Higher Power PV Modules Drive Up BOS Costs

Solidion Technology Inc. (Nasdaq: STI), announced the grant of a series of key patents covering its proprietary liquid-to-solid electrolyte conversion platform — a technology that enables existing lithium-ion battery manufacturers to produce solid-state batteries without new equipment or process investment — adding to the Company's portfolio of over 345 patents.

Flame-resistant electrolytes are key to safe operations of energy storage systems (ESS) and all-types of electric vehicles, such as drones, electric bikes, e-automobile, electric vertical take-off and landing aircraft (eVTOL), and e-boats. The fire and explosion danger in conventional lithium-ion batteries is caused by certain highly volatile and flammable organic solvents commonly used in liquid electrolytes.

The technology invented includes using any current lithium-ion cell manufacturing facility to produce dry battery cells, injecting a proprietary liquid electrolyte into the dry cells, and then converting the liquid electrolyte inside the cells into a semi-solid or solid electrolyte, thereby reducing or eliminating flammability.

A major advantage of such a breakthrough technology is that solid-state batteries can be manufactured at-scale today rather than tomorrow, using existing lithium-ion battery manufacturing facilities. There is no need to develop new processes and equipment.

Solidion, a pioneer in this "liquid-to-solid conversion" technology, is positioned to readily transform the entire lithium-ion battery industry into producers of semi-solid and solid-state batteries.

Solidion Technology | www.solidiontech.com

Bobwhite Energy Storage, an affiliate of independent energy company Tenaska, has signed a long-term energy storage agreement with Tennessee Valley Authority (TVA) for a 225-megawatt/900-megawatt hour storage project in East Tennessee.

The Bobwhite project, currently in advanced development in Hawkins County, is expected to start construction in 2027 and come online in late 2029. The agreement with TVA, the nation's largest provider of public power, spans 20 years and supports TVA's strategic commitment to strengthen grid reliability, manage peak demand and integrate more resources to help keep power affordable for hardworking American families. The project also reinforces the nation's drive to expand homegrown energy capacity, strengthen America's long-term energy security and ensure communities have access to dependable, resilient power that supports continued economic growth.

"Battery storage is essential to protecting the reliable, affordable electricity our region depends on to power next-generation technologies," said Monika Beckner, TVA Vice President, Power Supply & Fuels. "Projects like Bobwhite strengthen the Valley's energy security, increase our ability to manage extreme conditions and help unleash American energy – building a resilient system that supports families, drives economic growth and reinforces America's energy dominance."

With this agreement, TVA has signed 425 megawatts of standalone battery energy storage systems (BESS) to support capacity needs throughout its seven-state service territory.

"This project exemplifies Tenaska's ability to strategically site and develop high-value energy projects that consider grid challenges and market needs," said John Hejkal, Vice President, Origination & Development, with Tenaska Development. "The Bobwhite project supports TVA's goal to maintain a stable, reliable electric grid amid growing customer demand."

Tenaska, based in Omaha, Nebraska, has successfully developed approximately 14,000 megawatts of natural gas-fueled and renewable power projects. The company's development portfolio includes more than 33,000 megawatts of energy projects, including 7,000 megawatts of battery storage.

Construction and operation of the Bobwhite project is expected to boost the local economy, with a total estimated investment of approximately $300 million. The project will create up to 75 jobs during peak construction, prioritizing skilled workers from the surrounding communities and supporting TVA's commitment to investing in the people who call the Valley home. In addition to new job opportunities, the project will create meaningful avenues for local businesses to provide goods and services, helping to keep economic benefits rooted in the community and supporting long-term regional growth.

Tenaska | https://www.tenaska.com/

Tennessee Valley Authority | tva.com

Solx, a U.S.-based solar manufacturer, and Caelux, a U.S.-based leader in perovskite solar technology, announced a five-year, 3-gigawatt (GW) strategic partnership and unveiled their breakthrough US-made high-performance solar module. The collaboration integrates Caelux's advanced energy-producing glass into Solx's Aurora platform, creating a solar module with double power generation layers (hybrid tandem), enabling increased efficiencies of 28% and delivering significantly more power than conventional silicon-only modules.

"This is a defining moment for American energy manufacturing - U.S.-made hybrid tandem is no longer a theoretical, it's now in commercialized production," said James Holmes, Co-Founder & CEO of Solx. "We've integrated Caelux's leading glass technology into our domestic manufacturing platform, engineered for gigawatt-scale production. This is how the U.S. leads again - by building the energy future at scale."

From Innovation to Commercial Deployment
The partnership marks a critical landmark for U.S. energy infrastructure, transitioning Caelux's energy producing glass from the laboratory and low-volume production to giga-scale deployment. The Solx Aurora platform integrates Caelux's technology in place of conventional top glass bringing the ultra-high efficiency modules to market.

"Leading the market in the commercialization of double power layer modules, this partnership revolutionizes the American energy industry to meet growing energy demand," said Scott Graybeal, CEO of Caelux.

The collaboration between the two companies will meet the present-day need for speed-to-power in a world experiencing ever increasing energy growth, rising prices and fragile global supply chains. U.S. production is already underway on the module, delivering higher energy density per acre and a lower cost of power than conventional solar – positioning it as a defining energy infrastructure advancement.

Solx Aurora beta modules built with Caelux's energy amplifying glass technology are already confirmed for deployment in an operating domestic project with a leading U.S.-based developer. Widespread commercial volumes are expected by 2027 to the U.S. market, with a roadmap to scale to multi-gigawatt annual domestic capacity.

"Our partnership with Solx is the largest production agreement of its kind for energy producing perovskite glass in the Western Hemisphere," said Aaron Thurlow, SVP of Sales for Caelux. "While licensing has occurred in the industry, our agreement is a true production deal with volume and purchase commitments, deploying the technology to the broader market."

Building a Fully Domestic U.S. Solar Supply Chain
This partnership establishes a fully U.S.-based solar supply chain for Solx's advanced manufacturing platform to support its Aurora module wherein the Caelux glass technology comprises the first power generation layer and Suniva's U.S. produced solar cells make up the second power layer.

"A strong domestic supply chain is essential to America's energy future," said Matt Card, CEO of Suniva, the largest and oldest merchant solar cell manufacturer in the U.S. "This partnership demonstrates what's possible when U.S. manufacturers and technology leaders align. By supplying domestically produced solar cells into Solx's Aurora platform while also incorporating Caelux's Active Glass, we are strengthening domestic energy security, creating high-quality American jobs, and enabling the next generation of solar innovation."

The companies plan to continue to collaborate to domestically meet rising energy demand and cement a path forward for American energy technology leadership.

Solx | www.solx-energy.com

Caelux | www.caelux.com

Natural Power, a leading renewable energy consultancy and service provider, has successfully delivered technical advisory services for the 67.1 MW Benbrack Wind Farm, acting as lender’s technical advisor to support project financing on behalf of Red Rock Renewables. Appointed to undertake a comprehensive technical due diligence (TDD) review, Natural Power provided lenders (Lloyds, HSBC and China Construction Bank) with an independent assessment of the project’s technical, environmental and commercial readiness. This included detailed evaluation of construction progress, turbine installation and commissioning, grid connection, and contractual arrangements.

Fiona Lucas, Senior Technical Adviser at Natural Power, said: “Projects of this scale require a rigorous and detailed approach to technical due diligence to ensure risks are fully understood and appropriately managed. Our role is to provide lenders with clear, independent insight into the project’s status and readiness, supporting informed investment decisions. It’s been a pleasure to work with Red Rock Renewables and the wider project team to help bring Benbrack Wind Farm through this critical stage.”

The project has progressed strongly through construction, with all balance of plant works completed and turbine commissioning successfully achieved. Grid connection was energised in September 2025, with the final stages focused on achieving takeover and commercial operation.

In addition to core due diligence activities, Natural Power reviewed key risk areas including turbine quality assurance, environmental and social management planning, and contractual frameworks such as Contracts for Difference (CfD) and power purchase agreements (PPA). The team also assessed the project’s environmental and social management plan against Equator Principles requirements, confirming that it meets expected standards for a development of this scale and complexity.

Natural Power | www.naturalpower.com   

Geronimo Power (Geronimo) announced the start of commercial operations at its Blevins Solar Project (Blevins) a major renewable energy facility delivering reliable, low-cost power while driving long-term economic and environmental benefits for Falls County and the state of Texas. Blevins is a 270-megawatt (MW) solar project located in Falls County, Texas within the ERCOT market.

"The Blevins project reflects Geronimo's commitment to building energy infrastructure that delivers real value to communities," said Gemma Smith, Vice President of Operations at Geronimo. "Working alongside partners such as Fujifilm and Bristol Myers Squibb, we're delivering dependable power and meaningful economic investment while advancing our shared commitment to community-focused, responsibly built clean energy."

Blevins will service two previously announced power purchase agreements (PPAs) with Fujifilm and Bristol Myers Squibb.

"At Fujifilm, we have a proud history that spans nearly a century -- leveraging our excellence in imaging to become a global leader across healthcare, life sciences, and advanced materials. Yet our purpose has always remained the same — to create and support technologies that improve lives and bring the world more smiles," said Girish Menon, senior director, Environmental Health and Safety, FUJIFILM Holdings America Corporation. "This power purchase agreement turns our purpose into action by supporting new, renewable electricity that advances our energy strategy and helps sustain Fujifilm's broader decarbonization efforts across North America."

"Blevins reflects how Bristol Myers Squibb is embedding sustainability into the core of our operations, not as a singular initiative, but as a strategic lever that strengthens resilience and advances performance," said Briana Marvuglio, Executive Director, Environment & Sustainability Enablement. "By investing in renewable energy at scale, we are redefining how environmental stewardship supports long-term business continuity and drives better outcomes for the patients we serve."

In celebration of the addition of Blevins to its ERCOT portfolio, Geronimo hosted a community event last fall with landowners, community members and project partners to highlight the many benefits the project will bring to local and state communities.

Over the first 20 years of operation, Blevins is expected to generate approximately $33.8 million in direct economic impact, including $32.5 million in new tax revenue for Falls County and the local school and emergency districts. The project supported roughly 400 construction jobs and will sustain three to four full-time operational positions over its lifetime. Above and beyond tax revenue and job creation, Blevins has pledged approximately $1.3 million in charitable giving during the project's first 20 years of operation.

In addition to the economic benefits provided by the project, Blevins is anticipated to offset more than 9 million metric tons of carbon dioxide emissions over the first 20 years of operation - the equivalent of removing roughly 101,700 vehicles from the road for one year. The project will also generate enough clean energy to provide the equivalent electrical usage of 88,900 homes annually.

Geronimo Power | www.geronimopower.com

Prevalon Energy LLC, a leading provider of integrated energy storage solutions, announced that it is conducting advanced hardware-based testing of its Hybrid Power Stabilizer (HPS) platform in collaboration with the U.S. Department of Energy’s (DOE’s) National Laboratory of the Rockies. The testing program is focused on expanding how the Hybrid Power Stabilizer performs across a wide range of real-world AI data center operating conditions. As hyperscale facilities deploy increasingly complex GPU- and accelerator-based architectures, power demand is becoming more dynamic—requiring systems that can respond instantly and operate reliably.

This effort builds on proven system performance and is focused on optimization of control settings and strategies—developing deployment-ready control profiles across a spectrum of AI workloads, power system architectures, and on-site generation technologies, including gas turbines, fuel cells, and reciprocating engines. 

The test campaign will leverage Prevalon’s HPS system across diverse AI-driven load scenarios, including rapid changes in load magnitude, frequency, and variability. Testing is designed to align system response with different deployment environments, from grid-connected to hybrid and fully islanded data center architectures.

Additional scenarios—including loss of load, loss of generation, and system fault conditions—will be introduced to refine control responses and ensure consistent system behavior across both expected and edge-case conditions.

The Hybrid Power Stabilizer operates at the power electronics layer, coordinating battery energy storage with on-site generation and grid interfaces to actively manage power quality and system stability. Testing will focus on how HPS maintains voltage and frequency within power quality limits, executes contingency response and system ride-through, and protects synchronous machines from transient and frequency-driven stress events.

“AI-driven data centers introduce a level of load variability that requires a different approach to power system design,” said Alejandro Schnakofsky, Chief Technical Officer at Prevalon Energy. “We’ve already demonstrated that Hybrid Power Stabilizer can manage these conditions. This work is about establishing control settings and strategies across different architectures and workloads—so our customers can deploy with confidence in any configuration.”

The testing is being conducted using DOE laboratory infrastructure designed for large-scale, high-power system evaluation, in collaboration with hyperscalers and AI data center developers. Insights from the program will directly inform how HPS is configured and deployed to meet the specific needs of each customer environment.

The Hybrid Power Stabilizer is built on Prevalon’s Energy Storage Platform and powered by insightOS, Prevalon’s U.S.-built, utility-grade energy management system. Together, they enable real-time coordination of power resources—delivering the speed, control, and reliability required for next-generation data center infrastructure.

Prevalon Energy | https://prevalonenergy.com/

Beam Global, (Nasdaq: BEEM), a leading provider of innovative and sustainable infrastructure solutions for transportation, energy security and smart city infrastructure, announced the deployment of ten EV ARC off-grid, solar-powered electric vehicle (EV) charging systems and an ARC Mobility trailer for Stanislaus County, California. The systems will be deployed to support charging for the County’s EV fleet.

The EV ARC systems provide rapidly deployable EV charging infrastructure without the need for construction, trenching, or utility grid connection. Each unit generates and stores its own electricity, delivering reliable, renewable energy for fleet operations while reducing emissions and protecting against grid outages. The ARC Mobility trailer further enhances flexibility by enabling Stanislaus County to move the EV ARC systems quickly and efficiently in the event their charging needs change or there is an emergency situation, such as an earthquake or a wild fire, which requires rapidly deployed energy infrastructure in a new location.

The systems were purchased using Congestion Mitigation and Air Quality (CMAQ) Program funds administered by the Federal Highway Administration (FHWA). Stanislaus County utilized Beam Global’s Sourcewell cooperative purchasing contract to streamline procurement.

“We applaud Stanislaus County for choosing to ‘Drive on Sunshine’ while providing robust, sustainable and affordable clean energy for their fleet vehicles,” said Desmond Wheatley, CEO of Beam Global. “State and county governments continue to electrify their fleets saving money on gasoline and diesel at a time where oil cost volatility is being reflected at the gas pump. Beam Global’s renewably energized EV charging infrastructure solutions provide electricity for charging EVs at zero unit cost for the energy, ensuring that whatever happens at the pump or to utility rates, our customers will never pay more to charge their fleet vehicles.”

By deploying EV ARC systems and the ARC Mobility trailer, Stanislaus County will be able to charge its fleet vehicles using clean, renewable energy generated on-site, improving operational efficiency while avoiding utility costs, construction delays, and grid dependency associated with traditional EV charging infrastructure.

Beam Global | https://beamforall.com/