A Market in Motion
The US is projected to install a record 86,000 MW of new utility-scale electric generating capacity in 2026, with 93% of it coming from solar, wind and energy storage.
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Updated Foreign Inverter Ban
The Federal Communications Commission made two main updates today to its import ban on foreign-produced power inverters after receiving input from the US Department of War.
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Construction Challenges
Developers are now having to pitch construction contractors to build their projects rather than putting out RFPs and expecting bids. Giant inflatable rats are appearing at some data center sites.
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Ep361: Aligning Markets to Reduce Carbon Emissions
Amy Brachio, CEO of Carbon Measures, discusses how product‑level carbon data and regulation can align market incentives to reduce emissions in hard‑to‑abate sectors.
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Ep360: Turning EVs Into a Grid Resource
Joseph Vellone, CEO of ChargeScape, discusses how connecting electric vehicles to the grid can turn EV batteries into a flexible energy resource that benefits utilities, automakers and drivers.
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Polysilicon Tariffs
A Trump presidential proclamation released late this afternoon set minimum import prices for imported polysilicon, polysilicon ingots, wafers, solar cells and solar modules and imposed a 15% tariff on such products.
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Ep359: The Race to Power AI Data Centers
Mark Taylor and Kim Zou, co‑founders of Currence (formerly Sightline Climate), discuss how data center growth is reshaping power markets, including credibility challenges for announced projects, energy procurement strategies and the fastest paths to bringing new capacity online.
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Foreign Inverter Ban
The Federal Communications Commission added "foreign-produced power inverters" on July 27 to a "covered list" of products that cannot be imported or sold in the United States unless they have been granted conditional approval by the Department of Homeland Security or the US Department of War.
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Data Center Blowback
Growing local opposition is prompting both red and blue states to consider halting new data center projects or imposing other restrictions. How is it affecting project bankability and independent generator business models?
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