21
July 2026 • Supported by
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Good
morning! If you read
this newsletter every once in a
while, you’ve heard of balcony
solar. More states are legalizing
the plug-in panels, but where can
you buy them? Julian
Spector has some answers.
Another
home energy solution is on the
rise in Massachusetts, where
startup Haven Energy is offering
homeowners battery storage
starting at just $29 a month. Sarah
Shemkus breaks down how it
works.
And Dan
McCarthy has the latest on
the fight against the Trump
administration’s wind power
blockade, as a coalition of states
moves to join an industry lawsuit
looking to restore project
permitting.
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DATA
CENTERS
-
BloombergNEF
estimates U.S. data centers
will account for 20% of the
country’s power consumption by
2035, up from 5.9% today — an
expansion that analysts say
can’t be met even by maxing
out new power generation
additions to the grid and
adding on-site gas generation.
(Bloomberg)
-
Back
in May, Elon Musk quietly
purchased APR Energy, which
operates more than 1 GW of
mobile gas and diesel
turbines, as his company xAI
continues to use portable
generators to power its
Memphis data centers. (Electrek)
-
A
new poll finds 41% of
Americans say they’d oppose a
data center being built within
three miles of their homes, up
from 28% in a January survey.
(Politico)
EFFICIENCY
- The
Trump administration continues
to defund federal
energy-efficiency programs even
as conflict with Iran and a
resulting global energy crisis
continues, exacerbating the need
to lower power demand. (New
York Times)
SOLAR
- Solar
developers reduced power
purchase agreement prices in the
second quarter of 2026, but the
end of federal tax credits could
drive them back up again. (E&E
News)
- More
states are switching from net
metering to net billing systems
for buying back excess power
from residential solar systems,
often leading to lower payments
for solar owners. (New
York Times)
PERMITTING
- The
Trump administration’s repeal of
the Public Lands Rule earlier
this year was meant to boost oil
and gas drilling on federal
property, but it simultaneously
eliminated a mechanism that
could’ve paved the way for more
renewables, transmission, and
geothermal development. (Latitude
Media)
TARIFFS
- The
White House moves to impose 50%
tariffs on most Canadian
imports, though energy products
and critical minerals are
excluded from the levies. (Associated
Press)
GEOTHERMAL
- The
U.S. House passes legislation
that would accelerate
next-generation geothermal
research and commercialization.
(E&E
News)
EMISSIONS
- In
the rural stretch of Louisiana
known as Cancer Alley, public
air monitors are often located
far away from industrial
polluters like refineries, and
many don’t test for especially
dangerous chemicals. (Floodlight)
GRID
- Texas
grid operator ERCOT anticipates
the state will set all-time
power demand records today and
tomorrow. (Bloomberg)
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is working toward a carbon-free
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Learn
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Where
clean energy leaders connect
over expert panels and
perspectives, engaging
networking, and live music.
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Canary
Media is returning to the Bay
Area on November 10, 2026 for
our annual show at The Freight
in Berkeley. The night will
feature conversations
with expert panelists moderated
by the team at Canary Media,
along with live music during
networking and panel breaks.
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