Don’t Fall Asleep. While you were sleeping yesterday, the House went and passed a bill that raises the debt by north of $ 20 trillion over the next ten years while also gutting solar tax credits. Not just the ITC but also the consumer tax credit and, by extension, the 45x benefits. You all know this already, but this is an activation button to make sure that what leaves the Senate is in line with what we need as an industry. I’m optimistic that if everyone in the sector reaches out to their Senate offices, we can have an impact and drive the legislation in the right direction.
Opinion
News
1 Bloomberg:
Crippling Clean-Energy Tax Credits Won’t Fly, GOP Senators Say
2 New York Times:
House Passes Trump’s Domestic Policy Bill, Overcoming Last-Minute Resistance
3 Utility Dive:
House’s 60-day deadline for IRA eligibility would trigger ‘scramble’
4 Reuters:
Solar stocks plummet after Trump's tax bill advances in US House
5 PV-Tech:
‘Unintended’ consequences could see US House bill devastate solar manufacturing
8 PV-Magazine:
Controversial rooftop solar bill glides through California’s Appropriations Committee
Opinions:
9 Energy Storage News:
‘Hard to make investment decisions’
Have a great day!
Yann
Opinion
News
1 Utility Dive:
SEIA estimates budget bill could wipe out almost 300K clean energy jobs
2 Reuters:
US redirects Puerto Rico solar power funds to oil plants
3 Associated Presses:
$365M slated for solar projects in Puerto Rico will be diverted to power grid, sparking outcry
4 Bloomberg:
Morocco Aims to Double Electricity Capacity by 2030 World Cup
5 New York Times:
Here are some of the changes to the House bill unveiled Wednesday night.
6 PV-Tech:
Working quickly and collaboratively to deliver corporate PPAs in Europe
7 Solar Power World:
New York awards contracts for 26 large-scale renewable energy projects
8 Energy Storage News:
Germany opening up inertia services for BESS, discussing grid fee reforms
9 Canary Media:
Just how many jobs and GDP dollars do US clean energy factories create?
Opinions:
10 PV-Magazine:
Consumers want price transparency and easier adoption, research says
Have a great day!
Yann
Opinion
Best, Yann
News
1 Reuters:
House bill would choke US solar investment, says top trade group
2 PV-Magazine:
U.S. solar and storage industry calls for changes in reconciliation bill
3 Politico:
China’s head start on clean energy is shaping the debate on the Republicans’ megabill
4 New York Times:
Trump Turns a Blind Eye to Climate Change
5 Bloomberg:
Trump Allows Halted NY Offshore Wind Project to Resume Work
6 PV-Tech:
European IPPs navigate rising negative power price challenge with new strategies
7 Solar Power World:
SMA to begin assembling medium-voltage power stations in the U.S. in 2026
8 Canary Media:
Federal regulators reject MISO’s plan to fast-track gas plants
Opinions:
9 Energy Storage News:
ESS Inc. bets on gigawatt-hour scale long-duration flow batteries to turn cash burn into profitability
Have a great day!
Yann
Off To Phoenix. Greetings from the skies as I head to Phoenix for the ACP conference. Of course all the talk will be tariffs and reconciliation bill but also how to make your Capex investments go further, especially in a continuously tight labor market. Software will also keep rearing its head in storage and trackers, look at cyber talk to get louder in the coming weeks. See you out there!
Opinion
News
1 New York Times:
Data Centers’ Hunger for Energy Could Raise All Electric Bills
2 PV-Magazine:
Solar opportunity as datacenter electricity demand expected to triple in five years
3 Houston Chronicle:
It's hot already!? Thank wind and solar for keeping your AC humming. | Editorial
4 Bloomberg:
China Solar Firms to Speed Up Global Push Amid Tariff Truce
5 Utility Dive:
Solar companies compete to advance tandem cell technology
6 Reuters:
US rooftop solar companies say Republican House bill would be a major setback
7 PV-Tech:
Google, energyRe ink 600MW REC deal to support data centres
8 Energy Storage News:
Will the 90-day US-China tariff pause lead to stockpiling or further paralysis for the BESS industry?
Opinions:
9 Axios:
Electric vehicle charging gets a badly needed do-over
Have a great day!
Yann
