Episode
SMP 273: $1B to Slow Wind: The New Reality of Energy Policy
- Podcast
- Solar Maverick Podcast
- Published
- Apr 6, 2026
- Duration seconds
- 339
- Processing state
not_requested
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Summary
Benoy Thanjan and David Magid break down major shifts reshaping the energy market, from Brookfield’s $6.5 billion acquisition of Boralex to NextEra’s massive 10 gigawatt natural gas buildout driven by data center demand. They also discuss the surprising $1 billion payment for TotalEnergies to exit offshore wind and what it signals about changing U.S. energy policy. Despite the volatility, solar continues to dominate on pure economics, with Texas setting new generation records as solar and storage become the foundation of the future grid.