On The Road. Apologies for the smaller than usual commentary but 2025 has the solar industry heading in the right direction and me on the road. With the Deepseek sell-off from a few days ago adding to the directives from the White House there is a plethora of news and hot takes without a clear view of what it means. On the AI front, the reduction of energy use per model was forecasted and expected, probably with a different timeframe but ultimately whatever the data center need is going to be remains at least in the short term. Just think about how long we’ve been saying the term peak oil.
- Los Angeles Times: Boiling Point – Farewell to Ivanpah, the world’s ugliest solar plant
- Axios: DeepSeek shakes up the energy-AI equation
- Utility Dive: Calpine to sell 3.5 GW in PJM to avoid market power concerns from Constellation merger
- Bloomberg: Brookfield Offers to Buy Outstanding Shares in Neoen
- Reuters: US grid investments take off as power demand hikes
- PV-Tech: NextEra reports 2.2GW of solar additions in 2024 financial results
- Renewable Energy World: Trump freezes federal loan and grant programs, injecting further uncertainty into clean energy projects
- Energy Storage News: US – IRS modifies BESS domestic content cost proportions, number of suppliers increases
- PV-Magazine: U.S. solar power purchase agreement prices rise 3.3% in Q4
Opinion
Best, Yann