• Reuters: Texas power system set for new clean milestone as winds pick up
• Solar Builder: Sunnova lays off 300 employees, focuses on ‘high-margin business’
• New York Times: Why Trump’s Clean Energy Rollbacks Could Derail a Factory Boom
• Utility Dive: Indiana regulators approve ‘large load’ interconnection rules
• Axios: The energy transition took off in 2024, with a major caveat
• Deutsche Welle: How Europe is funding its solar boom
• PV-Tech: India advises co-location of energy storage with solar PV
• Energy Storage News: Modo: BESS in Australia’s NEM see revenues drop 7% in January despite Queensland’s surge
• Canary Media: States are moving forward with Buy Clean policies despite Trump reversal
• PV-Magazine: Solar generation grew by 30% in 2024, says IEA

Opinion

• Renewable Energy World: The US grid has significant flexible load potential, finds Duke study

Best, Yann

The Domestic Plan. There has been an increase of inbounds that I have gotten for information about domestic modules with and without cells that have volume for 2025. If you are a supplier in this category, let me know so I can stay up to speed. 

• PV-Tech: Renewables and co-located storage exist as ‘two business units sharing an address’
• Renewable Energy World: MISO wants to fast track energy storage projects. Can participating states interconnect as quickly as CAISO and ERCOT?
• PV-Magazine: Massachusetts allows increased demand charges to drive energy storage
• Bloomberg: SolarEdge Climbs 40% as Revenue Beat Prompts Short Covering
• Electrek: FREYR rebrands after killing its $2.6B Georgia battery factory plans
• Reuters: Lightsource bp secured 10 power purchase deals totalling 1.3 GW last year
• Energy Storage News: Battery trade association BCI asks Congress to defend US energy storage supply chain

Opinion

• Canary Media: How PJM can get the power that it needs — and fast

Best, Yann

• Bloomberg: Why Power Prices Can Go Negative and What It Means
• Axios: Global electricity demand to rise 4% annually due to AI, other uses
• UTility Dive: New Jersey residential customers face 20% bill hikes, driven by PJM capacity prices: BPU
• New York Times: California’s Push for Electric Trucks Sputters Under Trump
• PV-Tech: Germany passes law to curb PV generation surpluses and negative pricing
• Renewable Energy World: How AI and an ‘all-of-the-above’ approach can empower power providers in an age of rapid load growth
• Energy Storage News: Germany: ‘Europe’s hottest energy storage market for developers’

Opinion

• Solar Power World: Net-metering changes are sweeping the country. Here’s how solar companies can prepare

Best, Yann

• Utility Dive: Pennsylvania Gov. Shapiro sues Trump administration, citing frozen IRA funding
• Reuters: Meyer Burger secures extension on maturity of $40 million bridge facility
• Bloomberg: The Whole World Is Going to Use a Lot More Electricity, IEA Says
• PV-Tech: As Europe’s solar investment space matures, storage becomes a ‘necessity’
• Renewable Energy World: Renewables permitting has been ‘paralyzed’ by Trump – This Week in Cleantech
• Solar Power World: Iowa legislature advances community solar bill
• Energy Storage News: Fluence launches AC block BESS solution with ‘industry-leading’ energy density
• PV-Magazine: Enphase expands virtual power plant programs in U.S, Canada, Puerto Rico

Opinion

• New York Times: Trump’s Funding Freeze Raises a New Question: Is the Government’s Word Good?

Best, Yann