Insights

Renew. Rethink. Read.

Exploring the future of legacy commercial solar.

6 min read•Feb 10, 2026

PJM board calls for backstop auction in data center interconnection plan

After coming up roughly 6.6 GW short in its latest capacity auction, PJM is moving toward an emergency reliability backstop auction to secure new generation outside the normal market. The move reflects how sharply demand from data centers and large loads is outpacing supply, and raises hard questions about who pays, what gets built, and whether short-term fixes risk locking in costly solutions.

Maryland lawmakers introduce bill to deploy 4 GW of solar

Energy Policy

5 min read•Feb 5, 2026

Maryland lawmakers introduce bill to deploy 4 GW of solar

Maryland’s proposed Affordable Solar Act pairs a clear solar growth target with a firm commitment to affordability. By using competitive procurement and existing clean energy funds, the bill aims to add 1.3 GW of new solar by 2035 while protecting ratepayers and expanding access to renters and underserved households.

North Carolina may use batteries to give new life to old solar farms

Repowering & Lifecycle Management

6 min read•Feb 4, 2026

North Carolina may use batteries to give new life to old solar farms

North Carolina is exploring a way to give its early utility-scale solar fleet a second life. With nearly 1.9 GW of projects approaching PPA expiration, state officials are considering pairing aging solar farms with battery storage to extend contracts, boost grid value, and preserve capacity that is already built and interconnected.

Davos offers a Trump-China energy splitscreen

Energy & Infrastructure

6 min read•Feb 3, 2026

Davos offers a Trump-China energy splitscreen

The U.S. and China are taking sharply different paths on energy infrastructure, and the gap is becoming impossible to ignore. China is building wind, transmission, and generation at unprecedented speed through centralized planning, while the U.S. struggles with long permitting timelines just as electricity demand surges from AI and electrification. The contrast highlights how execution capacity, not ambition, is defining energy leadership.

Illinois signs clean energy bill, will drive investments for solar PV, battery storage and VPPs

Energy Policy

6 min read•Jan 29, 2026

Illinois signs clean energy bill, will drive investments for solar PV, battery storage and VPPs

Illinois has passed one of the most comprehensive state energy laws in recent years, pairing clean energy growth with a clear focus on affordability and reliability. The Clean and Reliable Grid Affordability Act expands battery storage, virtual power plants, and community solar while aiming to save customers more than $13 billion over the next two decades.

2026 is set to be a year of reset, repowering, and resilient growth

Repowering & Lifecycle Management

5 min read•Jan 28, 2026

2026 is set to be a year of reset, repowering, and resilient growth

As the U.S. solar fleet matures, 2026 is shaping up to be a turning point where repowering moves from the margins to the core of industry growth. With millions of systems aging, demand rising, and new projects taking years to deliver, extending the life and performance of existing solar assets is becoming one of the fastest and most practical paths forward.