Storage Is Hot and Complicated. The NXT deal to acquire Prevalon made quite the splash this weekend and by my text messages, a lot of you have questions about what it means. I don’t think that my thoughts would be adequately outlined in this short format but I may be open to hosting a short conference call if folks are interested on this topic and the overall status of the storage market. It’s quite similar to the early solar days, think LDK/SPI (if this rings any bells for some of you).
Pay Attention. Invest in Tomorrow Coalition is the PAC that is running with Don’t Mess with Solar and going after opponents and helping supporters in a smart, PAC kind of way. Tom Matzzie, a friend and savvy political operator is running the PAC now and certainly getting a lot of traction in the news. Don’t get it wrong, Chip Roy lost his race because of his attack on solar, he knows it but doesn’t want people to think that’s true. 10 years ago, solar hadn’t made really rich people in the space but that’s changed. There are hundreds of people that have made hundreds of millions and some have made billions in and from the solar industry. Time for the industry at every level to double down on the proof point that Tom and team are showing us all.
News
1 Bloomberg:
Solar Company Nextpower Hits All-Time High on AI Battery Deal
2 New York Times:
Why Green Investors Are Backing Republican Candidates
3 Axios:
AI is turning energy into the hottest business in America
4 Mother Jones:
Our Power Grid Is in Better Shape This Summer, Thanks to Solar and Batteries
5 PV-Tech:
Module test failures continue to increase in Kiwa PVEL’s 2026 Module Reliability Scorecard
6 Energy Storage News:
German regulator’s grid fee decision ‘restores investor confidence’ in energy storage market
7 Canary Media:
The tax credit cliff has hit EV sales hard
Opinions:
8 PV-Magazine:
Distributed solar’s biggest enemy is process, not technology
Have a great day!
Yann
Opinion
Best, Yann
News
1 Utility Dive:
Data center firm DigitalBridge in $1.1B deal to buy ArcLight
2 Axios:
Tech giants back new data center climate initiative
3 Bloomberg:
Jefferies Says Investors Boost ‘Nuclear Exposure’
4 Reuters:
Aluminium price spike from Mideast war fans costs for US solar industry
5 PV-Tech:
PowerBridge expands energy portfolio with Enphase patent acquisition
6 Energy Storage News:
California Energy Commission approves 3.2GWh BESS project through Newsom’s accelerated permitting scheme
7 Canary Media:
New York state gives up on its most ambitious climate targets
8 PV-Magazine:
Environment America’s updated renewable energy dashboard reveals growth of clean technologies in the U.S.
Opinions:
9 Hawaii Public Radio:
Hawaiʻi solar energy projects at risk after tax credit is signed into law
Have a great day!
Yann
The Tifosi Is Electric (i.e. Mad). Ferrari dropped an all electric speedster, and Ferrari World is mad about it. Anyone know whose cells they are using?
Political Solar Playbook. Chip Roy lost his primary and you may be surprised to know that solar had a role to play. If you recall, Representative Roy was not too happy about the placed in service, resi tax credit or the lease loophole making a comeback in the OBBB, with this tweet. Since then, some solar advocates have made it a point that there will be political ramifications for not supporting well placed bipartisan policy and supported Mr. Roy’s opponent in his attorney general race which he lost last night. If you want some Don’t Mess with Solar swag, here you go. Here’s the ad that highlights the point, worth a watch.
News
1 Politico:
Rep. Chip Roy loses runoff for Texas attorney general to a MAGA challenger
2 Utility Dive:
New Mexico regulators approve SPS’ $9B, gas-heavy resource plan
3 Bloomberg:
Repsol Moves Up Ranking of Europe’s Top Renewable Fuel Makers
4 Reuters:
SoftBank hires banks for US IPOs of SB Energy and AI robotics spinoff Roze, sources say
5 Axios:
Fusion energy poised for simpler U.S. review
6 PV-Tech:
Australia awards 7.8GW of renewable energy under Capacity Investment Scheme Tender 7
7 Solar Power World:
Renewable energy sees double-digit growth in Trump’s second term
8 Energy Storage News:
CATL supplying 1.5GWh for Grenergy’s long-term tolled Spanish BESS projects
9 Canary Media:
This AI tool helps community solar developers connect to the grid sooner
Opinions:
10 PV-Magazine:
State-level permitting cuts solar siting conflict, new database shows
Have a great day!
Yann
Opinion
Best, Yann
News
1 Utility Dive:
US summer generating capacity increases by 75 GW since 2025
2 Bloomberg:
China’s Solar Installations Fall for Fourth Straight Month
3 Energy Storage News:
BloombergNEF ups BESS forecast as renewables add resilience from fossil fuel price shocks
4 Axios:
Oil prices sink on signs of U.S.-Iran deal
5 Reuters:
Energy tycoon Riquelme confirms challenge for Real Madrid presidency
6 Canary Media:
Another first for renewables
7 PV-Magazine:
‘Buy the dip’ on T1 Energy’s Fuzzy Panda domestic doubt, Roth says
Opinions:
8 PV-Tech:
Giant NextEra-Dominion merger should be met with ‘caution’ to avoid rate increases, groups warn
Have a great day!
Yann
