The Car Battery. Seems to me that every car company now has a battery division and for some reason, which blows my mind, we still think that the battery hardware can have points of differentiation. Let’s be clear, the only differentiation is whether you make the battery poorly, once you meet the threshold, there is no value proposition in the battery box. I.e. tell me the difference in your Dell and HP computer towers…

• Bloomberg: US Solar Makers Allege China Tariff Evasion Through Ethiopia
• New York Times: Tom Steyer Thinks California Is Ready for a Different Climate Message
• Utility Dive: Fluence Energy signs master supply agreements with two ‘major’
• Reuters: Fervo Energy raises $1.89 billion in US IPO
• Yahoo: California homeowners say solar is still worth it after NEM 3.0, but one add-on is critical
• PV-Tech: SEIA appoints former Republican governor as new CEO
• Energy Storage News: Ford officially launches US stationary energy storage subsidiary, deliveries to begin in 2027
• PV-Magazine: Integrated policy tools to solve the renewable energy siting crisis

Opinion

• Solar Power World: Op-ed: NERC compliance is critical to national energy security

Best, Yann