• Reuters: Rising US industrial load intensifies power generation need
• Bloomberg: Deep Freeze More Than Doubled Power Costs on Biggest US Grid
• Utility Dive: Natural gas installations more than doubled in 2025: FERC
• PV-Tech: EU Commission approves €3 billion German clean energy manufacturing scheme
• Energy Storage News: FlexGen begins operating 700MWh total BESS in Wisconsin, Iowa for Alliant Energy
• Canary Media: Bad Bunny’s Super Bowl show had a big message about Puerto Rico’s grid
   

Opinion

• PV-Magazine: ERCOT BESS interconnection applications drop 50% in H2 2025 as faults in the boom emerge

Best, Yann

Solar IPOs Hot Again. It’s time to start the public company CEO group chat (this is just a joke!) But with Forgent going public, NEOS partners strike again with their third major renewables-related IPO in this decade. Next week, we could see another solar EPC go public and that’s a great thing for many of our friends and their investors. It’s also great for the solar market and other companies that see this path to liquidity and capital reopening for solar.

• Bloomberg: Forgent Power Shares Advance 7.4% After $1.5 Billion IPO
• Seattle Times: Amazon outbids WA utility for one of nation’s largest solar projects
• Utility Dive: Federal energy assistance programs survive budget gauntlet
• Reuters: US rooftop solar installers cut jobs, restructure as homeowner subsidy expires
• Energy Storage News: Aypa Power closes US$1.5 billion credit facility for US BESS projects
• Canary Media: Massachusetts scrutinizes pipeline-safety program as gas bills spike
• PV-Magazine: State legislatures consider bills to speed solar project deployment
   

Opinion

• PV-Tech: What are the latest issues with TOPCon solar panels?

Best, Yann

• New York Times: A Trump ‘Blockade’ Is Stalling Hundreds of Wind and Solar Projects Nationwide
• Utility Dive: TVA pursues 6.2 GW of new generation, citing data centers, population growth
• Bloomberg: Power Equipment Maker Forgent, Backers Raise $1.5 Billion in IPO
• Reuters: Chinese solar shares jump on reports of Musk-linked visits, some firms deny cooperation
• PV-Tech: Cost the key consideration in European supply chains as reliance on China remains
• Energy Storage News: Standalone solar no longer enough in Europe as storage takes centre stage
• Canary Media: California has abundant solar power. Here’s how factories can use it.
• PV-Magazine: Lunar Energy raises $232 million to accelerate development of residential storage, VPP software

Opinion

• Axios: Exclusive: Trump pollster finds MAGA voters like solar energy

Best, Yann

• Bloomberg: Texas Considers Revisiting Some Data Center Grid Approvals
• New York Times: Why U.S. Car Companies Want to Make Giant Batteries
• Canary Media: Colorado co-ops to Trump: Let us close our aging coal plant
• Utility Dive: Tesla sets battery storage deployment record in Q4 as EV sales slump
• Reuters: Saudi Arabia to build $2 billion solar farms in Turkey, Turkish energy minister says
• Energy Storage News: ‘Scrutinising origin, ownership, and control’: FEOC rules change US BESS buying
• PV-Magazine: U.S.-India trade deal reduces solar tariffs

Opinion

• PV-Tech: ‘Difficult’ to make EU solar procurement initiatives work ‘on the ground’, developers say

Best, Yann