Looking Ahead to 2026

Pivot Energy, a leading national renewable energy independent power producer, achieved a record year in 2025, furthering its commitment to deliver affordable, accessible renewable energy to the electric grid. The company permitted more than 235 megawatts of commercial- and community-scale solar projects and also secured more than $400 million in financing. Additionally, in 2025, Pivot donated hundreds of thousands of dollars to local communities, and furthered partnerships with Fortune 500 companies and public institutions.

During 2025, renewable energy development faced uncertainty and economic challenges due to the One Big Beautiful Bill, which included substantial rollbacks to the Clean Energy Investment Credit. Despite this, Pivot emerged bullish about the future, with strong growth prospects, dedicated to making significant impacts in furthering access to reliable renewable energy across U.S. communities, and delivering solar energy to the grid.

These impacts include a total of nearly $700,000 in donations distributed to dozens of local organizations, benefiting workforce development, affordable energy access, education, and rural agricultural organizations supporting land stewardship initiatives in Colorado, Illinois, Hawaii, and Maryland. In addition, Pivot established or expanded partnerships with trusted institutions including Colorado State University, Denver University, and the University of Colorado Boulder.

Further, the company completed three community solar projects that are part of its agreement with Tapestry Inc., a global house of iconic accessories and lifestyle brands consisting of Coach and Kate Spade, who is purchasing Impact RECS from the projects. In 2025, Pivot received a total of $435 million in financing agreements.

In 2025, Pivot doubled down on building dual-use solar projects on every qualified site, continuing to lead the industry in land stewardship. Specifically, 95% of its qualified ground-mounted solar arrays integrated agrivoltaic elements such as livestock grazing, pollinator habits, or crop production. Of those sites, 98% incorporate active grazing. By maximizing the value of such solar sites, Pivot expanded equitable partnerships that continue to benefit generational farmers, local pollinator populations, and agriculture communities, demonstrating a 300% growth in this area since 2023.

"Pivot Energy is honored to have another successful year in advancing socially responsible solar development," said Tom Hunt, CEO at Pivot Energy. "Despite federal policy headwinds, last year's achievements demonstrate our unwavering resilience in the face of shifting regulations and unpredictable financial landscape. I am confident that Pivot will continue to provide the effective and impactful distributed energy projects that our country needs."

Among these milestones, Pivot was recognized for several outstanding awards, including:

• Colorado Cleantech Industries Association's "High Impact Cleantech Company Award"
• "Women in Sustainability Leadership Award (WSLA) 2025," presented to Annie Lappé, SVP, Corporate Affairs, Pivot Energy.
• Top Solar Contractor by Solar Power World
• 2025 America's Top 100 Most Loved Workplaces
• Green Power Leadership Award (GPLA) in the Community Impact category.

These prestigious recognitions highlight Pivot's outstanding contributions to the industry and its continued leadership in driving the renewable energy transition. To learn more about Pivot's accomplishments in 2025, please check out its 2025 recap video.

In 2025, Pivot reached a new milestone: 4.3 gigawatts (GW) of solar projects under development or completed, with roughly 1,000 projects completed and another 900 currently under development.

Moving into 2026, solar remains the most scalable and affordable energy technology available. Pivot is committed to delivering solar + storage solutions that serve the grid, improve land use and empower and support local communities and economies, where it builds and operates projects, and creates long-term value for its clients and partners.

Pivot Energy | pivotenergy.net

Beam Global, (Nasdaq: BEEM), a leading provider of innovative and sustainable infrastructure solutions for the electrification of transportation and energy security, has been granted a new patent by the European Patent Office. The patent covers Beam Global’s Phase Change Composite (PCC) material for Lithium-ion batteries and is titled Smart Phase Change Composite for Passive Thermal Management.

The newly allowed European patent claims expand upon Beam Global’s U.S. Patent No. 12,422,195 and extend the Company’s intellectual property protection into Europe, directly supporting its geographic expansion and customer diversification strategy. As Beam Global continues to grow its international operations, particularly across Europe and the Middle East, securing strong patent protection in key markets remains a high priority.

Beam Global’s Smart PCC material is designed to act as an intelligent thermal switch, insulating batteries in cold conditions while passively keeping them cooler when exposed to high temperatures. This dynamic thermal regulation improves battery safety, reliability, performance, and lifespan, particularly in extreme operating environments.

“Thermal management is crucial to most essential battery operations and this new patent strengthens Beam Global’s unique and valuable differentiated IP portfolio with solutions that matter to our customers,” said Desmond Wheatley, CEO of Beam Global. “Europe is a vast market for our products and defending our competitive advantage there is just as important as defending it in the U.S. This is an important win for the Company, our shareholders and customers.”

Beam Global’s battery solutions are deployed by customers operating advanced technologies such as robotics, underwater and aerial drones, artificial intelligence-enabled devices, electric mobility platforms, and defense-related systems. These applications frequently operate in harsh, remote, or mission-critical environments where conventional battery technologies struggle to perform reliably. The Smart PCC material enhances both battery safety and reliability by accommodating the natural expansion of phase change composites when hot and contraction when cold.

Beam Global | https://beamforall.com/

ESS Tech, Inc. (“ESS,” “ESS, Inc.” or the “Company”) (NYSE: GWH), a leading manufacturer of long-duration energy storage systems (LDES) for commercial and utility-scale applications, announced the execution of a $9.9 million contract with Concurrent Technologies Corporation (“CTC”) and the United States Air Force Research Laboratory (“AFRL”) for a large capacity energy storage (LCES) system at the U.S. Clear Space Force Station in Alaska.

The Air Force Research Laboratory is the primary scientific research and development center for the Department of the Air Force. AFRL plays an integral role in leading the discovery, development, and integration of affordable warfighting technologies for its air, space, and cyberspace force. The prime contractor, Concurrent Technologies Corporation, is an independent, nonprofit, applied scientific research and development professional services organization, and provides comprehensive energy and sustainability solutions for military installations.

Under the contract, ESS will deploy up to 27 MWh of its American-made iron flow battery (IFB) systems to support operations at Clear Space Force Station in Alaska. The project is part of an AFRL initiative to demonstrate new and emerging advanced energy storage and energy efficiency technologies capable of meeting demanding military requirements in some of the harshest environments on earth, including temperatures below -40°C. ESS’s iron flow battery technology will integrate with microgrids, advanced controls and complementary systems to optimize energy use and provide continuous, reliable power for mission critical operations at the station.

“This project is a significant validation of ESS battery technology and its ability to provide reliable energy every day and support grid resiliency when it matters most,” said Drew Buckley, Chief Executive Officer of ESS. “Building on our recent 50 MWh project for Salt River Project in Arizona, our technology is being chosen for essential grid resilience capabilities and optimized energy consumption at mission-critical infrastructure including defense installations and data centers.

“The Department of Defense is actively seeking long duration resilient microgrids to improve readiness, with a keen interest in ‘Made in USA’ software and systems to reduce risk of foreign cyber security vulnerabilities. We believe this award will further unlock long duration storage opportunities with the DoD and the growing microgrid market,” concluded Buckley.

Kevin Merichko, Director, Infrastructure at CTC added, “By enabling localized power (islanding), rapid recovery and a stable electricity supply during grid instability or disruptions, resilient grids help avert severe safety, operational and financial consequences while assuring critical missions continue without interruption. We look forward to working with ESS, AFRL and the U.S. Space Force, to further improve Clear Space Force Station resilience.”

ESS | www.essinc.com

Intersolar & Energy Storage North America, the premier U.S. tradeshow and conference series for solar, energy storage, EV infrastructure, and manufacturing, announced onsite activities that enhance education, collaboration, and connection at its Flagship event on February 18-20 at the San Diego Convention Center.

“As the industry navigates administrative headwinds and unprecedented load growth, solution providers, experts, and practitioners must work together,” said Beckie Kier, Event Director, Intersolar & Energy Storage North America. “Programming for IESNA Flagship—the first major solar and storage event of 2026—provides professionals across the clean energy value chain with opportunities to build relationships, share insights, and establish progressive frameworks.”

Programming Highlights

• Interactive workshop “Cutting Costs, Not Corners: Expert Strategies for Affordable Solar Project Construction” on February 17 delivers strategies for reducing construction costs early in development to maximize project value without compromising quality.
• WRISE and Shine – Power Networking sparks connections between participants before the February 18 keynote, “State-Level Blueprints for a Clean and Resilient Energy Economy.” Open to all passholders; RSVPs recommended.
• “Power Lunch: Energy Tetris: Leveraging DER to Optimize the Grid of the 21st Century,” co-hosted with Clean Coalition on February 18, examines how strategically deploying distributed energy resources can address grid constraints while delivering economic, environmental, and resilience benefits.
• “Powerful Perspectives Luncheon: Considerations for Developers on All Things Trade, FEOC, and Supply Chain” on February 19 features Stacy J. Ettinger (Solar Energy Industries Association) and Claire Broido Johnson (Sunrock Distributed Generation) exploring the intersection of trade policy, FEOC compliance, and supply chain strategy.
• “Executive Luncheon: Lost Ground, New Paths, Hard Truths: What Solar & Storage Executives Need to Know in 2026” features Canary Media’s Eric Wesoff providing a candid assessment of political headwinds and reasons for optimism in permitting, domestic manufacturing, and grid development amid uncertainty.
• Through two virtual reality experiences—a Home Run Derby in Petco Park and an 80-story Walk-the-Plank simulation—passholders can test their coordination and courage in the exhibit hall.

Attendees can also access half-day, hands-on workshops provided by the North American Board of Certified Energy Practitioners, Solar Energy International, Bill Brooks, and Sean White. Additional registration required for workshops and educational meals.

Join the Conversation
Register here to secure your access to insider insights, meaningful connections, and targeted training at IESNA Flagship 2026.

Intersolar & Energy Storage North America | www.iesna.com

Terra Energy (“Terra”), one of the nation’s fastest-growing residential solar subscription providers, announced that it has closed a series of fundings at $105 million. A $35 million Green Loan financing with Breakwall Capital LP (“Breakwall”) marks the close, following equity investment from ARC PE and Azora Capital and credit facilities from Banesco and First Horizon Bank. The series was comprised of financings from multiple banks and capital partners that have supported Terra’s rapid growth over the past 24 months and will further enable the company’s expansion from Florida into Texas and California as it continues to scale at a high pace.

Terra is Florida’s largest residential solar provider and recently expanded into Texas, with preparation underway to enter California as its next major market.

Terra solves what has historically held back residential solar: long-term financing, complex contracts, and customer risk. With a simple short-term subscription and no upfront costs, Terra delivers up to 50% electricity bill savings, with insurance and maintenance included.

“The AI revolution unfolding right now has been tied to one thing: access to more energy. The old residential solar business model didn't work. It was too complicated, too expensive, and pushed too much risk onto homeowners. Terra fixes that,” said Jaime Martinez, CEO and Founder of Terra. “Our vertically integrated and customer-first approach delivers energy that saves customers significant money on day one, with no debt, no equipment burden, and no long-term lock-in. Breakwall’s partnership accelerates our expansion at the exact moment regulatory incentives shift decisively toward a cleaner and more efficient way to go solar.”

“We are thrilled to partner with Terra as they continue their growth within Florida and expand into new markets,” said Walt Hughes, Managing Director of Breakwall. “Their subscription model eliminates friction, aligns incentives, and directly addresses the affordability and reliability issues that have long held back the industry. While the Terra model is purposefully set up to meet the evolving demands of the solar consumer, we believe Breakwall was uniquely positioned to structure a loan that best addresses their business needs and helps facilitate their long-term goals.”

Greenberg Traurig, LLP served as legal counsel and Barkers Point Capital Advisors served as placement agent for Terra. Vinson & Elkins LLP served as legal counsel and Teneo acted as the independent technical and commercial advisor for Breakwall.

Terra Energy | https://terraenergy.io/

Breakwall Capital | www.breakwallcap.com

SolarEdge Technologies, Inc. (NASDAQ: SEDG), a global leader in smart energy technology, announced the latest milestone in its international manufacturing and export strategy with the shipment of single-phase residential inverter products from its Austin, Texas facility to key European markets. The company commenced exports of the first U.S.-manufactured Single SKU residential inverter products to Europe in late 2025 to customers in Italy, France, and the Netherlands. Shipments of commercial and industrial (C&I) solar products from Florida are on track to begin in early 2026.

At the center of this milestone is SolarEdge’s pioneering “single SKU” concept – marketed in Europe as the MultiRange concept - which consolidates all power classes into a single inverter (and part number), to significantly simplify logistics, inventory management, and installation processes for its customers and partners. Single SKU will also be a feature in the upcoming SolarEdge Nexis solution for both single and three phase residential applications. Future inverter models for the Commercial and Industrial segment will also be designed to incorporate fewer SKUs.

“These shipments reflect our commitment to delivering U.S.-manufactured excellence to customers around the world,” said Pascal de Boer, General Manager for Europe at SolarEdge. “This solution combines power, intelligence, and simplicity. By offering technology that simplifies operations, we help installers and distributors reduce complexity while increasing flexibility, especially important in fast-evolving solar markets. This is a significant step forward in accelerating business growth in Europe.”

SolarEdge’s residential inverter systems are designed with backup-ready functionality and the SolarEdge ONE EMS for energy storage support, EV charging integration, future-ready smart energy features and grid services support.

The scale-up of its domestic production for international markets builds upon the company’s earlier export achievements that started with initial shipments to Australia in Q3 2025.

SolarEdge | solaredge.com

Tigo Energy, Inc. (NASDAQ: TYGO) (“Tigo” or “Company”), a leading provider of intelligent solar and energy software solutions, announced the availability of the enhanced Tigo GO Battery, strengthening its role in distributed energy management with overall performance improvements and the addition of key features. The GO Battery also now qualifies for participation in select Virtual Power Plant (VPP) programs and has been added to the EnergyHub and Uplight distributed energy resource management (DERMS) platforms. The Tigo GO Battery is fully compatible with the latest energy products from the Tigo GO Optimized ESS and Tigo EI Residential Solution in the U.S. market.

Designed for flexibility and longevity, the Tigo GO Battery is a modular, scalable energy storage solution built to adapt to evolving energy needs. Available in 5kWh increments and expandable to up to 30kWh systems, the lightweight modules stack with plug-and-play wiring, helping reduce installation time, allowing owners to expand systems as energy needs grow. The GO Battery features Lithium Iron Phosphate (LFP) chemistry and is UL 9540A certified for safety and space optimization. The system components feature a rugged NEMA 4X enclosure, with a wide operating temperature range (–10 °C to +50 °C), to help provide year-round durability and an industry-leading 11-year warranty to deliver long-term peace of mind and investment protection.

“The key to success with Tigo is in the many improvements over the past few years that don’t really fit neatly into a single category, but everything has gotten better, which has been reason enough for us to keep recommending and deploying so many Tigo systems,” said Brian Flannigan, owner and CEO, at Premier Improvements Solar. “The upgrades to the GO Battery systems will make them even easier to design, faster to install and commission, and great to manage and service in large numbers. These changes are all welcome, but the addition of VPP eligibility really takes the GO Battery to the next level. Another important benefit to working with Tigo is that you always have a domestic service team member just a phone call away, even if we have needed that resource less and less.”

Virtual Power Plant programs have become one additional way for homeowners to benefit from home storage investments. Approximately 37.5 GW of assets participated in VPPs in North America in 2025, representing a 13.7% year-over-year increase. By integrating Tigo GO Battery assets into demand response and grid services platforms, homeowners can seamlessly participate in utilities' demand response and grid services programs, helping to enable flexible load management and improved grid reliability. For participating homeowners, this capability can translate into new revenue opportunities and an additional option for using stored energy. Through an API-level integration between Flip Energy and the Tigo EI Platform, the GO Battery gives installers a simple pathway to offer customers VPP-capable storage without requiring additional hardware or complex configurations. Flip is a turnkey solution to launch and scale Battery Incentive programs, customized to simplify access to Battery Incentive programs across the US. Integration with Flip makes it effortless for customers to join and stay active, and turn storage devices into reliable grid assets with little to no engineering.

“Tigo and Flip share a vision of making grid services available and rewarding for all,” said Ben Larralde, co-founder and CEO at Flip Energy. “This partnership makes it easy for customers to unlock the full potential of batteries and contribute to a more reliable and resilient grid.” 

“Whether operating as a standalone solar-plus-storage system or as part of a VPP, the GO Battery embodies our commitment to Total Quality Solar and building products that make energy smarter, safer, and more flexible for everyone,” said Jing Tian, chief growth and revenue officer at Tigo Energy. “Virtual power plants represent the next frontier for distributed energy resources, and by qualifying the Tigo GO Battery for these programs via the Flip integration, we’re giving homeowners and installers new ways to maximize value and resilience. Best of all, these systems reduce installation time, which means our installer partners in the field can commission and get to work on the next one, efficiently.”

To learn more about the Tigo GO Battery and the Tigo EI Residential platform, visit the Tigo website or schedule a meeting with a member of the Tigo team at RE+ Northeast in Boston, MA, from February 4-5 in booth 554. First-time Tigo installers can sign up for the Tigo Green Glove service program here.

Tigo Energy | www.tigoenergy.com

Flip Energy | https://flip.energy/