• Utility Dive: Duke Energy signs agreements for 2 GW of data centers in past month: CFO
• Bloomberg: Xcel CEO Says Flip the Grid Process and Build Power Lines First
• Axios: Wildfires burn across drought-hit U.S. Northeast
• Reuters: Vattenfall to invest 5 billion euros in Germany’s clean energy market
• Solar Builder: ComEd updates capacity maps every month to drive more solar projects
• PV-Tech: Europe to install 110GW of solar in 2025 – S&P
• Energy Storage News: US utility Georgia Power completes first build-own-operate battery storage project
• PV-Magazine: SolarEdge posts $1.21 billion net loss in Q3

Opinion

• New York Times: Trump’s Return Hangs Over U.N. Climate Negotiations

Best, Yann

• PV-Tech: Sunrun grows installed solar and storage capacity by double-digits in Q3
• Reuters: Enphase Energy to lay off 17% of workforce, take up to $20 mln in charges
• Energy storage News: Grid-scale energy storage growth deemed ‘essential’ to Australia’s NEM by regulator
• Wall Street Journal: Tycoon Drives India’s Push Against China’s Solar-Energy Dominance
• Utility Dive: Transmission is ‘best low-risk, high-growth’ way to play the AI-energy boom, says Sempra CEO
• Bloomberg: How Three COP29 Attendees Got to Baku Without a Long-Haul Flight
• Renewable Energy World: Inside the plan for a 1 GW virtual power plant in Texas
• PV-Magazine: Higher inventories weaken demand across global solar module markets
• Solar Power World: Zeo Energy completes acquisition of residential solar company Lumio

Opinion

• New York Times: Musk Believes in Global Warming. Trump Doesn’t. Will That Change?

Best, Yann

• Axios: Global temperatures likely to exceed key limit for first time
• New York Times: Trump Whiplash Looms Over Global Climate Talks
• Reuters: Chile losing global green hydrogen head-start, companies say
• Slate: The Renewable Energy Revolution Is Unstoppable
• Energy Storage News: Freyr buys Trina’s US solar facilities as Trump election raises threat of further China sanctions
• Canary Media: Republicans sweep key utility regulator races in Arizona and Louisiana
• PV-Magazine: Pennsylvania queued solar projects would increase total capacity 18x

Opinion

• Bloomberg: Trump Win Unlikely to Thwart Rooftop Solar, Sunrun CEO Says

Best, Yann

• BBC: ‘Sin City could be called Solar City’: How Las Vegas is going green
• Utility Dive: Trump win is ‘setback’ for climate protection, but clean energy advocates say progress will continue
• Bloomberg: Trump’s Win Is Neither an Oil Gusher Nor a Green Crusher
• New york Times: U.S. Election Sends Alarming Message for Global Climate Efforts
• Reuters: Trump return likely to slow, not stop, US clean-energy boom
• PV-Tech: FTC Solar, Dunlieh Energy sign 1GW PV tracker supply
• Renewable Energy World: Washington voters uphold landmark climate law against challenge from conservatives
• Energy Storage News: Saudi Arabia begins qualification for 8GWh battery storage tender
• PV-Magazine: Freyr to acquire Trina Solar U.S. manufacturing assets

Opinion

• Canary Media: How Trump’s second term could derail the clean energy transition

Best, Yann