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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

Opinion

Best, Yann

News

1 PV-Magazine:

An ambitious proposal to quickly add 23 GW of renewables in California

2 PV-Tech:

US residential solar to see short-term pain, long-term growth

3 Canary Media:

EPA moves to defang its own regulatory power

4 UTility Dive:

MISO could save $27B in system costs by 2035 with 11 GW of batteries

5 BLoomberg:

Brookfield Buys Stake in Duke Energy’s Florida Utility for $6 Billion

6 Reuters:

US EPA could cancel $7 billion in grants for solar energy, sources say

7 Energy Storage News:

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

Opinions:

8 Semafor:

Trump’s tax bill has triggered a solar gold rush

Have a great day!
Yann

Opinion

Best, Yann

News

1 Reuters:

Republican lawmakers slow Trump Treasury picks over wind, solar credits

2 Bloomberg:

Australia Activates Blackrock’s A$1B Super Battery Which Will Be World’s Most Powerful

3 Axios:

Electricity costs rise amid data center boom

4 The Hill:

Trump eyes additional barriers to solar and wind energy

5 PV-Tech:

Brookfield’s hydrogen projects drive over US$400 million in renewable generation in Q2 2025

6 Energy Storage News:

Georgia Power requests PSC permission to build and own 3GW of new battery storage projects

7 Canary Media:

LA has a plan to stop copper thieves

8 PV-Magazine:

Storage growth spreads as California and Texas lose market share

Opinions:

9 UTility Dive:

Move fast, adapt faster - A distributed generation playbook for turbulent times

Have a great day!
Yann

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