Intersolar Europe. Are you heading to Munich for Intersolar? I will be there alongside my FTC Solar colleagues to talk about all things smart trackers and how we’re aggressively rewriting the roadmap for helping asset owners to get their trackers to work smarter for them. Reach out if you’ll be in town!

• Reuters: Spain’s grid denies dependence on solar power to blame for blackout
• Bloomberg: Brookfield Weighs US Manufacturing Investment Following Tariffs
• Axios: From subs to bases, “climate change crap” has consequences for U.S. military
• CNBC: First Solar stock plunges as CEO says Trump tariffs pose ‘significant economic headwind’
• PV-Tech: Hanwha to buy REC Silicon for US$88.8 million, shareholders criticise ‘lowball’ offer
• Wall Street Journal: Solar-Panel Installer Sunnova Prepares for Bankruptcy Filing Within Weeks
• Utility Dive: Policy uncertainty could trigger ‘recession’ for renewables, analyst says
• Energy Storage News: Fluence to provide BESS for NTR’s grid-forming Finland project
• Canary Media: North Carolina factories and mills cool on clean energy transition
• PV-Magazine: Legislators call for increased transparency with PJM

Opinion

• New York Times: Climate Change Urgency Has Declined. The Green Transition Hasn’t.

Best, Yann

Intersolar Europe. Are you heading to Munich for Intersolar? I will be there alongside my FTC Solar colleagues to talk about all things smart trackers and how we’re aggressively rewriting the roadmap for helping asset owners to get their trackers to work smarter for them. Reach out if you’ll be in town!

• Bloomberg: The Five Seconds That Plunged Spain Into Darkness
• UtilityDive: MISO summer capacity prices jump to $666.50/MW-day as power supplies shrink
• The Hill: Restrictions on wind, solar unpopular among Texas Republicans: Poll
• PV-Magazine: U.S. residential solar falls to lowest-ever $2.50 per watt, said EnergySage
• Reuters: Spanish grid operator’s first assessment rules out cyberattack behind blackout
• Solar Builder: U.S. energy storage industry commits $100 billion in domestic batteries
• PV-Tech: Nexamp secures US$340 million financing for US distributed solar and energy storage
• Solar Power World: Panasonic quits solar and energy storage business
• Canary Media: Community solar is winning over Republican lawmakers around the US

Opinion

• New York Times: Trump’s 100 Days of Upending Climate Policy

Best, Yann

Intersolar Europe. Are you heading to Munich for Intersolar? I will be there alongside my FTC Solar colleagues to talk about all things smart trackers and how we’re aggressively rewriting the roadmap for helping asset owners to get their trackers to work smarter for them. Reach out if you’ll be in town!

• Politico: Republicans sprint to wrap up Trump’s tax bill
• Wired: Grid-Scale Battery Storage Is Quietly Revolutionizing the Energy System
• Utility Dive: FirstEnergy faces minimal direct tariff impact, but ‘uncertainty’ weighs on customers – CEO
• Canary Media: A mass exodus begins at the Energy Department
• Axios: Oil drilling giants start tallying tariff drag
• Reuters: China’s wind, solar capacity exceeds thermal power for first time, energy regulator says
• PV-Tech: Boviet Solar opens US module assembly plant in North Carolina
• PV-Magazine: New York redirects surplus solar funds after 10 GW distributed solar goal

Opinion

• Grist: Balcony solar took off in Germany. Why not the US?

Best, Yann

Ohio’s HB 6. This story is so wild, it’s getting a movie made about it. Hundreds of billions are invested in delivering electrons to consumers and businesses every year, getting that money to flow into the right pockets makes for interesting story telling.

Intersolar Europe. Are you heading to Munich for Intersolar? Care to do a SolarWakeup meetup? Doing a poll to see who’s interested and I’ll set something up if there is enough attendance. 

• Utility Dive: NextEra Energy CEO urges ‘energy pragmatism’ amid rising costs, demand
• PV-Magazine: Solar PPA market remains stable in Q1 2025
• Solar Power World: Trina Storage and FlexGen deploy 371-MWh BESS in Houston
• Bloomberg: Hedge Funds Seek Out Ways to Navigate Trump’s Anti-Climate Agenda
• Politico: Rubio eliminates office that oversees climate talks
• Axios: A power titan calls transmission key to Trump’s agenda
• Reuters: Europe’s power costs plunge as gas-led heating season ends
• PV-Tech: New Jersey seeks 300MW solar PV, expands community solar programme by 250MW
• Energy Storage News: Strata Clean Energy breaks ground on 150MW/600MWh Arizona BESS
• Canary Media: Ohio’s HB 6 utility scandal gets true-crime treatment in HBO film

Opinion

• New York Times: Can 3,500 Percent Tariffs Protect the U.S. Solar Industry?

Best, Yann