Partisan Agencies. In yesterday’s SCOTUS opinion re. Slaughter, the executive branch, i.e. the President, got the right (it seems) to fire commissioners of the FTC (or FERC) at their discretion. Any attempt by Congress seems to be seen by this Court as an unlawful infringement on presidential powers. The future seems to be one where a party wins the White House and then goes on to fire Commissioners across the agencies and then duke it out with the Senate as necessary to put in place their preferred people. Maybe the TVA is in play too?
More Chargers Please. Uber drivers love driving EVs but hate the lack of charging, interesting how the last few years have progressed in the electrification of miles driven. Can EV infrastructure become a profitable business?
News
1 New York Times:
The Supreme Court Expands Presidential Power
2 Axios:
Charging concerns overtake costs in Uber's electric car push
3 Utility Dive:
445 GW — mainly solar, storage — to come online by 2030 as demand growth surges
4 Bloomberg:
Brookfield Sees Energy Deals Targeting Batteries Displacing Standalone Solar, Wind
5 Solar Builder:
Canada’s EDC finances solar export projects around the globe
6 PV-Tech:
Federal permitting red tape puts 30% of US solar pipeline at risk – Wood Mackenzie
7 Energy Storage News:
ees Europe 2026
8 PV-Magazine:
First Solar hits legal headwinds as shareholders file tariff-related class action
Opinions:
9 Reuters:
Data centers aren't the real US power problem. Outdated policy is
Have a great day!
Yann
Last Week To Safe Harbor. But I want to talk about the ITC because DC is talking about it. A few weeks ago E&E News talked to some solar executives and asked whether the tax credit should be extended. Everyone here knows how I feel, and I want to know your thoughts, so please hit reply and tell me I’m crazy or why it should or should not be extended. I get the argument, every time we fight, there’s a cliff and we’ve promised to get off the credits. But also, we need and want the investors to have confidence that the solar industry can thrive without it, which we can. The end result is that off take agreements will be higher without the ITC and that causes inflation to consumers which sucks and could be the argument for it. Here’s what Senator Brian Schatz has to say, “As long as I’ve been around, [renewable developers] have been negotiating against themselves, and so I’m not going to let them do that.”
Opinion
News
1 E&E News:
Dems want clean energy tax credits back. Some companies say don’t bother.
2 Bloomberg:
Solar and Batteries Are Coming for Gas’s Crown in Texas Power
4 Reuters:
EDF agrees to sell US, Canada unit to KKR
5 PV-Tech:
Waaree expands EPC footprint through US$129 million acquisition
6 Energy Storage News:
US energy storage installations will quadruple by 2031, Wood Mackenzie forecasts
7 Canary Media:
Washington coal plant produces no power but plenty of costs. Who pays?
8 PV-Magazine:
Renewable energy PPA prices could more than double after the July 4 tax credit cliff, warns LevelTen
Opinions:
9 Renewable Energy World:
FERC takes historic action, orders US grid operators to defend or revise large load interconnection tariffs
Have a great day!
Yann
Who’s Against Clean. That’s Tim Pawlenty’s opening message to the mainstream media as the new CEO of SEIA. A decade ago when Abby Hopper started at SEIA, SolarWakeup was one of the first interviews in what at the time was a rather divided solar industry. Today’s messaging is more mainstream and it’s a great result of the work that the industry has done over the last 10 years. We’re big, profitable, important and affordable. Are there divides amongst opinions inside the sector? Sure, but what got us here isn’t what is going to get us there. Who’s against solar? That’s our next decade to scale and execute on.
Opinion
News
1 Semafor:
Exclusive / New top US solar lobbyist sees a ‘golden age’ under Trump
2 Bloomberg:
Exelon Urges US States to Ease Rules on Utility-Owned Assets
3 Canary Media:
Virginia slaps data centers with big new tax — but no climate rules
4 New York Times:
An Influx of Climate Cash
5 Solar Builder:
U.S. installed 8.4 GWh of BESS in Q1, surpassing previous record by 54%
6 Reuters:
European battery storage growth seen accelerating by 2030
7 PV-Magazine:
Enphase brings GaN-powered IQ9N microinverter to U.S. residential solar market
8 PV-tech:
Nextpower expands in Europe with Zimmermann PV-Steel Group acquisition
9 Solar Power World:
US panel manufacturers petition for AD/CVD investigation on Korean solar imports
Opinions:
10 Energy Storage News:
CATL claims purpose-built sodium-ion BESS can help solve ‘uncertainties’ facing industry
Have a great day!
Yann
Opinion
Best, Yann
News
1 Reuters:
Top US energy regulator pushes grids to overhaul data center power rules
2 Utility Dive:
Maryland lawmakers back data center transmission cost complaint at FERC
3 Bloomberg:
Spain Weighs Financial Aid to Struggling Solar Power Industry
4 PV-Tech:
Origis raises US$900 million to fund 5GW of project development
5 Solar Power World:
SEIA
6 Energy Storage News:
Limited synergies and profitability drive Wärtsilä’s energy storage divestment
7 PV-Magazine:
Constraining U.S. wind and solar deployment could trigger $121 billion in unnecessary energy costs
Opinions:
8 Canary Media:
The Iran war sparked a shift toward clean energy. Will it last?
Have a great day!
Yann
