A Structural Shift in Commercial Solar The commercial solar and storage sector is entering a more sophisticated phase. Two recent industry developments highlight this transition: interim guidance from the U.S. Treasury and IRS on prohibited foreign entity restrictions tied to federal solar tax credits, and new analysis suggesting that doubling solar and [...]

The Grid Is Changing — Fast The conversation around energy demand is shifting from “growth” to “strain.” Recent industry reporting suggests that power challenges tied to accelerating data center expansion could begin impacting the grid as early as 2027. With AI infrastructure scaling at historic speeds, hyperscale facilities are consuming massive amounts [...]