Deal Season? There are so many balls in the air that it’s sometimes hard to focus on the 3 that you actually want to juggle but let’s give it a whirl. First, it’s clear that the market is looking for the White House to make some trade deals, sooner the better. Second, the Senate and the House appear out of sync with each other on what’s going on with the budget/tax/debt ceiling plan and the House seems to have a shortfall in votes absent a broader deal. For those of us on the sidelines and in the weeds fighting for the IRA, let’s keep pushing on how important the tax credit and solar benefits are to the economy, AI and energy dominance. Lastly, let’s keep focusing on deploying and finding ways to help each other. This is a moment where I am leaning on my relationships and finding ways to work together. If there’s anything I can do to be helpful, don’t hesitate to reach out.
- Reuters: Renewables provided record 32% of global electricity in 2024, Ember says
- Politico: ‘He’s just not going to change my mind’: Freedom Caucus chair defies Trump on budget
- New York Times: Trump Signs Orders Aimed at Reviving a Struggling Coal Industry
- Axios: Oil prices ride a highway to the danger zone
- Utility Dive: AIP Management invests $500M in US solar producer
- PV-Tech: ‘We want it to feel like magic’: Sunnova on saving time with AI rooftop solar designs
- Energy Storage News: Tata Power deploys battery storage to support critical infrastructure in Mumbai, India
- PV-Magazine: Robots to work side-by-side with humans to demonstrate solar module installation
Opinion
Best, Yann