Opinion
Best, Yann
News
1 Bloomberg:
Texas Governor Says State Power Supply Needs to Grow 10% to 15%
2 Utility Dive:
DOE launches solicitation for up to $1.2B in transmission capacity contracts
3 Axios:
Biden's EPA begins crackdown over soot
4 Reuters:
Spain on a clean power roll as wind output swells
5 PV-Tech:
Enphase reports revenue of US$302.5 million in Q4 2023, down from US$551.1 million in Q3
6 Energy Storage News:
New York governor’s working group on BESS safety recommends changes to state Fire Code
7 Canary Media:
Swell Energy acquires Renu to help build virtual power plants
8 PV-Magazine:
Utah bill proposes rooftop solar net metering rate protection
Opinions:
9 Solar Power World:
DOE study says Puerto Rico can easily go 100% renewable by 2050
Have a great day!
Yann
The Fundamental Dilemma. Europe is currently debating the basic issue between policy and capitalism. In solar’s case it’s the value of low priced solar panels and the ability to build super cheap solar farms that benefit the utilities and consumers with the energy cost that everyone wants. On the flip side, everyone also wants to have a local/domestic supply chain. The EU commission is warning regulators that additional tariffs will put solar targets at risk, since it will both increase the price and decrease the available supply of modules to the market given that the local supply chain is not there. I don’t have a good answer to this, I want to see local supply chains but I also worry that local supply chains created in momentary policy decisions are hard to maintain sustainably for the long term.
Opinion
News
1 Renewable Energy World:
Clean power advocates eye PJM’s planning reforms warily
2 PV-Magazine:
Solar corporate funding rises 42% globally in 2023
3 Bloomberg:
Shopping for Solar Panels? Don’t Forget a Home Battery
4 Reuters:
BP weighs bringing in partners to solar business, says CEO
5 Grist:
As states slash rooftop solar incentives, Puerto Rico extends them
6 PV-Tech:
Solar to lead EU power generation growth in 2024
7 Solar Power World:
USITC’s midterm report on Sec. 201 solar tariffs heads to President
8 Energy Storage news:
New Jersey Senators seek to remedy state’s slow progress on energy storage deployment
9 Canary Media:
Duke Energy seeks to delay its 2030 climate target in North Carolina
Opinions:
10 Utility Dive:
California could need up to 37 GW of long-duration storage by 2045 to retire gas resources - report
Have a great day!
Yann
Opinion
Best, Yann
News
1 New York Times:
Summer Has Long Stressed Electric Grids. Now Winter Does, Too.
2 Axios:
Proposal would add a "Category 6" as hurricanes get stronger
3 Reuters:
EU cautions against trade measures to support solar sector
4 Utility Dive:
Xcel proposes 3.6 GW renewables, 600 MW storage in Midwest but spurs concerns with gas plans
5 Bloomberg:
Germany Paves Way for Major Expansion of Gas Power Plants
6 PV-Tech:
Brookfield Renewable reports ‘record year’, says data centre appetite for clean power set to drive value
7 PV-Magazine:
Increasing alternative energy standards would bring billions in investment to Pennsylvania
8 Energy Storage News:
UK ROUNDUP - CIP’s 1.5GW approvals, Home batteries exempted from tax, Gore Street on GB market revenue concerns
Opinions:
9 Renewable Energy World:
From point A to B – The transportation of a wind turbine
Have a great day!
Yann
Local Trackers. The 45X credits are making a real impact to the supply chain in trackers, importantly partnering innovating tracker manufacturers with existing steel companies and allowing them to expand. This is allowing an even landscape between large incumbents and new entrants with innovative tech to benefit at the same level without massive capex disadvantages. Trackers have been on a 20 year innovation curve and it seems like it’s just beginning to gain hold.
The Oil Conundrum. How does a president that signed the largest clean energy infrastructure investment bill in history square the reality with the electorate that the United States is producing more oil than ever before. It seems that in this political era, you can’t do both things because you’re supposed to be all in on one side and against the other.
News
1 Heatmap:
Crypto Mining Consumes a Mind-Boggling 2% of U.S. Electricity
2 CNBC:
Nextracker CEO says ‘solar is unstoppable’ as market sees ‘unprecedented demand growth’
3 Politico:
Greens push for EU climate neutrality by 2040 in election manifesto
4 Utility Dive:
Texas to explore new grid recovery options after 82% of blackstart units failed during Winter Storm Uri
5 San Francisco Chronicle:
California slashed solar payments and blew up demand. How bad is the damage?
6 Bloomberg:
Germany Invests €1 Billion to Counter China on Raw Materials
7 PV-Tech:
Altus Power acquires 84MW community solar portfolio in north-east US
8 Energy Storage News:
‘Big expansion’ in battery manufacturing essential to global net zero goals, BloombergNEF says
9 PV-Magazine:
Solar EV developer Aptera crowdfunds $33 million
Opinions:
10 New York Times:
How the U.S. Became the World’s Biggest Gas Supplier
Have a great day!
Yann
