KEY DEVELOPMENTS

• Creekstone Leases 13,000 Acres for 1GW Utah Solar: Creekstone Energy locked in a 13,000-acre lease in Utah for a 1 GW solar project to power a major data center, targeting 2027 operation, reported. Read More: PV Magazine USA.
• IPX Power Launches with 4.4GW Solar, 8.8GWh Storage: IPX Power spun off from Intersect, launching as an independent power producer with a significant 4.4 GW solar and 8.8 GWh battery portfolio, according to. Read More: Solar Builder.
• RWE Adds 2GW to US Operational BESS Capacity: RWE energized four new battery energy storage systems, boosting its U.S. operational capacity by 2 GW to nearly 13 GW, reported. Read More: Energy Storage News.
• Google Bets Big on Form Energy’s Iron-Air Storage: Google is backing Form Energy's iron-air battery technology, with Xcel Energy planning 30 GWh of these batteries for a Google data center in Minnesota, confirmed. Read More: Energy Storage News.
• Michigan Republicans Move to Repeal Green Energy Laws: Michigan Republicans introduced legislation to repeal the state's 2023 clean energy mandates, aiming to prioritize grid reliability and affordability over the 2040 clean energy goal, as reported by. Read More: Michigan Advance.

Solar & Storage

The demand for utility-scale solar and battery storage continues its dramatic ascent, with today's headlines dominated by major project announcements and technological advancements designed to meet the ravenous appetite of data centers. Creekstone Energy made waves, securing a colossal 13,000-acre lease in Millard County, Utah, for a 1 GW solar project. This ambitious development, set to integrate behind-the-meter generation, energy storage, and potentially nuclear power, will directly supply a massive data center campus, with electricity production projected by 2027. This represents the largest solar lease by acreage in Utah's history, as detailed by. Read More: PV Magazine USA.

Parallel to Creekstone's expansion, new market entrants and established players are scaling up their portfolios. IPX Power, a fresh independent power producer spun off from Intersect, launched with an impressive 4.4 GW of solar and 8.8 GWh of battery storage assets. Serving critical markets in California and Texas, IPX Power aims to develop gigawatt-scale projects, including what it projects to be the world's largest battery energy storage system, according to. RWE also substantially expanded its U.S. operational footprint, bringing online four new battery energy storage system (BESS) projects, adding 2 GW and pushing its total U.S. operational capacity to nearly 13 GW, as reported by. Read More: Solar Builder, Energy Storage News.

Innovation in long-duration storage is also witnessing significant investment. Google, for its part, is making a substantial bet on Form Energy's iron-air battery technology. Xcel Energy plans to install 30 GWh of these batteries at a Google data center in Pine Island, Minnesota, signaling a serious commitment to novel storage solutions despite their potential efficiency trade-offs, a development highlighted by. Additionally, EPB of Chattanooga is deploying battery-based microgrids to enhance local resilience and savings, targeting 150 MW of energy storage within three years, exceeding 10% of its peak load, according to. Read More: Energy Storage News, Utility Dive.

However, the rapid growth of large-scale clean energy projects, particularly those catering to data centers, is not without local friction. Ohio residents are increasingly vocal about concerns regarding data center proliferation, with state lawmakers beginning to take notice. A proposed 73-megawatt fuel cell project by Amazon in Hilliard faces community backlash over air quality concerns and expedited approval processes circumventing local review, reported. In another Ohio development, the Ohio Power Siting Board (OPSB) staff's handling of the Crossroads Solar Grazing Center in Morrow County is under scrutiny. A sudden reversal in the OPSB staff's recommendation for this $98 million solar-plus-grazing project, allegedly based on fabricated public comments, threatens to stall significant clean energy investment, a situation criticized by the. Read More: Ohio Capital Journal, Ohio Capital Journal.

These local battles underscore a deeper trend: the growing complexity of grid integration and project development. A new report from RatedPower identifies a significant technological shift in utility-scale solar, with bifacial modules and string inverters now dominant. The data also reveals a rising trend in hybrid solar-plus-storage projects and standalone battery storage, reflecting an industry-wide focus on grid integration and optimizing project economics, noted. Furthermore, operating BESS assets, particularly in competitive markets like California's CAISO, presents considerable challenges for developers, with lean teams increasingly needing advanced analytics to navigate the intricate market participation rules, as explored by. Read More: PV Magazine USA, Energy Storage News.

Wind Energy

Today's news cycle contains no specific developments on US wind projects. However, the overarching policy landscape detailed below continues to shape the sector, particularly regarding permitting and federal incentives.

Policy & Markets

The Trump Administration's prevailing policy currents are creating a complex and often contradictory environment for clean energy development. A significant development today comes from Michigan, where Republican lawmakers are moving to repeal the state's landmark 2023 green energy laws. These laws mandated a transition to 100% clean energy by 2040 and empowered the Public Service Commission to override local zoning on renewable projects. The proposed Republican legislation aims to replace this framework with one prioritizing reliability and affordability, which would strip the PSC of its zoning authority and likely slow Michigan's clean energy trajectory, according to. This mirrors Republican efforts in other states to roll back or dilute clean energy initiatives, often under the banner of local control or grid stability. Read More: Michigan Advance.

On the federal level, the "One Big Beautiful Bill Act" (OBBBA), a signature piece of legislation from the Trump Administration, continues to reshape the energy storage manufacturing landscape. A new report from highlights how new import tariffs and revised tax credit eligibility under OBBBA are increasing costs and risks for US energy storage manufacturing. While the Act aims to spur domestic production, developers now face heightened scrutiny over policy certainty, supply chain security, and manufacturability to qualify for federal tax credits. This follows yesterday's reporting on how U.S. import tariffs now significantly increase policy risk for BESS, impacting future project economics and domestic manufacturing competitiveness. These trade policies, while intended to bolster American industries, add layers of cost and uncertainty for developers navigating project financing and supply chains. Read More: PV Magazine.

Permitting and interconnection remain critical bottlenecks across the clean energy sector. For rooftop solar, these "soft costs" are identified as major drivers of higher installation prices in the U.S. compared to other nations. Policy reforms focusing on streamlining these processes through automation and standardization are emerging as key strategies to reduce consumer costs and offset the dwindling federal tax credits, reflecting a broader industry push for regulatory efficiency detailed by. This echoes the ongoing struggles at the utility-scale, where projects like the one in Morrow County, Ohio, face permitting delays and local opposition, highlighting the need for more robust and resilient project approval pathways. Read More: PV Magazine USA.

LOOKING AHEAD

• Ohio Project Scrutiny: Watch for the Ohio Power Siting Board's final decision on the Crossroads Solar Grazing Center, a critical test case for local opposition and alleged procedural improprieties.
• Michigan Energy Policy: Monitor the Michigan legislature for further developments on the Republican-led bill aiming to repeal the state's 2023 clean energy laws and its implications for renewable energy mandates.
• Data Center Regulations: Expect increasing legislative and regulatory scrutiny across states regarding data center siting, energy consumption, and environmental impact, driven by growing local protests.

THE BOTTOM LINE: Aggressive clean energy project development, fueled by massive data center demand, is clashing with shifting federal trade policies and escalating local opposition and state-level policy reversals, forcing developers to navigate a politically charged and geographically fragmented landscape of opportunity and risk.