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Opinion

Best, Yann

News

1 Reuters:

House bill would choke US solar investment, says top trade group

2 PV-Magazine:

U.S. solar and storage industry calls for changes in reconciliation bill

3 Politico:

China’s head start on clean energy is shaping the debate on the Republicans’ megabill

4 New York Times:

Trump Turns a Blind Eye to Climate Change

5 Bloomberg:

Trump Allows Halted NY Offshore Wind Project to Resume Work

6 PV-Tech:

European IPPs navigate rising negative power price challenge with new strategies

7 Solar Power World:

SMA to begin assembling medium-voltage power stations in the U.S. in 2026

8 Canary Media:

Federal regulators reject MISO’s plan to fast-track gas plants

Opinions:

9 Energy Storage News:

ESS Inc. bets on gigawatt-hour scale long-duration flow batteries to turn cash burn into profitability

Have a great day!
Yann

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!

Opinion

News

1 New York Times:

Data Centers’ Hunger for Energy Could Raise All Electric Bills

2 PV-Magazine:

Solar opportunity as datacenter electricity demand expected to triple in five years

3 Houston Chronicle:

It's hot already!? Thank wind and solar for keeping your AC humming. | Editorial

4 Bloomberg:

China Solar Firms to Speed Up Global Push Amid Tariff Truce

5 Utility Dive:

Solar companies compete to advance tandem cell technology

6 Reuters:

US rooftop solar companies say Republican House bill would be a major setback

7 PV-Tech:

Google, energyRe ink 600MW REC deal to support data centres

8 Energy Storage News:

Will the 90-day US-China tariff pause lead to stockpiling or further paralysis for the BESS industry?

Opinions:

9 Axios:

Electric vehicle charging gets a badly needed do-over

Have a great day!
Yann

Opinion

Best, Yann

News

1 Bloomberg:

Senate Republicans Balk at House Plan to Gut Energy Tax Cuts

2 Reuters:

Last-ditch lobbying blitz seeks to save Biden's clean-energy tax credits

3 Axios:

Despite "drill baby drill," oil production seen to drop slightly

4 UTility Dive:

Electricity consumption is rising, driving solar, storage expansion - EIA

5 PV-Magazine:

Proposed rule changes for Foreign Entities of Concern could alter solar supply chains

6 PV-Tech:

Complex expertise, standardised processes and cybersecurity concerns

7 Energy Storage News:

US and China put 90-day pause on tariffs, effective duty on BESS falls to c.60%

Opinions:

8 Canary Media:

Amid tariff uncertainty, US grid battery industry faces an uphill climb

Have a great day!
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.

Opinion

News

1 Fox News:

Trump says 'total reset negotiated' with China during tariff talks in Geneva

2 Utility Dive:

IRA’s fate unclear as Republicans look to finance megabill

3 PV-Magazine:

House Republicans warn electricity costs will rise under clean energy tax credit repeal

4 Bloomberg:

Trump’s Thirst for Cheap Oil Irks an Industry He Loves to Praise

5 New York Times:

There Is No ‘Energy Emergency,’ a New Lawsuit Claims

6 The Hill:

Texas Senate passes bill requiring solar plants to provide power at night

7 PV-Tech:

A ‘business as usual’ Intersolar 2025 for big PV manufacturers, as they predict industry consolidation

8 Renewable Energy World:

Tariff uncertainty forces global energy storage company to pause active US projects

9 Energy Storage News:

BESS industry starts to diversify away from 20-foot container, back to modular

Opinions:

10 Canary Media:

States fight back against Trump’s wind and EV attacks

Have a great day!
Yann

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