John Fitzgerald Weaver
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.
Alabama senator seeks statewide ban on solar installations
An untitled bill has been submitted which, upon implementation, would immediately cease all “large-scale, ground mounted” solar construction in Alabama.
Solar’s fastest growth in a decade, fossils fall again, but emissions rise
Electricity generation in the U.S. grew by almost 3%, capping an almost 9% expansion in demand since 2021, while solar has more than doubled in the same window, including 28% growth in 2025.
Batteries backing up wastewater plant and replacing generators
Viridi batteries have been deployed in New York to replace diesel generators, accelerating a trend where batteries replace and complement generators of all sizes.
Republicans pushing for clean energy tax credit: “We think [Trump] is getting bad advice”
U.S. Rep. Brian Fitzpatrick is publicly pushing to reinstate wind and solar tax credits eliminated under the OBBB, as Republicans face potential challenges in upcoming midterm elections.
