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Opinion

Best, Yann

News

1 Utility Dive:

Xcel Energy unveils $45B capital plan as data center pipeline nears 9 GW

2 Axios:

Why Trump or Harris winning won't upend U.S. oil production

3 Bloomberg:

Tesla Sells $499 Million of Debt Backed by Solar Equipment Loans

4 Reuters:

China hopes US will continue climate change collaboration whoever wins election, official says

5 PV-Tech:

Why data centres run on VPPs could unlock new residential PV + storage markets

6 Solar Power World:

ITC swiftly overrules Commerce’s aluminum extrusion import duties

7 Energy Storage News:

Big Arizona solar and storage deals between Recurrent and APS, Avantus and D. E. Shaw

8 PV-Magazine:

First Solar warns global solar manufacturers of patent infringement

Opinions:

9 Canary Media:

Five smart policies can turbocharge clean US manufacturing

Have a great day!
Yann

Opinion

Best, Yann

News

1 New York Times:

Clean Energy Is Booming in the U.S. The Election Could Change That.

2 Utility Dive:

SPP OKs $7.7B transmission plan targeting ‘generational challenges’ with power supply and demand

3 Bloomberg:

Silicon Valley Elites Are Funding Controversial Experiments to Block the Sun

4 PV-Tech:

First Citizens Bank enters renewables tax equity space

5 Renewable Energy World:

First Solar sees itself as a big winner of the ITC expansion

6 Solar Power World:

Unique AD/CVD case brings extra taxes to imported solar racking

7 Canary Media:

Hundreds of New Yorkers got free batteries to help clean up the grid

8 PV-Magazine:

Solar module manufacturing capacity could exceed 1.5 TW by 2035, says IEA

9 Politico:

Musk’s Tesla backs California electric-car rules opposed by Trump

Opinions:

10 Energy Storage News:

US presidential election ’24 and energy storage - ‘Result will not change clean energy megatrend

Have a great day!
Yann

How US Reclaims Manufacturing Leadership. There’s definitely some hyperbole in the media covering China’s role in US solar manufacturing. The reality is that the U.S. ceded leadership on solar manufacturing to China decades ago. China headlines may generate clicks, but at the end of the day, there’s times when we need to partner with and leverage China’s manufacturing expertise to re-shore elements of the solar value chain. Companies like Invenergy hired more than 1,500 Americans to produce 5GW of solar modules through their majority stake in Illuminate, using Longi solar technology.

Opinion

News

1 Bloomberg:

How American Tax Breaks Brought a Chinese Solar Energy Giant to Ohio

2 Utility Dive:

How will the presidential and Senate election outcomes affect FERC and its policies?

3 Reuters:

First Solar says several large rivals are infringing on patents

4 PV-Tech:

‘Entire Fortune 500’ looking at clean energy tax credits

5 Solar Power World:

Corning will make solar wafers in Michigan

6 Energy Storage News:

FERC approves CAISO interconnection queue reforms despite protests from developers

7 Canary Media:

‘Green bank’ launches $250M effort to electrify California’s port trucks

Opinions:

8 PV-Magazine:

Future-proofing battery energy storage investment

Have a great day!
Yann

Opinion

Best, Yann

News

1 Utility Dive:

5 governors call for PJM capacity market rule changes to reduce ‘unnecessary’ consumer costs

2 Axios:

Trump wants to "terminate" green spending. Here's what could stand in his way

3 PV-Tech:

GCL posts US$400 million losses in Q1-3 2024

4 Energy Storage News:

LG Energy Solution scaling back expansion, launching US ESS battery production in 2025, as profits dive again

5 Canary Media:

The tax code change unleashing $25B in clean energy investment

6 PV-Magazine:

Eos to supply zinc aqueous batteries to Nebraska utility storage project

7 Politico:

How fracking and EVs could swing election in Blue Wall states

Opinions:

8 New York Times:

A Pivotal Choice - Trump vs. Harris on Climate Change

Have a great day!
Yann

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