• Bloomberg: NextEra Said to Discuss Deal Valuing Dominion at $66 Billion
• Utility Dive: Commercial electricity use will likely surpass residential in 2027: EIA
• Financial Times: The dawn of 24/7 solar power
• Axios: Affordability is reshaping consumers’ car choices, survey finds
• Solar Builder: Eos Energy forms new LDES development company
• PV-Tech: India installs record 15.3GW of solar in Q1 2026 amid policy deadline rush
• Solar Power World: Gotion links with US electronics manufacturer for domestic battery production
• Energy Storage News: System-level BESS manufacturing defects cause ‘hidden risk’ for developers, Intertek CEA says
• PV-Magazine: Massachusetts distributed solar potential reaches 92 GW as electrification demand rises

Opinion

• Canary Media: Soaring gas prices have drivers turning to EVs — except in the US

Best, Yann

13GWh, Running How Well? There’s a lot of storage being built. I’m curious to how that storage is being commissioned and how fragmented the BMS and EMS systems are across those 13GWh given the need for safety and availability across those assets. Also, how much frustration is created for the asset management teams with having multiple platforms and if they’re missing any ingredients to running those assets. We’re still early in the storage world but the capacity is growing quickly. 

Feedback Requested. For those of you in the room with data centers, what’s the conversation like around contracting for energy, power and timing? Solar versus storage or is it and? I’d love to get your intel on what you’re hearing. 

• Axios: The energy squeeze behind the Iran war and AI boom
• New York Times: Here’s What It Costs to Keep a Coal Plant Open
• Energy Storage News: Nearly 13GWh of grid-scale BESS deployed globally in April
• Utility Dive: Crux gets $500M debt facility for clean energy investments
• Bloomberg: PE Firm Lightrock Raises $500 Million for New Clean Energy Fund
• Reuters: US set to drop criminal fraud case against India’s Gautam Adani, sources say, as deal reached in civil case
• PV-Tech: MN8 Energy bags US$300 million to extend credit facility
• Solar Power World: Canadian Solar to boost Texas panel factory to 10-GW capacity
• PV-Magazine: NERC inverter-based resource registration initiative enters final stretch for asset owners

Opinion

• Canary Media: The Indiana community caught between coal and the data center boom

Best, Yann

• Politico: Iran war is fueling China’s clean energy surge ahead of Trump-Xi talks
• PV-Magazine: Solar risks: Internal fire, regulatory fines, and battery inaccuracies
• Bloomberg: Ford Soars Most in Six Years on Possible Hyperscaler Tie-Ups
• Utilty Dive: US annual electricity consumption to grow 55% by 2050: NEMA
• Axios: The energy stakes of the Trump-Xi summit
• Reuters: Solar to surpass coal in Texas power generation in 2026, EIA says
• PV-Tech: US manufacturers files AD/CVD case against Toyo Solar and Origin Solar in Ethiopia
• Energy Storage News: Fluence doubles order intake, expects to book first big data centre deal this quarter

Opinion

• Canary Media: Amazon bets on what could be a game-changing heat pump

Best, Yann

The Car Battery. Seems to me that every car company now has a battery division and for some reason, which blows my mind, we still think that the battery hardware can have points of differentiation. Let’s be clear, the only differentiation is whether you make the battery poorly, once you meet the threshold, there is no value proposition in the battery box. I.e. tell me the difference in your Dell and HP computer towers…

• Bloomberg: US Solar Makers Allege China Tariff Evasion Through Ethiopia
• New York Times: Tom Steyer Thinks California Is Ready for a Different Climate Message
• Utility Dive: Fluence Energy signs master supply agreements with two ‘major’
• Reuters: Fervo Energy raises $1.89 billion in US IPO
• Yahoo: California homeowners say solar is still worth it after NEM 3.0, but one add-on is critical
• PV-Tech: SEIA appoints former Republican governor as new CEO
• Energy Storage News: Ford officially launches US stationary energy storage subsidiary, deliveries to begin in 2027
• PV-Magazine: Integrated policy tools to solve the renewable energy siting crisis

Opinion

• Solar Power World: Op-ed: NERC compliance is critical to national energy security

Best, Yann