• Semafor: Microsoft Azure CTO: US data centers will soon hit size limits
• Associated Press: Volunteers bring solar power to Hurricane Helene’s disaster zone
• Utility Dive: Xcel reaches agreement to add 4.2 GW clean energy in Upper Midwest
• Bloomberg: Apollo’s Rob Bittencourt on what the Tech Boom Looks Like for a Credit Investor
• Axios: Google goes nuclear in new deal to power AI
• Reuters: India needs to explore incentives to improve renewables transmission capacity, power secretary says
• PV-Tech: IRENA: Solar PV is the only technology on track to meet 2030 investment targets
• Solar Power World: Import duties imposed on aluminum solar racking from 14 countries
• Energy Storage News: Alaska’s Chugach Electric commissions 80MWh Tesla Megapack BESS

Opinion

• Renewable Energy World: How a solar development turned from threat to opportunity for an Illinois farmer

Best, Yann

• New York Times: The Stakes on Climate
• Bloomberg: Double-Punch Storms Thrust Climate Into the US Presidential Race
• Axios: Milton storm track forecasts’ accuracy draws praise
• Utility Dive: PJM plans to delay upcoming capacity auction by six months
• Reuters: Greece’s new climate plan sets more ambitious renewable energy goals
• PV-Tech: Canada invests US$363 million in SREPs programme to aid grid resilience and clean power installations
• Solar Power World: Enphase IQ batteries now eligible for VPP programs in three more states
• Energy Storage News: US ‘multi-day’ energy storage firm Form Energy closes US$405 million funding round
• PV-Magazine: Large utilities plan to replace only half their fossil generation by 2035

Opinion

• Canary Media: To meet US nuclear goals, big reactors need to get built today, DOE says

Best, Yann

• Canary Media: Hurricane Helene could force local utilities to rethink grid resilience
• PV-Magazine: EV expansion depends on bidirectional charging capability, says report
• Reuters: GM offering new home energy storage options for US EV owners
• Solar Builder: Tax credit transfer rules shift solar development strategies
• PV-Tech: Boviet Solar to open 2GW North Carolina TOPCon module assembly plant in early 2025
• Renewable Energy World: ERCOT reaches compromise with renewable developers over ride-through requirements
• Energy Storage News: UK loses 1.4GW of power in interconnector trip, battery storage keeps lights on

Opinion

• Utility Dive: Unfinished business – The bipartisan appeal of distributed power plants

Best, Yann

• Grist: The solar supply chain runs through this flooded North Carolina town
• Utility Dive: PJM aims to fast-track reliability projects in interconnection queue
• Bloomberg: Securing Renewable Energy from Space
• Axios: Rio Tinto buying lithium miner Arcadium for $6.7 billion
• Reuters: Britain sets out funding model for renewable energy storage projects
• PV-Tech: EQT acquires Swedish developer OX2 with view to IPP transition
• Renewable Energy World: As North Carolina still reels from Helene, solar companies are stepping up
• Energy Storage News: Ukraine’s DTEK on ancillary service wins: ‘aFRR is the future’
• Canary Media: Green hydrogen headwinds hit production hub, steel project in Mississippi

Opinion

• PV-Magazine: Over 60% of surveyed Trump voters in Texas said they support solar tax credits

Best, Yann