The pressure on the power system is no longer theoretical. AI, data centers, electrification, and new industrial load are arriving faster than utilities can build generation and transmission through conventional timelines. One of the least glamorous but potentially most consequential answers to that problem is how to get more capacity out of the wires alread ... Show More
Sep 8
Speed to power: Why data-center load growth is creating a new opening for C&I solar, storage, and microgrids
After a decade of flat demand, power markets are being forced to absorb a very different problem: rapid load growth arriving faster than transmission, large-scale generation, and utility interconnection processes can respond. The focus shifts from utility-scale procurement to the ... Show More
49m 16s
Aug 25
Thorium’s nuclear pitch: Can molten salt reactors cut cost, use waste, and scale faster than conventional designs?
Electricity demand is rising, capital is tightening, and nuclear is back in the conversation as utilities, governments, and large power users look for firm low-carbon supply. But the central question is not whether advanced nuclear can attract interest. It is whether any new desi ... Show More
39m 26s
Aug 11
The inverter security turn: How Europe and the US are redrawing solar procurement around Chinese hardware
Solar demand remains strong, storage is scaling fast, and inverter technology is becoming more central to how modern power systems actually function. But the conversation around inverters is no longer just about efficiency, bankability, or price. As these devices take on more int ... Show More
38m 44s
Mar 2014
Anatomy of a Solar Power Boom: Can the Industry Keep it Going?
As expected, 2013 was yet another record year for solar in the U.S. With 5.1 gigawatts of PV and CSP coming online, the solar industry was the second largest provider of electricity capacity behind natural gas. But how long will it continue? With a tax credit expiration looming, ... Show More
43m 9s
May 2016
The Solar Coaster: Troubles at Yingli Solar and the Flatlining Global PV Market
This year, GTM Research is forecasting that 66 gigawatts of PV capacity will be installed around the world -- a 21 percent increase over last year. But next year, capacity will only expand by 4 percent. In fact, without some of the top markets like India, America and China, the g ... Show More
52m 44s