Trump Bans More Power Equipment
President Trump issued an emergency executive order this afternoon that bans "any acquisition, importation, transfer, or installation” of foreign-produced transformers, inverters, circuit breakers and other electrical equipment that can be used to sabotage US power plants and the electricity grid.
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Battery Gold Rush
The US is expected to install 24,000 MW of new utility-scale battery capacity this year, which is a 60% increase over installations last year. This is almost double the global growth rate.
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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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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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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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Tax Basis Issues: Alta Wind Round Three
A long-awaited court decision released Wednesday that had the potential to affect how tax bases are determined for calculating investment tax credits is unlikely to have much effect in practice.
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Renewables Financing Update
A panel of two prominent tax equity investors and two prominent lenders talked at the CLEANPOWER 2026 convention in early June in Houston about the latest rumors and other changes in the market this year for financing renewable energy projects.
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US court rejects Treasury tightening of construction-start rules
A US district court said Saturday that developers of solar and wind projects rushing to start construction by July 4 this year to lock in federal tax credits . . .
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México Abre la Puerta al Almacenamiento de Energía
La Comisión Nacional de Energía (CNE) aprobó un nuevo marco regulatorio para el almacenamiento de electricidad.
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Mexico Opens Door to Energy Storage
Mexico’s National Energy Commission (CNE) has approved a new framework for electricity storage.
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New Gas Lines for Data Centers
Data centers relying on gas to generate electricity for data center operations usually take the gas directly from a pipeline rather than from the local gas company.
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FERC Declares QFs Lose Exemptions if Ownership Information is Outdated
The Federal Energy Regulatory Commission ruled Thursday that a power project is not exempted as a qualifying facility (QF) from various federal rules if
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