John Fitzgerald Weaver
‘Buy the dip’ on T1 Energy’s Fuzzy Panda domestic doubt, Roth says
A short-seller report suggesting T1 Energy is not compliant with FEOC restrictions from claiming US clean energy tax credits sent the stock down 13%, before heavy market activity drove the price back toward 52-week highs the next day.
U.S. House wants to tax EV $130/year – equal to an 18.3 MPG car
The fee would rise $5 every two years starting in 2029, topping out at $150/year for EVs and $50 for plug-in hybrids.
Solar developer seeks connection to wrong powerline, delays project five years
The OFW Solar Project in Virginia submitted an application to connect to powerlines run by the wrong power company, instead of a second set of nearby transmission lines, necessitating a total restart of the PJM interconnection process that could push construction back to 2032.
U.S. solar panel manufacturers need to learn to solder
CEA’s 2026 manufacturing quality report finds that yield rates vary widely based on the age of solar module assembly facilities, with mature Chinese firms nearing 100% and U.S. outlier facilities ranging all the way down to 30%.
Medium duration endures woes, while Form’s long duration grows, and lithium overflows (part 2)
U.S. medium and long duration manufacturers EOS and ESS are showing stress, while Form Energy is outpacing projections and now must scale – all while being stalked by lithium’s ever widening use profile.
Medium duration storage endures woes, while Form’s long duration grows, and lithium overflows
U.S. medium and long duration manufacturers EOS and ESS are showing stress, while Form Energy is outpacing projections and now must scale – all while being stalked by lithium’s ever widening use profile.
Tesla energy storage deployments down 15% on ‘clumpy’ first quarter
After peaking at over 14 GWh and accounting for 15% of Tesla’s revenue in the fourth quarter of 2025, energy storage saw a seasonal decline to 8.8 GWh accounting for 10.8% of the company’s revenue.
Batteries buying “free” California solar, driving up price
Aurora Energy Research has found that energy storage is raising the value of negatively priced solar electricity by up to $42 per MWh in the CAISO wholesale market.
Energy tax credit restoration bill submitted to Congress
Two members of the U.S. House of Representatives have submitted a wide-ranging energy bill titled the “Energy Bills Relief Act” that essentially reverses any changes made to tax credits by the One Big Beautiful Bill.
Seeing shortage, California seeks 6 GW clean power capacity
The CPUC has put out a call for 6 GW of non-emitting resources to be deployed 2 GW per year from 2030 to 2032 – with 750 MW explicitly excluding solar, and another 750 MW requiring long-duration energy storage.
