Batteries + Grids

States that voted for President Trump in 2024 accounted for 74% of all solar capacity installed during the quarter, with TX, FL, OH, IN, MI, AZ, and MS ranking among the top ten states for new additions

A Verdantix survey of 350 energy leaders found energy price volatility is now the top obstacle. Companies treating resilience as backup power are carrying growing competitive exposure.

Skytree and Lingezegen Energy are bringing direct air capture into Dutch greenhouses. The project could make fossil-free CO₂ a practical crop input.

Colorado River storage is shrinking. Businesses face tighter water planning, higher supply risks and fewer buffers against dry years.

Global energy transition investment hit $2.3 trillion in 2025. But capital is concentrating in data centers and a few large managers, leaving most clean energy deals competing for less.

Congestion costs in PJM topped $3 billion in 2025 and may double again this year — and those costs show up directly in electricity bills. Dynamic line ratings won't solve the underlying infrastructure gap, but they can take a meaningful bite out of congestion while the grid expansion the country needs catches up. The problem is that most regulators don't yet understand how.

Billion Watts and Enervest are developing smaller battery sites across NSW and Victoria. The portfolio targets local grid support, storage revenues and resilience.

DOE selected Duke Energy for up to $96 million in federal funding for reliability upgrades at coal-fired power plants in Kentucky and North Carolina across three sites.

Battery design is becoming a core issue for autonomous systems. Anthro and EnPower are targeting U.S.-made cells for defense, robotics and edge AI.

T5’s East Texas lithium project has secured a five-year Glencore offtake deal. The agreement links Smackover output to U.S. battery supply chains.

Vermont's governor vetoed H.727, the Vermont Sustainable Data Centers Act, on May 28. The House failed to override the next day, leaving the state reliant on existing regulatory tools.

Xos launched a 2.5MWh containerized energy storage system targeting AI data centers and industrial sites stuck behind three-to-seven-year grid interconnection timelines.

Utilities are rethinking customer programs as grid tools. Coordinated flexibility can cut peaks, support reliability and ease pressure on new capacity.

Farms and rural firms are adding small wind to solar and storage. Hybrid systems can support resilience, manage costs and reduce grid dependence at more sites.

A UK consortium validated a floating hydrogen hub delivering 5MW of clean shore power to docked ships with no grid connection, cutting years off typical port electrification timelines.

Louisiana’s AI data center boom is testing the state’s power system. Advocates warn households and businesses could face higher bills without stronger oversight.

Prevalon’s HD5 AC shifts more storage work into the factory. The system is built to reduce field complexity, commissioning delays and project risk.

Myriad has sold Red Basin while keeping future project exposure. The deal adds cash for Copper Mountain as uranium demand gains more investor focus.

REPS has raised $23.6M to scale road-based energy harvesting. The system converts vehicle movement into power for ports and logistics hubs.

DartPoints acquired a 343,000-square-foot campus in Lexington, Kentucky, with an owned substation and a path to 70 MW, targeting AI, hyperscale, and neo-cloud demand.

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