A Lot Going On. We’re looking at the entire supply stack of the solar market as the demand seems to be pushing for speed and more value in reliability, curve shaping, and interconnection flexibility. Data centers seem to be heading down the path of looking for incredibly large behind-the-meter systems that also do the work to back up the energy generation from the grid through large BESS systems. All of that infrastructure is putting strain on the demand for commodities in copper and steel or ancillary systems like transformers.
- PV-Magazine: Global energy transition hits a hardware bottleneck
- Canary Media: Politicians wake up to the data center dilemma
- Axios: Tech giants to sign AI electricity pledge next week
- Politico: Solar power’s newest friends: MAGA influencers
- Utility Dive: California orders utilities to add 6 GW of non-fossil capacity by 2032
- Bloomberg: China’s Solar Power Generation Overtakes Wind for First Time
- Reuters: Portugal’s EDP 2025 profit rises 44% on renewables gains
- Solar Power World: Senators propose to bring back 5% safe harbor to utility-scale solar projects
- Energy Storage News: Recurrent Energy sells 200MWh Texas BESS to Hunt Energy Network
Opinion
Best, Yann