• Utility Dive: 5 governors call for PJM capacity market rule changes to reduce ‘unnecessary’ consumer costs
• Axios: Trump wants to “terminate” green spending. Here’s what could stand in his way
• PV-Tech: GCL posts US$400 million losses in Q1-3 2024
• Energy Storage News: LG Energy Solution scaling back expansion, launching US ESS battery production in 2025, as profits dive again
• Canary Media: The tax code change unleashing $25B in clean energy investment
• PV-Magazine: Eos to supply zinc aqueous batteries to Nebraska utility storage project
• Politico: How fracking and EVs could swing election in Blue Wall states

Opinion

• New York Times: A Pivotal Choice – Trump vs. Harris on Climate Change

Best, Yann

• Axios: Energy Department unveils new projects in hard-hit coal regions
• Energy Storage News: US finalises 45X advanced manufacturing tax credit for batteries, solar
• Canary Media: Clean energy is on the ballot in these utility regulator races
• Utility Dive: MISO, TVA to sell ‘emergency energy’ under proposed agreement
• BLoomberg: Sunrun in Talks to Supply Solar to Data Centers, CEO Says
• New York Times: The U.N.’s Verdict on Climate Progress Over the Past Year – There Was None
• PV-Tech: Building solar PV without storage in Chile is financially inviable
• Renewable Energy World: $7.3 billion and counting – Pine Gate closes on investment from Blackstone
• Reuters: Trump hates Biden’s climate law. His allies are making money from it
• PV-Magazine: BP completes takeover of Lightsource business

Opinion

• Solar Power World: Guest column – Is the commercial solar gold rush upon us?

Best, Yann

• Utility Dive: AI, data center load could drive ‘extraordinary’ rise in US electricity bills: Bain analyst
• The Atlantic: Cheap Solar Panels Are Changing the World
• Solar Industry: FTC Solar to Supply Projects for Sandhills Energy
• Bloomberg: A Wind Power Crisis Is Holding Back the World’s Green Energy Goal
• Reuters: Norway’s Statkraft to sell assets in three countries, CEO says
• Renewable Energy World: EIA – U.S. wind and solar construction costs rose slightly in 2022, while natural gas dropped
• Energy Storage News: Mercedes-Benz opens ‘Europe’s first’ integrated hydrometallurgical battery recycling facility
• PV-magazine: U.S. solar factories – From announcements to reality

Opinion

• PV-tech: ‘Low hanging fruit is gone’ for US solar developers, says EDP CEO

Best, Yann

• Utility Dive: PJM floats options for fast-track interconnection for shovel-ready projects
• Bloomberg: Canadian Pension Funds Ready €7 Billion Sale of Cubico
• Axios: Data uses, other unknowns cloud talk of future AI energy demand
• Reuters: Cambodian solar firms no longer cooperating with US tariff probe
• PV-Tech: Jinko Solar and Sungrow plan to go public in Germany
• Wired: US Government Says Relying on Chinese Lithium Batteries Is Too Risky
• Energy Storage News: Elevate wins US$27.5 million DOE grant for inertia-providing BESS in Connecticut
• PV-Magazine: Two utilities share their experience with reconductoring that can enable more solar

Opinion

• Renewable Energy World: Is the U.S. running out of land for wind and solar? In some regions, yes

Best, Yann