Bipartisan Solar Love. The sudden MAGA love isn’t so sudden, it’s more of a return to the reason everyone loved solar to begin with. It’s affordable, …
A Lot Going On. We’re looking at the entire supply stack of the solar market as the demand seems to be pushing for speed and more …
PV-Tech: FTC Solar signs 840MW PV tracker supply agreement in South Africa Bloomberg: French Power Prices Drop to Lowest Since June as Solar Surges Solar …
Axios: Utilities, data centers drive growth in battery storage Bloomberg: Data Center Rush Spurs Earnings Windfall for Power-Gear Makers New York Times: Supreme Court to …
Axios: GM announces lease program for powering your home with your EV Utility Dive: Corporate clean energy buying fell globally in 2025, reversing trend: BNEF …
Solar Power World: ITC makes initial determination in latest Shoals vs. Voltage patent drama Politico: Newsom signs California-UK clean energy pact Utility Dive: Data centers …
TVA Our Way. I don’t know why we didn’t do exactly this over the past 15 years. TVA has the potential to be the postcard from …
Public Solar. Many of you are solar people, I think you know what I mean by that, and SOLV’s CEO, George Hershman is at the very …
Reuters: Rising US industrial load intensifies power generation need Bloomberg: Deep Freeze More Than Doubled Power Costs on Biggest US Grid Utility Dive: Natural gas …
Solar IPOs Hot Again. It’s time to start the public company CEO group chat (this is just a joke!) But with Forgent going public, NEOS partners …
