Solar & Storage

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3 articles

The grid just hit a new peak demand record. Utilities are responding by paying for flexibility, not building more plants.

A new PJM peak demand record and Illinois' approval of ComEd's virtual power plant program both point to the same shift: utilities are paying for flexibility, not just building more generation.

Jul 3, 2026 · 7 min read

Solar & Storage

Storage attachment just became a financing requirement, not an option

A $525 million California close and Utah's largest solar-plus-storage project going live both point to the same shift — lenders and offtakers increasingly expect storage attached to solar, not as an upgrade but as a baseline requirement.

Jun 24, 2026 · 8 min read

Solar & Storage

The battery market is maturing past the cost curve. Safety and chemistry are the next competitive axis.

Two deals this June — a "fail-safe" battery rollout and a sodium-ion supply partnership with GM — mark a shift in how commercial buyers should evaluate storage: not just on dollars per kilowatt-hour, but on chemistry and safety certification.

Jun 12, 2026 · 7 min read

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