Opinion
Best, Yann
News
1 Bloomberg:
LS Power Said to Near Deal for EDF’s American Renewables Arm
2 Reuters:
US solar-storage build spurred by gas plant waits
3 Solar Power World:
PG&E surpasses 1 million customers with solar systems connected to grid
4 Canary Media:
Indiana coal plant that Trump forced to stay open is not operating
5 Axios:
Trump to announce nearly $700 million in coal support
6 PV-Tech:
EDP to spend €1.3 billion on renewables in France
7 PV-Magazine:
The hidden underperformance crisis in solar portfolios
Opinions:
8 Utility Dive:
Speed to power requires more transmission, not less competition
Have a great day!
Yann
Opinion
Best, Yann
News
1 PV-Tech:
Nextpower sues GameChange over IP breach as GameChange announces rebranding
2 Utility Dive:
Load growth can help modernize grid, but cost-shift risks are significant
3 The Guardian:
Solar energy helps US farms stay afloat – but Republicans’ bill could change that
4 PV-Magazine:
The U.S. will have more than 950 clean energy manufacturing facilities by 2030
5 BLoomberg:
Fluence Shares Soar on Design for Nvidia AI Data Center Factory
6 Axios:
New climate fund targets "rebuilding the physical economy"
7 Reuters:
SEG Solar announces third US solar panel factory in Texas
8 Canary Media:
Thanks to two new laws, more Virginians can save with community solar
Opinions:
9 Latitude Media:
Why did residential solar installer Freedom Forever go under?
Have a great day!
Yann
Storage Is Hot and Complicated. The NXT deal to acquire Prevalon made quite the splash this weekend and by my text messages, a lot of you have questions about what it means. I don’t think that my thoughts would be adequately outlined in this short format but I may be open to hosting a short conference call if folks are interested on this topic and the overall status of the storage market. It’s quite similar to the early solar days, think LDK/SPI (if this rings any bells for some of you).
Pay Attention. Invest in Tomorrow Coalition is the PAC that is running with Don’t Mess with Solar and going after opponents and helping supporters in a smart, PAC kind of way. Tom Matzzie, a friend and savvy political operator is running the PAC now and certainly getting a lot of traction in the news. Don’t get it wrong, Chip Roy lost his race because of his attack on solar, he knows it but doesn’t want people to think that’s true. 10 years ago, solar hadn’t made really rich people in the space but that’s changed. There are hundreds of people that have made hundreds of millions and some have made billions in and from the solar industry. Time for the industry at every level to double down on the proof point that Tom and team are showing us all.
News
1 Bloomberg:
Solar Company Nextpower Hits All-Time High on AI Battery Deal
2 New York Times:
Why Green Investors Are Backing Republican Candidates
3 Axios:
AI is turning energy into the hottest business in America
4 Mother Jones:
Our Power Grid Is in Better Shape This Summer, Thanks to Solar and Batteries
5 PV-Tech:
Module test failures continue to increase in Kiwa PVEL’s 2026 Module Reliability Scorecard
6 Energy Storage News:
German regulator’s grid fee decision ‘restores investor confidence’ in energy storage market
7 Canary Media:
The tax credit cliff has hit EV sales hard
Opinions:
8 PV-Magazine:
Distributed solar’s biggest enemy is process, not technology
Have a great day!
Yann
Opinion
Best, Yann
News
1 Utility Dive:
Data center firm DigitalBridge in $1.1B deal to buy ArcLight
2 Axios:
Tech giants back new data center climate initiative
3 Bloomberg:
Jefferies Says Investors Boost ‘Nuclear Exposure’
4 Reuters:
Aluminium price spike from Mideast war fans costs for US solar industry
5 PV-Tech:
PowerBridge expands energy portfolio with Enphase patent acquisition
6 Energy Storage News:
California Energy Commission approves 3.2GWh BESS project through Newsom’s accelerated permitting scheme
7 Canary Media:
New York state gives up on its most ambitious climate targets
8 PV-Magazine:
Environment America’s updated renewable energy dashboard reveals growth of clean technologies in the U.S.
Opinions:
9 Hawaii Public Radio:
Hawaiʻi solar energy projects at risk after tax credit is signed into law
Have a great day!
Yann
