• PV-Tech: FTC Solar signs 840MW PV tracker supply agreement in South Africa
• Bloomberg: French Power Prices Drop to Lowest Since June as Solar Surges
• Solar Power World: Commerce suggests 100%+ tariffs for solar panels from India, Indonesia, Laos
• Reuters: First Solar slides as outlook falls short on Trump-era permitting delays
• PV-Magazine: Republicans pushing for clean energy tax credit: “We think [Trump] is getting bad advice”
• Utility Dive: PJM proposes behind-the-meter reforms in data center colocation effort
• Energy Storage News: BESS continues to be an attractive market for M&A
• Canary Media: New Orleans’ latest bid for a better grid: a citywide virtual power plant

Opinion

• Axios: Local opposition creates roadblocks for AI boom

Best, Yann

• Axios: Utilities, data centers drive growth in battery storage
• Bloomberg: Data Center Rush Spurs Earnings Windfall for Power-Gear Makers
• New York Times: Supreme Court to Weigh Oil-Industry Effort to End a Major Climate Suit
• Utility Dive: New Jersey regulators take first step to reform electric utility business model
• Reuters: Power drought tips Ukraine’s economy into worst crisis since war’s first year
• PV-Tech: FRV to hybridise Spanish PV fleet with batteries
• Energy Storage News: Redefining BESS bankability in 2026: from installed capacity to operational performance
• Canary Media: Can a big battery help Boston save billions on the power grid? Maybe.

Opinion

• PV-Magazine: Beyond rectangles: How geometry-constrained optimization can unlock more rooftop solar

Best, Yann

• Axios: GM announces lease program for powering your home with your EV
• Utility Dive: Corporate clean energy buying fell globally in 2025, reversing trend: BNEF
• Bloomberg: India’s Solar Manufacturing Excesses Turn a Boom Into a Glut
• Reuters: US states sue Trump administration to unlock funding for clean energy projects
• PV-Magazine: Navigating the OBBBA cliff for solar tax credits
• PV-Tech: Octopus acquires California solar-plus-storage project as part of US$1 billion investment
• Energy Storage News: Interim FEOC guidance from US Treasury refers back to existing safe harbour guidelines
• Canary Media: New England’s biggest grid battery is up and running in Maine

Opinion

• New York Times: As Trump Obliterates Climate Efforts, States Try to Fill the Gap

Best, Yann

• Solar Power World: ITC makes initial determination in latest Shoals vs. Voltage patent drama
• Politico: Newsom signs California-UK clean energy pact
• Utility Dive: Data centers pursue on-site power as affordability tops utility concerns: BofA
• Reuters: Solar on the rise in gas-rich Pennsylvania
• PV-Tech: US Treasury’s first interim FEOC guidance met with some relief
• Energy Storage News: NeoVolta raises US$23 million for Georgia battery pack and BESS manufacturing facility
• Canary Media: The EPA’s biggest emissions-fighting tool is dead — at least for now
• PV-Magazine: Trump signals rollback on 50% steel and aluminum tariffs: What it means for solar

Opinion

• Bloomberg: EDF Warns Solar, Wind Surge Straining Nuclear Fleet Costs

Best, Yann