Big Moves
Exus acquires 715 MW solar projects in US
Exus Renewables North America has acquired four utility-scale solar projects in Louisiana and Wisconsin from ibV Energy Partners. The projects have a combined capacity of 715 MW and include the 310 MW Maple Grove Solar 1 and 2 projects in Wisconsin, and the 125 MW Bayou Teche and 280 MW Bayou Chicot projects in Louisiana. Exus will develop, construct and operate the projects, which are expected to approximately double its renewable energy portfolio.
News
Generate Capital and KeyState close community solar fund
Generate Capital has closed a $154.5 million tax equity fund with SOLCAP, KeyState’s tax equity investment platform, to finance 10 community solar projects across New York and Illinois, with a combined capacity of 43 MWac. This marks the sixth tax equity fund by Generate Capital and KeyState. The latest fund follows an $85 million community solar tax equity fund announced in October 2025, which is nearing final funding.
Interviews
The energy transition is not far off, it is happening now: Scotland’s Stephen Gethins
The message that I have received has been clear – that the energy sector, as a whole, is delivering the transformation we need and that Scotland is well placed with decades of experience, skills, expertise, infrastructure and the other necessary ingredients that place us at a competitive advantage. Now there’s no question that there are significant challenges. However, it has been good to hear about the transformation that is being delivered now and hearing the message that Scotland is a good place to invest and a good place to do business.
Opinion & Perspective
Western US Electricity Markets and Affordable Power
The western U.S. grid is entering a historic period of transformation. Today, moving low-cost power across the region is often complicated by a maze of separate trading agreements among grid managers, known as balancing authorities (BA). New day-ahead markets are designed to change that by making it easier to share power across BAs, helping reduce electricity costs, strengthen grid reliability, and accelerate clean energy deployment across the West. However, the success of these benefits depends on the rules that govern how day-ahead markets operate and coordinate with one another.
Mega Trends & Analysis
SEA’s Energy Transition, Investments and Infrastructure Imperative
Southeast Asia is entering a decisive phase in its economic and energy development. Rapid industrialisation, urbanisation, rising incomes and the expansion of manufacturing and services are driving strong growth in energy demand, while the region’s increasing integration into global supply chains is creating new requirements for reliable and affordable power. At the same time, recent geopolitical disruptions have exposed the vulnerabilities of an energy system that remains heavily dependent on imported fossil fuels. The region must expand its energy system at scale while simultaneously making it more secure and diversified, and also reducing the sector’s carbon emissions.
Policy Watch
EU Priorities for COP31
COP31 must be a COP of implementation. The EU should use its political and economic weight to help translate the outcomes of the first Global Stocktake into concrete action: a just transition away from fossil fuels, scaled-up and accessible climate finance, strengthened adaptation and loss and damage support, and an accountable implementation framework grounded in equity, CBDR-RC, science, justice and human rights. This requires coherence between the EU’s domestic policies, its international climate diplomacy and its approach to finance, trade and economic governance.
Tech Talk
Enhancing Europe’s Grid Stability: Forced oscillation guidance on draft NC RfG 2.0
The ENTSO-E and WindEurope, jointly released the Technical Group on Forced Oscillations Report, to provide technical guidance on the proposed forced oscillation requirements introduced in the draft NC RfG 2.0. Although the report is non-binding, it is intended to form the technical basis for a future implementation guidance document after the EC formally adopts the revised network code. The report primarily focuses on wind power plants, although future requirements will also apply to other inverter-based power park modules, including solar photovoltaic plants and battery energy storage systems. As Europe moves towards an increasingly inverter-based power system, the report provides a practical framework for managing forced oscillations while highlighting the need for continued research and collaboration.
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Webinars & Videos
The Economics of Firm Solar and Wind: IRENA Insights
Solar and wind have become the cheapest sources of new electricity generation worldwide. As renewable penetration rises, however, the central challenge of the energy transition is increasingly one of adequacy and flexibility – ensuring that clean electricity is available when and where it is needed. This webinar presented findings from IRENA's report, 24/7 Renewables: The Economics of Firm Solar and Wind, which introduces the firm leveled cost of electricity (firm LCOE): a project-level benchmark that adds battery storage, generation overbuild and complementary renewables to the conventional LCOE.
Knowledge Centre
Making California’s Electricity Cheaper: Report
Affordability is at the heart of almost every policy conversation across the nation, and California is facing a particularly acute energy affordability crisis — the state’s electricity rates are now the second highest in the nation and double the country’s average. Between 2000 and 2024, California’s electricity rates rose faster than inflation and became the highest in the contiguous United States, more than 50% higher than the US average. These prices are untenable, straining household budgets, and threatening the state’s electrification path to a climate-neutral economy. More than 80% of Californians rank lowering bills as a top or important priority for state leaders, and the state’s elected officials have a duty to address these intertwined problems for their constituents.
Finance
Green Hydrogen Under OBBBA: What Still Clears an Investment Committee
Roughly 60 clean-hydrogen projects, more than 4.9 million tonnes a year of planned capacity, were cancelled in 2025. The technology did not stop working. The economics only ever closed on a single subsidy, the demand never showed up at the price, and OBBBA just lit a fuse under the subsidy. Here is the arithmetic a 2026 investment committee actually needs. These were not fringe ventures. Air Products walked away from a multi-billion-dollar project; BP and Statkraft retrenched; S&P Global counts around 60 clean-hydrogen projects shelved in 2025. Every post-mortem lands on the same three causes: no bankable offtake, cost inflation through construction, and policy uncertainty. Two of those three are economic, and they are quantifiable. So let us quantify them, on June-2026 cost inputs rather than 2021 ambition.
SPONSORED CONTENT & ADS
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This space is reserved for sponsored content and advertising banners. Sponsored content can include white papers, webinars, case studies, research reports and other relevant content. The advertising can be in the form of banners with links to the advertiser’s landing page. If you would like to promote sponsored content or advertise, please write to us at: marketing@reglobal.co