• Reuters: Top US energy regulator pushes grids to overhaul data center power rules
• Utility Dive: Maryland lawmakers back data center transmission cost complaint at FERC
• Bloomberg: Spain Weighs Financial Aid to Struggling Solar Power Industry
• PV-Tech: Origis raises US$900 million to fund 5GW of project development
• Solar Power World: SEIA: Solar occupies less than 0.1% of US farmland
• Energy Storage News: Limited synergies and profitability drive Wärtsilä’s energy storage divestment
• PV-Magazine: Constraining U.S. wind and solar deployment could trigger $121 billion in unnecessary energy costs

Opinion

• Canary Media: The Iran war sparked a shift toward clean energy. Will it last?

Best, Yann

• New York Times: Trump Administration to Pay $765 Million to Cancel 4 More Wind Projects
• Axios: Carbon removal group boosts spending, adds Anthropic
• UTility Dive: California gas generation down 60% from 2024 as solar, imports surge
• Reuters: China’s BYD ramps up battery production in Brazil
• PV-Tech: ‘Everyone’s too enamoured with low price to the detriment of what they’re going to get for that’
• Renewable energy World: Can PJMS New Fast Track Process Accelerate Interconnection
• Energy Storage News: Limited synergies and profitability drive Wärtsilä’s energy storage divestment
• Canary Media: Data centers are key to fight over Duke electric rates in North Carolina

Opinion

• PV-magazine: The Dire Need for Due Diligence

Best, Yann

• Solar Power World: Create Energy acquires solar tracker company SOL Components
• Axios: Oil prices sink on announcement of Iran deal
• Bloomberg: Solar Surpasses Gas in California After Panel Installs Surge
• Utility Dive: Peak Energy, GM partner to scale domestic sodium-ion battery supplies
• Reuters: Dutch power moratoriums highlight challenge facing grid operators
• PV-Tech: US solar developers are getting creative—and risky—ahead of the safe harbour deadline
• New York Times: The Tiny Solar Panel That Could Change America
• Energy Storage News: AESC signs 10GWh US domestic content BESS cell and module deal with system integrator Prevalon
• PV-Magazine: Satellite breakthrough enables accurate panel-scale temperature mapping for solar farms

Opinion

• Canary Media: Will New York Gov. Kathy Hochul sign a balcony solar bill?

Best, Yann

See You In Chicago. I will be moderating a keynote panel at Midwest Solar Expo today alongside Helena Kimball from SOLV and Nick Maynard from Arevon. I assure you, for those that have been to my panels before, that you’ll get a ton of value out of it as I will be asking both what is important to their companies and what innovations they need to stay at the top of their game. If you’re near Chicago, take a day trip and come meet us. 

• Bloomberg: US Residential Solar Installations Set to Stall for Years
• Energy Storage News: Wärtsilä wraps energy storage business into joint venture with solar manufacturer RCT Solutions
• New York Times: How China Can Move the Price of Oil Even by Not Buying
• PV-Tech: Enphase launches IQ9N microinverter for European residential solar
• Renewable Energy World: Grid Congestion Cost PJM One Billion Dollars In One Month
• Solar Power World: Blending FEOC and non-FEOC modules: The design choice worth millions to your solar project
• Axios: EVs might one day shore up the ailing power grid
• Canary Media: Solar and wind try to navigate Trump’s obstacle course for tax credits
• Reuters: Goldman-backed Danish energy trader eyes US gas expansion as results plummet
• PV-Magazine: Utility interconnection delays in multi-state commercial solar projects: engineering and procedural lessons

Opinion

• Washington Post: Battery breakthroughs will lessen AI’s demand on the electricity grid

Best, Yann