Ryan Kennedy
U.S. inverter market faces policy, supply headwinds despite safe harbor pipeline
A new report from Intertek CEA suggests that while U.S. inverter demand will grow at a 6% CAGR through 2028, developers face a tightening regulatory environment driven by “Foreign Entity of Concern” (FEOC) rules and cybersecurity mandates.
The infrastructure investment case for solar and storage
As electricity demand accelerates, economics and financing flexibility are reshaping what qualifies as foundational infrastructure.
Shoals opens 638,000-square-foot Tennessee manufacturing facility
The Portland, Tennessee “Mega Facility” consolidates three existing sites and marks a $30 million investment in domestic solar and energy storage supply chains.
Why storage developers are engaging communities six months before zoning
Battery energy storage system developers are encouraged to prioritize early-phase permitting and community acceptance, as local opposition is increasingly viewed as a leading financial risk for projects.
Iowa jail to be powered by 1 MW solar facility
Polk County approved a project that is expected to offset 25% of the jail’s energy consumption and save taxpayers $3 million over its lifespan.
Tigo Energy expands Predict+ capabilities to enhance financial forecasting for United States energy producers
Tigo Energy has announced the expansion of its Predict+ platform, introducing advanced modeling features designed to improve the accuracy of financial forecasting and grid integration for utility-scale solar and energy storage operators in the United States.
SOLV Energy expands utility infrastructure platform with acquisition of Roberson Waite Electric
The utility-scale solar and storage developer finalized the acquisition of Roberson Waite Electric, a prominent California-based electrical contractor specializing in high-voltage substation construction and utility infrastructure.
Western grid enters new era as CAISO launches Extended Day-Ahead Market
The May 1 go-live of the Extended Day-Ahead Market (EDAM) marks the first time Western utilities can coordinate large-scale solar and storage resources 24 hours in advance, a move projected to significantly slash curtailment and boost regional reliability.
Batteries: The game has changed – and it’s not what you think
A single benchmark no longer exists. In some cases, charging speed is what matters; in others, it is energy density, and in still others, cost and scalability. In other words, the battery is ceasing to be a simple component. It is becoming the transversal energy infrastructure of the next industrial cycle. And those who can control not only the technology but also production, integration, and the grid will have an advantage that will be difficult to recover.
First Solar reaffirms 2026 guidance as CuRe launch and record India sales drive Q1 margin expansion
Thin-film manufacturer First Solar delivered a robust start to 2026, posting record first-quarter revenue of $1.04 billion and maintaining its full-year outlook despite signaling a seasonal dip in second-quarter profitability.
