This is your SolarWakeup for June 15th, 2021

Infra Drama. The latest headline is the GOP mulling a bipartisan approval of the infrastructure bill in the $900billion range and assuming that the Democrats can’t get the moderates to pass anything else by reconciliation. Insiders tell me that the ITC is likely to remain as part of the core infrastructure bill even though many of the headlines about climate change policy speak to that portion getting pushed to the second bill. The climate change portion includes the national RPS which has garnered some negative feedback from Senator Manchin and others.

Lorde’s Solar Power. SolarEdge isn’t the only group that can make a solar song. If Lorde wants to get real about solar though, headlining CALSSA’s Battle of the Bands is the only place to do it.

Heat Wave Headlines. We’ve highlighted the impacts of heat waves over the past few months and we’re about to see the grid get put to the test and how assets respond. We’ve had a year of record DER and front of the meter energy storage additions, whether they are properly used and compensated will determine future build rates.

Paywalls. More publications are adding paywalls, which I don’t have a problem with. I will continue to post stories from those publications and leave it to you whether you become a subscriber or not. The alternative is to reduce the number of stories on the daily newsletter which would also have the negative effect of not driving your eyeballs to good reporting that you may want to support. 

 Opinion

Best, Yann