FEOC Recapture Keeps the Battery Tax Credit at Risk for a Decade, Reaching Warranty and Service Contracts
FEOC recapture keeps the battery ITC exposed for ten years and reaches warranty and service contracts, not just cell procurement
Amazon Is Underwriting a North American Battery Maker With Equity Warrants Instead of a Purchase Order
Amazon's warrant-linked battery deal with Electrovaya and the corporate-offtake model for financing domestic US cell manufacturing
Minnesota Approved a Utility-Owned Distributed Battery Fleet. Clean-Energy Groups Say Ratepayers Carry the Risk
Xcel Minnesota's utility-owned distributed battery program and the dispute over who should own distribution-level storage
PGE Isolated Data Center Costs, and Its Commercial Power Rates Fell 2.1 Percent
PGE Schedule 96 large-load tariff cuts commercial rates 2.1% by isolating data center costs, testing the data-center-raises-demand-charges thesis
Lazard Finds US Battery Storage Costs Rose 27% Since 2020, Reversing a Decade of Falling Prices
Lazard's 2026 analysis finds US battery storage costs rose about 27% since 2020, reversing the decline narrative, driven by tariffs, higher metals and financing costs, and reshoring premiums
The Alta Wind Ruling Preserves Appraisal-Based ITC Valuation, and Makes Documentation the Price of Keeping It
Alta Wind III preserves appraisal-based ITC basis valuation while raising the documentation bar for solar-plus-storage credit underwriting
Smart-Grid and AI Patents Are Nearing an Enforcement Window That Could Expose Storage Software
A maturing wave of smart-grid patents plus a newer AI-and-machine-learning wave are approaching a peak-assertion window that could expose the dispatch and optimization software behind commercial storage economics