Insights

Renew. Rethink. Read.

Exploring the future of legacy commercial solar.

4 min read•Jan 22, 2026

HASI and Sunrun Expand Long-Term Relationship with New $500 Million Joint Venture to Accelerate Distributed Power Development

A $500 million joint venture between HASI and Sunrun highlights a growing shift in how energy infrastructure is financed. By backing tens of thousands of residential solar and battery systems, investors are treating distributed energy as real grid infrastructure that can scale faster than traditional power plants and transmission projects.

Inverter manufacturers simplify repowering process

Repowering & Lifecycle Management

5 min read•Jan 21, 2026

Inverter manufacturers simplify repowering process

As solar panels outlast their inverters, thousands of U.S. systems built in the 2010s are hitting a critical inflection point. New inverter designs tailored for repowering are making it easier and cheaper to keep legacy solar assets productive, turning an overlooked maintenance issue into one of the fastest ways to add reliable clean power.

Mini nuclear reactors are already losing their glow

Energy & Infrastructure

6 min read•Jan 20, 2026

Mini nuclear reactors are already losing their glow

Small modular reactors were pitched as fast, affordable clean power, but delays, rising costs, waste concerns, and long timelines are raising doubts. With no commercial SMRs operating in the U.S. and meaningful scale unlikely before the 2030s or later, the question is whether betting on future nuclear is slowing investment in solutions that can strengthen the grid today.

PJM Considering $11.6B Transmission Expansion Plan

Grid & Infrastructure

4 min read•Jan 15, 2026

PJM Considering $11.6B Transmission Expansion Plan

PJM is considering an $11.6 billion transmission expansion to strengthen the grid across 13 states as electricity demand continues to rise. The plan reflects a broader shift toward long-term grid planning, aimed at easing bottlenecks, improving reliability, and preparing the system for data centers, electrification, and extreme weather.

Power producers and portfolio owners face the facts of life with PV repowering

Repowering & Lifecycle Management

5 min read•Jan 14, 2026

Power producers and portfolio owners face the facts of life with PV repowering

As early U.S. solar projects reach mid-life, repowering is becoming a core part of the industry’s next phase. Declining performance, obsolete equipment, and rising risk are pushing owners to rethink how existing assets are maintained and upgraded so they can keep contributing meaningful power as demand grows.

Can China Stop U.S. Electricity Prices From Going Up?

Energy & Infrastructure

5 min read•Jan 13, 2026

Can China Stop U.S. Electricity Prices From Going Up?

China does not set U.S. electricity prices directly, but its dominance in energy manufacturing affects how fast and how affordably new power can be built. As AI and electrification drive demand higher, tariffs and supply constraints are slowing deployment across gas, nuclear, solar, and storage. The result is higher costs, longer timelines, and growing pressure on U.S. electricity prices.