Off To Phoenix. Greetings from the skies as I head to Phoenix for the ACP conference. Of course all the talk will be tariffs and reconciliation bill but also how to make your Capex investments go further, especially in a continuously tight labor market. Software will also keep rearing its head in storage and trackers, look at cyber talk to get louder in the coming weeks. See you out there!
- New York Times: Data Centers’ Hunger for Energy Could Raise All Electric Bills
- PV-Magazine: Solar opportunity as datacenter electricity demand expected to triple in five years
- Houston Chronicle: It’s hot already!? Thank wind and solar for keeping your AC humming. | Editorial
- Bloomberg: China Solar Firms to Speed Up Global Push Amid Tariff Truce
- Utility Dive: Solar companies compete to advance tandem cell technology
- Reuters: US rooftop solar companies say Republican House bill would be a major setback
- PV-Tech: Google, energyRe ink 600MW REC deal to support data centres
- Energy Storage News: Will the 90-day US-China tariff pause lead to stockpiling or further paralysis for the BESS industry?
Opinion
Best, Yann