Growing demand, policy change, and restrictions; the energy market finds a way
Between the Terminals
TLDR · What matters most
- The report says Australia’s green exports could be worth AUD 333 billion annually by 2050, building on the Pilbara’s existing role in supplying more than 90% of the country’s iron ore exports.
- The U.S. Dept. of Energy (DOE) said the agency has closed a loan of as much as $1.9 billion to NextEra Energy to support the restart of the Duane Arnold Energy Center in Iowa.
- Heron Power and NeoVolta have secured significant credit facilities, while Carina Energy has launched a FEOC compliance support practice to help developers navigate increasingly complex regulatory requirements.
- At the beginning of the month, Colorado governor Jared Polis expanded the state’s Battery Stewardship Act, making Colorado the first state in the nation to establish minimum mineral recovery rates for EV battery recycling.
- Since becoming independent from Siemens Energy in April 2024, Trench Group has doubled annual revenue to more than, 1 billion, grown its order backlog to more than 2.1 billion, and committed about €400 million to expand global production capacity through 2030.
BESS Technology
An Idaho county banned renewables. It’s having second thoughts.
Solar developments led county officials to ban renewables in 2024.
- What his fellow Republican county commissioners were about to do, he said to the packed courthouse, would violate America’s founding ideals.
- This article was copublished with The Daily Yonder, a newsroom covering rural America.
- POCATELLO, Idaho — Jeff Hough did not pull any punches.
July 2, 2026 Trina Storage Ranked Among Top 5 Global BESS Integrators and Awarded Grade A Status by Wood Mackenzie
Recognition highlights Trina Storage's Cell-to-AC integration capabilities, technology innovation, and growing global delivery footprint.
- The Trina Storage Press Releases report provides additional context on this development, including the parties involved, timing, technical or commercial details, and implications for the relevant market. Review the original article alongside the conclusion above before finalizing the newsletter copy.
Data Centers
Can U.S. High-Voltage Grid Equipment Supply Keep Pace With 765-kV Expansion and Data Center Demand?
High-voltage grid components are becoming a critical constraint as utilities, transmission developers, original equipment manufacturers (OEMs), and hyperscalers compete for equipment needed to support grid expansion and large-load development.
- T&D Construction Starts on Last Segment of Major Western U.S. Transmission Project Smart Grid NextEra, Santee Cooper Point to Real Dollar Savings From AI Deployments Connected Plant Energy Management Goes Beyond Monitoring to Decision-Making Data Centers AI Data Centers Demand a New Model for Power Infrastructure See more stories Supply Chains Matching Fasteners to the Application: Five Quality Controls O&M How IoT and Industrial AI-Enabled Grids Are Transforming Utility Operations Legal & Regulatory Shapiro Sets Binding GRID Requirements in Pennsylvania, Targets Data Center Power Costs Trends PJM Widens Response to Data Center Load as Capacity Shortfalls Deepen Commentary Energy Dominance Requires Commitments That Last Commentary 3 GW Off PJM, Again: What NERC’s 2024 Investigation Already Told Us POWER asked Basdere about the equipment bottlenecks emerging across high-voltage transmission, how Trench is adding manufacturing capacity, why North America is absorbing roughly half of new orders, and how hyperscale data center development is changing what customers expect from grid-equipment suppliers.
- Since becoming independent from Siemens Energy in April 2024, Trench Group has doubled annual revenue to more than €1 billion, grown its order backlog to more than €2.1 billion, and committed about €400 million to expand global production capacity through 2030.
- Courtesy: Trench Group POWER: Since Trench Group became independent from Siemens Energy in April 2024, annual revenue has doubled to more than €1 billion and the order backlog stands at more than €2.1 billion.
Manufacturing
US energy storage companies secure financing and launch compliance services amid regulatory shifts
Heron Power and NeoVolta have secured significant credit facilities, while Carina Energy has launched a FEOC compliance support practice to help developers navigate increasingly complex regulatory requirements.
- Announced 10 September, the financing follows Heron’s US$140 million Series B round in February 2026, co-led by Andreessen Horowitz’s American Dynamism Fund and Breakthrough Energy Ventures.
- Kirkhorn, who has backed Heron since its Series A in 2025, spent 13 years at Tesla, serving as CFO through the company’s first full year of profitability and its expansion of vehicle and battery manufacturing across North America, Europe, and Asia.
- Announced 10 September, the facility can be increased to US$30 million upon mutual agreement, with the initial US$20 million funded at closing.
Policy & Markets
Competitive TCO, detailed specs and strong local presence key for BESS supplier success in Germany, RWE says
Flexible Connection Agreements (FCAs): While FCAs should never be the only option for a developer to secure a grid connection, they allow developers to bypass grid bottlenecks by agreeing to curtailment.
- Dr. Amir José Daou Pulido: Germany has transitioned from a promising niche to Europe’s most dynamic utility-scale storage market, with an installed base of around 2.5GW in 2025, which is projected to double to 5GW by the end of 2026, according to the German Energy Storage Systems Association (BVES).
- BESS coming online after August 2029, or not complying with these conditions, will face a uniform capacity-based feed-in charge of approximately €4–7/kW/year (US$4.61–US$8.08/kW/year).
- Is there any clarity on what grid fees/network charges will look like for BESS coming online after 4 August 2029?
BESS Industry Buzz: Beijing’s manufacturing ban, ‘responsible’ data centre policy, LDES economics and more
There are “at least four competing bets on the future,” he wrote, from layered oxides (NMF) which are a high energy density contender for EV applications, to NFPP (lowest-cost, safest and longest-life grid storage play), NVPF (high-voltage, high-power and suited for niche premium applications) and Prussian Blue Analogues (PBA), which are based on abundant materials and enable fast charging but see continued manufacturing challenges.
- SIPS test #2 was conducted at 700MW, he said, during a “great day of testing up at the Waratah Super Battery.”
- “For data centres over 25 MW, Massachusetts is setting some pretty clear rules: bring or fund enough new clean energy to cover your electricity use.
- Yesterday, Energy-Storage.news reported that the system has reached its full rated output once more and today Nick Carter, CEO of Waratah Super Battery’s owner and operator Akaysha Energy put a personal touch on its return to action.
Hexagon, Weyerhaeuser Ink Geothermal Development Deal for Pacific Northwest
An independent energy development company and a long-time manufacturer of wood products have signed an agreement to develop geothermal projects in Washington and Oregon.
- The company began operations in 1900 and today owns or controls more than 10 million acres of timberlands in the U.S., as well as additional public timberlands managed under long-term licenses in Canada.
- Hexagon Energy and Weyerhaeuser Co. on September 10 said they have closed a deal covering that could provide an estimated 3 GW of geothermal power generation capacity in the Pacific Northwest.
- For over 142 years, POWER has been the unwavering pillar of the power and energy industry, offering unparalleled insights on the latest trends, best practices, and news through our robust channels: print, digital media, and in-person events.
Energy Secretary Keeps Critical Generation Available in Mid-Atlantic
President Trump and the Energy Department are committed to keeping critical generation available when demand is highest, reducing the risk of blackouts and ensuring Americans have affordable, reliable, and secure power—regardless of whether the wind is blowing or the sun is shining.”
- Emergency order keeps critical generation available to power Americans in the Mid-Atlantic region of the United States Emergency order keeps critical generation available to power Americans in the Mid-Atlantic region of the United States Emergency order keeps critical generation available to power Americans in the Mid-Atlantic region of the United States Emergency order keeps critical generation available to power Americans in the Mid-Atlantic region of the United States WASHINGTON— U.S. Secretary of Energy Chris Wright today issued an emergency order to address critical grid reliability issues facing the Mid-Atlantic region of the United States.
- As outlined in DOE’s Resource Adequacy Report, power outages could increase by 100 times in 2030 if the U.S. continues to take reliable power offline.
- The emergency order directs PJM Interconnection L.L.C. (PJM), in coordination with Constellation Energy Corporation, to ensure Units 3 and 4 of the Eddystone Generating Station in Pennsylvania remain available to operate and to employ economic dispatch to minimize costs for the American people.
Trump emergency order casts uncertainty over grid battery growth
The Trump administration’s vaguely worded executive order on grid cybersecurity threatens to slow down the booming U.S. energy storage market.
- The Canary Media report provides additional context on this development, including the parties involved, timing, technical or commercial details, and implications for the relevant market. Review the original article alongside the conclusion above before finalizing the newsletter copy.
Broader Lithium-ion
Home Batteries, Electric Aviation, Iron-Air Batteries
The Austin-based company used the announcement to launch Base Core, a 39.2 kWh (78.4 kWh in a two-unit configuration) home battery designed and built at its Austin factory, engineered to install in under an hour and support the grid alongside backing up homes.
- $15.5M: Series A for Non-Flammable, Non-Lithium Battery Cells Cosmos Lab, a South Korean battery cell maker, has secured roughly 22 billion won (about $15.5 million) in Series A funding from domestic and international institutional and strategic investors, including Smilegate Investment.
- The capital will fund large-scale project deployments, expand production capacity, and establish a second U.S. manufacturing hub, building on Antora’s recent 5 GWh thermal battery deployment at a POET bioprocessing facility in South Dakota.
- $1B: Series D for Home Battery Manufacturing and Grid-Scale Deployment Base Power has closed a $1 billion Series D at a $13 billion post-money valuation, taking its total capital raised to more than $2.5 billion since founding in 2023.
Raw Materials & Supply Chains
Colorado Law Spells Out Battery Recycling Requirements
To this end, by July 1, 2027, anyone providing EV batteries or vehicles in the state is required to register with the department of public health and environment.
- Colorado Senate Bill 26-003, signed by the governor on June 3, requires the establishment of battery stewardship organizations and the submittal of battery stewardship plans to the executive director of the department of public health and environment for the collection, transportation, processing, and recycling of propulsion batteries, which are batteries that are primarily used to supply power to an electric or hybrid vehicle.
- June 16, 2026 | At the beginning of the month, Colorado governor Jared Polis expanded the state’s Battery Stewardship Act, making Colorado the first state in the nation to establish minimum mineral recovery rates for EV battery recycling.
- The act aims to, “encourage the reuse, remanufacturing, and repurposing of propulsion batteries and the ultimate recycling and recovery of the valuable materials in a propulsion battery that can be put back into the supply chain,” including dictating facility-level recycling percentages for critical minerals.
Projects & Operations
Australian state needs 125 GWh of energy storage by 2035, says report
In Port Hedland, shared transmission infrastructure could help unlock the Pilbara’s share of a national green iron export opportunity worth up to AUD 386 billion annually by 2060, about three times the current value of iron ore exports.
- The Australian state of Western Australia will need 40.5 GW of renewable generation and 125 GWh of energy storage by 2035, according to a new report from independent think tank Beyond Zero Emissions (BZE), which says shared infrastructure is not keeping pace with the state’s clean energy ambitions.
- The report says Australia’s green exports could be worth AUD 333 billion annually by 2050, building on the Pilbara’s existing role in supplying more than 90% of the country’s iron ore exports.
- Kwinana’s industrial base is worth AUD 15.7 billion ($11.2 billion) annually but is contracting faster than new clean energy projects are arriving, according to the report.
DOE Closes $1.9-Billion Loan to Restart Duane Arnold Nuclear Plant
The DOE in June of this year said it would commit as much as $17.5 billion to help finance five projects sponsored by utilities and energy companies in order to accelerate the deployment of 10 large-scale commercial nuclear reactors in the U.S.
- The DOE said that both Westinghouse and the partner are required to fully commit their project equity, $500 million each ($1 billion total per project), upfront prior to accessing DOE loan funds.
- The U.S. Dept. of Energy (DOE) said the agency has closed a loan of as much as $1.9 billion to NextEra Energy to support the restart of the Duane Arnold Energy Center in Iowa.
- Beard, head of the EDF, said, “Duane Arnold is exactly the kind of investment that will help restore American nuclear leadership, strengthen our energy security, and deliver the affordable, reliable power Americans need to fuel our nation’s future.”
Masdar, clean energy investor Luxcara form €5 billion partnership for Germany BESS and wind projects
The company, founded in 2009, first featured on Energy-Storage.news in 2025 with the acquisition of a 520MW/1,040MWh BESS project near Dortmund, with a grid connection already secured and planned as part of a 900MW/1,800MWh battery park complex in Waltrop, North Rhine-Westphalia.
- It has many battery storage projects under construction, operation or development, including the UK, where it commissioned its first in December 2025 and last month raised financing for three projects totalling 540MWh and commissioned one other 70MWh project.
- The two parties will explore the potential investment of more than €5 billion (US$5.77 billion) in battery energy storage systems (BESS), offshore wind and other technologies, beginning with projects in Germany.
- The Waltrop battery park project’s shareholders, Luxcara, power firm BKW and utility group Trianel, secured key infrastructure approvals for the project in July, allowing it to move toward construction, beginning this autumn, with commissioning in 2028.
Trina Storage, AMP-lify to supply 1 GWh of battery storage in Japan
Trina's new battery supply agreement supports the Japanese energy storage market.
- Trina Storage signed a 160 MWh battery storage contract for a project in Kyushu in June 2026, using its Elementa 2 system, and has been active in Japan’s energy storage market since at least 2023.
- Trina Storage, the energy storage division of Trinasolar, said it has signed a memorandum of understanding with Japanese clean-energy developer AMP-lify to supply approximately 1 GWh of grid-connected battery energy storage system (BESS) equipment for AMP-lify’s projects in Japan.
- Trina Storage ‘s Elementa 3 uses the company’s in-house 587 Ah high-capacity cell and offers up to 6.25 MWh of energy capacity per container, according to Trina.
Delaware advances 16 MW of community solar projects
The solar projects in Seaford, Townsend and Clayton were accepted into Delaware’s JobsFirst Permitting Accelerator Program and are expected to generate more than 16 MW of solar energy and represent more than $73 million in clean energy investment.
- Four new community solar projects are moving forward in Delaware, supporting efforts to expand clean energy, strengthen the electric grid and improve energy affordability for Delaware households.
- The Delaware Public Service Commission website provides information about Delaware’s community solar program, how it works and a list of approved community solar projects.
- JobsFirst is an initiative launched by Delaware Gov.
PV Solar
Battery microgrid enables acaí processing in remote Amazon community
Luciana Sena, a community resident and deputy secretary of the açaí processing facility, said reliable electricity would reduce production losses and allow the facility to buy and process more locally produced fruit, increasing family incomes.
- The program estimates that the solar-plus-storage systems could generate up to 1 GWh of solar electricity annually, avoiding the consumption of approximately 255,000 liters of diesel and 680 metric tons of CO2 emissions.
- A 50 kWp solar microgrid with 165 kWh of battery storage is replacing unreliable diesel generation in Brazil’s Amazonas state, enabling a remote community to process up to 36,000 liters of acaí annually.
- Installed in the Bela Conquista community in the Catuá-Ipixuna Extractive Reserve in Tefé, the system has 50 kWp of PV capacity and 165 kWh of battery storage.
CrossBoundary Energy powers up 233MW solar-plus-storage site at DRC copper mine
Solar deployments in the DRC have grown significantly in recent years and are expected to increase by over 500% in 2026, according to data from energy think tank Ember.
- The think tank said that solar module imports from China to Africa grew by 53% year-on-year in the 12 months to June 2026, and 19 countries, including the DRC, Zimbabwe and Egypt, are on track to see solar installations grow by more than 100% this year.
- CrossBoundary said that the project was built within 16 months of first signing the PPA deal with the mine, making it “the fastest built large-scale solar/BESS project in Africa”.
- African renewables financier CrossBoundary Energy has begun commercial operations at a 233MW/526MWh solar-plus-storage project in the Democratic Republic of the Congo (DRC).
Commerce confirms dumping of solar cells from India, Indonesia and Laos into US market
“America’s solar manufacturing sector is poised for a historic resurgence, with domestic module capacity up more than 750% since 2022 and cell production expanding as well,” said Tim Brightbill, co-chair of Wiley’s International Trade Practice and lead counsel to the Alliance.
- The Alliance for American Solar Manufacturing and Trade, a group of domestic solar manufacturers, petitioned the government in July 2025 for an AD/CVD investigation, alleging that solar panel manufacturers had relocated their operations to India, Indonesia and Laos to avoid tariffs placed on imports from Cambodia, Malaysia, Thailand and Vietnam.
- We will keep monitoring import data and holding bad actors accountable wherever they move next.”
- The Dept. of Commerce has released its final determinations in an antidumping/countervailing duty (AD/CVD) investigation on solar cell imports from India, The Dept. of Commerce has released its final determinations in an antidumping/countervailing duty (AD/CVD) investigation on solar cell imports from India, The Dept. of Commerce has released its final determinations in an antidumping/countervailing duty (AD/CVD) investigation on solar cell imports from India, Indonesia and Laos.
Jinko ESS Expands in the Middle East Through Strategic Partnership with Innovative Efficient Solutions (IES)
Jinko ESS, a global leading energy storage provider and a subsidiary of JinkoSolar Co., Ltd., is pleased to announce the signing of a distribution agreement with IES (Innovative Efficient Solutions), supplying SunGiga G2 liquid-cooling energy storage system…
- Jinko ESS, a global leading energy storage provider and a subsidiary of JinkoSolar Co., Ltd., is pleased to announce the signing of a distribution agreement with IES (Innovative Efficient Solutions), supplying SunGiga G2 liquid-cooling energy storage systems in Middle East.
- The post Jinko ESS Expands in the Middle East Through Strategic Partnership with Innovative Efficient Solutions (IES) appeared first on Energy Storage .