indiana Michigan Power, and a growing number of utilities across the country.

GM has more than 250,000 bidirectional-capable EVs on US roads today, with V2H capability live now and V2G planned for future rollout. Those vehicles represent energy capacity for 120,000 homes for up to a week, per GM's own estimates. The enrollment infrastructure, connecting OEM telematics to utility programs at scale, has been the missing piece. That is what this deal is designed to address.

WeaveGrid has signed six utility and OEM partnerships since February. The GM deal is the largest fleet it has connected to date.

Steve's take

This collaboration is about enrollment infrastructure. 250,000 bidirectional GM EVs are parked in US driveways right now, mostly disconnected from the utility programs designed to use them. The gap to overcome now isn't hardware. It's the middle layer where OEM telematics, utility rate programs, customer enrollment, and economic incentives need to work together. WeaveGrid is in a great position to build that invisible layer.

Power and Policy

Has Congress Already Shifted into Campaign Mode? 

While Congress hasn’t officially packed up for the election, the legislative calendar increasingly suggests that Washington is entering campaign season. Recent reporting from across Capitol Hill points to a growing consensus: the window for passing major legislation before November is closing rapidly.

House and Senate leaders still face a full agenda—including government funding, appropriations, and a handful of must-pass national security measures—but the political reality is becoming difficult to ignore. Floor time is shrinking, members are spending more time back in their districts, and leadership is increasingly focused on avoiding politically damaging fights rather than advancing ambitious policy initiatives.

That doesn’t mean Congress is finished legislating. Funding the government ahead of the fiscal deadline remains the top priority, and a limited number of high-profile bills could still reach the President’s desk. But for most bipartisan proposals, regulatory reforms, and industry priorities, expectations are shifting toward the post-election lame-duck session, when Congress traditionally bundles together unfinished business into year-end legislative packages.

Rob’s take

For businesses, investors, and advocates, the takeaway is clear: the next several weeks are likely to be more about positioning than policymaking. Unless an issue is attached to government funding or another must-pass vehicle, the odds of significant legislative movement before Election Day continue to diminish. As campaign politics take center stage, Washington’s focus is increasingly turning from governing to November.  

If the House indeed changes control from R to D (check what the prediction markets are saying!), then we will likely be in for a massively consequential lame-deck session of Congress post-Election Day.

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⚡️Steve and Rob

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