Opinion
Best, Yann
News
1 Bloomberg:
JPMorgan’s Institutional Clients Are Asking About Climate Tipping Points
2 PV-Tech:
‘You’re going to see a lot more of these’
3 Utility Dive:
Utility-scale solar and wind hit a record 17% of US generation in 2025
4 New York Times:
Why the Iran War May Force Countries to Rely Less on Natural Gas
5 Reuters:
Iran war seen boosting renewable energy investment with focus on security, not climate
6 Energy Storage News:
'Absolutely bright’ future for battery storage in Ukraine
7 Canary Media:
The Iran war is driving a clean energy wake-up call
8 PV-Magazine:
U.S. ITC opens Section 337 probe into global TOPCon supply chain
Opinions:
9 Axios:
This man has a strategy for using Bezos' climate billions
Have a great day!
Yann
The EV Comeback. I may be biased because I’ve been driving electric since 2012 (Chevy Volt beta tester!). My reason for driving electric goes beyond that it’s a better car to drive, I get to plug in every night and start the day with a full tank of gas. Not going to the gas station is an amazing feeling. But it’s also because electricity tends to be FAR less volatile in pricing than gas, especially right now. This is the same thought process why corporations love solar, what other fuel can give you a 25 year contract with predictable contract costs. Imagine a gas plant locking in the cost of electricity (without fuel adjustments) for any period of time, let alone 25 years.
Political Payback. Fun article, you should read it.
News
1 Bloomberg:
The Solution to Soaring Gas Prices? For Some, It’s Going Electric
2 New York Times:
Wealthy Investors Are Targeting Foes of Clean Energy, and They Want Revenge
3 Utility Dive:
50 GW of data centers online at end of 2025, with MISO seeing strongest growth
4 Axios:
Energy execs say they're trying to address ratepayers' anger
5 Reuters:
Soaring AI demand spurs roll-out of long duration energy storage
6 PV-Tech:
SMA Solar losses exceed US$75 million in 2025
7 Solar Power World:
Report
8 Canary Media:
Virginia set to enact a flurry of laws boosting cleaner, cheaper power
Opinions:
9 PV-Magazine:
California bill would unlock distributed energy participation in grid resource adequacy market
Have a great day!
Yann
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
