Bipartisan Solar Love. The sudden MAGA love isn’t so sudden, it’s more of a return to the reason everyone loved solar to begin with. It’s affordable, has a giant pipeline and doesn’t have any fuel costs. It’s certainly been a path to get here but over and over again, polls have shown, that folks on all sides of the aisle and all socio-economic spectrums believe that the government should do more to build solar everywhere and that they would like to have more access to solar.
Opinion
News
1 Washington Post:
Why MAGA suddenly loves solar power
2 Utility Dive:
PJM proposes fast-track interconnection plan, capacity auction price collar
4 Bloomberg:
What the War With Iran Means for Renewable Energy Deployment
5 Reuters:
Power developers adapt gas turbine strategies to mitigate tight supply
6 PV-Tech:
US residential solar enters post-incentive era after ITC expiry surge
7 Solar Power World:
First Solar asks US to review alleged TOPCon patent infringement by 10 competitors
8 Energy Storage News:
Energy Storage Summit 2026 Day Two
9 PV-Magazine:
Solar-plus-storage M&A heats up as AI data centers drive demand
Opinions:
10 Canary Media:
AI - Does not compute
Have a great day!
Yann
A Lot Going On. We’re looking at the entire supply stack of the solar market as the demand seems to be pushing for speed and more value in reliability, curve shaping, and interconnection flexibility. Data centers seem to be heading down the path of looking for incredibly large behind-the-meter systems that also do the work to back up the energy generation from the grid through large BESS systems. All of that infrastructure is putting strain on the demand for commodities in copper and steel or ancillary systems like transformers.
Opinion
News
1 PV-Magazine:
Global energy transition hits a hardware bottleneck
2 Canary Media:
Politicians wake up to the data center dilemma
3 Axios:
Tech giants to sign AI electricity pledge next week
4 Politico:
Solar power’s newest friends
5 Utility Dive:
California orders utilities to add 6 GW of non-fossil capacity by 2032
6 Bloomberg:
China’s Solar Power Generation Overtakes Wind for First Time
7 Reuters:
Portugal's EDP 2025 profit rises 44% on renewables gains
8 Solar Power World:
Senators propose to bring back 5% safe harbor to utility-scale solar projects
9 Energy Storage News:
Recurrent Energy sells 200MWh Texas BESS to Hunt Energy Network
Opinions:
10 PV-Tech:
Where next for the US solar tariff whack-a-mole game?
Have a great day!
Yann
Opinion
Best, Yann
News
1 PV-Tech:
FTC Solar signs 840MW PV tracker supply agreement in South Africa
2 Bloomberg:
French Power Prices Drop to Lowest Since June as Solar Surges
3 Solar Power World:
Commerce suggests 100%+ tariffs for solar panels from India, Indonesia, Laos
4 Reuters:
First Solar slides as outlook falls short on Trump-era permitting delays
5 PV-Magazine:
Republicans pushing for clean energy tax credit
6 Utility Dive:
PJM proposes behind-the-meter reforms in data center colocation effort
7 Energy Storage News:
BESS continues to be an attractive market for M&A
8 Canary Media:
New Orleans’ latest bid for a better grid
Opinions:
9 Axios:
Local opposition creates roadblocks for AI boom
Have a great day!
Yann
Opinion
Best, Yann
News
1 Axios:
Utilities, data centers drive growth in battery storage
2 Bloomberg:
Data Center Rush Spurs Earnings Windfall for Power-Gear Makers
3 New York Times:
Supreme Court to Weigh Oil-Industry Effort to End a Major Climate Suit
4 Utility Dive:
New Jersey regulators take first step to reform electric utility business model
5 Reuters:
Power drought tips Ukraine's economy into worst crisis since war's first year
6 PV-Tech:
FRV to hybridise Spanish PV fleet with batteries
7 Energy Storage News:
Redefining BESS bankability in 2026
8 Canary Media:
Can a big battery help Boston save billions on the power grid? Maybe.
Opinions:
9 PV-Magazine:
Beyond rectangles
Have a great day!
Yann
