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Power Plants Must Be Built. I agree with Trump on this, we have to use all of our available legislative and regulatory powers to build more power plants. If it has land and a customer for the energy, we need to build it. Over the past 2 decades our energy demand has increased 9% and over the next 20 years it will increase a projected 55%. That kind of growth with aging infrastructure is a deploy now, now, now time for our grid and economy. AI clusters, like Stargate, can’t be built without the infrastructure and power plants it will take to keep them operating and if we can advantage onsite power plants, then let’s push that forward. Here’s a great slide of what that looks like from NextEra Energy’s investor presentation this past week.

Opinion

News

1 Utility Dive:

Trump plans to use emergency powers to fast-track generation co-located with AI

2 Bloomberg:

Trump Seizes Wartime Powers in Battle for More Fossil Fuels

3 Reuters:

Trump's high-wire act to transform US power grid won't be easy

4 PV-Tech:

JinkoSolar subsidiary files patent infringement lawsuit against LONGi

5 Renewable Energy World:

California just debunked a big myth about renewable energy

6 Energy Storage News:

China reaches over 70GW of BESS, DC block prices ‘stable’

7 Canary Media:

Chart - The biggest clean energy projects built in the US last year

8 PV-Magazine:

Loan guarantee of $1.7 billion to help U.S. producer scale clean hydrogen

Opinions:

9 New York Times:

Trump Has Now Made His Energy Project Clear

Have a great day!
Yann

Opinion

Best, Yann

News

1 PV-Magazine:

Republican Congress members support retaining clean energy tax credits

2 Solar Power World:

Solar Battle of the Bands returns to Intersolar next month

3 Bloomberg:

AI’s $100 Billion Stargate Venture Touted by Trump Will Tap Solar Power

4 Utility Dive:

State utility regulators, 4 governors urge FERC to lower PJM capacity price cap

5 New York Times:

The Dissonance of Climate Promises at Davos

6 Reuters:

US clean power groups turn to longer deals to finance growth

7 PV-Tech:

Report

8 Energy Storage News:

FlexGen secures US$75 million financing, focuses on increasing bankability

9 Canary Media:

Illinois considers state incentives for transmission projects

Opinions:

10 Renewable Energy World:

A solar trade group is ‘deeply disappointed’ in New York’s latest budget proposal. Here’s what it wants

Have a great day!
Yann

Opinion

Best, Yann

News

1 Utility Dive:

Trump taps Mark Christie to lead FERC, replacing Willie Phillips

2 Bloomberg:

China Solar Firms Face a Year of Reckoning as Losses Mount

3 New York Times:

Trump Says He Intends to Impose 10% Tariffs on Chinese Imports on Feb. 1

4 Reuters:

Australian government pledges $1.24 billion in green aluminium push

5 Renewable Energy World:

Treasury issued new domestic content bonus guidance just before Biden’s exit

6 Energy Storage News:

Modo

7 Canary Media:

Trump freezes Inflation Reduction Act and infrastructure-law funding

8 PV-Magazine:

S&P Global

Opinions:

9 PV-Tech:

What Trump’s executive orders mean for US solar PV

Have a great day!
Yann

Opinion

Best, Yann

News

1 Axios:

Day 1

2 New York Times:

Trump Promises Tariffs on Canada and Mexico, and Paves Way for Further Trade Action

3 Reuters:

Trump withdraws from Paris climate agreement, again

4 BLoomberg:

France’s 2024 Power Grid Was 95% Fossil Free as Nuclear, Renewables Jumped

5 PV-Tech:

PV downturn laid bare in Chinese preliminary 2024 financials

6 Solar Builder:

Palmetto raises over $1.2 billion to back LightReach financing

7 Renewable Energy World:

Doug Burgum, Trump’s pick for public lands boss, questions reliability of renewable power

8 Energy Storage News:

UK government considering non-firm grid access for energy storage as part of REMA

9 Canary Media:

Chart

Opinions:

10 Utility Dive:

The 47th presidency offers hope for permitting reform

Have a great day!
Yann

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