Opinion
Best, Yann
News
1 PV-Magazine:
Bifacial solar module tariffs reinstated
2 Bloomberg:
Texas Power Grid Sees Several Days of Supply Strain
3 Utility Dive:
25 GW of new solar to boost summer grid reliability, but extreme heat poses widespread risks - NERC
4 Reuters:
Japan's Honda raises electrification investment to $65 bln through FY2030
5 PV-Tech:
LBNL - residential solar PV installations remain flat since NEM 3.0 in California
6 RTO Insider:
NY Energy Storage Industry Seeks Faster Path Forward
7 Renewable Energy World:
The United States surpasses 5 million solar installations
8 Energy Storage News:
UK system operator reassessing ‘outdated’ Capacity Market de-rating factors for storage
9 Canary Media:
TVA’s local solar program is about to get its biggest project yet
Opinions:
10 Yale Climate:
‘Turning point in energy history’ as solar, wind start pushing fossil fuels off the grid
Have a great day!
Yann
Opinion
Best, Yann
News
1 Bloomberg:
Texas Is Warned of Blackout Risk as Sun Sets This Summer
2 Utility Dive:
AEP Ohio proposes data center, crypto financial requirements amid 30 GW in service inquiries
3 New York Times:
Despite Billions in Investments, Biden Trails in Arizona and Georgia
4 Axios:
DeSantis signs bill wiping climate change references from Florida law
5 Reuters:
The inside story of Elon Musk’s mass firings of Tesla Supercharger staff
6 PV-Tech:
Tigo Energy reports ‘more stabilised environment’ and consistent results in Q1 2024
7 Solar Power World:
AD/CVD Round 2 - Southeast Asian solar panel players will again be investigated for unfair practices
8 Energy Storage News:
Japan’s ‘increasing need, coupled with policy support’ for battery storage entices US investor Stonepeak
Opinions:
9 PV-Magazine:
U.S. government doubles tariff rates on PV cell imports from China to 50%
Have a great day!
Yann
Quick Take. Biden increased 301 tariffs, with right concepts. Delaying storage to 2026 to give the industry room to create a domestic supply chain and removing tariffs on the equipment needed to build solar factories in America.
Little Big Wins. Solar trade advocates fought behind the scenes to shape these wins that have big impacts, thank you.
Taking Names. Tomorrow you can watch the preliminary hearing for the latest trade AD/CVD trade case. I won’t post the agenda with who’s testifying in favor of destroying America’s solar market but you can watch the proceedings or login to the EDIS system and see the agenda. In case you want to take names and prioritize your partners, but that’s up to you.
Heading North. Sending this from the usual 37,000 feet as I spend a few days in two of my favorite cities, DC and Annapolis. Always great to get some summertime Chesapeake sunshine!
Hats Off To AJR. I got to spend last night with my two sons at an AJR concert, the first concert for my youngest. Amazing show and highly recommend to any fellow AJR fans reading this.
Opinion
News
1 Axios:
Clean tech becomes latest move in U.S.-China chess match
2 Associated Press:
Biden hikes tariffs on Chinese EVs, solar cells, steel, aluminum — and snipes at Trump
3 Bloomberg:
Biden’s China Tariffs Leave Space For Key Solar Machinery
4 Reuters:
Meme stock squeezes and new tariffs shake up US solar sector - Maguire
5 PV-Tech:
Silicon Ranch to build 110MW Tennessee PV project with electricity co-op
6 Energy Storage News:
Puerto Rico - Regulator approves 360MW plan to accelerate battery storage deployments
7 Canary Media:
Plug Power lands $1.7B DOE loan guarantee to boost hydrogen production
8 PV-Magazine:
Two approaches to save net metering in Puerto Rico
Opinions:
9 Utility Dive:
Clean energy groups praise FERC transmission order but want more reform
Have a great day!
Yann
Big Grid. FERC is moving to push for more capital to flow towards grid build-outs, in line with State regulators approving most of the grid optimization requests from IOUs. The no-vote from FERC was a cop-out saying that this is a giveaway to developers when in reality there’s just not enough generation on the grid for the load growth ahead. Interesting how rate based gas power plants never have grid issues…
Unavailable Batteries. Texas has become a hot energy storage market with many unsure how long the ancillary service market will continue (for the foreseeable future given the demand growth and unreliable power plants). On the other hand, storage has a major problem with many storage projects operating at 60-70% availability and less in some cases where commissioning and balancing are dragging project starts by a year plus. This will have to get resolved, in some cases by recommissioning systems and in others by doing optimization projects with folks that “know where to hit the hammer”. Obviously, I have a unique perspective on this, and reminds me of the early days of solar when folks were doing everything in projects because the landscape had not yet matured.
Opinion
News
1 New York Times:
New Rules to Overhaul Electric Grids Could Boost Wind and Solar Power
2 Utility Dive:
With 78% of requested investments approved, US regulators are backing grid modernization
3 Bloomberg:
Biden Aims to Show Voters He’s as Tough on China as Trump
4 Energy Storage News:
US DOE seeks feedback on energy storage safety training, manufacturing challenges
5 Axios:
The changing climate of U.S.-China relations
6 Reuters:
EQT offers $1.5 bln for renewable energy project developer OX2
7 PV-Tech:
FTC Solar meets revenue forecasts in Q1 2024, predicts stable revenue in Q2
8 PV-Magazine:
Renew Home launches with virtual power plant solution
Opinions:
9 Canary Media:
How Texas became the hottest grid battery market in the country
Have a great day!
Yann
