‘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.
Inlyte Energy plans pilot projects to prove its iron-sodium battery technology
The California-based company says its technology is the perfect match for data centers, providing low-degradation long-duration energy storage while serving as a middle layer between the grid and highly volatile power needs of data centers. Now it’s set to prove it.
Polar Racking launches solar asset management division for North American market
The mounting and tracking provider expanded its portfolio into a lifecycle O&M practice targeting gradual mechanical degradation and tracker logic faults.
Anker Solix E10 deep dive review: The alternative to the whole-home generator
An engineer and home-energy enthusiast installs the Anker Solix E10 on a fire-prone California hillside, and documents the entire process in a deep dive review for ESS News.
U.S. solar policy risks multiply as reconciliation speculation and financing friction rise
As the U.S. solar industry continues to adjust to life under the One Big Beautiful Bill Act (OBBBA), Jesse Pichel and Lev Seleznov of Roth Capital Partners note two risks that are drawing attention across the market. These include the potential for a second reconciliation bill that could reopen elements of solar policy, and continued friction in tax equity and tax credit transfer markets tied to unresolved Foreign Entity of Concern (FEOC) and Prohibited Foreign Entities (PFE) guidance. Taken together, these issues show that policy risk has not disappeared for US solar – in some respects, it is evolving.
Oil in turmoil, solar stays stable
Soaring energy costs have grabbed headlines around the world the past two months, but prices across the solar supply chain are marching to their own beat, writes Hanwei Wu of OPIS. Oversupply in Asia continues to distort markets, with either sharp price falls or tepid price gains.
Antora’s hot carbon thermal batteries win 5 GWh energy storage project
Grok Ventures has provided project-level financing as the sole external investor on a US-based 5 GWh thermal energy storage system providing 50 MW of round-the-clock energy through an offtake agreement with biofuels giant, POET.
Integration and commissioning support helps complete 220 MW BESS project in Texas
GridStor partnered with Anza to help manage vendor quality assurance issues.
Most states face regulatory logjams on solar-plus-storage as interconnection procedures lag
An outdated, “one-size-fits-all” approach to grading grid capacity holds back clean energy deployment, but specialized toolkits provide state regulators with a path toward grid optimization, finds a report from Freeing the Grid, a joint initiative of the Interstate Renewable Energy Council (IREC) and Vote Solar.
U.S. deploys quarterly record 10 GWh of energy storage amid energy security push
A new report from SEIA and Benchmark Mineral Intelligence highlights a 32% year-over-year surge in the battery market, driving an upward revision to the nation’s five-year deployment pipeline despite mounting regulatory gridlock.
