August 31, 2026

Manufacturing and Supply Chain

Rising demand for battery storage is pushing lithium prices higher and delivering substantial profits for key producers.

August 31, 2026

Grid Operations and Technology

US solar panel recyclers face shifting economics as manufacturers reduce use of valuable metals like silver in new modules.

August 31, 2026

Policy and Regulation

Electricity demand is rising quickly across the US as data centers expand and electrification accelerates, straining grid reliability.

August 31, 2026

Market Data and Outlook

Investment in co-located solar-plus-storage projects hit a record $25 billion in the first half of 2026, nearly double the prior period.

August 31, 2026

Data Centers and AI Infrastructure

Rising AI-driven data center demand is accelerating US gas-fired power development and raising concerns about costs and emissions.

August 31, 2026