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Utility Dive•about 1 month ago

Peak Energy, GM partner to scale domestic sodium-ion battery supplies

•Peak Energy and GM are partnering to scale domestic sodium-ion battery production, offering a new supply chain for energy storage.
•This sodium-ion technology is explicitly designed for high-demand applications like AI data centers and grid-scale storage, providing a non-lithium alternative.
•The focus on 'domestic supplies' suggests potential benefits from policy incentives (e.g., IRA) for developers and large consumers seeking resilient, locally sourced storage solutions.

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CleanTechnica•about 1 month ago

EV-Friendly RVs With Big Trailer Features? It’s No Longer Impossible.

•The article highlights the historical challenge of towing RVs with EVs due to significant range reduction and increased charging frequency.
•It signals the emergence of 'EV-friendly RVs' designed to mitigate these issues, indicating a growing market segment for electric recreational vehicles.
•This trend implies a future increase in electricity demand at charging stations, particularly along travel corridors and at recreational sites.

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CleanTechnica•about 1 month ago

Yet Another Red State Solar Cell Factory Will Drink Trump’s Milkshake

•Qcells has achieved full vertical integration at its Cartersville, Georgia factory, enabling complete "Made-in-the-USA" solar cell and module production.
•This expansion signifies a growing trend of domestic solar manufacturing, likely driven by federal incentives such as the Inflation Reduction Act (IRA).
•Increased domestic supply of solar components could offer developers and large power consumers more stable supply chains and potentially impact PPA pricing for US-sourced modules.

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Energy Storage News•about 1 month ago

Established manufacturing footprint, new technology: SK On’s US BESS market strategy

•SK On is pursuing a vertically integrated strategy for Battery Energy Storage Systems (BESS) in the US, leveraging an established manufacturing footprint and introducing new battery technologies.
•This strategy aims to secure market share and likely benefits from domestic manufacturing incentives (e.g., IRA), potentially leading to more stable supply chains and competitive pricing for BESS components.
•For developers and large power consumers, this signifies a growing, potentially de-risked, and domestically sourced supply of advanced BESS solutions, impacting project economics, deployment timelines, and overall grid reliability.

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CleanTechnica•about 1 month ago

In the US, Cars Need Visas Too

•A hypothetical 'Protecting America from Chinese Cars Act' is introduced, signaling significant US policy changes to restrict or tariff Chinese EV imports.
•This policy aims to protect domestic automotive manufacturing and supply chains, potentially accelerating US-based EV production and battery component sourcing.
•The restrictions could impact the pace of EV adoption, influence consumer choices, and alter projections for future electricity demand growth related to charging infrastructure.

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CleanTechnica•about 1 month ago

BYD Refutes “Chinese Military Company” Blacklist

•BYD is publicly denying its inclusion on a U.S. Department of Defense (DoD) list of "Chinese Military Companies."
•The DoD notification, even if refuted, signals potential U.S. sanctions or restrictions that could disrupt supply chains for batteries, EVs, and energy storage components.
•Developers and IPPs relying on BYD's technology face increased geopolitical risk, potentially impacting project timelines, costs, and financing.

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CleanTechnica•about 1 month ago

Solar & Storage Provide Over 90% of All New Power Added to the U.S. Grid in Q1, Despite Headwinds in Washington

•The U.S. added 7.8 GW of new solar capacity in Q1 2026, surpassing 6 million cumulative installations nationwide.
•Solar and storage combined provided over 90% of all new power added to the U.S. grid during Q1 2026, demonstrating their overwhelming dominance in new capacity deployment.
•This significant growth occurred despite 'changing tax policy' and 'headwinds in Washington,' indicating potential policy uncertainty or challenges for developers.

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CleanTechnica•about 1 month ago

Largest Solar Cell Factory In USA Starts Production in Georgia

•Qcells has commenced production at the largest solar cell manufacturing facility in the USA, located in Cartersville, Georgia, which is also a vertically integrated module production site.
•This new factory significantly expands domestic solar component supply, offering developers and IPPs a more secure and localized source for solar cells and modules.
•The increased US manufacturing capacity supports eligibility for Inflation Reduction Act (IRA) domestic content incentives, potentially reducing project costs and de-risking supply chains for large power consumers and developers.

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CleanTechnica•about 1 month ago

Texas Scores A $357 Million Solar Factory As The War On Solar Flops

•Japanese firm TOYO is investing $357 million to build a new HJT solar cell manufacturing facility in Texas, expanding its existing factory.
•The new facility will create 400 direct jobs and significantly increase domestic production capacity for advanced solar cells.
•This investment strengthens the solar supply chain within Texas (ERCOT), potentially leading to more stable component availability and reduced lead times for solar project developers and large power consumers.

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CleanTechnica•3 months ago

Rivian Emerges Victorious As Trump’s War On EVs Flops

•Rivian secured a $4.5 billion loan from the US Department of Energy to scale EV production.
•The new EV manufacturing facility in Georgia is projected to begin operations in 2028, representing a significant new industrial load.
•This federally-backed project signals strong policy support for domestic EV manufacturing, impacting regional electricity demand and grid infrastructure planning.

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CleanTechnica•3 months ago

Sierra Club: Nippon Investment in DRI in the South a Good First Step, Must Not Overlook Greening Midwest Steel

•U.S. Steel (under parent Nippon Steel) is investing nearly $2 billion to build a Direct Reduced Iron (DRI) facility at Big River Steel Works in Osceola, Arkansas.
•The new DRI facility will provide cleaner inputs for electric arc furnaces, representing a significant step towards decarbonizing steel production.
•The Sierra Club supports this investment as a positive move for green steel but stresses the need for broader decarbonization efforts across the U.S. steel industry, including the Midwest.

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CleanTechnica•3 months ago

Faster but Not Fast Enough: States’ Rollout of Federal EV Charging Funds Has a Long Way to Go, Per Sierra Club Analysis

•Federal funding for EV charging infrastructure is accelerating, with states more than doubling their progress in 2025, yet overall rollout remains slow.
•This initiative, driven by federal policy and high gas prices, signifies a substantial, federally-backed growth in electricity demand from the transportation sector, particularly along highway corridors.
•States face pressure to expedite implementation to avoid leaving federal funds on the table, indicating a push for faster project development and grid integration.

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Utility Dive•3 months ago

Congress should fix the nuclear investment tax credit

•A proposed bipartisan bill aims to restructure the nuclear Investment Tax Credit (ITC).
•This restructuring would pass the full value of the credit to ratepayers immediately, significantly cutting the sticker price of new nuclear projects by 30% to 50%.
•For developers, this policy change could drastically improve the economic viability and bankability of new nuclear builds.

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Energy Storage News•3 months ago

LG ES says manufacturing spend puts company on track for 50GWh+ US ESS production target

•LG Energy Solution (LG ES) reported a Q1 2026 loss, primarily due to substantial investments in US-based energy storage system (ESS) cell manufacturing.
•These investments are projected to enable LG ES to achieve over 50GWh of annual ESS production capacity in the US, significantly boosting domestic supply.
•The increased domestic manufacturing capacity is expected to alleviate supply chain constraints and potentially stabilize or reduce costs for ESS components, benefiting developers and large power consumers planning US projects.

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CleanTechnica•3 months ago

Critical Minerals: China’s Grip, America’s Volatility, Europe’s Choice

•The energy transition's primary risk is not mineral scarcity, but rather the concentrated, politically exposed, and difficult-to-rebuild industrial systems that process critical minerals into essential components.
•This concentration, particularly China's grip, will make the energy transition more expensive, fragile, and potentially slower due to supply chain vulnerabilities for batteries, motors, power electronics, and grid equipment.
•Geopolitical dynamics ('America's Volatility,' 'Europe's Choice') highlight the urgent need for policy and strategic actions to diversify and secure critical mineral supply chains.

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CleanTechnica•3 months ago

126 New EV Fast Chargers Are Coming To Oregon

•Oregon is adding 126 new public EV fast chargers, contributing to a national total exceeding 71,000, with over 3,000 installed in Q1 2026.
•This expansion signifies a substantial and growing electricity load, particularly for peak demand, creating opportunities for new generation, energy storage, and grid infrastructure investments.
•The steady rollout implies ongoing policy support (e.g., IRA incentives) for EV infrastructure, which will continue to drive demand growth in key regions.

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Utility Dive•3 months ago

House Republicans introduce bill to extend renewables tax credits

•House Republicans have introduced the 'American Energy Dominance Act' to extend the 45Y Production Tax Credit (PTC) and 48E Investment Tax Credit (ITC) for renewable energy.
•The proposed bill seeks to remove 'accelerated deadlines' previously set by the 'One Big Beautiful Bill Act,' effectively prolonging the availability of these crucial tax incentives.
•This legislative move aims to provide enhanced long-term financial certainty for renewable energy project development, directly impacting project economics, PPA pricing stability, and investment decisions for developers and large power consumers.

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CleanTechnica•3 months ago

Do-Over! Republicans Cry Uncle On Federal Tax Incentives

•Four Republican House members are proposing to preserve and extend federal tax incentives for energy efficiency and clean energy.
•This proposal signals a potential bipartisan shift in energy policy, acknowledging the failure of previous legislative efforts like the 'One Big Beautiful Bill Act'.
•For developers, this indicates a more stable and potentially enhanced financial landscape for clean energy projects, improving investment certainty and project economics.

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CleanTechnica•3 months ago

3,000 Fast EV Chargers Were Installed In The US In Q1

•Over 3,300 new fast EV charging ports were installed in the US in Q1 2026, indicating a continued high rate of infrastructure build-out.
•Current utilization of these fast chargers remains low at approximately 15.6%, suggesting significant untapped capacity but also substantial future load growth potential.
•This rapid deployment signals increasing localized electricity demand for developers and IPPs, necessitating grid upgrades and potentially new generation capacity.

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Energy Storage News•3 months ago

Flow batteries hold potential for LDES but industry shows mixed fortunes so far

•Flow batteries are a critical technology for Long Duration Energy Storage (LDES), offering potential beyond typical short-duration solutions.
•The flow battery market is experiencing 'mixed fortunes,' indicating significant variability in the commercial viability and stability of different providers.
•Developers and IPPs must conduct thorough due diligence on leading flow battery providers, evaluating their offerings, financial health, and technological maturity to mitigate project risks.

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