Storage Is Sizzling and Sophisticated. The NXT deal to accumulate Prevalon made fairly the splash this weekend and by my textual content messages, lots of you will have questions on what it means. I don’t assume that my ideas can be adequately outlined on this quick format however I could also be open to internet hosting a brief convention name if people have an interest on this subject and the general standing of the storage market. It’s fairly much like the early photo voltaic days, assume LDK/SPI (if this rings any bells for a few of you).
Pay Consideration. Put money into Tomorrow Coalition is the PAC that’s operating with Don’t Mess with Photo voltaic and going after opponents and serving to supporters in a sensible, PAC form of approach. Tom Matzzie, a good friend and savvy political operator is operating the PAC now and definitely getting lots of traction within the information. Don’t get it improper, Chip Roy misplaced his race due to his assault on photo voltaic, he is aware of it however doesn’t need folks to assume that’s true. 10 years in the past, photo voltaic hadn’t made actually wealthy folks within the area however that’s modified. There are a whole bunch of people who have made a whole bunch of hundreds of thousands and a few have made billions in and from the photo voltaic business. Time for the business at each degree to double down on the proof level that Tom and workforce are exhibiting us all.
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- Axios: AI is turning energy into the hottest business in America
- Mother Jones: Our Power Grid Is in Better Shape This Summer, Thanks to Solar and Batteries
- PV-Tech: Module test failures continue to increase in Kiwa PVEL’s 2026 Module Reliability Scorecard
- Energy Storage News: German regulator’s grid fee decision ‘restores investor confidence’ in energy storage market
- Canary Media: The tax credit cliff has hit EV sales hard
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Greatest, Yann
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