Elon Musk says that he wants SpaceX and Tesla teams to work together to build 100 gigawatts of solar power manufacturing capacity in the US — cells and modules. And he wants to do that within three years. There’s a lot to consider here. Before we get into some of … [continued]
BYD’s new Yuan Plus recently went on sale in China. The previous generation of this model has been sold globally as the ATTO 3. The new Yuan Plus switched to a new rear wheel drive platform and added flash charging capability (5 min 10-70%, 9 min 10-90%) from the new … [continued]
ChatGPT generated infographic showing the gap between Africa’s reported solar additions and module imports, where much of the real market may be hiding.
At the start of 2026, I predicted that Africa would surprise a lot of observers with solar deployment this year. That was in my 2026 energy predictions article, and the prediction was not based on one giant solar park, one government announcement, or one development bank programme. It was based … [continued]
I recently sat down with SOLARCYCLE CEO Suvi Sharma to discuss the fascinating history of the solar market as well as the next key task for the industry — recycling solar panels. Suvi shared how SOLARCYCLE is leading the charge and working hard to recycle solar panels thoroughly and correctly, … [continued]
Something most people still don’t know is that the US solar power and storage industry has gotten quite large. The US solar industry employs about 280,000 people. The energy storage industry employs another 80,000 or so. These are a significant economic engine for the United States. However, they could be … [continued]
ChatGPT generated image of a pile of fossil generated sulfur essential for fertilizer with the Strait of Hormuz behind it
When people think about the Strait of Hormuz, they think about oil tankers, LNG carriers, naval escorts, insurance premiums, and the price of gasoline. They generally do not think about yellow piles of sulfur beside gas plants, phosphate fertilizer complexes, or the acid circuits that keep copper and nickel processing … [continued]
The Trump administration’s Jones Act waiver is a small policy exception with a much larger lesson. The same administration that says it wants to restore American maritime dominance, rebuild domestic shipbuilding, counter China’s industrial scale, and make U.S. logistics more secure also waived parts of the law usually treated as … [continued]
Betting against China in space has become one of those comfortable Western assumptions that deserves to be retired. It sits beside earlier assumptions that Chinese solar would remain second tier, Chinese EVs would remain cheap copies, and Chinese batteries would never define global cost curves. The pattern is familiar. Analysts … [continued]
Even if the US federal government has erased all references to it, climate change is a fact of human life. It’s on the minds of corporations — even if they don’t want to admit it — and emissions mitigation activities are quietly being unveiled behind closed corporate doors. One of … [continued]
ChatGPT generated image of an electric fire truck charging at dawn at a downtown Vancouver fire station
Vancouver has an electric fire truck. I’ve even seen it. That still sounds like a line from a pilot project brochure, but the truck is real, it is in service, and it is part of the city’s municipal fleet. I had also been looking at electric garbage trucks recently, another … [continued]
