• Reuters: US launches effort to speed power grid projects for AI
• Utility Dive: Regulators approve demand charge, net metering changes for NV Energy
• New York Times: The Trump Administration Is Dismantling Climate Policies
• Bloomberg: French Wind-Power Backlash Seen Pushing Capacity Growth to 20-Year Low
• Axios: Tom Steyer’s Galvanize launches new strategy with $1.3B in tow
• PV-Tech: North American VPP capacity grows 13.7% as market ‘broadened more than deepened’
• Energy Storage News: How Canada is driving 8-12GW of storage deployments by 2035 – ESC report
• Canary Media: The solar industry threw a party in Vegas, and it actually wasn’t sad
• PV-Magazine: Startup launches AI-based home solar and electrification customer acquisition platform

Opinion

• Economist: Despite presidential animus, America’s solar industry is buzzing

Best, Yann

Cheap is the new clean. If you haven’t gotten the memo, solar is about to be blamed for the rise in electricity prices and for the lack of resilience, i.e. the side effects of the lack of new generation being built with record demand growth. Every statement about solar, from every company, in every press release needs to include the fact that solar is the cheapest option available and would still be significantly cheaper if paired with storage. This is true with incredible taxation on the cost of solar when compared to what our neighbors in Canada, Mexico and Europe pay for solar components. All the while the industry has lowered costs, built amazing factories in all parts of the United States and responded to legacy price signals. The reality is that solar could be sooo much cheaper if we actually wanted to regulate the power market for cheap, resilient and clean. Don’t take my word for it, capitalism, i.e. corporate procurement is saying this exact thing. 

• Canary Media: Majority of Americans want a big power grid and more cheap, clean energy
• Solar Power World: California bill to remove tax on IRA solar benefits now on governor’s desk
• Reuters: US power line builders facing multi-state slog without federal help
• UTility Dive: Blackstone to pay $1B for 620-MW Pennsylvania natural gas plant
• Bloomberg: China Seeks Feedback on Revised Rules for Polysilicon Energy Use
• PV-Tech: Nexamp secures US$350 million financing from Macquarie
• Energy Storage News: Chinese BESS players still hope to supply US in FEOC policy environment

Opinion

• PV-Magazine: State solar policy on the frontlines

Best, Yann

• Utility Dive: Regional Western electricity market closer to reality following California vote
• Bloomberg: How Trump’s Anti-Renewables Push Is Upending US Wind and Solar
• New York Times: Young People Suing Trump Over Climate Have Their Day in Federal Court
• Reuters: Germany to scrap fixed tariffs for new renewables, pivot to market support
• PV-Tech: Sunrun raises US$510 million in securitisation
• Canary Media: California’s first solar-covered canal is now fully online
• PV-Magazine: Enphase introduces commercial-scale solar microinverter with 97.5% efficiency

Opinion

• Solar Power World: Realistic market outlook emerges after ‘pep rally’ start to RE+

Best, Yann

RE+ Comes To Close. Now the work begins. I appreciate seeing many of you at the show throughout the week, it’s always nice to see old friends and make new ones. Of course, I am thankful to the support that you are showing to help make FTC Solar a success, building on the constructability of the 1P tracker that we launched last week and showcasing at the show as well as our demo center in Austin. I know that there are challenges for the market, both in policy and in the labor force. Many of you shared your policy ideas and I will consolidate those for you in the coming days and of course if you are looking for a tracker solution that helps shave significant time from the construction schedule, don’t hesitate to reach out. 

• Wall Street Journal: Oil Giant Saudi Arabia Is Emerging as a Solar Power
• Utility Dive: Amid policy pressures, clean energy investment is diversifying: Crux
• Reuters: Oil boom conceals a green energy jackpot
• Bloomberg: Australia’s Rooftop Solar and Battery Installations Are Surging Despite Broader Lag in Renewables
• Energy Storage News: Still too early to see Trump tariffs’ impact on BESS industry finances
• Axios: Battles aren’t ending over DOE’s contrarian climate science
• Canary Media: Illinois’ push to train workers for solar industry jobs is paying off
• PV-Magazine: It’s easy to announce a battery gigafactory. It’s much harder to build one

Opinion

• PV-Tech: Risk aversion and market pressures: inside Georgia Power’s latest IRP

Best, Yann