See You In Chicago. I will be moderating a keynote panel at Midwest Solar Expo tomorrow 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 PV-Magazine:
Suniva announces merger with NASDAQ-listed residential solar company SUNation
2 Utility Dive:
Judge overturns DOE’s cancellation of $82.1M in clean energy grants
3 Canary Media:
AI firms are getting creative as they scramble for energy
4 Bloomberg:
UK Power Prices Turn Negative as Renewables Set to Flood Grid
5 Solar Builder:
C&I installer’s battery storage playbook for 2026
6 PV-Tech:
TOPCon and BC penetration unlikely to trigger a major industry reshuffle; full-stack integration is more than modular assembly
7 Energy Storage News:
Panasonic to convert Kansas EV battery factory for data centre applications
Opinions:
8 Axios:
The power decisions that could shape the next century
Have a great day!
Yann
Opinion
Best, Yann
News
1 Financial Times:
Is it time to go solar to cut your energy bills?
2 Bloomberg:
US Stocks Soar as Trump Signals US-Iran Peace Deal Approaching
3 New York Times:
How Should Democrats Talk About Climate Change?
4 Reuters:
EU curbs on Chinese inverters risk slowing solar rollout over security fears
5 PV-Tech:
T1 Energy CEO calls for US solar permitting reform in post-tax-credit world
6 Renewable Energy World:
Green Light For Green Energy
7 Solar Power World:
ARRAY ships 100 GW of solar trackers globally since founding
8 Energy Storage News:
Sembcorp completes US$4.32 billion acquisition of Alinta Energy, adds 10.4GW Australian pipeline
Opinions:
9 PV-Magazine:
Solar slowing – BNEF asks what’s next for the industry?
Have a great day!
Yann
Auto Storage. Last week it was Ford Energy and today it’s about GM’s sodium ion venture, of course Tesla/BYD (and others) have been around for a long time as well. The reality is that energy storage, as it pertains to us, is very much running in parallel to the auto space. One of those reasons is what I mentioned before, the supply chain of storage cells attaches well with the predictable use in auto manufacturing with the bulky volume of the power space. Everyone outside of the auto space, and the large conglomerate balance sheets, will have a significant disadvantage to play in the upstream segment against the autos in my opinion as the price of the commodity drops.
Storage Points To Hydrogen (Failure). One thing to dig into is the impact to other generation/storage tech that had space in the market with expensive batteries. Hydrogen is one of those segments, where cheap batteries, in my opinion may have already killed the thesis that hydrogen has a role in tomorrow’s energy system.
News
1 Solar Power World:
GM to manufacture sodium-ion battery cells for Peak Energy BESS
2 Bloomberg:
Solar Passes Coal in Historic Shift for US Electricity Mix
3 Axios:
Inflation hits 4.2% in May, highest in over 3 years as energy prices soar
4 Reuters:
Britain offers 700 projects grid connections in major energy investment push
5 PV-Tech:
JA Solar rebrands to JA in evolution to ‘green energy partner’
6 Energy Storage News:
SNEC 2026
7 Canary Media:
Clean energy and efficiency spared in Rhode Island budget process
8 PV-Magazine:
U.S. government restricts trade with prominent Chinese storage companies
Opinions:
9 New York Times:
The Movement to Stop Data Centers
Have a great day!
Yann
Opinion
Best, Yann
News
1 The Hill:
Judge tosses Trump bid to restrict renewable energy tax credits
2 Reuters:
US judge scraps Trump policy restricting wind, solar tax breaks
3 Financial Times:
Wasting China’s solar panel surplus is madness
4 PV-Magazine:
Panasonic to invest $2 billion in data center battery push, ramp up U.S. manufacturing
5 PV-Tech:
TOYO announces 1.5GW US HJT cell line weeks after AD/CVD hits Ethiopia factory
6 Solar Builder:
RETC PV Module Index highlights panel reliability concerns
7 Energy Storage News:
How to structure a US BESS manufacturing deal with Chinese partners amidst FEOC, with NeoVolta
8 Canary Media:
Pioneering grid battery nudges California closer to 24/7 clean energy
Opinions:
9 Utility Dive:
Behind-the-meter data center gas plants will raise US energy bills
Have a great day!
Yann
