• 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

• New York Times: Trump Pulls Out of Global Climate Treaty
• Reuters: China’s market regulator summons top solar firms over monopoly concerns, state media reports
• Bloomberg: Clean Energy Stocks Extend Rally on AI Demand as Oil Falters
• Utility Dive: Utilities under pressure: 6 power sector trends to watch in 2026
• Solar Builder: Gov. Pritzker signs bill to expand solar, lower energy bills in Illinois
• PV-Tech: Canadian Solar seeks US$200 million to back US manufacturing
• Energy Storage News: Greenflash Infrastructure safe harbours over 10GWh of Li-ion energy storage in US
• PV-Magazine: Three massive grid-scale battery projects move ahead in Texas, California

Opinion

• Canary Media: 7 numbers that explain why the future of buildings is all-electric

Best, Yann