Big News For MEI. Congrats to my friends from Madison on another expansion of their platform. One of my favorite news stories is to see many of you executing on your business plans in very big ways. After nearly 20 years in solar, it’s the bridges that have been built that make this industry sustainable. 

• PV-Magazine: Madison Energy Infrastructure acquires NextEra Energy’s distributed generation business
• Axios: BlackRock may buy utility AES for $38 billion
• Utility Dive: Data centers ‘primary reason’ for high PJM capacity prices: market monitor
• PV-Tech: EU to lose 5% of solar workforce in 2025 as ‘job-intensive’ residential market contracts
• Solar Power World: DOE yanks funding from over 200 energy projects
• Energy Storage News: SPP utility to invest over US$600 million in 1.9GWh BESS projects to address ‘significant capacity deficit’
• Canary Media: Pennsylvania’s solar ambitions face high federal and state hurdles

Opinion

• New York Times: A Generational Shift in American Energy

Best, Yann

• Axios: Trump’s coal plan mixes new market and old hurdles
• New York Times: Trump’s coal plan mixes new market and old hurdles
• Reuters: Schwarzenegger at Vatican in mission to ‘terminate’ fossil fuels
• Bloomberg: Big Take: How AI Is Driving Up Americans’ Power Bills
• Financial Times: Solar shines in the rush for power in Africa’s largest petrostate
• PV-Tech: Waaree dismisses US tariff evasion allegations, ‘actively working’ with CBP
• Solar Power World: Spruce Power lays off 40 people, closes Colorado office
• Canary Media: Carrier wants to pair batteries with air conditioners to help the grid
• PV-Magazine: Voltage Energy releases two wiring solutions for solar projects

Opinion

• Politico: Energy Dept. adds ‘climate change’ and ‘emissions’ to banned words list

Best, Yann

• Bloomberg: Solar Firm Pine Gate Preparing for Potential Bankruptcy Filing
• New York Times: Why Don’t Data Centers Use More Green Energy?
• Axios: Data centers should be ready to bring their own power, Wright says
• UTility Dive: This week in 5 numbers: Rising demand, rising rates
• Reuters: Trump’s energy pivot accelerates US solar and wind power mergers, asset sales
• Builder Magazine: Boviet expands solar module production capacity to 3 GW in N.C.
• PV-Tech: ‘100-year-old grids’ are ‘bottleneck’ to solar-plus-storage growth, Global Solar Council says
• PV-Magazine: U.S. grid-scale storage leaps 63%, residential storage 132%

Opinion

• Canary Media: Can climate comedy still work? This offshore wind ad suggests it can.

Best, Yann

• Washington Post: Why the White House is abandoning solar
• Utility Dive: 2.1-GW SOO Green transmission project advances with Iowa agreement
• Bloomberg: US in Talks With States Over Offshore Wind Dispute, Group Says
• New York Times: What World Leaders Told Us About Trump, China and Climate Change
• Reuters: China leads nations with new climate plans, defying US climate denial
• PV-Tech: Enel issues US$4.5 billion bond, says it ‘no longer needs’ sustainability financing
• Solar Power World: Dimension Energy cuts ribbon on 3.12-MW rooftop community solar project in NJ
• Energy Storage News: Poland ‘lacks precise development regulations and a clear long-term plan for energy storage’
• Canary Media: Virtual power plants may soon provide more electricity to Illinois’ grid
• PV-Magazine: Bankrupt residential solar loan provider Mosaic to be acquired

Opinion

• Axios: Exclusive – Tom Steyer says Trump won’t derail energy transition

Best, Yann