• Axios: Trump makes a political power play on data centers
• PV-Tech: Two-thirds of electricity demand growth in the US came from solar PV in 2025 – Ember
• CNBC: Automakers like Ford and GM are jumping into a whole new business where Tesla is a serious player
• Bloomberg: AI Needs a BYOG Model to Keep Power Bills Down
• Canary Media: Trump’s plan to make data centers pay for power plants has big flaws
• PV-Magazine: Amazon acquires 1.2 GW Sunstone solar project from bankrupt Pine Gate Renewables
• Energy Storage News: DNV forecasts tenfold increase in MENA region’s installed energy storage capacity by 2030
• Reuters: Why U.S. states hold the key to an affordable, stable energy future in 2026

Opinion

• New York Times: Trump Is Obsessed With Oil, but Chinese Batteries Will Soon Run the World

Best, Yann

• Bloomberg: Private Equity Firm NGP Makes $200 Million US Battery Bet as AI Stokes Power Demand
• Axios: The world’s great climate collapse
• Yale: Photos Capture the Breathtaking Scale of China’s Wind and Solar Buildout
• Reuters: Canadian Solar wins US patent dispute against Maxeon Solar Technologies
• PV-Tech: EU’s delayed cybersecurity review could have big implications for solar
• Canary Media: PJM’s power-starved grid will finally get a big battery this year
• PV-Magazine: Maryland lawmakers introduce bill to deploy 4 GW of solar

Opinion

• Utility Dive: America’s new power barons: Who will rule the AI-grade megawatt megasector?

Best, Yann

• Bloomberg: New York Tells Data Centers They Must Pay More for Power
• New York Times: The View From Above Antarctica’s Fastest Melting Glacier
• Axios: U.S. emissions rise could preview bigger spikes
• Reuters: India grants extra time for solar projects hit by bird conservation
• PV-Tech: Aspen Power raises US$200 million for US solar pipeline
• Energy Storage News: Batteries ‘the only technology’ that can keep pace with AI data centre power fluctuations
• PV-Magazine: Global solar enters period of adjustment, as market conditions redefine rules of competition

Opinion

• Utility Dive: Why winning the AI race requires systems intelligence, not just electric capacity

Best, Yann

• New York Times: $100 Billion to Revive Venezuela’s Energy Industry? Oil Executives Are Not So Sure
• Canary Media: Chart – How the US electricity mix changed last year
• PV-Tech: Illinois signs clean energy bill, will drive investments for solar PV, battery storage and VPPs
• Bloomberg: Newsom Seeks $200 Million to Replace EV Tax Credits Cut by Trump
• Axios: Meta unveils nuclear deals with Vistra, TerraPower, Oklo
• Utility Dive: The week in 5 numbers: data centers drive load growth in PJM, Texas
• Reuters: OpenAI, SoftBank invest $1 billion in SB Energy as Stargate buildout expands
• Energy Storage News: US V2G specialist Nuvve’s BESS pivot yields projects and partnerships in Japan, Europe and US

Opinion

• PV-Magazine: Sodium-ion battery cells already near lithium-ion cost parity, set to get cheaper

Best, Yann