• Bloomberg: Senate Republicans Balk at House Plan to Gut Energy Tax Cuts
• Reuters: Last-ditch lobbying blitz seeks to save Biden’s clean-energy tax credits
• Axios: Despite “drill baby drill,” oil production seen to drop slightly
• UTility Dive: Electricity consumption is rising, driving solar, storage expansion – EIA
• PV-Magazine: Proposed rule changes for Foreign Entities of Concern could alter solar supply chains
• PV-Tech: Complex expertise, standardised processes and cybersecurity concerns: takeaways from Intersolar Europe 2025
• Energy Storage News: US and China put 90-day pause on tariffs, effective duty on BESS falls to c.60%

Opinion

• Canary Media: Amid tariff uncertainty, US grid battery industry faces an uphill climb

Best, Yann

GREAT PROGRESS MADE! With US and China delegations meeting in Geneva over the weekend, the White House is touting that great progress has been made towards resetting trade relations between the two largest trading partners on the globe. There are few things that could be as catalyzing towards restarting the US economy as certainty on this topic and alongside the bipartisan infrastructure and CHiPS acts rebuilding amazing domestic infrastructure. With the IRA contributing enormous solar manufacturing gains towards American Energy Dominance, we could be on the way to getting back on track. 

• Fox News: Trump says ‘total reset negotiated’ with China during tariff talks in Geneva
• Utility Dive: IRA’s fate unclear as Republicans look to finance megabill
• PV-Magazine: House Republicans warn electricity costs will rise under clean energy tax credit repeal
• Bloomberg: Trump’s Thirst for Cheap Oil Irks an Industry He Loves to Praise
• New York Times: There Is No ‘Energy Emergency,’ a New Lawsuit Claims
• The Hill: Texas Senate passes bill requiring solar plants to provide power at night
• PV-Tech: A ‘business as usual’ Intersolar 2025 for big PV manufacturers, as they predict industry consolidation
• Renewable Energy World: Tariff uncertainty forces global energy storage company to pause active US projects
• Energy Storage News: BESS industry starts to diversify away from 20-foot container, back to modular

Opinion

• Canary Media: States fight back against Trump’s wind and EV attacks

Best, Yann

• Bloomberg: Pope Leo XIV Might Be the Climate Champion We Need
• Politico: Johnson targets smaller tax package with $1.5T in spending cuts
• Reuters: Republican US lawmakers voice support for IRA energy tax credits
• Utility Dive: PJM, utilities urge FERC to dismiss call for colocation settlement talks
• Solar Power World: Energy storage developer Hecate Grid rebrands as Fullmark Energy
• PV-Tech: AEMO: Q1 2025 grid-scale solar PV output increases 10% year-on-year in Australia’s NEM
• Energy Storage News: Virginia governor vetoes energy storage legislation
• Canary Media: New California bill would undo some 20-year rooftop solar contracts

Opinion

• PV-Magazine: Sunrun posts positive cash generation, rises on Q1 earnings report

Best, Yann

Greetings From Munich. Intersolar still shows up in droves. Some 15+ convention halls filled with booths covering every imaginable angle of the solar and storage markets. My first Intersolar, in Freiburg, was also a large show, this one gives credibility to the enormous financial impact that solar has on the world and its importance to the energy infrastructure. When we look at the blackout in Spain last week, which looks to have started due to a trip on a large power plant, we’ll start to see how other flexible resources can be used to ramp up and holdover during grid instability moments. 

• PV-Tech: ‘Rocky road ahead’ for US solar, SEIA CEO warns
• Utility Dive: Texas renewables restrictions could increase power prices by 14% in 2035: Aurora
• NBC: Puerto Rico governor under fire as federal funds for solar projects are stalled
• Reuters: US tariffs, Europe slowdown reshape global solar panels trade
• Solar Power World: Sunrun launches new solar/storage subscription that ‘flexes’ with changing power needs
• Energy storage News: SolarPower Europe forecasts 45% CAGR for battery storage to 2029, urges policymakers to do more
• PV-Magazine: Tariffs reshape project economics for U.S. energy storage  

Opinion

• Axios: Why cars will never be smartphones on wheels

Best, Yann