While both markets face ancillary market saturation, it has very different consequences in CAISO than in ERCOT.
Utility-scale solar is set to meet rising data center demand as generation in Texas nearly doubles and battery storage capacity in ERCOT more than triples by 2027.
Texas and California lead the latest energy storage surge with SolarMax and Spearmint advancing major projects, a Texas developer securing 10 GWh for data centers, and Ormat and Terra-gen commissioning 655 MWh of new capacity.
The agreement establishes a dual-source supply chain to support regulatory compliance for TOYO’s solar manufacturing operations in Ethiopia and the United States.
More than 25 GW of large-scale generating projects seeking an interconnection agreement in the ERCOT grid region reached that stage in 2024. Berkeley Lab said ERCOT’s “connect and manage” approach “is likely one reason” for the grid operator’s success.
The transaction involves Section 45X credits generated from solar module manufacturing through December 2025.
The $285 million acquisition of utility-scale assets follows a Chapter 11 filing by the major North Carolina developer as it navigates a restructuring process for its development pipeline.
Trina Solar has completed the sale of its 5 GW US solar module factory to T1 Energy, exiting direct manufacturing while retaining a minority equity stake.
The company signed a three-year deal to supply solar modules assembled from its U.S.-manufactured solar cells.
GridStor, Sunrun, and NRG Energy are hoping their efforts in the Texas battery energy storage (BESS) market will provide flexibility for the strained Texas ERCOT grid by catering to energy demand.
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