First Solar posted record Q1 revenue of $1.04 billion but trades down 21% as markets price in the 2030 Section 45X credit phase-out. US data center power demand nearly doubles to 66 GW by 2027 as AI ...
1. What does the energy transition construction landscape look like in the United States? What is being procured, built, or commissioned, and at what scale? The US energy transition construction ...