• Utility Dive: Can rising power demand boost renewables above policy obstacles in 2026?
• Bloomberg: Zero – Electrification is the Climate Story of 2026
• New York Times: Energy Dept. Says It Is Canceling $30 Billion in Clean Energy Loans
• Axios: Utilities brace for outages, disruptions ahead of winter storm
• Reuters: In Davos debut, Musk says US tariffs make solar power a challenge
• Solar Builder: Study says solar, storage could slash spiking New York energy bills
• Renewable Energy World: White House and governors pressure grid operator to boost power supply, slow electricity price hikes
• Canary Media: Geothermal startup Fervo Energy may finally go public
• PV-Magazine: Solar to anchor U.S. load growth as data center demand surges

Opinion

• PV-Tech: Solar and storage are ‘the perfect bedfellows’ as BESS matures in Europe

Best, Yann

Solar Goes Public, Welcome MWH. It’s always a great moment for the SolarWakeup community when one of us has a big accomplishment and that’s happening right now with our friends at SOLV. From Swinerton to SOLV to MWH, which will be the ticker once the company goes public in the next month or so. SOLV has become a great example of solar’s growth under the helm of George Hershman. With nice growth in the first 3 quarters of 2025 over the previous year and how the EPC peers are trading, I expect all the best to happen to the good people of SOLV. More to come…

• Seeking Alpha: Solar EPC Provider SOLV Energy Begins IPO Effort
• Axios: OpenAI vows to foot energy costs for Stargate
• Reuters: EDP CEO warns EU on lost urgency for energy security, renewables push
• PV-Tech: Inside the US solar supply chain labyrinth
• Solar Power World: New Jersey governor spends first day in office issuing executive orders on solar
• Energy Storage News: Over 2GWh of Europe BESS completed, financed and transacted in past week
• Canary Media: Massachusetts tries a market for distributed energy to tame grid costs
• PV-Magazine: Solar met 61% of U.S. electricity demand growth in 2025 as battery surge transforms the grid

Opinion

• Utility Dive: Labor, tariffs collide with data center boom

Best, Yann

Free Electricity? The pod bros from the All-in Podcast talked about energy policy this week and made an interesting point, completely insane but why not? They said that America could make all residential electricity free by increasing the cost of industrial energy by 50% so that C&I owners would build their own power plants. Here’s the link for the exchange if you’re intrigued by the concept and/or want to tell me how this would actually work (also how much utilities would support this…)

• New York Times: On Day 1, Mikie Sherrill Focuses on Utility Costs and Children’s Safety
• Axios: Data centers could power solar market, despite Trump criticism
• Bloomberg: US Power-Grid Plan Aims to Accelerate Data-Center Connections
• PV-Tech: Radial Power secures US$355 million financing for 214MW solar portfolio
• Solar Power World: Utility-scale contractor Sunstall launches robotic installation platform SunRobi
• Energy Storage News: ANZA Power secures US$300 million from I Squared for Australia-New Zealand portfolio
• PV-Magazine: Solar to surge 49% as EIA forecasts 70 GW of new capacity by 2027

Opinion

• Canary Media: After Helene, rural North Carolina turns to solar and battery hubs

Best, Yann

• 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