• Axios: Oil and gas lobby sees AI boost for 2025 permitting overhaul
• Wall Street Journal: Oil Giant Saudi Arabia Is Emerging as a Solar Power
• Politico: How environmental groups lost Newsom to Big Oil
• Utility Dive: Amid policy pressures, clean energy investment is diversifying: Crux
• Bloomberg: Germany Eyeing Credit Tool to Help Industry to Clean Power Deals
• Reuters: EU targets 8 power grid bottlenecks to cut prices, boost security
• PV-Tech: Madison Energy secures US$800 million to expand US clean energy portfolio
• Energy Storage News: ‘Made in America’ and energy density race lead battery storage discussions at RE+ 2025
• Solar Power World: Enphase to bring bidirectional EV charger to market next year
• PV-Magazine: Making sense of CAISO’s bid cost recovery mechanism and what it means for batteries

Opinion

• New York Times: Climate ‘Ideology’ Hurts Prosperity, Top U.S. Officials Tell Europeans

Best, Yann

• Utility Dive: Utilities could add 147 GW of new large loads, boosting peak demand 20%: WoodMac
• Politico: US could be forced to refund ‘about half’ of tariffs if SCOTUS rules against Trump, Bessent says
• PV-Magazine: Solaris acquires Sunnova assets, puts SunStrong in control of legacy systems
• Bloomberg: Wind Wars Highlight US-China Divergence on Clean Energy
• New York Times: Energy Secretary Attacks Offshore Wind and Dismisses Climate Change
• PV-Tech: Czech Republic warns of cybersecurity threat from Chinese solar inverters
• Reuters: Georgia Power receives approval for 1,068 MW of new solar energy projects
• Energy Storage News: Fluence deploys first full product ecosystem at Tilt Renewables’ 200MWh BESS in Victoria, Australia

Opinion

• Times: India’s solar industry, aiming to compete with China, finds strength as U.S. tariffs hit home

Best, Yann

Vegas! I will be arriving on Sunday. If any readers want to plan an informal SolarWakeup get together on Sunday afternoon, let me know! Safe travels to Las Vegas!

• Utility Dive: FERC in Focus: Will the agency maintain its independence under Trump 2.0?
• Axios: House narrowly OKs spending bill backing Trump energy priorities
• Reuters: Trump supports nuclear power as it is ‘more American’ than wind, solar, US official says
• PV-Tech: India cuts GST on renewable energy components from 12% to 5%
• Solar Power World: Data centers forcing US utilities to plan large load capacity additions very quickly
• Energy Storage News: Swift Current Energy closes US$242 million financing for Virginia battery storage project
• PV-Magazine: Newsom orders agencies to fast-track clean energy projects before federal tax credits expire

Opinion

• Canary Media: These conservatives want government to stop working against clean energy

Best, Yann

Make It Easier. Part of technology innovation is making it easier to build. Easier being simple to train to new workers and easier so that it’s repeatable while minimizing mistakes. At FTC, we use the term constructibility and explain it with 4 key features that make a tracker installation 5 simple, repeatable steps. That’s why from pile to module, the installation using FTC 1P trackers is much faster and repeatable than anything else in the market. Head to V7655 to see it in person at RE+

• Reuters: The energy transition is now a national security issue. Just ask India
• New York Times: White House Orders Agencies to Escalate Fight Against Offshore Wind
• Solar Builder: Nearly 70% of U.S. solar EPCs fall short on quality, HelioVolta report finds
• UTility Dive: PJM stakeholders overwhelmingly pan proposal for data center interconnection
• Bloomberg: BlackRock’s Trans-Atlantic ESG Dilemma
• Axios: Clean school bus transition gets clogged up
• PV-Magazine: U.S. residential solar averages record-low $29,000 before incentives, says EnergySage
• PV-Tech: China’s top four solar manufacturers suffer US$1.54 billion in losses in H1 2025
• Renewable Energy World: US Energy Secretary goes viral for misguided solar post
• Energy Storage News: CAISO monitoring for ‘detrimental market behaviour’ in BESS Bid Cost Recovery process

Opinion

• Wall Street Journal: Trump’s Anti-Climate Crusade Puts Big Oil in Awkward Spot

Best, Yann