This is your SolarWakeup for November 15th, 2022

The Important Climate Talks. When it comes to climate, the relationship between the US market and China’s supply chain is incredibly important. This really is a world is flat issue where supply chains, logistics, demand are all a part of each other and impacts the ability for the world to accelerate the energy transition. A positive move at the G20 with the one on one meeting between the leaders is a step in the right direction.

It’s a Connected System. The energy transition is coming at the moment of continued economic growth and massive electrification. It also comes while climate events are straining the grid in addition to the expansion of generation portfolios including as available resources like wind and solar. So we need supply chains, markets, development, capital and technology providers to work in sync and allow for the greatest investment need and opportunity to work together. At the end of the day, consumers, business and the economy need the power to turn on when it’s asked to do so.

IRA Savings Need Investments. This can’t be understated and should be on the top of your procurement mind heading into 2023. The IRA is a great cost reducer for utility consumers, if the utility makes the appropriate investments. This is a huge add on in demand that may not be completely considered within forecasts or demand for hardware.

Opinion

Best, Yann