Opinion
Best, Yann
News
1 Bloomberg:
Unpredictable Power Surges Threaten US Grid — And Your Home
2 Houston Chronicle:
Texas sets record for grid-scale solar power, ranks third in residential rooftop solar
3 Utility Dive:
Utilities, EV charging companies must collaborate to avoid bulk power system disruptions - NERC
4 Reuters:
Gina McCarthy - ‘We can solve America’s health crisis, if we fix our climate crisis’
5 PV-Tech:
Rooftop solar generation meets 1.5% of US electricity demand in 2022
6 Renewable Energy World:
Ampion now has 1 GW of community solar under management
7 Solar Power World:
California assemblymember introduces bill to repeal NEM 3.0
8 Energy Storage News:
California utility SDG&E brings online 180MWh of community-resiliency microgrids
9 PV-Magazine:
Puerto Rico distributed solar climbs to 680 MW, residential storage to 1.6 GWh
Opinions:
10 Canary Media:
New York could rewrite its relationship to fossil gas with this bill
Have a great day!
Yann
Opinion
Best, Yann
News
1 PV-Magazine:
Qcells partners to recover 95% of solar panel value with recycler
2 Mint:
Qcells partners to recover 95% of solar panel value with recycler
3 Utility Dive:
Shell rebrands climate tech company Studio X as Onward, eyes net-zero economy
4 Bloomberg:
Barclays Team Handed Guidelines to Ratchet Up Transition Finance
5 Axios:
Climate change reversing gains in air quality across the U.S.
6 PV-Tech:
Utility-scale PV in the US is poised for liftoff
7 Renewable Energy World:
Biden admin. seeks ‘record-setting’ 100% clean electricity purchase
8 Energy Storage News:
EDF to optimise UK solar-plus-storage project
Opinions:
9 New York Times:
The Planet Needs Solar Power. Can We Build It Without Harming Nature?
Have a great day!
Yann
The Downside Of Politics. There are facts related to our infrastructure that we all know. Energy consumption is rising, the grid is aging, power plants are retiring, renewables are the cheapest form and largest new addition, and the energy transition is the greatest economic opportunity of this generation. My point is that no matter what, we’re going to need solar panels, wind turbines and batteries to keep the lights on for Americans. The question is whether the politics and related shortsightedness of elections let us build a domestic supply chain the serve this opportunity. What I’m getting at is that the tax reform act of circa 2018 has extenders that need to be paid for next year so the agenda is to spread rumors about the IRA. The problem is that the IRA is both working and popular, especially where the factories are being built.
Opinion
News
1 Reuters:
US seeks solar energy developers for Nevada nuclear bomb test site
2 The Ringer:
Can Solar Power and Battery Tech Save the World From Climate Change?
3 Utility Dive:
PJM set to hold capacity auction in June after receiving mixed FERC decisions
4 New York Times:
Grading Biden’s Signature Law
5 Axios:
Exclusive - Biden admin plans major carbon-free electricity buy
6 PV-Tech:
EU adopts Net Zero Industry Act, launches measures to support solar manufacturing
7 Renewable Energy World:
Phillips named FERC chair after year of acting role
8 Energy Storage News:
Romania relaunches call for investment in battery storage for solar photovoltaic facilities
9 PV-Magazine:
Publicly traded solar installer Sunworks files for bankruptcy
Opinions:
10 Canary Media:
Access to slow EV chargers could speed up EV adoption among renters
Have a great day!
Yann
Too Successful? The IRA is driving so many investments in the local infrastructure that estimates on the tax benefits that will be used were too low. To call them a cost however is quite flawed as they represent a percentage of the capital investments made for infrastructure and desired behavior by private industry. If we wanted to track costs, then the government could have said, we’ll be spending a billion dollars on this or that but instead they built a market using tax incentives. Not for nothing, that’s also how we built the US oil and gas markets (now the largest around the globe) and how we funded fire departments or incentivize charitable giving. Let’s stop calling tax credits a cost, it’s called success.
Opinion
News
1 New York Times:
Why the Cost of Biden’s Climate Law Keeps Going Up
2 PV-Magazine:
The solar rebound effect in residential PV
3 Utility Dive:
Green investor Brookfield scores $10B for latest energy transition fund
4 Bloomberg:
Duke Energy Turns to Big Tech to Help Beef Up Power Grid
5 Axios:
Record January caps Earth's first 12-month period above 1.5°C
6 Reuters:
US solar dominates new build as developers widen search
7 PV-Tech:
European Commission acknowledges solar manufacturing crisis, delays implementing measures
8 Solar Power World:
CBP reminds solar importers they must install product in 180 days or pay duties
9 Energy Storage News:
The challenges for European lithium-ion gigafactories and the role ESS demand will play
Opinions:
10 Solar Builder:
Solving solar workforce challenges - Insights from the experts
Have a great day!
Yann
