The Storage Thesis, Executed. Congrats to my former colleagues at FlexGen for acquiring CES and increasing their capacity for keeping energy storage systems running at the highest levels of availability and safety in the market. 5 Years ago, we set out to build a storage company that wouldn’t focus on making the battery boxes but to help asset owners buy them, commission them and keep them running. With a portfolio of control systems, software built over a decade and an amazing team, FlexGen slowly built itself into the largest integrator not hyping its own box and continues to build that lead expanding even further into the storage asset operations support. Most battery systems don’t run as well as they could, certainly aren’t balancing remotely and barely doing any data analytics on their performance, and you deserve better.
Opinion
News
1 Power Magazine:
FlexGen Acquires BESS Provider Clean Energy Services
2 New York Times:
In Imperial County, Calif., half of the roads are unpaved and the unemployment rate is sky-high.
3 Reuters:
Britain hits renewable power record in 2025, but fossil fuel use also up
4 PV-Magazine:
All emerging cyber threats targeting power infrastructure at a glance
5 Utility Dive:
Trump adjusts metal tariffs, sets 15% rate for some electrical grid equipment
6 Bloomberg:
Polish Power Prices Turns Negative for Some as Renewables Boom
7 Maine Biz:
Plug in solar bill gets green light from maine legislature
8 Axios:
Oil climbs anew on mixed signals about Iran war's future
9 Solar Power World:
Texas attorney general launches investigation into residential solar sales practices
Opinions:
10 Canary Media:
This spring has been a record season for renewables
Have a great day!
Yann
Opinion
Best, Yann
News
1 Axios:
Google eyes natural gas as AI power demand outpaces clean energy
2 Bloomberg:
Neoen to Build France’s Largest Battery Amid Strained Power Grid
3 Reuters:
The Iran war's energy 'paradox'
4 Energy Storage News:
EnerVenue closes US$300 million Series B for 30,000-cycle nickel-hydrogen battery manufacturing
5 New York Times:
Trump’s Budget May Target Climate Programs. Here’s What Still Survives.
6 Canary Media:
Green steel is the way forward for Indiana, former steelworkers say
7 PV-Magazine:
Rooftop solar now accounts for one fifth of Puerto Rico’s generation capacity
Opinions:
8 PV-Tech:
Are US solar tariffs helping or hindering PV manufacturing?
Have a great day!
Yann
Opinion
Best, Yann
News
1 Solar Power World:
Op-ed - We’ve built gigawatts, but can we build a winning coalition?
2 New York Times:
Will the Iran Crisis Push the World to Rethink Oil and Gas?
3 Bloomberg:
The US Data Center Boom Is Hitting a Transformer Crunch
4 Utility Dive:
Expect retail electricity prices to rise further
5 Axios:
Get ready for $200 a barrel oil prices if Hormuz stays closed
6 Reuters:
SpaceX files for IPO, sources say, offering investors stake in Musk's space ambitions
8 PV-Magazine:
U.S. solar and storage market report
Opinions:
9 Canary Media:
What if Duke Energy shared the burden of fuel costs with its customers?
Have a great day!
Yann
Final Madness. We’re setup for a best of the rest heading into the Final Four. David Beech, Jon Abe, Sam Boykin and FTC’s own Brian DiDonato are going into the weekend setting up for a Michigan versus Illinois winner with an outside looking in for those that picked Arizona. Yours truly had one of the worst showings this year and I’m fully out of it with my Florida takes all pick.
The Volatility of Gas. This is an economic statement because economies require energy to deliver all other production. With the war in the Middle East, global gas supply is severely impacted, reduced and causing ramifications across the world. Germany is paying 4x for energy compared to France and India has to ration gas supply based on needs at home and in Factories. It’s a reminder that a fixed price contract for long term is a key value proposition for our industry.
News
1 New York Times:
This Is What Happens When the Gas Runs Out
2 Bloomberg:
India’s Gas Shortage Will Make Dal Compete With Data
3 Utility Dive:
Large load tariffs proliferate as states take more active role in data center regulation
4 Axios:
The race to build new nuclear reactors — fast
6 PV-Tech:
Philippines fast-tracks 1.4GW of renewables amid Iran energy price shock
7 Energy Storage News:
‘Do not overlook it at pre-construction’
8 PV-Magazine:
U.S. small-scale solar hit record 1.9 GW in Q4 2025
Opinions:
9 Canary Media:
Will California fund or kill its thriving virtual power plant program?
Have a great day!
Yann
