Local Trackers. The 45X credits are making a real impact to the supply chain in trackers, importantly partnering innovating tracker manufacturers with existing steel companies and allowing them to expand. This is allowing an even landscape between large incumbents and new entrants with innovative tech to benefit at the same level without massive capex disadvantages. Trackers have been on a 20 year innovation curve and it seems like it’s just beginning to gain hold.
The Oil Conundrum. How does a president that signed the largest clean energy infrastructure investment bill in history square the reality with the electorate that the United States is producing more oil than ever before. It seems that in this political era, you can’t do both things because you’re supposed to be all in on one side and against the other.
Pricing Reliability. I can tell you how many days I lost power during each hurricane but I can’t tell you how many days it’s been since I’ve last lost power. The point is that utilities obsess about reliability because that’s what causes the biggest headache for regulators, politicians and executives. We all know that the grid is changing with new forms of generations and new type of consumer and aging infrastructure but apparently now market operators are catching up and looking to send signals for additional reliability. Much more to be done but a start is a start…
- Heatmap: Crypto Mining Consumes a Mind-Boggling 2% of U.S. Electricity
- CNBC: Nextracker CEO says ‘solar is unstoppable’ as market sees ‘unprecedented demand growth’
- Politico: Greens push for EU climate neutrality by 2040 in election manifesto
- Utility Dive: Texas to explore new grid recovery options after 82% of blackstart units failed during Winter Storm Uri
- San Francisco Chronicle: California slashed solar payments and blew up demand. How bad is the damage?
- Bloomberg: Germany Invests €1 Billion to Counter China on Raw Materials
- PV-Tech: Altus Power acquires 84MW community solar portfolio in north-east US
- Energy Storage News: ‘Big expansion’ in battery manufacturing essential to global net zero goals, BloombergNEF says
- PV-Magazine: Solar EV developer Aptera crowdfunds $33 million
Opinion
Best, Yann