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Opinion

Best, Yann

News

1 Utility Dive:

3 Arizona utilities set peak demand records last week

2 Bloomberg:

AI Powers Green-Tech Surge

3 PV-Magazine:

AI is transforming residential storage fleets. What does that look like in practice?

4 MIT:

Surprisingly diverse innovations led to dramatically cheaper solar panels

5 Reuters:

German solar industry warns against ending subsidies after minister proposes cuts

6 PV-Tech:

Indonesia new programme targets 100GW solar PV, 320GWh BESS

7 Solar Power World:

Robots step in to meet mounting labor demands in solar

8 Energy Storage News:

A win for Transatlantic relations’ but a ‘big loss’ for creditors

9 Canary Media:

This hydrogen microgrid is the first of its kind. Is it a good idea?

Opinions:

10 Axios:

Why Ford is doubling down on electric vehicles

Have a great day!
Yann

Legacy Of Domestic Storage. Runs right through the software that make batteries run the way an operator intends it to. I’m incredibly proud of my former colleagues that have acquired the IP of Powin and are helping the GWh’s of customers make sure that those batteries keep running. I’ve been quoted in saying (from years ago now) that I think that every battery should be running on FlexGen software, especially as asset owners manage through FEOC and cybersecurity regulations. Now a global platform, FlexGen seems to be making sure that all batteries power on.

Opinion

News

1 PV-Magazine:

FlexGen to acquire assets from bankrupt rival Powin Energy

2 NPR:

EPA plans to end a program that makes solar power available to low-income Americans

3 Politico:

Jellyfish invasion shuts down reactors at French nuclear power station

4 Financial Times:

The story behind Spain’s solar power meltdown

5 UTility Dive:

Oncor has 200 GW of interconnection requests, company officials say

6 BLoomberg:

Lithium Market Soars as CATL Shuts One of World’s Top Mines

7 PV-Tech:

Illuminate USA to acquire US-made solar glass from Solarcycle

8 Energy Storage News:

Caterpillar signs deal for CHP plant with 1.1GWh integrated BESS at data centre campus in Utah

Opinions:

9 Canary Media:

DOE is raising power bills by thwarting transmission line, Heinrich says

Have a great day!
Yann

Sunrun Turns To Run. I think about the last 15 years in solar and the various bends and turns that rest solar has had to make. The headlines this week about Sunrun’s impressive financial maneuvers and their now 70% storage attachment rate makes me wonder how much longer it will be before Sunrun just thinks of itself as a power company. It’s a rhetorical question because I assume the answer is in the past, i.e. they already do.

Opinion

News

1 Utility Dive:

Sunrun battery attachment rate hits 70%, up 54% from year ago

2 New York Times:

California Supreme Court Requires New Review of Rooftop Solar Policy

3 Rolling Stone:

Six Ways Trump Is Screwing Solar

4 Bloomberg:

Hedge Funds Flip on Green Energy and Start Betting Against Oil

5 Reuters:

US solar capacity slowed but not stopped by Trump policy u-turn

6 PV-Tech:

US market, slow residential demand impact SMA Solar H1 2025 results

7 Energy Storage News:

US ESS cell manufacturing to reach 50GWh by the end of 2026

8 Canary Media:

Chart - Rooftop solar set to struggle under GOP tax credit repeal

Opinions:

9 PV-Magazine:

Siting solar on federal land under NEPA’s double-edged sword

Have a great day!
Yann

Opinion

Best, Yann

News

1 E&E News:

Interior’s restrictions have ‘frozen’ Nevada solar projects, Republican governor tells Burgum

2 Utility Dive:

Solar and storage financing is down, but dealmaking is up

3 Bloomberg:

Brazil’s Green Ambitions Collide With Coming Oil Supply Shortage

4 Axios:

Electricity costs rise amid data center boom

5 Reuters:

On farmland and on rooftops, Iraqis turn to solar as power grid falters

6 PV-Tech:

Solar module prices in the US remain stable amid trade uncertainty

7 Energy Storage News:

UK councils approve 5GW/10GWh of BESS in July

8 PV-Magazine:

Minnesota court rules to cut community solar savings

Opinions:

9 Canary Media:

Used EV batteries could upend the race for long-duration storage

Have a great day!
Yann

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