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Utility Dive•6 days ago

Trade, policy ‘headwinds’ push First Solar to boost US production

  • •First Solar is significantly expanding its US manufacturing footprint, adding 3.7 GW of annual finishing capacity by December 2026.
  • •This expansion is a direct response to trade and policy 'headwinds,' likely including incentives from the Inflation Reduction Act (IRA) and tariffs on imported modules.
  • •Increased domestic solar module production offers developers and large power consumers a more secure and resilient supply chain, potentially mitigating price volatility and geopolitical risks.
oemirasolar
POWER Magazine•6 days ago

Uncertainty Gives Way to Urgency: Latest Treasury Guidance Signals the Time is Now to Get Solar Projects Underway

  • •The 'One Big Beautiful Bill Act (OBBBA)' initially created significant regulatory uncertainty for renewable energy developers.
  • •Recent August guidance from the Treasury Department has clarified regulatory concerns, transforming market sentiment from uncertainty to urgency for solar projects.
  • •The guidance signals that now is a critical time for developers and decision-makers to accelerate their solar initiatives.
financingpolicysolar
Utility Dive•6 days ago

Gas continues to dominate Entergy plans as data center pipeline grows

  • •Entergy anticipates substantial load growth through 2029, primarily driven by large data center developments from companies like Google and Meta, indicating a robust demand market in their service territory.
  • •The utility has already secured agreements for these significant new loads, signaling firm commitments and potential for IPPs to partner or compete for future supply.
  • •Entergy's strategy to meet this demand heavily relies on natural gas generation, which could present opportunities for gas-fired plant developers (e.g., CCGT) or challenges for those seeking cleaner energy alternatives.
datacenterccgttransmission
Utility Dive•6 days ago

The era of ‘free’ excess renewable energy is over

  • •The era of 'free' or wasted excess renewable energy is ending due to rising energy demand, making energy waste an unaffordable luxury.
  • •This shift implies increased value for all generated power and higher costs for inefficient consumption, impacting large power consumers directly.
  • •High-efficiency long-duration energy storage (LDES) is identified as a critical technology for achieving both climate goals and economic viability in the new energy landscape.
policyemissionsdatacenter
CleanTechnica•6 days ago

Dongfeng Motors Showcases Electric Vehicle Lineup at SIEW 2025

  • •Chinese automaker Dongfeng Motors is expanding its presence in Singapore's electric vehicle (EV) market, showcasing its lineup at SIEW 2025.
  • •This expansion signals a growing EV market in Singapore, indicating increasing future electricity demand for charging infrastructure and potential grid impacts.
  • •The prominence of EVs at an energy conference (SIEW) highlights a regional focus on electrification, driving opportunities for power developers and challenges for large power consumers in managing increased demand.
policystoragedatacenter
Energy Storage News•6 days ago

France introduces grid tariff reforms for energy storage

  • •France will introduce new grid tariff reforms for energy storage projects starting August 2026.
  • •The reforms are designed to incentivize energy storage to provide grid support during specific times of the day.
  • •This policy change is expected to enhance the economic viability and operational strategies for energy storage developers and large power consumers in the French market.
policystorage
CleanTechnica•6 days ago

Pioneer Trucks Takes Over Maxus Distribution, Debuts Electric Commercial Vehicles

  • •Pioneer Trucks Philippines has taken over as the exclusive distributor for Maxus commercial trucks, including electric commercial vehicles (ECVs), in the Philippines.
  • •This development, announced at the 13th Philippine Electric Vehicle Summit, signifies a renewed push for commercial fleet electrification in the region.
  • •For developers and IPPs, this indicates a growing market for EV charging infrastructure and increased electricity demand from commercial fleets.
oemm&apolicy
CleanTechnica•6 days ago

Loss of EV Tax Credit Hit Hyundai & Kia Hard in October

  • •The expiration of the $7,500 US EV tax credit led to a significant drop in October EV sales for Hyundai and Kia, following a rush to purchase in Q3.
  • •This demonstrates strong consumer price sensitivity to EV incentives, directly impacting the pace of transportation electrification.
  • •Policy changes, such as the availability or disappearance of tax credits, can cause substantial volatility in EV adoption rates.
policyoememissions
Energy Storage News•6 days ago

Victoria approves 2,200MWh of battery storage through streamlined pathway in Australia

  • •Victoria, Australia approved 2,200MWh of new battery storage capacity, including a 300MW/1,200MWh standalone BESS and integrated storage with a 332MW solar PV plant.
  • •The projects were approved via a 'streamlined pathway,' indicating a favorable and efficient regulatory environment for large-scale energy storage and renewable developments.
  • •These significant additions to grid-scale storage enhance grid stability, firm renewable generation, and offer increased reliability and potentially lower price volatility for large power consumers in Victoria.
policystoragesolar
CleanTechnica•6 days ago

The Foreign Invasion: BYD, Hyundai, & Kia Make Their Mark at the 2025 Japan Mobility Show

  • •Foreign EV manufacturers (BYD, Hyundai, Kia) are making significant inroads into the Japanese market, as evidenced by their strong presence at the 2025 Japan Mobility Show.
  • •This 'foreign invasion' signals an acceleration of EV adoption in Japan, leading to increased electricity demand for charging infrastructure.
  • •The growing competition in the EV market could drive down vehicle costs, further boosting adoption rates and the need for grid modernization and expanded generation capacity.
interconnectpolicystorage
Energy Storage News•6 days ago

Battery energy storage deployment in Australia’s NEM surges 150% year-on-year, says AEMO

  • •Australia's National Electricity Market (NEM) experienced a 150% year-on-year surge in battery storage, adding 2,936MW/6,482MWh by the end of Q3 2025.
  • •This rapid expansion signals a robust and growing market for battery storage developers and IPPs, indicating strong investment opportunities.
  • •For large power consumers, this growth implies enhanced grid stability, potential for improved price arbitrage, and increased opportunities for demand response and behind-the-meter solutions.
emissionspolicystorage
Energy Storage News•6 days ago

‘Silver buckshot, not a silver bullet’: the rally cry for Australia’s energy storage strategy

  • •Australia's energy storage strategy is shifting to a 'silver buckshot' approach, prioritizing diverse technologies over a singular solution.
  • •This strategic direction signals broad market opportunities for developers to deploy a variety of energy storage projects.
  • •For large power consumers, this diversification aims to enhance grid resilience and reliability through a robust, multi-faceted storage portfolio.
policystoragefinancing
CleanTechnica•6 days ago

Paying the Price for PHEV Product Updates: BYD 3Q Results

  • •BYD, a major EV/PHEV OEM and battery producer, reported a 3% revenue decrease and a substantial 32.6% net profit drop in 3Q, falling short of expectations.
  • •The financial downturn is attributed to costs associated with "PHEV Product Updates," indicating significant R&D, retooling, or competitive pricing pressures within the electric vehicle market.
  • •This suggests potential volatility and cost pressures within the EV manufacturing sector, which could indirectly impact battery supply chains and future electricity demand projections for charging infrastructure.
oemstorage
CleanTechnica•6 days ago

XPENG Sales Reach New Record, Up 76%

  • •XPENG's record 42,013 EV deliveries in October 2025, a 76% year-over-year increase, highlights the accelerating pace of vehicle electrification.
  • •This rapid EV adoption drives significant, sustained growth in electricity demand, requiring substantial investment in new generation, transmission, and distribution infrastructure.
  • •Developers should recognize the expanding market for grid-scale and distributed energy resources to support EV charging loads and associated grid upgrades.
policyemissionsfinancing
CleanTechnica•6 days ago

NIO Scores Record Deliveries, Up 93%

  • •NIO, an electric vehicle (EV) OEM, achieved record monthly deliveries in October 2025, with a 92.6% increase over the previous year.
  • •This significant growth follows consecutive monthly records in August and September 2025, indicating strong and accelerating EV adoption.
  • •For power developers and large power consumers, this trend signals a rapidly expanding electricity demand from the transportation sector, necessitating increased grid capacity and charging infrastructure development.
oem
CleanTechnica•7 days ago

Sperm Whales Have Their Own Language. Does That Mean They Have Legal Rights?

  • •A research group (CETI) is advocating for legal rights for sperm whales, citing their complex communication abilities.
  • •This advocacy signals a potential future trend in environmental policy focusing on advanced animal rights and marine ecosystem protection.
  • •Such policy shifts, if adopted, could introduce new regulatory hurdles or restrictions for offshore energy development, including wind farms, subsea transmission, and exploration, impacting project timelines and costs.
policy
CleanTechnica•7 days ago

Major Battery Tech Event To Be Held In Spain

  • •A major battery technology event is scheduled to be held in Spain, indicating a focal point for industry developments.
  • •The article emphasizes the increasing excitement and critical role of battery energy storage within the clean energy landscape.
  • •A significant trend highlighted is the consistent decline in battery costs, which is crucial for project economics and wider adoption.
storageoemfinancing
CleanTechnica•7 days ago

Musk’s Use Of Visual Imagery Tells Us A Lot About The Man

  • •The article discusses Elon Musk's use of pop culture and visual imagery in his communication style to engage his social media followers.
  • •It highlights Musk's ability to merge popular culture with business to resonate with audiences.
  • •The provided content does not contain any specific facts, numbers, market impacts, policy changes, or project announcements relevant to power developers or large power consumers.
CleanTechnica•7 days ago

IRENA Chief Highlights Renewable Surge and Dismisses Doubts on Energy Transition

  • •IRENA Director General Francesco La Camera asserts that renewables are now the dominant source for new energy projects globally.
  • •The global energy transition is accelerating, not faltering, reinforcing a long-term shift in power generation.
  • •This signals continued strong market momentum for renewable energy development and procurement strategies for large power consumers.
storagepolicyemissions
CleanTechnica•7 days ago

Is An Electric Bus A Fire Risk

  • •A fatal bus crash in New Zealand, involving a petrol car, has sparked misinformed public commentary incorrectly linking the incident to electric bus fire risks.
  • •The article aims to correct the narrative, implying the bus was not electric or that its electric powertrain was not the cause of any fire, countering unsubstantiated fears.
  • •This highlights the ongoing challenge of public perception and misinformation regarding the safety and reliability of emerging energy technologies, particularly electric vehicles and their battery storage systems.
policystorageemissions
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