Price Shocks Everywhere. There are no shortage of places to see the price shocks in energy. From the gas pump, to PJM wholesale costs or shipping, everyone is paying more for energy. So when I think about how to help achieve that, I also think about the tariffs coming to batteries for example and think that we should be taking a step to lower energy costs by focusing on safety and not building more commodity factories which is what I consider the battery boxes to be. There’s also a pending 232 on poly coming that will further increase panel prices potentially. For storage, there’s a pending cybersecurity docket at Commerce that could focus on BMS and EMS for grid safety and leverage global manufacturing capacity to fast track the energy storage build out for the growing energy demand.
- Bloomberg: Oil Gets More Expensive. Batteries Keep Getting Cheaper
- Utility Dive: ‘Clear warning signs’ as PJM wholesale power costs jump 54% in one year
- Sierra Club: The Solar Industry Has Been Bogged Down by Red Tape. Digital Tools Are Changing That.
- Mother Jones: The Battle Over Solar on Farmland
- PV-Tech: Top ten solar manufacturers shipped over 500GW of modules in 2025
- Solar Power World: Maryland legislators include utility solar in statewide energy savings initiative
- Energy Storage News: Google completes US$4.75 billion Intersect Power acquisition, initial focus on California & Texas solar-plus-storage
- Canary Media: A chapter of California’s rooftop solar battle closes
- PV-Magazine: AI datacenters rewrite the solar PPA playbook
Opinion
Best, Yann