The Module Evolution. I have never been a module expert but have recently gone down a bit of a rabbit hole to understand what it takes to get our supply chain built up but also ensure its longevity. Seems like there’s some noise around the Topcon technologies and possible patent cases while there’s certainly some buzz around the heterojunction (HJT) technology. One of my colleagues chairs one of those factories and it’s quite impressive how this is coming along and how much further solar tech could go. My first SolarWorld ~200W quote was for $4/watt back in the day, wouldn’t have thought we’d be here today. What do I need to learn about modules?
Opinion
News
1 PV-Tech:
Fraunhofer ISE study uncovers ‘critical degradation’ in TOPCon modules
2 New York Times:
The Clean Energy Boom in Republican Districts
3 Reuters:
Global climate funds set for first annual outflows, Morningstar says
4 Bloomberg:
Meet the World’s Most Controversial Climate Capitalist
5 PV-Magazine:
Enphase introduces portable off-grid battery
6 Solar Power World:
Public Power NY pushes leaders for 15 GW of new renewable energy
7 Energy Storage News:
Larger, 1MW/100MWh ‘Sand Battery’ set for commissioning in 2025
8 Canary Media:
The biggest grid storage project using old batteries is online in Texas
9 Utility Dive:
What do Trump’s picks to head Energy and Interior signal for renewables?
Opinions:
10 Renewable Energy World:
Interconnection is a $100 billion problem
Have a great day!
Yann
The Matchmaking, Part 2. Impressive how many folks reached out yesterday and it feels like there are more mega projects looking for capital than I’ve seen in a long time. I’m curious as to what it takes to connect folks given that so many of you in the IPP world are always complaining that there aren’t enough projects and delays on delays. We’ll do our best to move some relationships forward and align. If you’re a buyer of projects, reach out.
Opinion
News
1 Utility Dive:
IRS finalizes direct pay rules, increasing access to IRA’s clean energy tax credits
2 Renewable Energy World:
Meta, Amazon, and Google lead the way in corporate clean energy procurement
3 Axios:
UN climate summit starts week two with uphill battle
4 Reuters:
Europe's economic woes may worsen as key power prices rise
5 Economist:
Casey Handmer says solar power is changing the economics of energy
6 PV-Tech:
China to decrease export tax rebate rate for some PV products to 9%
7 Energy Storage News:
Increased emphasis on domestic content since US election, but storage still lags behind solar
8 Canary Media:
Voters in Ann Arbor, Michigan, create a local clean energy utility
9 PV-Magazine:
United States on track to install 0.7 GW of floating solar by 2033
Opinions:
10 Bloomberg:
Biden Climate Czar - Abandoning Green Transition Is ‘Economic Malpractice’
Have a great day!
Yann
The Matchmaking. Now that I’ve been back in solar for three months it’s time to revive one of the original successes of SolarWakeup which was to open the communication dialogue and connect capital with project pipeline. There’s an insatiable need for energy and to deploy capital, so let me know what you’re looking for. Do you have a project ready for capital? Do you have capital looking for a home? Hit reply to this email and I’ll do my best alongside my team to connect the dots between you.
Opinion
News
1 Reuters:
Spain's Endesa bolsters three-year investment plan to $10 billion, focus on grids
2 PV-Magazine:
A fast interconnection process like that used in Texas is widely supported
3 PV-Tech:
Trump presidency ‘unlikely’ to derail energy transition – WoodMac
4 Utility Dive:
New Jersey proposes incentives for grid-connected, distributed energy storage
5 Bloomberg:
Trump’s DOE Pick Wants to Live With Climate Change — Not Fix It
6 New York Times:
The United States has burned more fossil fuels than anywhere else in history.
7 Energy Storage News:
Gore Street gets US$80 million financing increase for California BESS project, global pipeline
8 Canary Media:
Google Nest spinout picks Texas for 1GW virtual power plant
Opinions:
9 Renewable Energy World:
A theory emerges explaining Maxeon’s ongoing problems with customs
Have a great day!
Yann
Opinion
Best, Yann
News
1 Reuters:
European oil giants step back from renewables path
2 Utility Dive:
Trump taps North Dakota Gov. Burgum to run Interior, new national energy council
3 Axios:
Early reads on Trump's new energy team
4 Solar Builder:
Compass Group Equity Partners invests in Baja Carports
5 Renewable Energy World:
MISO’s DER affected systems studies are delaying interconnections
6 PV-Tech:
Massachusetts passes climate bill, includes siting and permitting reform
7 PV-Magazine:
Californian lithium sulfur battery maker lightens the load for Northvolt
Opinions:
8 Canary Media:
Move over, data centers. US steel mills need lots of clean power too.
Have a great day!
Yann
