Weekly recaps of climate and energy news. A curated digest of the most interesting stories, trends, and insights from across the energy transition landscape.
Examining energy through the lens of time - from COP negotiations reflecting a changing world order to the challenge of designing nuclear waste storage for future generations. Plus updates on thermal batteries, California's shifting grid mix, and the latest in data center interconnection debates.
Read more →Solar and batteries have reached escape velocity. This week connects the commercialization dots - from SunRun's 400% VPP growth to China's massive African iron mine, from TEF's struggles to ISONE's call for dispatchable generation. The rocket has left the launchpad.
Read more →Bill Gates on three tough truths about climate, the partisan divide in energy technologies, Google's nuclear restart with Duane Arnold, and the US achieving an entirely domestic solar supply chain. Plus insights on PPA price increases and OpenAI's grid infrastructure letter.
Read more →Quick hits on transmission and distribution, raw materials, batteries proving their resilience, fossil fuels, and data centers. From Jigar Shah on grid storage to PJM's urgent 16-23 GW storage need, from rare earths to residential battery economics.
Read more →The Trump administration cancels $24B in clean energy grants, targeting blue states. Plus distributed solar growth in Brazil, hydro relicensing challenges, and wildfire risk implications for utility business models. A turning point for US energy policy.
Read more →Crux Market Intelligence shows the transferable tax credit market exploding - $55-60B expected in 2025. Gas turbine supply chains expand for data centers, nuclear restarts gain momentum, and oil demand elasticity reveals surprising patterns between developed and developing nations.
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