It’s Tim Pawlenty. I’ll start by saying that I’m a big fan of Governors. Almost nobody knows them coming in but with the real power they yield, they have to run their state and make an impact on the lives of their residents. SEIA now has one such former executive in Tim Pawlenty as the new CEO. In an announcement yesterday, SEIA made public the result of a 5 month search for Abby Hopper’s replacement. Join me in welcoming Tim to the trenches as he takes the reins of the trade association that represents us in DC.
The Car Battery. Seems to me that every car company now has a battery division and for some reason, which blows my mind, we still think that the battery hardware can have points of differentiation. Let’s be clear, the only differentiation is whether you make the battery poorly, once you meet the threshold, there is no value proposition in the battery box. I.e. tell me the difference in your Dell and HP computer towers…
- Politico: Solar trade group taps former GOP governor as new chief
- Reuter: US state governor pushes for grid reforms as power bills swell
- PV-Magazine: U.S. transformer market faces severe supply constraints as lead times extend to four years
- Bloomberg: JPMorgan Sees US Grid Failures Hitting Poorest Families Hardest
- Utility Dive: Sunrun saw steep sales drop in Q1 with end of solar tax credit, tariffs
- PV-Tech: JA Solar set to return to quarterly profit in 2026, industry inflection point expected in H2
- Solar Power World: Ford formally launches grid-scale battery business Ford Energy
- Energy Storage News: BloombergNEF forecasts 158GW of global energy storage deployments in 2026
- Canary Media: Balcony solar bill dies in Illinois after union voices opposition
Opinion
Best, Yann