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Data Center Forecast. What forecast for load growth makes the most sense? BNEF in today’s top story says 106GW but ERCOT alone says 25GW by 2031 (overall growth of 70GW though). Yet the rate cases point to potentially much more.

Opinion

News

1 Utility Dive:

U.S. data center power demand could reach 106 GW by 2035

2 PV-Magazine:

Utilities can manage data center demand with focused tariffs and rate design

3 Bloomberg:

Trump Makes Next Move to Revoke New England Wind Farm

4 Axios:

China blowing past world on renewables and EVs

5 Reuters:

India's clean energy firms seek better weather data as rules tighten

6 Inside Climate News:

Alabama Regulators Approve Two-Year Electric Rate Freeze and Two Solar Projects for a Meta Inc. Data Center

7 Energy Storage News:

ABB acquires Gamesa Electric power electronics division for undisclosed sum

8 Canary Media:

After Ohio’s landmark decisions on HB 6 utility scandal, what’s next?

Opinions:

9 PV-Tech:

Buyers should exercise ‘caution’ as solar component prices rise, says Intertek CEA

Have a great day!
Yann

Opinion

Best, Yann

News

1 Solar Power World:

DOE changes name of NREL in continued campaign against renewable energy

2 Axios:

Data centers' power demand surging faster, new analysis shows

3 PV-Tech:

AEMO charts Australia’s rooftop solar boom to 42.5GW by 2036

4 Reuters:

Grid equipment makers invest in US to ease supply shortage

5 Bloomberg:

Canadian Solar Rises on Plan to Reshore to North America

6 Energy Storage News:

Aypa Power to build, own, and operate 1,200MWh South Carolina BESS

7 PV-Magazine:

U.S. battery fleet grows 59% with nearly 14 GW added in 12 months, says EIA

Opinions:

8 Canary Media:

Can the war on coal still be won?

Have a great day!
Yann

Opinion

Best, Yann

News

1 Bloomberg:

Americans Paying Record Electricity Prices as Gas Costs Climb

2 Utility Dive:

No more PJM data centers unless they can be reliably served

3 New York Times:

Trump Vowed Fewer Regulations and Lots More Oil. He’s Delivered on One.

4 Reuters:

KKR-backed Serentica may raise up to $8 bln for India green energy expansion

5 PV-Tech:

Vikram Solar starts work at 5GW TOPCon module manufacturing facility in India

6 Renewable Energy World:

Most regions have adequate winter supply, NERC says, but tight reserves raise risk during extreme cold

7 Solar Power World:

18 California legislators ask CPUC to address solar interconnection delays

8 Energy Storage News:

EDF joint venture kicks off large-scale BESS and solar-plus-storage projects in Chile

9 Canary media:

Small but mighty grid batteries take root in Virginia amid energy crunch

Opinions:

10 PV-Magazine:

Sodium-ion battery cell cost could drop to $40/kWh, says IRENA

Have a great day!
Yann

Be Thankful. It’s that time of the year again, time to buy that Christmas tree and get out the decorations. Fun fact, I put up the lights on my house a few weeks ago because if this year has taught me anything is that we need to just focus on what brings us joy when everything sometimes feels like its falling apart. This year has had its ups and downs for sure, tariffs, OBBB, permitting, State battles all made us look in the mirror and wonder what happened to the power of solar that we’re actually scaring people with our scale. It has also been an amazing year for me leading FTC Solar, launching this amazing product and my first year and first time running a public company. We’re always ready to take on challenges and learn new things. So thank you for all of you that read the newsletter and support me with the dialogue on all things solar and of course as you support my professional endeavors as well. Enjoy this time with you friends and family and we’ll see each other on Monday.

Opinion

News

1 Bloomberg:

AI Data Centers and the Need for More Electrons

2 Utility Dive:

Natural gas sees ‘largest year-over-year drop’ in California as solar surges

3 Axios:

Russia's oil fire sale

4 Reuters:

PosiGen files for bankruptcy after cuts to solar tax credits

5 PV-Tech:

Germany’s first grid-balancing solar project might be a ‘paradigm shift’ for energy

6 Energy Storage News:

Energy storage ‘significantly underutilised’ in EU despite recent growth and policy support

7 Canary Media:

T1 Energy is betting big on all-American solar, even under Trump

Opinions:

8 PV-Magazine:

FEOC compliance and stranded energy storage assets

Have a great day!
Yann

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