• Politico: Democrats show early signs of winning energy messaging war
• Utility Dive: US installed nearly 26 GW of new generating capacity from January to August
• Bloomberg: Election Shocks Underscore Power Bills as New Political Risk
• New York Times: Leaders at Climate Summit Skipped by U.S. Stress Consensus
• Axios: Trump’s focus on cultural issues amid high energy bills zaps Republicans
• Reuters: Planet in peril: 30 years of climate talks in six charts
• PV-Tech: European PV module prices stabilise ‘at the bottom’ in October
• Energy Storage News: Spain allocates €840 million funds for storage projects, passes grid resilience decree

Opinion

• Canary Media: One North Carolina company’s plan for keeping rooftop solar going

Best, Yann

• Axios: How new Virginia, New Jersey governors will deal with energy
• Solar Builder: Homeowners brace for AI energy strain: Sunrun survey shows 80% fear rising electricity costs
• PV-Tech: South Africa to add 28.7GW of new solar PV generation capacity by 2039
• Energy Storage News: Aggressive pricing and emerging C&I models reshape India’s energy storage outlook
• Utility Dive: CPower says its load relief more than doubled, to 38 GWh
• Canary Media: In a boost for offshore wind, New Jersey elects Mikie Sherrill
• PV-Magazine: Illinois to add 3 GW of batteries, saving consumers $12 billion over 20 years

Opinion

• Reuters: Paris accord will defeat fossil fuels – eventually

Best, Yann

• Canary Media: Puerto Rico’s energy future: distributed solar or centralized grid?
• New York Times: New York’s Next Mayor Will Face Big Decisions on Climate Change
• The Economist: Solar in China has become too big to fail
• Utility Dive: Xcel proposes doubling battery storage at Minnesota coal plant
• Reuters: India’s tighter green power rules may hit clean energy investments, industry letters show
• PV-Tech: EnergyRe bags US$370 million for South Carolina PV projects
• Energy Storage News: Sungrow’s Q3 revenue, net profit and shipments soar
• PV-Magazine: ContourGlobal secures $350 million, its first solar project financing in the U.S.

Opinion

• Axios: Cleantech veteran hopes to “turn AI energy crisis on its head”

Best, Yann

An Election Ask (Voting Continues). I need your help so I can be reelected to the SEIA board and represent you during this important moment of SEIA and the solar industry. Voting continues! If you are not the contact person, please find the person at your company that gets the SEIA emails and ask them to make sure they vote today and pick me for the at-large seat. 

• New York Times: Why the Price of Electricity Is Spiking Around the Country
• Bloomberg: Green Investors Enjoy Huge Returns as Stock Market Powers Through Trump’s Attacks
• Utility Dive: US has onshored full solar supply chain: SEIA
• Axios: New York takes next steps on nuclear power
• Reuters: First Solar sales top estimates, company to open another US factory
• Energy Storage News: Wisconsin utilities opt for solar-plus-storage project acquisitions over ‘debt-like PPAs’
• Canary Media: Illinois lawmakers just passed another big clean-energy bill
• PV-Magazine: Solar wafer prices stable, with emerging downward pressure despite policy interventions

Opinion

• PV-Tech: What does the upcoming Section 232 on polysilicon need to answer?

Best, Yann