Much Ado About Hearings. Let’s start by saying what should be obvious, nominating hearings are not an indication of policy to come. At best they give you a glimpse of what a nominee thinks at the top of mind but it is left without influence and policy staff having vetted the intention. Governor Burgum made for an interesting hearing for the solar industry which he called intermittent, true but false with the side of batteries. But then he went to the problem, America needs more energy (1), in order to win the AI race (2), for national security (3), the grid is stretched and at a breaking point of instability (4) and permitting reform has to happen (5). “We’ve got to get to work in permitting reform and speeding permitting right now.” I personally think he listened to my podcast episode of Good Energy with SEIA’s Stephanie Bosh and Colin Silver where I kind of (exactly) said these things.
- Bloomberg: US Needs More Electricity to Win AI Race, Says Trump Energy Czar
- Axios: Trump nominee Chris Wright to lay out top 3 goals as energy secretary
- Reuters: Trump’s Interior Department nominee says boosting energy key to US security
- New York Times: Energy Dept. Backs $22 Billion in Loans to Reshape U.S. Power Grids
- PV-Magazine: Wholesale electricity prices lower and more stable in 2024
- Solar Builder: Domestic Content Safe Harbor cost percentage updates vs. original percentages
- PV-Tech: Leeward, Google sign 724MW solar PV PPA in Oklahoma
- Energy Storage News: Partners Group investing €400 million in German BESS platform ‘green flexibility’
- Canary Media: Sonnen, Solrite to offer free batteries and solar to Texas homeowners
Opinion
Best, Yann