Talking Infrastructure. Mayor Pete (now Secretary) goes on Preet Bharara’s podcast to talk about infrastructure. There is no real news here but listen to how Pete answers the questions, pivots to how this is infrastructure and layers in climate/energy almost every time. Which other cabinet secretary does Pete work with the most? You’ll nEVer guess!
Guess Who Is Back! Comical at this point and apologies for those of you new to the industry. Suniva has filed to extend the 201 tariffs alongside Auxin Solar. Suniva hasn’t been producing solar panels since before the Trump era but here they are once again.
A Post For Staffers. This is your quarterly reminders about subisidies for oil and gas and solar being unequal. Solar tax equity investors must satisfy passive/active loss rules from which most oil and gas investors are exempt. This inequity should be solved by also exempting solar and storage tax equity investors.
Delays Means Profits. When a utility project is delayed and goes over budget, the utility shareholders make more money and consumers are stuck with the costs. That sort of alignment of interest is going to provide the best execution in the field.
- Cafe Insider: Infrastructure Speak (with Pete Buttigieg)
- Wall Street Journal: Two U.S. Companies Seek Continued Tariffs on Imported Solar Panels
- Canary Media: Subsidies really do prop up the oil and gas industry.
- Utility Dive: Georgia Power announces another delay to Vogtle nuclear project
- Bloomberg: California Nimbys Threaten Biden’s Clean Energy Goals
- Axios: White House: Climate among “root causes” of migration
- New York Times: The climate crisis is catching power companies unprepared.
- PV-Tech: Generac raises 2021 outlook after ‘exceptional’ Q2 performance
- Energy Storage News: Connecticut regulator creates programme to incentivise 580MW of customer-sited energy storage
- PV-Magazine: Data confirm the rise of solar-plus-storage hybrids across the U.S. grid
Opinion
Best, Yann