Pivot Energy AI Briefing — Apr 21, 2026

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Pivot Energy AI Briefing — Apr 21, 2026

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Hosts: Rohan Kapoor & Amara Diallo In this episode: • Today we're covering solar's historic milestone, the AI data center power crunch, and Trump's Defense Production Act move. • Let's start with the big one—the IEA just announced that solar has officially overtaken every other energy source globally for the first time in histo... • The numbers are staggering. We're talking about solar generating 2,100 terawatt-hours globally in 2025, up from just 1,600 in 2024. That's a 31% jump ... • And here's what's fascinating—this happened while overall energy demand growth actually slowed to just 1.8%. But electricity demand? That kept surging... • I think the economics tell the real story here. Solar module prices hit record lows of 10 cents per watt in December. That's down 90% from a decade ag... Subscribe to the newsletter at pivotnews.ai for the full written briefing.

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