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CleanTechnica•2 days ago

State of Commercial Electrification — 2026 Outlook

•The commercial electrification market is entering 2026 in a state of significant transition.
•Regulatory frameworks are being rewritten, and federal incentives are currently under review.
•OEMs face uncertainty regarding compliance standards for their products in the evolving market.

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Energy Storage News•4 days ago

Can US trade policy deliver a domestic battery supply chain?

•US efforts to establish a domestic energy storage manufacturing supply chain face significant challenges beyond simple trade restrictions.
•Current US trade policies alone are deemed insufficient to guarantee a robust domestic battery supply, potentially impacting battery availability and pricing for developers and large power consumers.
•Achieving a resilient domestic battery supply chain will likely require broader policy interventions, such as incentives for raw material extraction, processing, and advanced manufacturing, to secure future supply and cost stability.

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CleanTechnica•6 days ago

US EV Tax Credit Loophole — Make Sure You Complete The Loop

•

The article references a $7,500 US EV tax credit that ended, with a confirmed loophole for vehicles purchased before October 1st.

•This policy mechanism, though consumer-focused, illustrates the dynamic regulatory environment impacting EV adoption rates.

•Increased EV adoption, driven by such incentives, contributes to growing electricity demand, a critical factor for power developers and large consumers to monitor.

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CleanTechnica•7 days ago

Energy Efficiency Labor Force Is On The Rise — But More Workers Are Needed

•The energy efficiency (EE) labor force is experiencing significant growth, contrasting with a national unemployment rate at a four-year low (4.6%).
•A critical shortage of skilled workers in the energy efficiency sector is identified, indicating robust and unmet demand for EE projects and services.
•This labor demand suggests a growing market for energy efficiency solutions, which could impact project timelines and costs for developers and large power consumers seeking to implement EE measures.

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CleanTechnica•7 days ago

Solar & Wind Attacks Continue With SPEED ACT

•A new legislative initiative, the 'SPEED ACT,' is being advanced by the Republican Party to reduce or eliminate government support for solar and wind power.
•This policy shift introduces increased political and regulatory risk for renewable energy developers and IPPs, potentially impacting project viability and financing.
•Large power consumers seeking renewable PPAs may face altered market conditions, including higher costs or reduced availability of subsidized clean energy, due to diminished policy support.

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Utility Dive•8 days ago

Court agrees to rehear $14B climate funding freeze case

•A full U.S. Court of Appeals for the D.C. Circuit will rehear a case in February concerning the EPA's freeze of $14 billion in Greenhouse Gas Reduction Fund (GGRF) grants.
•The outcome of this rehearing will directly impact the availability of substantial federal capital for climate-related projects, significantly influencing project economics and market activity for clean energy developers.
•This legal challenge to EPA's administration of GGRF grants signals potential shifts in federal climate funding policy and accessibility, affecting long-term project planning and investment strategies.

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Energy Storage News•9 days ago

US energy storage installations in 2025 have already surpassed last year’s total: Wood Mac

•US energy storage installations in 2025 have already surpassed the total capacity installed in 2024, indicating rapid market acceleration.
•This significant growth signals a robust and expanding market for developers, presenting increased opportunities for new storage projects and potential for economies of scale.
•For large power consumers, this trend points to enhanced grid reliability, more flexible demand management options, and evolving PPA structures incorporating storage.

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CleanTechnica•9 days ago

EV Enthusiasts Are Losing The Battle In The USA Right Now — Why?

•The article contends that the US is currently lagging behind China in EV adoption and broader cleantech leadership.
•China's rapid ascent in solar, wind, and EV markets is attributed to aggressive, long-term national cleantech policies and strategic vision.
•For developers and large power consumers, this implies that a lack of comparable, effective US policy is hindering EV market growth, potentially impacting demand for charging infrastructure, renewable energy integration, and fleet electrification initiatives.

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Utility Dive•10 days ago

Clean energy industry preps ahead of impending FEOC guidance

•The clean energy industry is anticipating new, 'taxpayer-friendly' Foreign Entity of Concern (FEOC) guidance.
•This crucial guidance is expected to be released by the end of January.
•The 'taxpayer-friendly' nature suggests a positive impact on project eligibility for IRA tax credits and supply chain certainty for developers and IPPs.

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CleanTechnica•14 days ago

US Tesla Sales Drop 23% in November Year Over Year

•US Tesla sales dropped 23% year-over-year in November, contributing to a broader Q4 decline in overall EV sales.
•The sharp decline in EV sales is directly attributed to the expiration of the $7,500 US EV tax credit.
•This highlights significant volatility in EV market demand tied to policy incentives, impacting projections for future electricity load growth from EV charging infrastructure.

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CleanTechnica•14 days ago

Wicked Price Cuts On Kia EV6 In USA

•Significant price cuts are being observed on Kia EV6s in the US market, indicating a challenging sales environment for electric vehicles.
•The EV market is experiencing a slowdown in sales due to the absence of previous tax credit incentives, leading to aggressive pricing by automakers.
•This trend suggests a potential moderation in projected electricity load growth from EV adoption, influencing long-term grid planning and infrastructure investment decisions for developers and large power consumers.

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Energy Storage News•15 days ago

How distributed energy resources could combat soaring electricity costs in the US

•Rising electricity costs in the US are creating significant financial pressure for consumers and businesses.
•Distributed Energy Resources (DERs), especially energy storage, are highlighted as a primary solution to combat these soaring costs.
•The article likely explores how DERs can provide bill savings, enhance grid resilience, and offer new revenue streams for developers and large power consumers.

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CleanTechnica•16 days ago

The Geothermal Energy Part Of “Unleashing American Energy” Is Beginning To Pay Off

•The US geothermal industry is poised for significant expansion, moving into new geographical territories and applications.
•This growth is positioned to displace fossil fuel generation, offering a dispatchable, baseload renewable energy alternative.
•The article implies increasing policy support and investment (e.g., via 'Unleashing American Energy' initiatives) driving this geothermal resurgence.

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POWER Magazine•17 days ago

Report: U.S. Adds 11.7 GW of New Solar Capacity in Q3

•The U.S. solar industry installed a substantial 11.7 GW of new capacity in Q3 2025, marking the third-largest quarterly gain on record.
•Total solar installations for 2025 have now exceeded 30 GW, indicating a robust and accelerating market for solar development.
•This sustained high volume of solar deployment signals continued strong market demand and favorable conditions for developers, while expanding renewable energy procurement options for large power consumers like datacenters.

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CleanTechnica•17 days ago

Heat Pumps Prevail Despite Fickle Federal Policy

•US heat pump startup Quilt expanded into 16 states, indicating strong market-driven growth for energy-efficient residential HVAC systems.
•This market expansion and rising demand for heat pumps occurred despite recent 'fickle' federal energy policy changes, showcasing market resilience.
•For developers and large loads, this signals increasing electricity demand from residential electrification, impacting grid planning, generation requirements, and potential for demand-side management.

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Utility Dive•18 days ago

US Energy Department offers $134M to boost rare earth recovery projects

•The US Department of Energy (DOE) is offering $134 million in funding to support domestic rare earth recovery projects, aiming to bolster critical mineral supply chains.
•Rare earths are essential for advanced manufacturing, defense systems, and high-performance magnets used in power generation (e.g., wind turbines) and electric motors (e.g., EVs).
•This initiative seeks to reduce reliance on foreign sources for these vital materials, potentially stabilizing or reducing long-term costs for equipment and components critical to energy transition and industrial sectors.

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CleanTechnica•21 days ago

Hyundai Is Still Determined To Push The Fuel Cell Mobility Envelope…In The US, No Less

•Hyundai is strategically expanding its fuel cell mobility initiatives across the US, Korea, and Europe.
•The focus is on electrifying public transportation, commercial fleets, and port logistics, signaling a growing market for hydrogen-powered heavy-duty applications.
•This initiative will drive increased demand for hydrogen production, distribution, and refueling infrastructure, creating opportunities for energy developers and IPPs.

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Utility Dive•22 days ago

US added 2 GW of solar in September, putting 2025 ahead of 2024 for new solar generation

•US solar additions reached 2 GW in September, positioning 2025's new solar generation ahead of 2024's pace.
•Solar accounts for 75% of new generation installed this year, significantly outpacing wind (13%) and gas (11%).
•This sustained solar growth signals continued development opportunities and potential for lower daytime energy prices for large power consumers.

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Utility Dive•22 days ago

Google just backed carbon capture tech for data center energy providers. Will other tech giants follow?

•Google's strategic backing of carbon capture (CC) technology signals a new, significant demand driver for decarbonized power, specifically for rapidly expanding data centers.
•This initiative positions CC as a critical solution for large power consumers aiming to meet sustainability goals while ensuring reliable power for high-load growth.
•Developers and IPPs should anticipate increased market interest and potential PPA opportunities for CC-equipped generation assets, likely leveraging IRA incentives (e.g., 45Q tax credits).

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Energy Storage News•24 days ago

US battery manufacturing ‘could cover domestic BESS demand within a few years’

•US domestic battery manufacturing is projected to meet domestic BESS demand within a few years, potentially eliminating the need for foreign (e.g., Chinese) imports.
•This shift implies a more secure and potentially more cost-effective supply chain for battery energy storage systems for US developers and large power consumers.
•The underlying drivers for this rapid domestic capacity build-out are likely policy incentives such as the IRA.

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