Thank You! You are all too kind and I promise I will respond to everyone. Day 1 in the books and I can feel that (solar) energy already. Lots of coffee plans in the future and of course you are all welcome to visit me in Walnut Creek, especially given the co-located Calicraft Brewery at the office.
Build More Solar. Some good questions today for you to ponder. What would be a better way to get industry, solar in our case, to grow domestically, especially in manufacturing, without imposing the tariffs that try to do one size fits all. One way would be for the Government to do more purchasing and understand where the products come from. This would also save the Government money aside from creating volume for the domestic manufacturers, lawyers, and developers that house the jobs in the industry. Question for the crowd, how much solar would it take to offset the Government’s usage?
Good Question. If Congress is looking into the question of what energy storage policy should look like, then I ask myself that same question. Storage is a bit more complicated, for behind the meter for example, who should have the ability to dispatch the batteries. If a third party, what is the compensation and what are the parameters for operating the system? For central storage, is there an RPS that can take advantage of federal policy? Should the storage industry push for an ITC as well, adding ‘and energy storage’ to the solar tax credit or create its own PTC version.
US Assembly. The auto industry could be an interesting partner for the solar industry. They have campuses around the Country, mainly in the Southeast, assembling cars with parts that come from across the world. Shipping is an enormous cost in supply chain and shipping parts often gives an advantage to suppliers that are more local. Look at the Ontario parts manufacturing sector that services Detroit as an example. With VW announcing EV assembly in Tennessee, do the motor manufacturers start retraining workforce to build or assembly battery packs? The important takeaway is that the final assembly and ecosystem is a big part of the process. Tariffs hurt all of the supply chain and cause less of the final product to be made which results in job losses in the places you least hope to impact.
APS Continues, Learns Limited Lessons. This is incredibly similar to the anti-solar campaign in Florida. APS is spending, $11million thus far, to stop the RPS increase ballot initiative that Tom Steyer is backing. Honestly, it eludes me that the utility companies don’t take advantage of these circumstances. Instead of blocking the RPS, push for giant rate base initiatives, billions in EV infrastructure, colocating storage at the edge, substation and neighborhood levels amongst a few ideas. I get that being the APS CEO is tough when you only operate on 3-month increments but maybe there is a better way to run APS and Pinnacle West should let someone else try.
- New York Times: How to Combat China’s Rise in Tech – Federal Spending, Not Tariffs
- Greentech Media: Energy Storage Gets Its Day in Congress
- CleanTechnica: Volkswagen Will Build Electric Cars In America
- Utility Dive: APS spends $11 million to keep 50% renewables measure off ballot
- Axios: How blockchain is transforming energy systems
- Democrat and Daily: Soak up the sun – Solar farms poised to proliferate in New York state
- Oregon Lives: Massive solar projects will power Facebook’s Prineville data centers
- Motley Fool: Tesla Expects “Enormous” Growth in Solar
Opinion
Have a great day!
Yann