Final Madness. We’re setup for a best of the rest heading into the Final Four. David Beech, Jon Abe, Sam Boykin and FTC’s own Brian DiDonato are going into the weekend setting up for a Michigan versus Illinois winner with an outside looking in for those that picked Arizona. Yours truly had one of the worst showings this year and I’m fully out of it with my Florida takes all pick.
The Volatility of Gas. This is an economic statement because economies require energy to deliver all other production. With the war in the Middle East, global gas supply is severely impacted, reduced and causing ramifications across the world. Germany is paying 4x for energy compared to France and India has to ration gas supply based on needs at home and in Factories. It’s a reminder that a fixed price contract for long term is a key value proposition for our industry.
- New York Times: This Is What Happens When the Gas Runs Out
- Bloomberg: India’s Gas Shortage Will Make Dal Compete With Data
- Utility Dive: Large load tariffs proliferate as states take more active role in data center regulation
- Axios: The race to build new nuclear reactors — fast
- Reuters: Exclusive: Renewables grew to almost 50% of global electricity capacity in 2025 after solar boost
- PV-Tech: Philippines fast-tracks 1.4GW of renewables amid Iran energy price shock
- Energy Storage News: ‘Do not overlook it at pre-construction’: Gore Street Capital’s head of asset management on BESS data
- PV-Magazine: U.S. small-scale solar hit record 1.9 GW in Q4 2025
Opinion
Best, Yann