In an unusual move, resi company Zeo Energy is buying concentrated solar power / long-duration energy storage tech company Heliogen – with the sale expected to close Q3 2025. It may be Zeo’s move to compensate for the impending loss of tax credits in the new bill moving through Congress.
This SPW article looks at key considerations for integrating BESS into existing energy strategies. It looks at permitting and regulatory compliance, safety and risk mitigation, maintenance planning and long-term performance, and future-proofing projects.
The Trump admin has the DOE cutting $3.7B for industrial decarbonization and carbon capture around power plants and industrial sites. This cuts more than half the awards under the Industrial Demonstrations Program of the Office of Clean Energy Demonstrations. The DOE claims the projects do not advance the energy needs of the American people, were not economically viable, and would not generate a positive return on investment of taxpayer dollars.
Q1 stats are in: utility-scale solar expanded by 43.9% while small-scale/rooftop increased by 11.1% compared to the same period in 2024. Combined utility-scale and small-scale solar increased by over one-third (33.7%) and was almost 6.8% of total generation for Jan through Mar — up from 5.3% a year earlier. In the month of March, utility-scale solar increased by 45.6% while that from small-scale systems rose by 13.0%.
This article discusses how the fact that most developers and IPP customers still overpay for the “certainty” of Delivered Duty Paid (DDP) incoterms is outdated. It argues that today’s re-shored supply chains are simpler than before – no importation risk and $20k+ shipping containers – with only point-to-point shipments of full truckloads moving modules made in a U.S. factory to a U.S. jobsite. The article argues that managed logistics under EXW terms means freight costs of just $0.004/w — yielding millions in savings relative to standard DDP quotes.
Tax credit transferability is driving growth in third-party solar ownership. WoodMac found that third-party ownership dominated the U.S. commercial and community solar market, reaching 72% a share in 2024. They predict that TPO will continue to lead financing in those sectors with a 74% market share by 2026 before falling to 62% by 2029.
A pv magazine editor toured the startup corner at Intersolar Europe 2025, focusing on emerging businesses addressing flexibility, smart meters, software, and PV integrated with glass. Apparently, tunnel oxide passivated contact (TOPCon) tech is dominating the market for PV modules this year. The video is below.
