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Welcome To Anaheim. The solar industry comes back to Anaheim today some of you attending RE+ while others attend SPI. This show is bigger than any before, you’ll see when you walk around and realize you still have more to see. As solar leaders come together, you’ll find the topic of politics, the election, trade rules and state policies will be at the top of mind for many. Here’s what the top story tells me, solar is is good for everyone. California and Texas are about as far apart politically as it gets at scale and they are at the top of all things solar and energy storage. Ultimately, solar wants an environment to be able to develop, build and generate solar; across all market segments. America is at a crossroads for energy demand and we need to build all the generation we possibly can.

We’re Turning 12. The first day of SPI also serves as the official birthday of SolarWakeup. Fun fact, the first newsletter was sent to 37 subscribers and I got up at 5am to write it. Neither of which is the case anymore! Thank you for the thousands of you that read this digest (in its many iterations) most days and creating so many relationships that have spanned years. I will be in the Hilton area for the majority of RE+, but I always love to say hi if you see me.

Opinion

News

1 Axios:

Solar is bigger in Texas

2 Reuters:

High fossil fuel use highlights US power transition challenge

3 Utility Dive:

US energy storage installations rise 62% in Q2 to 2.9 GW

4 WY Daily:

Solar Developers Take Another Swing at Dominion’s Rules for Mid-size Projects

5 Bloomberg:

Germany Ready to Help Fund $22 Billion South African Grid Revamp

6 PV-Tech:

Tigo Energy files lawsuit against Zhejiang Benyi for rapid shutdown copyright infringement

7 Renewable Energy World:

Yellen says ending Biden tax incentives would be ‘historic mistake’ for states like North Carolina

8 Canary Media:

Chart - The UK is about to stop using coal to produce electricity

9 PV-Magazine:

Startup offers AI-based software solution to predict component failure in utility-scale inverters

Opinions:

10 New York Times:

Solar Farms Have a Superpower Beyond Clean Energy

Have a great day!
Yann

Opinion

Best, Yann

News

1 Renewable Energy World:

RE+ is right around the corner, here’s some stuff to look out for

2 Bloomberg:

Netflix and Chill the Planet? The Streamer Wants to Be Greener

3 New York Times:

U.S. Election Looms Over Climate Talks with China

4 Reuters:

Yellen warns that ending US clean energy tax credits would raise consumer costs

5 Utility Dive:

PJM considers fast-track review for shovel-ready generating projects

6 PV-Tech:

Oxford PV ships first commercial perovskite tandem modules

7 Energy Storage News:

UBS Asset Management’s 1GWh BESS portfolio in Texas gets financing through major banks

8 PV-Magazine:

Enphase product enables California solar upgrades without bump to NEM 3.0

Opinions:

9 Canary Media:

California lawmakers punt on chances to deal with utility bill crisis

Have a great day!
Yann

Opinion

Best, Yann

News

1 Economist:

Clean energy’s next trillion-dollar business

2 UTility Dive:

Reregulation? How utilities and states are responding to PJM’s record capacity prices

3 HEatmap News:

This IRA Program Spawned 50,000 Solar Projects In Low-Income Communities. Who Benefited?

4 BLoomberg:

Reliance Wins Bid for Battery Storage Gigafactory in India

5 Reuters:

Clouds gather over China’s needed solar mergers

6 PV-Tech:

US residential solar installer Lumio files Chapter 11 bankruptcy

7 Energy storage News:

Capacity Investment Scheme sees 3,626MWh of energy storage awarded in South Australia and Victoria

8 Canary Media:

EV sales are growing. So why are automakers getting cold feet?

9 PV-Magazine:

Scientists estimate material demand for all silicon PV module technologies by 2050

Opinions:

10 Axios:

Oil prices slide under multiple pressures

Have a great day!
Yann

Opinion

Best, Yann

News

1 Solar Power World:

ITC says Voltage did infringe on Shoals solar PV connector patents

2 Renewable Energy World:

TVA system hits its summer peak

3 Utility Dive:

Lithium battery oversupply, low prices seen through 2028 despite energy storage boom

4 Bloomberg:

Coal Generates Less Than Half of Australian Power for First Time

5 Axios:

Heat wave to scorch Southwest, West as wildfire concerns increase

6 PV-Magazine:

Global solar manufacturing reaches 1.2 TW, said Bloomberg NEF

7 Reuters:

Record UK renewables auction gives boost to offshore wind

8 PV-Tech:

Maxeon reports losses of US$7.8 million as CBP detains Mexican module imports to the US

9 Canary Media:

The country’s biggest electric school-bus fleet will also feed the grid

Opinions:

10 Energy Storage News:

‘US perhaps the most exciting market’

Have a great day!
Yann

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