• Bloomberg: New York Tells Data Centers They Must Pay More for Power
• New York Times: The View From Above Antarctica’s Fastest Melting Glacier
• Axios: U.S. emissions rise could preview bigger spikes
• Reuters: India grants extra time for solar projects hit by bird conservation
• PV-Tech: Aspen Power raises US$200 million for US solar pipeline
• Energy Storage News: Batteries ‘the only technology’ that can keep pace with AI data centre power fluctuations
• PV-Magazine: Global solar enters period of adjustment, as market conditions redefine rules of competition

Opinion

• Utility Dive: Why winning the AI race requires systems intelligence, not just electric capacity

Best, Yann

• New York Times: $100 Billion to Revive Venezuela’s Energy Industry? Oil Executives Are Not So Sure
• Canary Media: Chart – How the US electricity mix changed last year
• PV-Tech: Illinois signs clean energy bill, will drive investments for solar PV, battery storage and VPPs
• Bloomberg: Newsom Seeks $200 Million to Replace EV Tax Credits Cut by Trump
• Axios: Meta unveils nuclear deals with Vistra, TerraPower, Oklo
• Utility Dive: The week in 5 numbers: data centers drive load growth in PJM, Texas
• Reuters: OpenAI, SoftBank invest $1 billion in SB Energy as Stargate buildout expands
• Energy Storage News: US V2G specialist Nuvve’s BESS pivot yields projects and partnerships in Japan, Europe and US

Opinion

• PV-Magazine: Sodium-ion battery cells already near lithium-ion cost parity, set to get cheaper

Best, Yann

• New York Times: Trump Pulls Out of Global Climate Treaty
• Reuters: China’s market regulator summons top solar firms over monopoly concerns, state media reports
• Bloomberg: Clean Energy Stocks Extend Rally on AI Demand as Oil Falters
• Utility Dive: Utilities under pressure: 6 power sector trends to watch in 2026
• Solar Builder: Gov. Pritzker signs bill to expand solar, lower energy bills in Illinois
• PV-Tech: Canadian Solar seeks US$200 million to back US manufacturing
• Energy Storage News: Greenflash Infrastructure safe harbours over 10GWh of Li-ion energy storage in US
• PV-Magazine: Three massive grid-scale battery projects move ahead in Texas, California

Opinion

• Canary Media: 7 numbers that explain why the future of buildings is all-electric

Best, Yann

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. 

• Utility Dive: Data centers were 40% of PJM capacity costs in last auction: market monitor
• Axios: New branches of the AI power tree are starting to grow
• PV-Magazine: Big Tech turns to solar and storage to bypass grid bottlenecks
• Canary Media: PJM needs flexible data centers. Here’s a blueprint.
• San Francisco Chronicle: California bill would help renters lower electricity bills by easing rules for plug-in solar panels
• PV-Tech: HASI, Sunrun joint venture targets 300MW of residential renewable energy capacity
• Solar Power World: Pegasus acquires commercial solar racking manufacturer Aerocompact’s North American division
• Energy Storage News: Battery storage fire in Upstate New York involved unauthorised system, mayor says

Opinion

• Bloomberg: Snow Cuts Germany’s Solar Generation, Lifting Power Prices

Best, Yann