This is your SolarWakeup for August 18th, 2023

Market For Resilience. Grid operators are starting to ponder what the tradeoff for resilience may have to be because urgency without the will to act or create new markets. The issue isn’t just around resilience but also the need for more generation. As I type this, ERCOT just peaked out at 84.9GW of demand. If you recall, it broke the 80GW demand just a few weeks ago. Therein sits the predicament around interconnection queues and robust markets with infrastructure that needs updating. If consumers want and need more energy, that resource must come from somewhere and most likely that somewhere is solar and wind. At the same time the grid needs to enhance its capabilities to manage the ebbs and flows to match generation with demand as well as where the energy needs to flow. These are big problems that can be solved with action and willingness to create markets.

Opinion

Best, Yann