• 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

• Reuters: Cuba power grid – How it collapsed and what comes next
• Axios: Hot takes on Supreme Court’s decision not to chill carbon regs
• Bloomberg: The Climate Short – Hedge Funds Pile Up Huge Bets Against Green Future
• Utility Dive: IBM acquires Prescinto to bolster renewable energy asset management capabilities
• PV-Tech: Primergy bags further US$350 million for 408MW Texas solar project
• Solar Power World: New UL certification works to protect solar inverters from cyberattacks
• Energy Storage News: California now has more than 13GW of battery storage
• Canary Media: Biden admin awards $2B in new grid resilience grants
• PV-Magazine: JinkoSolar, Trina say TOPCon modules outperform p-type back-contact panels

Opinion

• Renewable Energy World: Big Tech revives nuclear (and coal, too) – This Week in Cleantech

Best, Yann

Back To The Basics. After the development, the money, and the contracts all come together, someone has to build your solar and/or storage project. The buzzword is the ‘boots on the ground’ and the pressure to hire and train a workforce to build the much needed infrastructure is tremendous. EPCs across the Country are hyper focused on execution but have become experts at hiring, training and retention. If this does not happen, our goals will not either.

Tariff Magic Wand. The headline about tariffs driving inflation had my mind go into a creative space to think about what we would have said if we knew in 2012 what the solar world would look like in 2024. From the very first solar duties and tariffs, what could we have accomplished that could have created more domestic supply chain while also removing conflict and sustained a stable solar market. How would you have designed a structure to build out the manufacturing space without the tariff wars?

• Reuters: US solar, storage growth clipped by labor shortages
• Bloomberg: The US Election Has Climate Tech Investors in Wait-and-See Mode
• New York Times: Yellen to Warn Sweeping Tariffs Would Ignite Inflation
• Utility Dive: Supreme Court rejects calls to put a hold on EPA power plant carbon rule
• Axios: Phoenix shatters extreme heat records into fall
• PV-Tech: California Community Choice Aggregators ink solar and storage offtake deals
• Renewable Energy World: New York hit its distributed solar goal a year early. Next stop: 10 GW
• Energy storage News: NextEra, Primergy, Spearmint seek Minnesota regulator’s approval for 300MW of BESS projects

Opinion

• PV-Magazine: Grid defection is profitable in some solar-rich U.S. locations

Best, Yann

• New York Times: Global Electricity Demand Is Rising Faster Than Expected, I.E.A. Says
• Reuters: Amazon.com joins push for nuclear power to meet data center demand
• PV-Magazine: Tornado rips through solar farm in Florida
• PV-Tech: Maxeon appoints ex-TCL exec as new CEO
• Renewable Energy World: Coming soon: 1.5 GW of new solar and batteries to support Virginia data centers
• Energy Storage News: KORE Power CEO discusses core belief in the value of US BESS manufacturing value chain
• Washington Post: Everyone loves rooftop solar panels. But there’s a problem.
• Utility Dive: California enrolls 515 MW in load management program featuring 200 MW VPP

Opinion

• Canary Media: One year in, US clean hydrogen hubs face questions — and have few answers

Best, Yann