Ryan Kennedy
U.S. data center pipeline growth slows as grid constraints mount
New data center capacity additions fell 50% quarter-over-quarter in Q4 2025, signaling a shift in developer focus toward executing existing projects amid power queue bottlenecks.
Treasury domestic content guidance on blue wafers creates compliance risks for solar developers
A legal alert from Wiley indicates that importing silver silicon wafers for domestic anti-reflective coating may disqualify solar cells from the 10% domestic content bonus credit despite conflicting customs rulings.
Tackling the AI power conversion tax
SolarEdge and Enteligent are stripping away AC bottlenecks to reclaim gigawatts of wasted data center capacity.
Residential solar to decline 33% year-over-year, said Roth Capital Partners
The U.S. residential solar market faces immediate pressure as tax credits expire and FEOC challenges mount.
U.S. government confirms Tesla as mystery buyer in $4.3 billion LG Energy Solution LFP deal
The Department of the Interior has ended months of speculation, identifying Tesla as the counterparty for a massive domestic lithium iron phosphate battery contract aimed at scaling U.S. energy storage production.
Proven ways to improve solar site performance and longevity
Solar Energy systems are designed and built with the intention of providing clean energy for 25+ years. However, the actual life span and performance of solar assets are highly dependent on numerous factors, including installation quality, equipment and product quality, preventative maintenance, operational strategies, and effectiveness of remediation efforts.
Attorney sentenced to 11 years in prison for $1 billion solar Ponzi scheme
DC Solar’s former outside counsel Ari Lauer received prison term for defrauding investors through solar tax equity deals.
AI datacenters rewrite the solar PPA playbook
Power purchase agreements (PPAs) are evolving into complex risk-sharing structures as hyperscale data center operators trade fixed pricing for physical delivery and grid-bypass certainty. The US solar industry is entering 2026 as the foundational technology for a new era of power demand, even as the sector navigates a volatile federal policy landscape.
Community solar matures as grid congestion pushes a pivot to storage
Industry experts suggest the next era of distributed generation will be defined by hybrid projects, consolidated billing, and federal tax credit bonuses.
Lessons from the solar frontier
Utility-scale solar projects are larger, interconnections are slower, and engineering decisions must anticipate regulation and supply chains years in advance. At the CT Solar Platform in Snyder, Texas – a 1.6 GW AC single-site development – the first phase, CT Solar One (110 MW AC), has been a test bed for integrating civil design, BOS optimization and domestic-content strategy. Levona Renewables led the development and engineering of the project and CEO Fernando Queiroz shares some key lessons.
