Intersecting Auto And Grid Markets. Why didn’t any auto manufacturers ever get into the business of owning gas stations? For 100 years. OEMs made cars, utilities generated and delivered electricity and oil majors drilled for oil, refined it and delivered it to you via local gas stations. Today, EVs are propping up new manufacturers, OEMs are getting into charging networks and generating electricity, oil majors are making major investments into charging networks and so are utilities. Meanwhile, can you really distinguish one provider from another except for one very important customer requirement, does the station work when I arrive at the charger? We’ve seen the massive transition to the Tesla network in recent weeks, you can almost consider the charging standard won by the Tesla NACS plug at this point. This gets even more interesting when you look at the storage market intersecting with grid and charging infrastructure.
How Georgia Leads Cleantech Factories. Seems like Georgia is taking win after win with new factory announcements for clean energy as the Secretary of Energy heads to the land of peaches to take a victory lap stemming from the IRA. But how did this happen? It wasn’t because the elected officials in the State or those that the State sends to DC were ardent supporters of the policies that make this happen, so what other requirements made companies excited to invest billions?
Note About Inverters. Lots to digest on the inverter article but keep a lookout on more regulatory requirements for solar inverters, power plants controls and storage EMS applications. NERC and other regulators are unhappy with how little ride through and resilience that solar inverters have had recently especially with so much capacity coming online. The requirements for cybersecurity are also expanding across agencies looking at the topic of industrial controls.
Programming Note. We’ll be off for an extended Fourth of July weekend. Today is the last edition of the week and we’ll pick back up next Wednesday.
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- Bloomberg: Jeep Maker Stellantis Sets Up EV Charging Unit to Soothe Range Anxiety
- Utility Dive: DOE highlights Georgia’s clean energy economy ahead of Granholm visit
- PV-Magazine: A review of functional requirements for grid-forming inverters
- Politico: The latest fight over Puerto Rico’s shattered grid
- Axios: Climate Emergency Fund adds noteworthy scientist to its ranks
- Reuters: Investment in energy transition too focused on few technologies, IRENA says
- Solar Power World: Maxeon expands Mexico factory making tariff-free solar panels for US market
- Energy Storage News: Italy’s grid-scale energy storage market: a sleeping dragon
- Canary Media: Home batteries will help bolster Puerto Rico’s grid in emergencies
Opinion
Best, Yann