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Markets & Policy

Court blocks “de facto moratorium” on federal solar permitting

A federal judge has issued a preliminary injunction against a Department of the Interior policy that required Trump-appointed Secretary of the Interior Doug Burgum’s approval for all renewable energy projects on public lands, effectively stalling tens of gigawatts of capacity.

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The messy middle of C&I solar

In the United States, commercial solar and energy storage projects offer plenty of opportunity, but developers must navigate supply chain bifurcation, shifting fire codes, and the end of the tax equity era to bring commercial projects online in 2026. pv magazine USA’s Ryan Kennedy moderated a panel discussion on the topic at Intersolar & Energy Storage North America in San Diego and shares these key takeaways.

Distributed solar’s last mile problem

More projects are stalling before NTP as execution becomes the real differentiator.

Solx and Caelux announce partnership to offer domestic perovskite-silicon tandem solar modules

The companies say they will supply 3 GW of Solx Aurora modules — which combine domestic silicon cells from Suniva and a top layer of Caelux “Active Glass” to reach 28% efficiency — with commercial volumes available in the U.S. market by 2027.

California’s regressive rooftop solar policy hit with second appeal to State Supreme Court

Rooftop solar advocates are making a final stand at California’s highest court, arguing that state regulators have been given a free pass to dismantle the industry. After a lower court recently upheld the state’s controversial solar policy for a second time, environmental groups are calling on the Supreme Court to step in and enforce the law.

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People on the move: Anthropic, Ballard Power Systems, and more

Job moves in solar, storage, cleantech, utilities and energy transition finance.

Meta signs 100 GWh supply agreement for Noon Energy’s ultra-long-duration storage

Meta Platforms and Palo Alto-based Noon Energy have reached a reservation agreement for up to 1 GW / 100 GWh of energy storage capacity, marking a significant bet on ultra-long-duration energy storage to power the next generation of AI infrastructure.

Amperon launches probabilistic forecasting tool for solar and wind assets

Amperon has introduced a new AI-powered forecasting tool that provides 19 distinct probability bands for solar and wind generation, allowing energy companies to move beyond single-value predictions to better quantify weather-related market risks.

Solar PV led world energy demand growth in 2025, but the U.S. turned to fossil fuels, says IEA report

The International Energy Agency’s latest Global Energy Review shows solar PV accounted for 27% of all energy demand growth, while demand grew 62% faster in the U.S. than the world total, largely driven by a 10% increase in coal use, as the world enters what the report’s authors call the “Age of Electricity.”

Massachusetts Senate considers DER peak reduction mandate to curb grid costs

Advocates are pushing for a new standard that requires utilities to leverage distributed energy resources (DER) for peak load management, offering a potential fix for the state’s high retail rates.

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