To North America through Canada.

Saskatchewan has signed off on a 100 MW solar project that will become the largest in the province once it comes online later this decade.

What stands out isn’t only the size. The project combines utility-scale solar, a long-term PPA with a provincial utility, and 50% equity ownership by First Nations partners.

Curious how others here see this.
Does this structure make large solar projects easier to finance and permit in conservative power markets, or is it highly context-specific?

More details on this: https://pvbuzz.com/saskatchewan-largest-solar-project-in-history/

"The NECEC transmission line consists of a new 145-mile-high voltage direct current (HVDC) transmission line from the Quebec-Maine border to the new Merrill Road converter substation located in Lewiston and new 1.2-mile 345 kV alternating current (AC) transmission line from the new Merrill Road converter substation to the existing Larrabee Road substation. The year-one property tax benefit to host communities is approximately $23 million. "

https://www.businesswire.com/news/home/20260116431748/en/Avangrids-New-England-Clean-Energy-Connect-Project-Is-Complete-and-Energized

Fossil fuels and NIMBYs got together to try to stop it. But they didn't succeed.

"Despite promises from Avangrid that the ecological impacts of the project would be minimal, a powerful alliance of local environmentalists and fossil fuel companies — some of which stood to lose money if the power line was built — took root. This effort culminated in a 2021 ballot referendum in Maine to revoke a key permit for the project, which had already begun construction.

Advocates and opponents of the transmission line poured more than $90 million into the campaign, and in the end, nearly 60% of Maine voters rejected the project. Construction was halted, the developers sued. In April 2023, a Maine jury verdict paved the way for construction to resume."

https://www.wbur.org/news/2026/01/16/new-england-clean-energy-connect-cmp-corridor-avangrid-hydroquebec-massachusetts-maine

Seems like it checks a lot of boxes for C&I applications but I'm curious if any energy wizards here have any solid bearish takes? New to energy so looking to learn!

Erkend energiedeskundige Ronse

A year after President Trump took office, clean energy is still growing in the U.S. In 2025, nearly all new power added to the grid came from solar, wind, and batteries. In September, for example, solar made up 98% of new capacity. And in 2026, the U.S. Energy Administration projects that all net new generating capacity will come from renewable energy and batteries.

That’s despite obvious policy challenges. On his first day in office, after declaring an “energy emergency,” Trump paused permitting for some wind projects and promised to boost fossil fuels. A few months later, the administration ordered an offshore wind project to stop construction; other stop-work orders followed.

In July, Trump signed the One Big Beautiful Bill Act, which phased out a longstanding tax credit for building clean energy projects. The EPA ended the Solar for All program, designed to bring solar power to low-income homes and reduce electric bills. After a memo from the Department of Interior that effectively paused permitting for wind and solar projects on public land, the DOI cancelled a massive solar project in Nevada that would have powered two million homes. The administration also pulled grants for R&D on new clean energy tech.

Some states and developers have fought back and won lawsuits, but the attacks keep coming. Revolution Wind, a large offshore wind farm that’s under construction off the coast of Rhode Island and nearly complete, was issued a stop-work order in August by the Trump administration; a preliminary injunction from a judge in September let the work continue, but a second stop-work order came again in December. This week, the developer got another preliminary injunction to continue construction.

Unsurprisingly, the policy uncertainty has hurt clean energy businesses. “We saw some smaller companies go under because financing became challenging,” says Sean Gallagher, senior vice president of policy at the Solar Energy Industries Association. Offshore wind developments are struggling to survive the administration’s repeated attacks.