• 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

The Cost of Growth. The rise of capacity cost is palpable and I think it may get worse. It’s the incremental MW/GW that raises the cost of every other GW in the auction because everyone wants to be the most valuable last power in the stack so everyone gets a piece. As demand grows, everyone wins on the generator side and loses on the consumer side of the ledger. 

• Utility Dive: Data centers were 40% of PJM capacity costs in last auction: market monitor
• Axios: New branches of the AI power tree are starting to grow
• PV-Magazine: Big Tech turns to solar and storage to bypass grid bottlenecks
• Canary Media: PJM needs flexible data centers. Here’s a blueprint.
• San Francisco Chronicle: California bill would help renters lower electricity bills by easing rules for plug-in solar panels
• PV-Tech: HASI, Sunrun joint venture targets 300MW of residential renewable energy capacity
• Solar Power World: Pegasus acquires commercial solar racking manufacturer Aerocompact’s North American division
• Energy Storage News: Battery storage fire in Upstate New York involved unauthorised system, mayor says

Opinion

• Bloomberg: Snow Cuts Germany’s Solar Generation, Lifting Power Prices

Best, Yann

Blackouts? Berlin’s energy infrastructure was attacked by arsonists, setting fire to a critical station that caused a blackout for tens of thousands in the area. We’ve seen other physical attempts to disrupt the grid in the US and certainly impacts from climate events. The big risk remains the digital attacks and of course the demand greater than supply exercise that we are certainly ignoring at some regulatory and legislative levels. One of the places that I see a passive approach (and it shouldn’t be) is the cyber related risk to energy storage systems that have a ton of internal communications as well as the coordination between the asset and the grid operators and traders that rely on millisecond response capabilities. 

• Bloomberg: Blackout Reveals Germany’s Infrastructure Vulnerabilities
• Utility Dive: ERCOT’s large load queue jumped almost 300% last year
• Axios: Six energy trends for 2026: Affordability, AI and abundance
• PV-Tech: UNSW: Up to one-fifth of solar PV modules degrade 1.5 times faster than average
• Renewable Energy World: PJM capacity auction hits price cap again as region falls short of reliability target
• Energy Storage News: Australian battery storage projects attract international lenders in year-end financing spree
• PV-Magazine: T1 Energy completes $160 million sale of production tax credits

Opinion

• Canary Media: Is the US headed toward an electricity crisis of its own making?

Best, Yann

• Bloomberg: Data Centers Added $6.5 Billion to Big US Grid’s Power Cost
• Utility Dive: ISO-NE proposes capacity market overhaul with shift to ‘prompt’ auction
• Solar Power World: Almost overnight, the US became an oversupply market for ESS battery cells
• Deutsche Welle: Germany news: Berlin still shivering amid power outage
• E&E News: California gives SoCal solar farm the nod for sped-up permitting
• PV-Tech: India adds record 35GW+ solar PV in 2025
• PV-Magazine: 2026 National Electrical Code changes: PCS and EMS part 1

Opinion

• Energy Storage News: Revenue trends, supply chains and emerging markets

Best, Yann