Energy Digest

Daily Summaries & Key Takeaways of Power & Energy Updates
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Last Updated: July 25, 2026 at 08:02 AM
1

CS PowerTech Launches Best In Class PV HJT Solar Cell Factory

Summary

CS PowerTech Inc., a subsidiary of Canadian Solar Inc., has launched the first phase of its PV HJT solar cell factory in Jeffersonville, Indiana. The facility is expected to create over 1,200 jobs and strengthen U.S. manufacturing capabilities, supply-chain resilience, and energy dominance. The launch positions CS PowerTech as the largest silicon PV solar manufacturer in the US.
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2

Strategy Amid Uncertainty: Why Decisioning Maturity is the Critical Differentiator in Today’s Power Markets

Summary

The pace of change in energy markets has accelerated, with price signals shifting rapidly and geopolitical shocks having a swift impact on global markets. Decisioning maturity is seen as the critical differentiator for companies to succeed in today's fast-paced power markets. Companies that have achieved higher decisioning maturity are better equipped to adapt to uncertainty and capitalize on new opportunities.
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3

Duh, solar power doesn't work at night β€” but it excels during the day

Summary

Solar panels do not generate power at night due to a lack of sunlight, but they excel during the day by converting sunlight into electricity. This fact is widely known in the renewable energy community, despite a recent attempt by the Department of Energy to use it as a controversy. Solar power is designed to be an intermittent source of energy, with peak production during daylight hours and reduced output at night.
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5

New solar output is still outpacing fossil fuels, nuclear

Summary

Electrical output from renewable energy sources has increased by more than 10% in the first five months of 2026 and now accounts for 30% of total U.S. electricity, surpassing fossil fuels and nuclear power. At this pace, renewable energy is expected to add 83 GW of capacity. The rapid growth of solar output continues to outpace other forms of energy production.
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7

Data center demand is soaring, and off-grid gas won't fix the problem

Summary

Data center demand is expected to skyrocket, with reports estimating that they will require an additional 100-200 GW of power by 2025 and 400-500 GW by 2030. The growing need for energy cannot be met solely through off-grid gas generation, as this method would lead to significant greenhouse gas emissions and environmental concerns. Alternative energy sources, such as renewable wind and solar power, are needed to meet the increasing demand of data centers and mitigate their carbon footprint.
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8

Brookfield to buy energy storage developer Aypa for $7 billion

Summary

Brookfield Asset Management plans to acquire solar and energy storage developer Aypa Power from Blackstone for approximately $7 billion, valuing the company at $3 billion. Aypa has 12 projects (2.1 GW) under development in the United States across eight states. The acquisition will help Brookfield expand its presence in the renewable energy sector.
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9

FERC eyes β€˜grid-enhancing technology’ incentives: Chairman Swett

Summary

FERC is exploring incentives for "grid-enhancing technology", which could help address the growing strain on the US grid. The focus includes data centers, competitive pricing in the transmission sector, and reforms to PJM Interconnection governance. Chairman Swett discussed these topics during a Senate Energy and Natural Resources Committee hearing.
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10

Chinese PV Industry Brief: H1 solar additions total just 72 GW

Summary

Chinese solar installations decreased by 66.04% in H1 2026 compared to the same period last year, with a total of 72.07 GW of new capacity added. The country's total installed power generation capacity grew 10.8% year on year, led by a 15.8% increase in solar power capacity and an 18.5% boost in wind power capacity. A domestic polysilicon trading slowdown saw prices range from CNY 30,500 to CNY 33,000 per ton, down 1.54% week on week.
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