• 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

TVA Our Way. I don’t know why we didn’t do exactly this over the past 15 years. TVA has the potential to be the postcard from the future if we aligned our political strength to put solar advocates on the board. I’ve been saying this for the better part of two decades, but always got some political answer about how TVA Senators handle the board appointment. I guess this administration didn’t get that memo. 

• Utility Dive: TVA board, remade by Trump, votes to keep coal plants open
• CNN: Trump delivers a deadly blow to EPA’s ability to regulate climate pollution
• Reuters: US publishes interim tax credit rules meant to restrict China clean energy influence
• Bloomberg: Singapore Boosts Modest 2030 Solar Power Installation Target
• New York Times: Stuck With an Empty Factory, Ford Seeks a New Market
• PV-Tech: UK awards 4.9GW solar PV in latest CfD round
• Energy Storage News: Tesla set to launch vehicle-to-grid programme in the US
• PV-Magazine: Solar for Women announces spring 2026 webinar series on workforce development

Opinion

• Canary Media: A new Ohio bill could be a de facto statewide ban on solar and wind

Best, Yann

Public Solar. Many of you are solar people, I think you know what I mean by that, and SOLV’s CEO, George Hershman is at the very top of that list. Yesterday, SOLV went public on the NASDAQ, raising $513mm before the stock rose another 20% in its first day of trading. SOLV, which is trading under the ticker MWH, has grown out of Swinerton before scaling to what it is today as one of the biggest EPCs in the market. I’m happy to call George a friend and very excited for his team including other solar lifers for getting to this point. Now George joins the public company CEO club in solar that is ever expanding, which is a great thing to have in our market. 

• CNBC: SOLV Energy CEO on IPO debut: We’re the largest provider of energy services to solar and storage
• Utility Dive: CAISO shifts transmission focus to reliability to meet peak demand growth
• New York Times: Trump Orders the Pentagon to Buy More Coal-Fired Electricity
• Reuters: Norway wealth fund seeks battery storage investment as market matures
• PV-Tech: National Laboratory of the Rockies lays off 130 employees
• Canary Media: NineDot Energy raises big money for small batteries in New York City
• PV-Magazine: High-voltage DC solar architecture solves the AI datacenter bottleneck

Opinion

• Energy Storage News: Europe’s energy storage buildout: who leads and who is left behind

Best, Yann