Insurance Innovation Rewarded. Congratulations to the team at kWh Analytics, especially Jason Kaminsky and Richard Matsui who couch surfed their way to building an incredible business. A 14 year overnight success as they say, as kWh gets acquired by Beazley.
Digital Interconnection. Regulators tend to see trends a bit in the rearview mirror but using storage as an interconnection aide is an obvious one that the industry has been talking about and hoping that the market operators adopt at bigger scale. That being said, they also need to be looking ahead (and asset owners should self regulate) if they think that batteries can be operated with underdeveloped, subpar and offshore software controls. If we’re going to use batteries to interconnect America’s AI infrastructure, then we know what doing it right looks like.
News
1 Yahoo Finance!:
Beazley agrees to acquire US-based kWh Analytics
2 PV-Magazine:
California’s SB 886 could make storage a prerequisite for data center interconnection
3 Canary Media:
Suddenly, the US manufactures a ton of grid batteries
4 Axios:
Rare offshore wind reversal highlights shift under Trump
5 Bloomberg:
Expensive Oil Is EV Makers’ Best Sales Pitch
6 Reuters:
CERAWeek opens with protests as energy chiefs clash
7 PV-Tech:
Solar wafer origin could be ‘significant risk’ for US industry, lawyers warn
8 Energy Storage News:
Nebraska advances energy storage and data centre-focused bill
Opinions:
9 Solar Power World:
Aurora warns resi installers
Have a great day!
Yann
Opinion
Best, Yann
News
1 Utility Dive:
DOE taps SoftBank arm to develop 9.2 GW of gas generation in Ohio
3 New York Times:
Hochul Moves to Delay and Alter Climate Law, Citing Energy Prices
4 Axios:
Iran war looms over global energy summit
5 PV-Tech:
Solar wafer origin could be ‘significant risk’ for US industry, lawyers warn
6 Solar Power World:
Michigan Senate committee advances bills for state VPP program
7 Canary Media:
Where in the world is clean energy technology made?
8 PV-Magazine:
Massachusetts mandates 15-month permitting deadline for solar and storage
Opinions:
9 Energy Storage News:
‘US battery manufacturing will surpass 100% of demand’, US ESC report states
Have a great day!
Yann
Tourney Time. Today is the Last Day! Sign up for the annual SolarWakeup March Madness Challenge. Search for SolarWakeup 2026 on ESPN TC or create your bracket for Women’s and Men’s tournament challenges here, password is gosolar. Winner gets bragging rights and the morning paragraph on a topic of their choice.
Onsite Batteries And Investigations. It is no surprise to me that data centers are bringing batteries for backup, for interconnection and for power quality to the inside of the fence at the data centers. Cells are simply too power hungry for typical instant backup. The interesting part of that is how it relates to local content, FEOC and the ongoing OICTS investigation about foreign influence into the grid and related parts. For solar that seems to be largely centered around inverters but for storage it likely impacts domestic sources of BMS and EMS software. This is often overlooked but more importantly the likelihood that cybersecurity is coming to this is largely ignored, for now, especially when storage goes behind the meter at data centers.
News
1 PV-Magazine:
How on-site batteries are fast-tracking data center grid connections
2 Utility Dive:
13 DOE emergency orders have cost Americans $235M, Sierra Club says
3 Axios:
Higher energy prices might eat your tax refund, economists say
4 Reuters:
Brazil secures 19 gigawatts at power capacity auction to strengthen energy supply
5 PV-Tech:
Origis Energy begins operations at 210 MW Indiana PV project
6 Energy Storage News:
Over 17GWh of BESS deployed globally in February 2026
7 Canary Media:
Trump deal for a $33B gas megaplant in Ohio faces huge hurdles
Opinions:
8 Bloomberg:
Trump’s Energy Emergency Is Self-Fulfilling
Have a great day!
Yann
Tourney Time. Sign up for the annual SolarWakeup March Madness Challenge. Search for SolarWakeup 2026 on ESPN TC or create your bracket for Women’s and Men’s tournament challenges here, password is gosolar. Winner gets bragging rights and the morning paragraph on a topic of their choice.
Opinion
News
1 Utility Dive:
Mass. governor orders state to pursue 15 GW of resources, including storage, VPPs
2 Bloomberg:
EVs Avoided Use of 2.3 Million Barrels of Oil Per Day In 2025
3 Reuters:
AI power dash transforms clean energy offtake market
4 PV-Tech:
What is dictating solar module price increases?
5 Energy Storage News:
‘Interconnection remains the big bottleneck’
6 Canary Media:
The fight over California’s community solar plan is heating up
7 PV-Magazine:
U.S. government confirms Tesla as mystery buyer in $4.3 billion LG Energy Solution LFP deal
8 Axios:
Meet the sustainability exec at the center of the AI boom
Opinions:
9 New York Times:
As War Chokes Natural Gas Supply, Asia Turns Back to Coal
Have a great day!
Yann
