• New York Times: How Do You Measure A.I. Firms’ Gargantuan Energy Plans? In ‘Bragawatts.’
• Bloomberg: Hormuz Crisis Is ‘Biggest Energy Disruption Ever,’ Yergin Says
• Utility Dive: What’s stalling data center projects? Public opposition and power access lead delays.
• Axios: Trump’s oil export surge — and ceiling
• Reuters: Nuclear reactor maker X-Energy valued at $11.9 billion in stellar Nasdaq debut
• PV-Tech: Saatvik moves into transformers with 80% Melcon acquisition
• Energy Storage News: Grid-forming inverters feature in 74% of Australia’s 33.2GW NEM battery storage pipeline
• PV-Magazine: California’s regressive rooftop solar policy hit with second appeal to State Supreme Court

Opinion

• Canary Media: Are long-promised solar perovskites finally hitting mass production?

Best, Yann

• Utility Dive: GE Vernova gas turbine backlog hits 100 GW as prices rise
• Bloomberg: SoftBank Prepares to Manufacture Batteries for AI Data Centers
• Solar Power World: Commerce releases prelim antidumping tariffs in India, Indonesia, Laos solar case
• Reuters: Iran war revives European rooftop solar demand to cut energy bills
• Axios: Oil prices and stocks are talking past each other right now
• PV-Tech: Masdar forms renewables JV with Montenegro state utility
• Energy Storage News: Tesla reports declines in quarterly energy storage revenues and deployments
• PV-Magazine: NextEra Energy adds record 4 GW of renewables and storage backlog in Q1

Opinion

• New York Times: How the Supreme Court’s Shadow Docket Upended Climate Policy

Best, Yann

• PV-Magazine: Court blocks “de facto moratorium” on federal solar permitting
• Axios: Solar power drives a renewables inflection point
• Bloomberg: Europe Power Markets See More Negative Prices as Solar Surges
• Reuters: Five charts on how US clean electricity output keeps climbing
• PV-Tech: EU is open to ‘harsh’ enforcement of cybersecurity for solar energy
• Energy Storage News: Strait of Hormuz closure creates complexity for global energy storage markets
• Politico: Trump’s pick to lead CISA withdraws nomination after months of political impasse
• Utility Dive: What does Trump’s wartime powers flex mean for transformers and other grid equipment shortages?
• Solar Power World: Policy change virtually stops new community solar development in Maine

Opinion

• Canary Media: Are long-promised solar perovskites finally hitting mass production?

Best, Yann

Miami Grand Prix. It seems to me that amongst my readership some of you will be in my hometown for the Formula 1 race on May 1st. If you’re in need for some company, don’t hesitate to reach out and we can talk some solar and storage or of course more importantly about energy storage strategy in Formula 1 cars. 

• Bloomberg: Cheap Batteries Are Taking Over the World’s Power Grids
• Utility Dive: FERC tees up June decision on data center interconnection reform
• New York Times: The Long-Term Plan to Scrub Carbon From the Sky
• Axios: Renewable energy gets an Iran war boost
• Yale Climate Connections: As Cuba’s grid fails, solar power becomes a lifeline
• Reuters: Fervo Energy discloses revenue fall in US IPO filing
• PV-Tech: Toyo centres US efforts in Texas as it looks to build policy-proof supply chain
• Energy Storage News: ‘We’ll never be the cheapest’: Wärtsilä’s head of energy storage on company strategy
• PV-Magazine: Solar developers face high-stakes tax credit risks as FEOC rules tighten

Opinion

• Canary Media: What to know before you get balcony solar

Best, Yann