Market intelligence, policy, technology and execution perspectives focused on the commercial implications that matter.
Not news summaries. Each insight carries a sourced data point, the commercial implication and the move it points to for manufacturers, developers and investors in the U.S. energy and industrial market.
Storage projects that begin construction in 2027 need 60% non-prohibited content to claim the §48E credit. Buyers now ask suppliers for the evidence at the first meeting.
READ INSIGHT →SpaceX added 0.3 GW of AI compute last quarter. 13 GW by end-2027 needs 2.5 GW every quarter. The binding constraint is turbine castings.
READ INSIGHT →The ITC voted 5-0 on October 14. Duty orders follow in November. Here is what it means commercially.
READ INSIGHT →Behind-the-meter power has become a financing thesis. The obstacle now is equipment, not appetite.
READ INSIGHT →ERCOT's large-load queue now exceeds five times the grid's record peak. Developers have stopped waiting.
READ INSIGHT →The foreign-entity material assistance test now decides which storage suppliers get a U.S. purchase order.
READ INSIGHT →Large power transformer lead times have nearly tripled since 2021, and the U.S. imports most of its supply.
READ INSIGHT →Monthly storage revenue now swings by a factor of almost three, and ancillary services is the bigger loss.
READ INSIGHT →Final Solar IV duties reach 249% for Indian cells. The window is widening for verified non-Chinese capacity.
READ INSIGHT →Between exporting as-is and building a full plant, there is underused ground for foreign manufacturers.
READ INSIGHT →Same 15% headline, different real number. Your origin decides what you actually pay.
READ INSIGHT →U.S. cell capacity under construction is four times wafer capacity. That gap decides who builds cells profitably.
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