This is your SolarWakeup for January 16th
Opinion
News
1 Bloomberg:
Private Equity Firm NGP Makes $200 Million US Battery Bet as AI Stokes Power Demand
2 Axios:
The world's great climate collapse
3 Yale:
Photos Capture the Breathtaking Scale of China’s Wind and Solar Buildout
4 Reuters:
Canadian Solar wins US patent dispute against Maxeon Solar Technologies
5 PV-Tech:
EU’s delayed cybersecurity review could have big implications for solar
6 Canary Media:
PJM’s power-starved grid will finally get a big battery this year
7 PV-Magazine:
Maryland lawmakers introduce bill to deploy 4 GW of solar
Opinions:
8 Utility Dive:
America’s new power barons
Have a great day!
Yann
This is your SolarWakeup for January 15th
Opinion
News
1 Bloomberg:
New York Tells Data Centers They Must Pay More for Power
2 New York Times:
The View From Above Antarctica’s Fastest Melting Glacier
3 Axios:
U.S. emissions rise could preview bigger spikes
4 Reuters:
India grants extra time for solar projects hit by bird conservation
5 PV-Tech:
Aspen Power raises US$200 million for US solar pipeline
6 Energy Storage News:
Batteries ‘the only technology’ that can keep pace with AI data centre power fluctuations
7 PV-Magazine:
Global solar enters period of adjustment, as market conditions redefine rules of competition
Opinions:
8 Utility Dive:
Why winning the AI race requires systems intelligence, not just electric capacity
Have a great day!
Yann
This is your SolarWakeup for January 12th
Opinion
News
1 New York Times:
$100 Billion to Revive Venezuela’s Energy Industry? Oil Executives Are Not So Sure
2 Canary Media:
Chart - How the US electricity mix changed last year
3 PV-Tech:
Illinois signs clean energy bill, will drive investments for solar PV, battery storage and VPPs
4 Bloomberg:
Newsom Seeks $200 Million to Replace EV Tax Credits Cut by Trump
5 Axios:
Meta unveils nuclear deals with Vistra, TerraPower, Oklo
6 Utility Dive:
The week in 5 numbers
7 Reuters:
OpenAI, SoftBank invest $1 billion in SB Energy as Stargate buildout expands
8 Energy Storage News:
US V2G specialist Nuvve’s BESS pivot yields projects and partnerships in Japan, Europe and US
Opinions:
9 PV-Magazine:
Sodium-ion battery cells already near lithium-ion cost parity, set to get cheaper
Have a great day!
Yann
This is your SolarWakeup for January 9th
Opinion
News
1 New York Times:
Trump Pulls Out of Global Climate Treaty
2 Reuters:
China's market regulator summons top solar firms over monopoly concerns, state media reports
3 Bloomberg:
Clean Energy Stocks Extend Rally on AI Demand as Oil Falters
4 Utility Dive:
Utilities under pressure
5 Solar Builder:
Gov. Pritzker signs bill to expand solar, lower energy bills in Illinois
6 PV-Tech:
Canadian Solar seeks US$200 million to back US manufacturing
7 Energy Storage News:
Greenflash Infrastructure safe harbours over 10GWh of Li-ion energy storage in US
8 PV-Magazine:
Three massive grid-scale battery projects move ahead in Texas, California
Opinions:
9 Canary Media:
7 numbers that explain why the future of buildings is all-electric
Have a great day!
Yann
This is your SolarWakeup for January 8th
The Cost of Growth. The rise of capacity cost is palpable and I think it may get worse. It’s the incremental MW/GW that raises the cost of every other GW in the auction because everyone wants to be the most valuable last power in the stack so everyone gets a piece. As demand grows, everyone wins on the generator side and loses on the consumer side of the ledger.
News
1 Utility Dive:
Data centers were 40% of PJM capacity costs in last auction
2 Axios:
New branches of the AI power tree are starting to grow
3 PV-Magazine:
Big Tech turns to solar and storage to bypass grid bottlenecks
4 Canary Media:
PJM needs flexible data centers. Here’s a blueprint.
5 San Francisco Chronicle:
California bill would help renters lower electricity bills by easing rules for plug-in solar panels
6 PV-Tech:
HASI, Sunrun joint venture targets 300MW of residential renewable energy capacity
7 Solar Power World:
Pegasus acquires commercial solar racking manufacturer Aerocompact’s North American division
8 Energy Storage News:
Battery storage fire in Upstate New York involved unauthorised system, mayor says
Opinions:
9 Bloomberg:
Snow Cuts Germany’s Solar Generation, Lifting Power Prices
Have a great day!
Yann
This is your SolarWakeup for January 7th
Blackouts? Berlin’s energy infrastructure was attacked by arsonists, setting fire to a critical station that caused a blackout for tens of thousands in the area. We’ve seen other physical attempts to disrupt the grid in the US and certainly impacts from climate events. The big risk remains the digital attacks and of course the demand greater than supply exercise that we are certainly ignoring at some regulatory and legislative levels. One of the places that I see a passive approach (and it shouldn’t be) is the cyber related risk to energy storage systems that have a ton of internal communications as well as the coordination between the asset and the grid operators and traders that rely on millisecond response capabilities.
News
1 Bloomberg:
Blackout Reveals Germany’s Infrastructure Vulnerabilities
2 Utility Dive:
ERCOT’s large load queue jumped almost 300% last year
3 Axios:
Six energy trends for 2026
5 Renewable Energy World:
PJM capacity auction hits price cap again as region falls short of reliability target
6 Energy Storage News:
Australian battery storage projects attract international lenders in year-end financing spree
7 PV-Magazine:
T1 Energy completes $160 million sale of production tax credits
Opinions:
8 Canary Media:
Is the US headed toward an electricity crisis of its own making?
Have a great day!
Yann
This is your SolarWakeup for January 6th
Opinion
News
1 Bloomberg:
Data Centers Added $6.5 Billion to Big US Grid’s Power Cost
2 Utility Dive:
ISO-NE proposes capacity market overhaul with shift to ‘prompt’ auction
3 Solar Power World:
Almost overnight, the US became an oversupply market for ESS battery cells
4 Deutsche Welle:
Germany news
5 E&E News:
California gives SoCal solar farm the nod for sped-up permitting
6 PV-Tech:
India adds record 35GW+ solar PV in 2025
7 PV-Magazine:
2026 National Electrical Code changes
Opinions:
8 Energy Storage News:
Revenue trends, supply chains and emerging markets
Have a great day!
Yann
This is your SolarWakeup for January 5th
Welcome To 2026. Not a slow start to energy news in the new year but we’ll start you off with a recap of the publishers' read stories of last year. Plenty of time to see how the conflict in Venezuela impacts the oil markets and if the Google acquisition is a one-off or a sign of what else could be happening.
News
1 PV-Tech:
PV Tech’s top ten stories of the year in 2025
2 Canary Media:
The 13 clean energy stories we wish we wrote in 2025
3 Axios:
U.S. oil companies will rebuild Venezuela's industry, Trump says
4 Bloomberg:
Solar Panels and Heat Pumps to Be More Expensive in 2026
5 New York Times:
Cheap Solar Is Transforming Lives and Economies Across Africa
6 Reuters:
Five energy market trends to track in 2026, the year of the glut
7 Solar Builder:
New Jersey passes revised “smart solar permitting bill”
8 PV-Magazine:
Nofar USA wins bid to acquire solar assets of bankrupt Pine Gate Renewables
Opinions:
9 Utility Dive:
Prepaid leases, data center dollars key for DERs in 2026
Have a great day!
Yann
This is your SolarWakeup for December 19th
Here It Comes. PJM’s auction is bad for everyone and it’s worse because we knew this was coming years ago. Reaching the price cap and STILL falling short on capacity is a recipe for consumers that don’t have the desired outcome when they hit their light switch.
News
1 Canary Media:
PJM’s capacity costs hit record as grid falls short on supply
2 Reuters:
US House passes bill to speed permitting for big energy projects
3 Politico:
Clean energy industry group pulls support for permitting bill after GOP changes
4 Utility Dive:
Court agrees to rehear $14B climate funding freeze case
5 Bloomberg:
California Cuts PG&E’s and Edison’s Profits for Grid Investments
6 Axios:
America's data center growth hot spots, mapped
7 PV-Tech:
T1 Energy begins construction at 2.1GW TOPCon cell manufacturing facility in Texas
8 Solar Power World:
Environmental and renewable energy groups sue IRS, Treasury
9 PV-Magazine:
Machine learning models identify hidden physical defects in solar arrays
Opinions:
10 Energy Storage News:
ERCOT BESS revenue ‘roller coaster’ is a feature, not a bug
Have a great day!
Yann
This is your SolarWakeup for December 17th
Opinion
News
1 Bloomberg:
US Lawmakers Investigate Big Tech’s Role Pushing Up Power Bills
2 Reuters:
Why corporates are getting real on renewables purchasing
3 Utility Dive:
Clean energy industry preps ahead of impending FEOC guidance
4 New York Times:
Ford Will Take $19.5 Billion Hit as It Rolls Back E.V. Plans
6 PV-Tech:
Acciona Energia sells stake in 1.3GW US solar PV portfolio
7 PV-Magazine:
U.S. Q3 energy storage deployment grows 31% year-over-year
Opinions:
8 Canary Media:
Texas’ energy market redesign could leave battery developers in limbo
Have a great day!
Yann
