Opinion
Best, Yann
News
1 Politico:
Trade shake-up - Bessent leads on trade as Lutnick plays ‘bad cop’ — and Navarro is sidelined
2 New York Times:
Trump Threatens Climate Policies in the States
3 Bloomberg:
Texas Is Ground Zero for the US Battery Boom
4 Axios:
Fears of AI speeding up climate change "overstated"
5 Reuters:
Google deploys AI to speed up connections at PJM, largest US power grid
6 PV-Tech:
Oxford PV, Trinasolar enter perovskite-silicon tandem patent licensing agreement
7 Energy Storage News:
Sunraycer Renewables closes US$475 million financing for two solar-plus-storage projects in Texas
8 Canary Media:
Maryland’s sweeping new energy legislation is a mixed bag for climate
9 PV-Magazine:
Four GOP senators resist IRA tax-credit repeal
Opinions:
10 Utility Dive:
The AI infrastructure race hits a political reality check
Have a great day!
Yann
Opinion
Best, Yann
News
1 Ruters:
German tech startup 1Komma5 joins Klarna in shelving US IPO plans
2 Utility Dive:
Trump aims to boost coal, in part by ordering power plants to stay open
3 PV-Magazine:
Pennsylvania governor energizes Lightning Plan with ‘all-of-the-above’ approach
4 BLoomberg:
Trump Puts 90-Day Pause on Higher Tariffs, But Hikes China Rates
5 PV-Tech:
Excelsior closes US$1 billion US renewables equity fund
6 Renewable Energy World:
‘States are not powerless’ against federal clean energy pushback. It’s community solar’s time to shine
7 Energy Storage News:
US battery gigafactories face delays and cancellations amid market uncertainty
8 Canary Media:
Base Power lands $200M for rapidly growing home-battery business
Opinions:
9 Axios:
Oil prices falling into zone that discourages production growth
Have a great day!
Yann
Deal Season? There are so many balls in the air that it’s sometimes hard to focus on the 3 that you actually want to juggle but let’s give it a whirl. First, it’s clear that the market is looking for the White House to make some trade deals, sooner the better. Second, the Senate and the House appear out of sync with each other on what’s going on with the budget/tax/debt ceiling plan and the House seems to have a shortfall in votes absent a broader deal. For those of us on the sidelines and in the weeds fighting for the IRA, let’s keep pushing on how important the tax credit and solar benefits are to the economy, AI and energy dominance. Lastly, let’s keep focusing on deploying and finding ways to help each other. This is a moment where I am leaning on my relationships and finding ways to work together. If there’s anything I can do to be helpful, don’t hesitate to reach out.
Opinion
News
1 Reuters:
Renewables provided record 32% of global electricity in 2024, Ember says
2 Politico:
‘He’s just not going to change my mind’
3 New York Times:
Trump Signs Orders Aimed at Reviving a Struggling Coal Industry
4 Axios:
Oil prices ride a highway to the danger zone
5 Utility Dive:
AIP Management invests $500M in US solar producer
6 PV-Tech:
‘We want it to feel like magic’
7 Energy Storage News:
Tata Power deploys battery storage to support critical infrastructure in Mumbai, India
8 PV-Magazine:
Robots to work side-by-side with humans to demonstrate solar module installation
Opinions:
9 Canary Media:
Trump’s tariffs undermine his energy and manufacturing goals
Have a great day!
Yann
The Winners Are. UConn took the top spot in the women’s tournament which gave Robert Pierno the win. On the men’s side, the winner is Dustin Dunaway who correctly predicted the Gators win. Without knowing a single thing about college basketball I correctly predicted both the men’s and women’s champions, yet still lost out on top spot. Thanks to all for participating and we’ll play again next year.
Opinion
News
1 Politico:
Trump’s most loyal supporters are begging him to do tariff deals
2 New York Times:
Trump’s Trade War Escalates as China Retaliates With 34% Tariffs
3 Utility Dive:
US electricity demand will grow 50% by 2050, electrical manufacturer study finds
4 PV-Tech:
Trump tariffs to have limited effect on US solar imports from Asia – report
5 Baltimore Banner:
Maryland approves plan to fast-track power plants, override local solar bans
6 Axios:
"Climate realism" stresses security, mitigation and resilience
7 Reuters:
US battery and carbon capture projects slated for cuts on DOE list
8 Solar Power World:
CBP still won’t let Maxeon solar panels into the United States
9 Energy Storage News:
Australian Labor Party pledges to introduce AU$2.3 billion home battery subsidy if re-elected
10 PV-Magazine:
Colorado governor’s last-minute legislation would accelerate state’s clean energy targets
Opinions:
11 Inc:
Solar Power Is Reaching a Critical Tipping Point in the U.S.
Have a great day!
Yann
