Earnings season questions are coming. First up for every company: what has 232 done to your backlog? Are you ready to answer that before the election?
Toyo’s Texas factory seeks a tariff waiver. The $200 million factory could earn big rebates on imports while it ramps. Will other manufacturers follow the same playbook?
Data centers are getting smaller. A hundred megawatts of servers fits in 10,000 square feet, and the real footprint is cooling and substations. Does that make energy storage the center of the whole story?
Utilities push back on data center funding. Data center companies offer to pay for transmission, but utilities want it in rate base, where they earn returns. Who’s really driving up your power bill?
Permitting reform timing may have been botched. Abby and I think the bill is directionally good, but is it really a must-have right now?
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- Reuters: South Africa to prioritise battery storage and gas-to-power projects, says energy minister
- Energy Storage News: BW ESS starts building 828MWh BESS in Italy as ‘market moves to execution’
- Politico: Clean energy group sets its sights on a new GOP target: Lauren Boebert
- Canary Media: California amps up pressure on grid buildouts that take too long
Opinion
Best, Yann