• UTility Dive: Electric utilities will invest more than $1.1T by 2030 to meet demand growth: EEI
• Bloomberg: Germans Are Finally Embracing Air Conditioning, Even Renters
• Reuters: Citigroup’s head of energy transition decamps for Moelis role, sources say
• Solar Builder: Project planning gets a reality check after OBBB
• PV-Tech: Nautilus, Greenprint Capital enter US$275 million tax equity deal to build 130MW US community solar
• Renewable Energy World: Invenergy says Grain Belt Express will go forward despite DOE decision
• Energy Storage News: US imposes 93.5% tariff on Chinese battery anode products, but BESS spared
• Canary Media: Energy bill could cost North Carolina billions in lost investments and jobs
• PV-Magazine: Design solar for storage now, or retrofit at a premium later

Opinion

• Nevada Independent: For future growth, Nevada needs solar. Trump’s ‘Big Beautiful Bill’ won’t help.

Best, Yann

• Utility Dive: US electricity demand to grow 2.5% annually through 2035 – BofA Institute
• Canary Media: Powin fueled the US grid storage boom. Then the company crashed.
• Bloomberg: Europe’s Solar Power Growth Set to Dip for First Time Since 2016
• New York Times: Europe’s Solar Power Growth Set to Dip for First Time Since 2016
• Reuters: Boom fades for US clean energy as Trump guts subsidies
• Solar Builder: Sunrun and Tesla Electric team up on fixed-rate solar and storage plan for Texas
• PV-Tech: Sonnedix secures US$2.35 billion through refinancing deals to fund European growth
• Solar Power World: 2025 Top Solar Contractors – Inside the List
• Energy Storage News: US imposes 93.5% tariff on Chinese battery anode products, but BESS spared

Opinion

• PV-Magazine: Georgia Power agrees to give community solar a path forward

Best, Yann

• Utility Dive: Booming solar and storage are propping up Puerto Rico’s grid this summer
• E&E News: Trump is escalating his attacks on wind, solar
• Bloomberg: China’s Key US Energy Imports Near Zero Before Vital Trade Talks
• Reuters: NextEra beats quarterly profit estimates on massive power demand
• PV-Tech: ‘Reciprocal’ tariffs negatively impacted Enphase Q2 gross margins
• Energy Storage News: GridBeyond begins optimisation of Gore Street’s 400MWh first California BESS project
• Canary Media: Trump admin cancels $4.9B loan for biggest transmission line in US
• PV-Magazine: Investments in community solar continue despite federal headwinds
• Axios: International law includes climate-change obligations, UN court says

Opinion

• Wall Street Journal: The Real Risk to the Electric Grid

Best, Yann

• New York Times: Why Trump’s War on Solar Power Will Fail
• Electrek: Corning snaps up JA Solar’s US factory as Chinese parts face tax credit ban
• PV-Tech: Indian PV companies among targets of new AD/CVD petition launched in US
• PV-Magazine: Sunrun to close $431 million securitization
• Utility Dive: Wood Mackenzie sees extended ‘sunset’ for costly coal power
• Bloomberg: French Power Slips on Wind Surge, Deepening Discount to Germany
• Axios: Group offers energy and industrial playbook for countering China
• Reuters: Rush for US gas plants drives up costs, lead times

Opinion

• Canary Media: Rooftop solar braces for fallout from Trump’s megabill

Best, Yann