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Opinion

Best, Yann

News

1 Reuters:

Top US energy regulator pushes grids to overhaul data center power rules

2 Utility Dive:

Maryland lawmakers back data center transmission cost complaint at FERC

3 Bloomberg:

Spain Weighs Financial Aid to Struggling Solar Power Industry

4 PV-Tech:

Origis raises US$900 million to fund 5GW of project development

5 Solar Power World:

SEIA

6 Energy Storage News:

Limited synergies and profitability drive Wärtsilä’s energy storage divestment

7 PV-Magazine:

Constraining U.S. wind and solar deployment could trigger $121 billion in unnecessary energy costs

Opinions:

8 Canary Media:

The Iran war sparked a shift toward clean energy. Will it last?

Have a great day!
Yann

Opinion

Best, Yann

News

1 New York Times:

Trump Administration to Pay $765 Million to Cancel 4 More Wind Projects

2 Axios:

Carbon removal group boosts spending, adds Anthropic

3 UTility Dive:

California gas generation down 60% from 2024 as solar, imports surge

4 Reuters:

China's BYD ramps up battery production in Brazil

5 PV-Tech:

‘Everyone’s too enamoured with low price to the detriment of what they’re going to get for that’

6 Renewable energy World:

Can PJMS New Fast Track Process Accelerate Interconnection

7 Energy Storage News:

Limited synergies and profitability drive Wärtsilä’s energy storage divestment

8 Canary Media:

Data centers are key to fight over Duke electric rates in North Carolina

Opinions:

9 PV-magazine:

The Dire Need for Due Diligence

Have a great day!
Yann

Opinion

Best, Yann

News

1 Solar Power World:

Create Energy acquires solar tracker company SOL Components

2 Axios:

Oil prices sink on announcement of Iran deal

3 Bloomberg:

Solar Surpasses Gas in California After Panel Installs Surge

4 Utility Dive:

Peak Energy, GM partner to scale domestic sodium-ion battery supplies

5 Reuters:

Dutch power moratoriums highlight challenge facing grid operators

6 PV-Tech:

US solar developers are getting creative—and risky—ahead of the safe harbour deadline

7 New York Times:

The Tiny Solar Panel That Could Change America

8 Energy Storage News:

AESC signs 10GWh US domestic content BESS cell and module deal with system integrator Prevalon

9 PV-Magazine:

Satellite breakthrough enables accurate panel-scale temperature mapping for solar farms

Opinions:

10 Canary Media:

Will New York Gov. Kathy Hochul sign a balcony solar bill?

Have a great day!
Yann

See You In Chicago. I will be moderating a keynote panel at Midwest Solar Expo today alongside Helena Kimball from SOLV and Nick Maynard from Arevon. I assure you, for those that have been to my panels before, that you’ll get a ton of value out of it as I will be asking both what is important to their companies and what innovations they need to stay at the top of their game. If you’re near Chicago, take a day trip and come meet us.

Opinion

News

1 Bloomberg:

US Residential Solar Installations Set to Stall for Years

2 Energy Storage News:

Wärtsilä wraps energy storage business into joint venture with solar manufacturer RCT Solutions

3 New York Times:

How China Can Move the Price of Oil Even by Not Buying

4 PV-Tech:

Enphase launches IQ9N microinverter for European residential solar

5 Renewable Energy World:

Grid Congestion Cost PJM One Billion Dollars In One Month

6 Solar Power World:

Blending FEOC and non-FEOC modules

7 Axios:

EVs might one day shore up the ailing power grid

8 Canary Media:

Solar and wind try to navigate Trump’s obstacle course for tax credits

9 Reuters:

Goldman-backed Danish energy trader eyes US gas expansion as results plummet

10 PV-Magazine:

Utility interconnection delays in multi-state commercial solar projects

Opinions:

11 Washington Post:

Battery breakthroughs will lessen AI’s demand on the electricity grid

Have a great day!
Yann

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