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Opinion

Best, Yann

News

1 Bloomberg:

Private Equity Firm NGP Makes $200 Million US Battery Bet as AI Stokes Power Demand

2 Axios:

The world's great climate collapse

3 Yale:

Photos Capture the Breathtaking Scale of China’s Wind and Solar Buildout

4 Reuters:

Canadian Solar wins US patent dispute against Maxeon Solar Technologies

5 PV-Tech:

EU’s delayed cybersecurity review could have big implications for solar

6 Canary Media:

PJM’s power-starved grid will finally get a big battery this year

7 PV-Magazine:

Maryland lawmakers introduce bill to deploy 4 GW of solar

Opinions:

8 Utility Dive:

America’s new power barons

Have a great day!
Yann

Opinion

Best, Yann

News

1 Bloomberg:

New York Tells Data Centers They Must Pay More for Power

2 New York Times:

The View From Above Antarctica’s Fastest Melting Glacier

3 Axios:

U.S. emissions rise could preview bigger spikes

4 Reuters:

India grants extra time for solar projects hit by bird conservation

5 PV-Tech:

Aspen Power raises US$200 million for US solar pipeline

6 Energy Storage News:

Batteries ‘the only technology’ that can keep pace with AI data centre power fluctuations

7 PV-Magazine:

Global solar enters period of adjustment, as market conditions redefine rules of competition

Opinions:

8 Utility Dive:

Why winning the AI race requires systems intelligence, not just electric capacity

Have a great day!
Yann

Opinion

Best, Yann

News

1 New York Times:

$100 Billion to Revive Venezuela’s Energy Industry? Oil Executives Are Not So Sure

2 Canary Media:

Chart - How the US electricity mix changed last year

3 PV-Tech:

Illinois signs clean energy bill, will drive investments for solar PV, battery storage and VPPs

4 Bloomberg:

Newsom Seeks $200 Million to Replace EV Tax Credits Cut by Trump

5 Axios:

Meta unveils nuclear deals with Vistra, TerraPower, Oklo

6 Utility Dive:

The week in 5 numbers

7 Reuters:

OpenAI, SoftBank invest $1 billion in SB Energy as Stargate buildout expands

8 Energy Storage News:

US V2G specialist Nuvve’s BESS pivot yields projects and partnerships in Japan, Europe and US

Opinions:

9 PV-Magazine:

Sodium-ion battery cells already near lithium-ion cost parity, set to get cheaper

Have a great day!
Yann

Opinion

Best, Yann

News

1 New York Times:

Trump Pulls Out of Global Climate Treaty

2 Reuters:

China's market regulator summons top solar firms over monopoly concerns, state media reports

3 Bloomberg:

Clean Energy Stocks Extend Rally on AI Demand as Oil Falters

4 Utility Dive:

Utilities under pressure

5 Solar Builder:

Gov. Pritzker signs bill to expand solar, lower energy bills in Illinois

6 PV-Tech:

Canadian Solar seeks US$200 million to back US manufacturing

7 Energy Storage News:

Greenflash Infrastructure safe harbours over 10GWh of Li-ion energy storage in US

8 PV-Magazine:

Three massive grid-scale battery projects move ahead in Texas, California

Opinions:

9 Canary Media:

7 numbers that explain why the future of buildings is all-electric

Have a great day!
Yann

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