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It’s Getting Cold Outside. Grab your ice scrapers because the weather this weekend was out of control. I’m usually the one laughing at the rest of the Country given that I sit in Fort Lauderdale but yesterday morning we woke up to a balmy 37 degrees with a wind chill making it feel like mid twenties. I assume that our grid measured a new record or something near given that most Floridians heat their homes quite inefficiently.

Opinion

News

1 Canary Media:

The 4 lessons New England’s grid can learn from Winter Storm Fern

2 Utility Dive:

NERC forecasts peak demand to rise 24% on new data center loads

3 Bloomberg:

SpaceX Seeks FCC Nod to Build Data Center Constellation in Space

4 Axios:

Exclusive

5 Reuters:

SOLV Energy targets $5 billion valuation in US IPO

6 PV-Tech:

‘Clear and concerning’ rise in PV module defects – Kiwa PI Berlin

7 Solar Power World:

Tesla claims it’s making solar panels again at its Buffalo factory

8 Energy Storage News:

Battery recycler Redwood receives financing boost from Google, aims to expand US energy storage division

9 PV-Magazine:

Uncertainty looms as solar PPA prices climb for second straight quarter

Opinions:

10 New York Times:

Three Hours of Free Power and Other Ideas to Lower Utility Bills

Have a great day!
Yann

Last Testimonials. Today marks the end of Abby Hopper’s tenure as the CEO of SEIA. I was her first interview when she joined the trade association and I’d be lying if I didn’t have some skepticism but Abby never shied away from telling her story and solar’s story. Over the next 9 years, the skepticism turned to trust and friendship. So it’s fitting that in her last week, she’s talking to the Senate about the importance of permitting and cutting red tape. I’m excited for her to take some time off and do great things in the future. Meanwhile, Darren Van’t Hof takes the reigns as the interim CEO as the search committee looks for a permanent replacement. If you want to share some public words about Abby, feel free to send them this way and I’ll publish those that come in.

Opinion

News

1 Solar Builder:

SEIA CEO emphasizes permitting reform in Senate committee testimony

2 Utility Dive:

Republican, Democratic senators call for project certainty at permitting reform hearing

3 Bloomberg:

Texas Data Centers, Crypto Miners Reduced Power During Storm

4 Axios:

Tesla discontinuing Model S and Model X electric vehicles, Elon Musk says

5 Reuters:

US faces growing risks of power outages due to rising winter demand, changing fuel mix

6 PV-Tech:

Rising Chinese module prices will be ‘short-term’, says Rystad Energy

7 Energy Storage News:

European Union battery storage market entered ‘new phase of scale and maturity’ in 2025, but ‘still has a long way to go’

8 Canary Media:

Tesla launches its own solar panel as its EV business falters

9 PV-Magazine:

Maryland residential solar market stifled by permitting and interconnection delays, report finds

Opinions:

10 New York Times:

It’s Very Cold. Just Wait for the Grid to Fail.

Have a great day!
Yann

Opinion

Best, Yann

News

1 Financial Times:

US solar sector navigates loss of crucial tax credits

2 Solar Power World:

Maryland introduces legislation to curb energy costs, spur solar development

3 Bloomberg:

Climate Lessons for Democrats and Four Other Takeaways From the BNEF Summit

4 New York Times:

America Officially Leaves the Paris Climate Agreement. For the Second Time.

5 Axios:

Electricity grid is holding up despite outages, analysts say

6 Reuters:

Power plant outages surge in Eastern US amid restricted gas supplies and frigid weather

7 PV-Tech:

Global clean energy investment hits record US$2.3 trillion in 2025

8 Energy Storage News:

‘Greater acceptance of merchant exposure’ in UK market, investment firm says

9 Canary Media:

North Carolina may use batteries to give new life to old solar farms

Opinions:

10 PV-Magazine:

Ohm Analytics 2025 VPP market report reveals 21% growth in overall capacity

Have a great day!
Yann

Opinion

Best, Yann

News

1 Axios:

Electricity grid is holding up despite outages, analysts say

2 Reuerts:

Power plant outages surge in Eastern US amid restricted gas supplies and frigid weather

3 PV-Tech:

Hecate Energy to list on Nasdaq in US$1.2 billion SPAC deal

4 Utility Dive:

PJM cost concerns bleed into transmission planning

5 BLoomberg:

Why Batteries Are About to Have a Moment in Brazil

6 Energy Storage News:

Fortescue claims ‘record-low pricing’ for large-scale battery storage in Australia

7 PV-Magazine:

U.S., Europe on track for 2030 solar goals despite pipeline gaps

Opinions:

8 Canary Media:

Chart

Have a great day!
Yann

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