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Juicy DC Inside Baseball. I know many of you miss my fun inside baseball stories so I thought I would revisit the old days for a minute because this one caught me off guard because I’m not on X anymore. Last week, as the Senate was working on the SPEED Act, which portrays itself to be a permitting reform bill, one clean energy trade group signed on to support the Act. This is not uncommon but what is both rare AND surprising (i.e. shocking) is that a senior Senator publicly, loudly and transparently comes after that trade group. I would presume that there were behind the scenes discussions on this topic that I am not privileged to hear but juicy indeed. Here is Senator Schatz’s twitter, feel free to go into this rabbit hole on this while you grab a bag of popcorn. I am reattaching a story from yesterday to the rundown today because they are related.

Opinion

News

1 Reuters:

Wind and solar power frozen out of Trump permitting push

2 PV-Magazine:

Solar, storage, and demand-side resources offer least-cost path in Kentucky, study finds

3 Bloomberg:

German Power Shortage Threatens From 2031, Grid Operator Warns

4 New York Times:

New York Was a Leader on Climate Issues. Under Hochul, Things Changed.

5 PV-Tech:

SEIA appoints Darren Van’t Hof as interim president and CEO

6 Energy Storage News:

Battery storage assets in Europe could see 3% ROI uplift with 15-minute trading, Rystad says

7 Canary Media:

The man behind the fall of offshore wind

Opinions:

8 Financial Times:

The hidden cost of ultra-cheap solar power

Have a great day!
Yann

Opinion

Best, Yann

News

1 Bloomberg:

Cheaper Battery Storage Enabling ‘Anytime’ Solar, Ember Says

2 Washington Post:

This one gadget could give China a back door into the U.S. power grid

3 New York Times:

A Rare Bright Spot for U.S. Solar

4 Reuters:

Wind and solar power frozen out of Trump permitting push

5 PV-Tech:

US adds 11.7GW solar PV in Q3 despite permitting and political roadblocks persisting

6 Solar Power World:

Witnesses testify in support of Wisconsin community solar bill

7 Energy Storage News:

PJM awards interconnection agreements to 23 BESS resources

8 Canary media:

New York’s public utility approves plan to build 5.5GW of renewables

9 PV-Magazine:

California study finds electrification can put downward pressure on electric rates

Opinions:

10 Utility Dive:

Permitting reform is critical to meeting our AI moon shot

Have a great day!
Yann

Opinion

Best, Yann

News

1 E&E News:

California regulators reject solar plant closure deal over objections from feds, energy companies

2 PV-Magazine:

Residential solar installer Posigen files for bankruptcy

3 Reuters:

US utilities lock in data center supply deals as AI powers demand surge

4 Solar Power World:

Tariff uncertainty, import rules and FEOC plague solar panel market

5 Bloomberg:

European Gas Market Could See Near-Round-the-Clock Trading

6 Axios:

Federal judge strikes down Trump's anti-wind directive

7 Utility Dive:

Trump wants ‘ONE’ national AI rule as states seek to curb impacts on energy costs

8 Energy Storage News:

US battery manufacturing ‘could cover domestic BESS demand within a few years’

Opinions:

9 Canary Media:

Duke Energy wants to spend on battery incentives to save on power plants

Have a great day!
Yann

Opinion

Best, Yann

News

1 Bloomberg:

Homeowners Risk Missing Out on Solar Tax Credits. This Is Why.

2 New York Times:

Once a Gamble in the Desert, Electric Grid Batteries Are Everywhere

3 Utility Dive:

US added 2 GW of solar in September, putting 2025 ahead of 2024 for new solar generation

4 Axios:

New energy analysis boss plans data center info harvest

5 Ohio Capital Journal:

This Ohio county banned wind and solar. Now, residents are pushing back.

6 Reuters:

Edison CEO says group speeds up green investments, EDF eyes minority stake sale

7 Canary Media:

Trump admin invests $800M in latest move to bolster US nuclear industry

8 PV-Magazine:

ESS–EV battery supply chain bifurcates as U.S. manufacturers pivot toward storage

Opinions:

9 PV-Tech:

PV self-consumption on ‘significant’ rise in Germany – Fraunhofer

Have a great day!
Yann

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