5/5 Bottleneck Thursday - Supply Chain (all of it): "The key challenge for solar this decade is no longer demand or technology, but whether the industry can build and deliver quickly enough."
💡🔌
pv-magazine-usa.com/2026/04/28/s...
4/5 Bottleneck Thursday - Reality: "Aurora modeled what adding 10 GW of data center load in ERCOT without adding new transmission lines would do to the grid, and the consequences were stark: quintupling congestion costs and spiking power prices by 34%."
💡🔌
www.latitudemedia.com/news/how-muc...
3/5 Bottleneck Thursday - Gas Turbines: "GE Vernova’s gas turbine backlog reached 100 GW in the first quarter, up sharply from 83 GW at the end of 2025."
💡🔌
www.utilitydive.com/news/ge-vern...
2/5 Bottleneck Thursday - Sales Model: "overseas manufacturers may have inventory but lack US sales channels, so they must rely on regional distributors...negotiations are typically conducted via email, leading to long messaging threads & complex spreadsheets."
💡🔌
pv-magazine-usa.com/2026/03/26/p...
1/5 Bottleneck Thursday - Transformers. This will help: Philipp Gau, director at Kaufmann Electric: “We no longer design transformers for each project. We use a design that fits about 80% of our projects. This makes us much more flexible." 💡🔌
pv-magazine-usa.com/2026/02/27/g...
2/3 Farm news. "Unlike traditional crops that are subject to unpredictable weather and global market shifts, solar leases offer a predictable income stream. Such reliability is a rare commodity in agriculture today." 💡🔌
pv-magazine-usa.com/2026/04/30/s...
1/3 Farm news. "At a time when many Utah farmers say rising costs are squeezing margins, Rancher Greg Kesler said the solar income has provided a critical buffer — one that can help at-risk ranches across the state, even in fast-growing areas, like Cache County." 💡🔌
www.sltrib.com/news/2026/05...
3/3 Optimist Monday. Kate Crosby energy manager: “The more we plug in batteries to the grid, the less we use peaker plants. They will help to stabilize the grid, help to reduce the cost of electricity for all ratepayers, & they’ll help make the grid cleaner.”
💡🔌
www.canarymedia.com/articles/ev-...
3/3 Farm news. "By replacing aging turbines with modern technology at existing sites, the United States could more than double its current onshore wind capacity and electricity generation without requiring new land"
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www.quittingcarbonmedia.com/a-repowered-...
2/3 Optimist Monday. Julian Spector @canarymedia.com
"EIA expects ERCOT will produce 99 billion kilowatt-hours of solar power in 2027, up 27% from 2026. At that point, the upstart industry will have left its well-established coal competition in the dust." 💡🔌
www.canarymedia.com/articles/sol...
Quitting Carbon recently toured Brookfield Renewable U.S.' Mulqueeney Ranch Wind Repowering Project in Northern California's Altamont Pass, one of the sites where today's wind power industry was born.
As global solar installations approach 600 GW, the industry is shifting from a technology-driven market to one defined by the industrial capacity and supply chain resilience required to meet record de...
“The dollar-per-kilowatt growth is going to be very healthy in the second quarter of this year,” CEO Scott Strazik said of turbine sales. The company also saw big jumps in orders for grid and wind pow...
Solar development occupies a tiny fraction of U.S. farmland. Farmers shouldn't be blocked by restrictive local zoning boards to install onsite solar, said the Solar Energy Industries Association.
As transformer lead times double and U.S. prices surge 79%, a manufacturing "supercycle" struggles to keep pace with the explosive growth of AI data centers and renewable energy.
Three electric school buses will kick-start the state’s groundbreaking vehicle-to-grid pilot program once school's out, with more EVs to be added in the…
