The domestic clean energy manufacturing push is not waiting for Washington to sort itself out. It is happening now, largely out of the headlines, driven by companies most investors have never looked at. This week three of them had news worth knowing about.
Battery storage costs have fallen 93% since 2010. US operating storage capacity hit 37.4 GW by the end of 2025, up 32% in a year. The grid needs more of it and the federal incentive structure, for now, makes building it in America financially attractive. The companies doing the building range from a San Diego startup shipping its first factory-built systems to a Texas solar manufacturer posting record profits to a Vancouver developer that quietly locked in a 25-year power contract with a Caribbean island government.
NeoVolta Appoints New CFO as Georgia Battery Factory Approaches Production
NeoVolta (Nasdaq: NEOV) appointed Jing Nealis as CFO effective May 18, the second executive hire in a quarter that has tracked closely with the company’s shift away from residential battery sales toward commercial and utility-scale storage. Nine-month revenue through Q3 fiscal 2026 is up 262% year over year. The standalone Q3 quarter came in flat at $2 million as the residential side softened, which management has been upfront about.
The Georgia facility is where the next chapter of this story plays out. NeoVolta’s joint venture with PotisEdge and LONGi established a battery energy storage system (BESS) manufacturing plant in Pendergrass, Georgia, backed by a $23 million capital raise and $7 million initial contribution completed in February. Q3 2026 is the targeted production ramp. A first purchase order from Luminia under a supply collaboration announced in December came through earlier this year. In April, a global cleantech awards program named NeoVolta its Energy Storage Company of the Year. Financials on SEC EDGAR.
T1 Energy Posts Record Q1 Earnings While 2.1 GW Solar Fab Takes Shape in Austin
T1 Energy (NYSE: TE) filed its proxy statement on May 18 and its Q1 numbers, released May 12, showed the Dallas manufacturing operation running well. Record net income of $3.9 million. Record adjusted EBITDA (operating earnings before certain accounting items) of $9.1 million. The bigger story is what is being built next door to those results. The G2_Austin solar cell fabrication plant (a facility producing the core semiconductor components inside solar panels) is a 2.1 GW facility on schedule for first cell production in Q4 2026.
To fund the Austin build without diluting shareholders, T1 sold $160 million in Section 45X production tax credits (federal credits for domestically manufactured clean energy components) to a US financial institution. Norway’s power grid operator assigned an additional 50 MW to T1 for a European data center project earlier this year. One thing to flag: short seller Fuzzy Panda Research has published a report calling T1 a “failed battery SPAC that pivoted.” T1 has not issued a formal response at the time of publication. Filings on SEC EDGAR.
Greenbriar Sustainable Living Holds a 25-Year Puerto Rico Solar Contract Most Investors Have Not Found
Greenbriar Sustainable Living (TSXV: GRB) announced a new executive joining on May 18. That is the week’s thin news hook. What sits underneath it is more interesting.
The company is developing the Montalva solar project in Puerto Rico, an 80 MW facility targeting 280 million kWh of annual production. The contract is with PREPA (Puerto Rico’s state electric power authority), priced at $0.0985 per kWh with annual escalators capped at $0.115. The term is 25 years. PREPA formally approved the settlement pricing and submitted it to the Puerto Rico Energy Bureau for regulatory sign-off. The project qualifies for a 40% federal tax credit on capital costs. A CAD $225,000 working capital raise closed May 15 to keep operations running while project-level debt financing is arranged.
Puerto Rico has been rebuilding its power grid since Hurricane Maria knocked out the island for months in 2017. Distributed solar is central to that rebuild. A settled 25-year government contract on an 80 MW project with federal tax credit eligibility is a real foundation, even at an early stage. The regulatory approval and project financing are what convert it from a foundation into a built asset. Stock at CAD $0.45. Filings on SEDAR+ and SEC EDGAR.
What to Watch
NeoVolta Georgia production ramp is the Q3 2026 milestone. First commercial output from a domestically manufactured BESS validates the JV thesis and sets the stage for larger C&I and utility-scale contracts.
T1 Energy G2_Austin is on track for Q4 2026 first cell production. Any construction update or equipment delivery announcement ahead of that moves the story. A formal T1 response to the Fuzzy Panda short report would also be significant if it comes.
Greenbriar Montalva needs Puerto Rico Energy Bureau sign-off before project financing can close. The PREB review timeline is the gating item. Any regulatory update from Puerto Rico moves this forward.
Sources
- NeoVolta press releases: CFO appointment, Q3 results, Luminia purchase order, 2026
- StockAnalysis: NeoVolta NEOV stock overview and news feed, May 2026
- GlobeNewswire: NeoVolta Energy Storage Company of the Year award, April 9, 2026
- T1 Energy IR: Q1 2026 results press release, May 12, 2026
- StockAnalysis: T1 Energy TE stock overview, Fuzzy Panda short report reference, May 2026
- SEC EDGAR Form 6-K: Greenbriar Sustainable Living private placement closing, May 15, 2026
- SEC EDGAR Form 6-K: Greenbriar Sustainable Living PREPA settlement pricing approval, April 2025
- Deloitte: 2026 Renewable Energy Industry Outlook, battery storage and US capacity data
Editorial Disclosure
This roundup is based entirely on publicly available information including press releases, regulatory filings, and earnings disclosures. Securities discussed include NeoVolta Inc. (Nasdaq: NEOV), T1 Energy Inc. (NYSE: TE), and Greenbriar Sustainable Living Inc. (TSXV: GRB) (OTC Pink: GEBRF). aktiego.com has not received any compensation from any company mentioned, their management, investor relations representatives, or any third party. No staff member or principal of aktiego.com holds a position in any security mentioned at the time of publication. All information is sourced from SEC EDGAR, SEDAR+, and company press releases via named wire services. NeoVolta CFO appointment is effective May 18, 2026; Q3 fiscal 2026 results were released May 15, 2026. T1 Energy Q1 2026 results were released May 12, 2026; the proxy statement was filed May 18, 2026. Greenbriar private placement closed May 15, 2026; May 18 executive announcement is within the coverage window. A short seller report on T1 Energy published by Fuzzy Panda Research is noted in this article; aktiego.com has not independently verified the claims made in that report and T1 Energy has not issued a formal response at the time of publication. Greenbriar Sustainable Living’s Montalva solar project remains subject to regulatory approval by the Puerto Rico Energy Bureau and project-level financing; the 25-year PREPA contract is not yet in final executed form. These are speculative investments carrying significant risk including potential total loss of capital. Coverage on aktiego.com is provided for informational and educational purposes only. aktiego.com is not a registered investment advisor. Nothing in this article constitutes financial, investment, or professional advice. Readers are encouraged to conduct their own due diligence and consult a qualified financial advisor before making any investment decisions. For more information please see our full DISCLAIMER.
