Negative Rates. West Texas gas is negative which means that the cost of storage is greater than the demand for the commodity. Basically generators are choosing between paying for storage or how much they pay for buyers.
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News
1 Axios:
Where the energy shock is turned upside down
2 Bloomberg:
The AI Boom Is Cushioning the US Economy From Iran War Impact
3 UTility Dive:
Senators vow to block permitting reform over Trump’s renewables obstruction
4 Reuters:
First Solar's quarterly sales rise on higher solar panel demand
5 PV-Tech:
Indian PV manufacturer Inox Solar acquires Boviet Solar’s US module assembly operations
6 Energy Storage News:
US administration ‘must make it easier to get things built,’ DOE chief of staff says
7 Canary Media:
Two California bills would push utilities to get more out of their grids
Opinions:
8 PV-Magazine:
Solar Manufacturing USA 2026
Have a great day!
Yann
Feature In The System. In yesterday’s Senate hearing several Senators voiced their concerns about the ongoing silent but obvious campaign to halt solar development progress. Especially during a time when demand is skyrocketing, gas turbines are slow to come by and global fossil production / logistics are impacted by the Middle East conflicts; solar should be the generation that the US doubles into, focused by the private capital and demand for our generation. Secretary Burgum wasn’t interested taking a firm position whether the Interior department would be opening the floodgates of demand aside from disagreeing (vehemently) about the federal court’s ruling that the DOI memo should be rescinded.
Is This The Why? Given the macros and the reality without our system of energy capitalism, I’ve been giving it some thought on why this DOI would want to make it harder for private enterprise to build and develop solar. Ultimately, when I read the headlines about utility Capex and the pipeline of gas power that data centers are signing up for, I think that slowing solar may have something to do with this. Any thoughts?
News
1 Latitude Media:
Senators say permitting reform hinges on DOI advancing solar, wind permits
2 Bloomberg:
Meta’s Need for Gas Power Boosts Entergy Spending by $14 Billion
3 Utility Dive:
CAISO expects ‘solid launch’ for EDAM, first Western day-ahead market
4 Barrons:
Enphase Stock Falls After Earnings as Solar Slump Overshadows Data Center Push
5 New York Times:
The World Needs Natural Gas Now, but the U.S. Is Exporting All It Can
6 Reuters:
TotalEnergies to wait for stable Strait of Hormuz transit before resuming operations in region
7 PV-Tech:
EU bans funding for energy projects using Chinese inverters—will it move the needle on cybersecurity?
8 Energy Storage News:
‘A turning point’
9 Canary Media:
A new bill would help VPPs replace peaker plants in California
10 PV-Magazine:
More than 67 GW storage, 14 GW solar seek interconnection in PJM’s reopened queue
Opinions:
11 Axios:
What's next for oil after the UAE's decision to quit OPEC
Have a great day!
Yann
Opinion
Best, Yann
News
1 New York Times:
How Do You Measure A.I. Firms’ Gargantuan Energy Plans? In ‘Bragawatts.’
2 Bloomberg:
Hormuz Crisis Is ‘Biggest Energy Disruption Ever,’ Yergin Says
3 Utility Dive:
What’s stalling data center projects? Public opposition and power access lead delays.
4 Axios:
Trump's oil export surge — and ceiling
5 Reuters:
Nuclear reactor maker X-Energy valued at $11.9 billion in stellar Nasdaq debut
6 PV-Tech:
Saatvik moves into transformers with 80% Melcon acquisition
7 Energy Storage News:
Grid-forming inverters feature in 74% of Australia’s 33.2GW NEM battery storage pipeline
8 PV-Magazine:
California’s regressive rooftop solar policy hit with second appeal to State Supreme Court
Opinions:
9 Canary Media:
Are long-promised solar perovskites finally hitting mass production?
Have a great day!
Yann
Opinion
Best, Yann
News
1 Utility Dive:
GE Vernova gas turbine backlog hits 100 GW as prices rise
2 Bloomberg:
SoftBank Prepares to Manufacture Batteries for AI Data Centers
3 Solar Power World:
Commerce releases prelim antidumping tariffs in India, Indonesia, Laos solar case
4 Reuters:
Iran war revives European rooftop solar demand to cut energy bills
5 Axios:
Oil prices and stocks are talking past each other right now
6 PV-Tech:
Masdar forms renewables JV with Montenegro state utility
7 Energy Storage News:
Tesla reports declines in quarterly energy storage revenues and deployments
8 PV-Magazine:
NextEra Energy adds record 4 GW of renewables and storage backlog in Q1
Opinions:
9 New York Times:
How the Supreme Court’s Shadow Docket Upended Climate Policy
Have a great day!
Yann
