Noisy Week. We enter this week with all the talk about what the 301 tariff review will bring us and headlines focused on the EV tariffs. The solar and storage industries focused their advocacy to kickstart domestic manufacturing without impacting the markets. Ultimately the hope is that the trade representative understands that many portions of the supply chain aren’t available here yet and we can’t go back to the 1-yard line without disrupting the enormous economic output of the industry. Moreover, with the grid stressed and in need for new generation, solar is the most reliable generation builder at the moment.
The Anti CleanTech Pitch. There’s always a hope to be a non-partisan issue, to rise above the gridlock in DC. Who wouldn’t solar to grow and do well, create jobs etc, even when polling has historically always had solar in the 80% plus range. When it comes to the Presidential election Trump can’t really hit Biden on oil production because Biden has seen oil production rise to all-time highs but he can promise to disrupt the electrification in transportation as much as possible. We all know that politics is a full contact sport, I’ve said it here many times, but a candidate trading executive action openly for fundraising is a bit more than I’ve seen publicly and privately. So let me make a fundraise pitch. SEIA has the SolarPAC, which advances our causes. They do so across both parties and it has been very successful strategy but it needs more funding that can only be raised in lower dollar thresholds. Check that out here.
Opinion
News
1 Washington Post:
What Trump promised oil CEOs as he asked them to steer $1 billion to his campaign
2 Utility Dive:
California PUC OKs $24/month fixed charge for IOUs with eye to equity, electrification
3 Politico:
‘A little bold and gross’
4 Bloomberg:
US and China Seek Collaboration on Climate Despite Trade Rift
5 Reuters:
New Biden tariffs on China's EVs, solar, medical supplies due Tuesday - sources
6 PV-Tech:
ReNew inks 800MW of solar PV PPAs in India
7 Renewable Energy World:
The giant battery boom is here — This Week in Cleantech
8 Energy Storage News:
Ontario makes Canada’s biggest-ever battery storage procurement to meet target
Opinions:
9 Canary Media:
Chart - Renewables generated a record 30% of global electricity in 2023
Have a great day!
Yann
Opinion
News
1 Utility Dive:
Clean energy, gas generation in PJM may take longer to come online than expected - report
2 Politico:
Why Biden needs California to build more solar
3 Bloomberg:
Indian Renewables May Get Costlier
4 Reuters:
US grid operators PJM, MISO team up to study power transfer capability
5 PV-Tech:
Solaredge inverters shipments up again quarterly to 946MW
6 Energy Storage news:
Netherlands’ ‘non-firm’ grid connections and lower fees could double BESS deployments
7 Canary Media:
Batteries are taking on gas plants to power California’s nights
8 PV-Magazine:
Energy transition needs batteries… and more batteries
Opinions:
9 Axios:
Exclusive - Biden gets glowing review on climate amid struggles with young voters
Have a great day!
Yann
ACP Recap. I spent the last two days in Minneapolis at the ACP show and it was great to see many of you. The show had good traffic but seemed down from last year, notably missing were many of the wind companies and even light booth from the tracker companies. Energy storage definitely led the show, service providers, engineers and OEMs were represented while all the talk centered around load growth and need for resilience. It helped that ERCOT had another peak pricing event that saw energy storage top of some much needed resilience. What did you think of the show?
Talks On Trade. US and China representatives are meeting in DC to talk about the global trade landscape while President Macron of France visited China to talk about cleantech, with a picture of Macron and Xi standing with all of the storage OEM CEOs circulating social media platforms.
Opinion
News
1 Bloomberg:
The Power Industry Is Quickly Becoming One Big AI Play
2 Axios:
U.S. and China hold climate talks in Washington
3 Solar Builder:
Nevados earns top marks in independent ranking of solar trackers
4 PV-Magazine:
Global solar manufacturing sector now at 50% utilization rate, says IEA
5 Wall Street Journal:
The Global Solar Power Boom Is Driving a Surge in Silver Demand
6 New York Times:
Biden Looks to Thwart Surge of Chinese Imports
7 Reuters:
Summer power prices seen surging for Texas, falling in California
8 Canary Media:
Here’s where the Biden admin wants to build new power lines — ASAP
Opinions:
9 Renewable Energy World:
Cyber attacks - The ever-changing and evolving threats facing renewables
Have a great day!
Yann
Opinion
News
1 Utility Dive:
High interest rates hit renewable energy harder than natural gas
2 Bloomberg:
China’s Solar Panel Giants Say Prices Are Near the Bottom
3 New York Times:
Giant Batteries Are Transforming the Way the U.S. Uses Electricity
4 Reuters:
Project delays are holding back clean power installation, report says
5 PV-Tech:
Italy bans solar on agricultural land
6 Renewble Energy World:
Investment in manufacturing of clean energy technologies surges
7 Energy Storage News:
Lightshift Energy deploying 50MW of community BESS in Massachusetts for utility group
8 Canary Media:
Looming power grid rules could make or break the US energy transition
Opinions:
9 PV-Magazine:
Solar to contribute over 60% of new U.S. electricity generation in 2024
Have a great day!
Yann
