Back To The Basics. After the development, the money, and the contracts all come together, someone has to build your solar and/or storage project. The buzzword is the ‘boots on the ground’ and the pressure to hire and train a workforce to build the much needed infrastructure is tremendous. EPCs across the Country are hyper focused on execution but have become experts at hiring, training and retention. If this does not happen, our goals will not either.
Tariff Magic Wand. The headline about tariffs driving inflation had my mind go into a creative space to think about what we would have said if we knew in 2012 what the solar world would look like in 2024. From the very first solar duties and tariffs, what could we have accomplished that could have created more domestic supply chain while also removing conflict and sustained a stable solar market. How would you have designed a structure to build out the manufacturing space without the tariff wars?
News
1 Reuters:
US solar, storage growth clipped by labor shortages
2 Bloomberg:
The US Election Has Climate Tech Investors in Wait-and-See Mode
3 New York Times:
Yellen to Warn Sweeping Tariffs Would Ignite Inflation
4 Utility Dive:
Supreme Court rejects calls to put a hold on EPA power plant carbon rule
5 Axios:
Phoenix shatters extreme heat records into fall
6 PV-Tech:
California Community Choice Aggregators ink solar and storage offtake deals
7 Renewable Energy World:
New York hit its distributed solar goal a year early. Next stop
8 Energy storage News:
NextEra, Primergy, Spearmint seek Minnesota regulator’s approval for 300MW of BESS projects
Opinions:
9 PV-Magazine:
Grid defection is profitable in some solar-rich U.S. locations
Have a great day!
Yann
Opinion
Best, Yann
News
1 New York Times:
Global Electricity Demand Is Rising Faster Than Expected, I.E.A. Says
2 Reuters:
Amazon.com joins push for nuclear power to meet data center demand
3 PV-Magazine:
Tornado rips through solar farm in Florida
4 PV-Tech:
Maxeon appoints ex-TCL exec as new CEO
5 Renewable Energy World:
Coming soon
6 Energy Storage News:
KORE Power CEO discusses core belief in the value of US BESS manufacturing value chain
7 Washington Post:
Everyone loves rooftop solar panels. But there’s a problem
8 Utility Dive:
California enrolls 515 MW in load management program featuring 200 MW VPP
Opinions:
9 Canary Media:
One year in, US clean hydrogen hubs face questions — and have few answers
Have a great day!
Yann
Opinion
Best, Yann
News
1 Utility Dive:
1-hour batteries can increase transmission-constrained renewable energy values 81%
2 Bloomberg:
Taiwan Considers Importing Clean Energy From Nearby Countries
3 New York Times:
A Climate Resistant Community Passed Two Hurricane Tests
4 Axios:
SBA disaster loan program out of money after hurricanes, Biden says
5 PV-Tech:
Low prices and legal support saw ‘record’ 4GW of solar additions in France last year
6 Energy Storage News:
BESS to help Chile reduce its soaring renewable curtailment
7 Canary media:
Puerto Rico closes $861M DOE loan guarantee for huge solar, battery project
8 PV-Magazine:
Illinois energy storage legislation may save ratepayers $30 per month
Opinions:
9 Renewable Energy World:
Repeal the IRA? Most clean energy companies would prefer you didn’t
Have a great day!
Yann
Opinion
Best, Yann
News
1 Semafor:
Microsoft Azure CTO
2 Associated Press:
Volunteers bring solar power to Hurricane Helene’s disaster zone
3 Utility Dive:
Xcel reaches agreement to add 4.2 GW clean energy in Upper Midwest
4 Bloomberg:
Apollo’s Rob Bittencourt on what the Tech Boom Looks Like for a Credit Investor
5 Axios:
Google goes nuclear in new deal to power AI
6 Reuters:
India needs to explore incentives to improve renewables transmission capacity, power secretary says
8 Solar Power World:
Import duties imposed on aluminum solar racking from 14 countries
9 Energy Storage News:
Alaska’s Chugach Electric commissions 80MWh Tesla Megapack BESS
Opinions:
10 Renewable Energy World:
How a solar development turned from threat to opportunity for an Illinois farmer
Have a great day!
Yann
