• Utility Dive: US should add 35 GW of interregional power transfer capacity to boost energy adequacy – NERC
• Axios: Why GM sees U.S. supply chain as key to EV leadership
• Reuters: Britain faces huge challenge to meet 2030 clean power goal, grid operator says
• Wall Street Journal: Why China’s Solar Boom Is a Bust for Its Leading Players
• PV-Tech: Canadian Premium Sand to build 4GW US solar glass facility
• Renewable Energy World: COP29 Summit in Baku – What to Expect
• Energy Storage News: Unlocking the potential of green hydrogen – A key to America’s clean energy future
• Canary Media: Moment Energy plans to mass-produce grid storage from used EV batteries

Opinion

• PV-Magazine: Expanding U.S. solar manufacturing leadership

Best, Yann

• Utility Dive: AEP, others press for FERC guidance on ‘gargantuan’ issue of data center colocation
• Axios: Energy regulators scrutinizing data center use reject Amazon bid
• Reuters: Britain faces huge challenge to meet 2030 clean power goal, grid operator says
• Solar Builder: Solar panel recycling facility planned for Georgia
• PV-Magazine: Sunrun CEO: “Grandpa’s grid is not built to supply consumers what they need”
• PV-Tech: Investment and PPA deal for Lightsource bp Texas PV projects
• Renewable Energy World: Duke Energy gets approved to deploy thousands of MW of new generation in NC
• Canary Media: New York City tests a solar-powered electric-school-bus microgrid

Opinion

• Invenergy: If we want to decarbonize the grid and reclaim American leadership, we have some choices to make

Best, Yann

• Utility Dive: Xcel Energy unveils $45B capital plan as data center pipeline nears 9 GW
• Axios: Why Trump or Harris winning won’t upend U.S. oil production
• Bloomberg: Tesla Sells $499 Million of Debt Backed by Solar Equipment Loans
• Reuters: China hopes US will continue climate change collaboration whoever wins election, official says
• PV-Tech: Why data centres run on VPPs could unlock new residential PV + storage markets
• Solar Power World: ITC swiftly overrules Commerce’s aluminum extrusion import duties
• Energy Storage News: Big Arizona solar and storage deals between Recurrent and APS, Avantus and D. E. Shaw
• PV-Magazine: First Solar warns global solar manufacturers of patent infringement

Opinion

• Canary Media: Five smart policies can turbocharge clean US manufacturing

Best, Yann

• New York Times: Clean Energy Is Booming in the U.S. The Election Could Change That.
• Utility Dive: SPP OKs $7.7B transmission plan targeting ‘generational challenges’ with power supply and demand
• Bloomberg: Silicon Valley Elites Are Funding Controversial Experiments to Block the Sun
• PV-Tech: First Citizens Bank enters renewables tax equity space
• Renewable Energy World: First Solar sees itself as a big winner of the ITC expansion
• Solar Power World: Unique AD/CVD case brings extra taxes to imported solar racking
• Canary Media: Hundreds of New Yorkers got free batteries to help clean up the grid
• PV-Magazine: Solar module manufacturing capacity could exceed 1.5 TW by 2035, says IEA
• Politico: Musk’s Tesla backs California electric-car rules opposed by Trump

Opinion

• Energy Storage News: US presidential election ’24 and energy storage – ‘Result will not change clean energy megatrend’

Best, Yann