Opinion
Best, Yann
News
2 New York Times:
Trump Promises Tariffs on Canada and Mexico, and Paves Way for Further Trade Action
3 Reuters:
Trump withdraws from Paris climate agreement, again
4 BLoomberg:
France’s 2024 Power Grid Was 95% Fossil Free as Nuclear, Renewables Jumped
5 PV-Tech:
PV downturn laid bare in Chinese preliminary 2024 financials
6 Solar Builder:
Palmetto raises over $1.2 billion to back LightReach financing
7 Renewable Energy World:
Doug Burgum, Trump’s pick for public lands boss, questions reliability of renewable power
8 Energy Storage News:
UK government considering non-firm grid access for energy storage as part of REMA
Opinions:
10 Utility Dive:
The 47th presidency offers hope for permitting reform
Have a great day!
Yann
Opinion
Best, Yann
News
1 Bloomberg:
Giant Batteries Are Transforming the World’s Electrical Grids
2 Reuters:
Trump upended trade once, aims to do so again with new tariffs
3 Energy Storage News:
Fire at Moss Landing plant in California
4 Utility Dive:
FERC approves SPP’s Markets+ Western power market, plus 3 other open meeting takeaways
5 Axios:
Fed pulls out of global climate change group before Trump inauguration
6 ABC News:
Solar farms are booming in the US and putting thousands of hungry sheep to work
7 PV-Tech:
US attorneys urge leaders to safeguard IRA ahead of Trump inauguration
8 Solar Power World:
2025 solar, storage and electrification predictions
9 Canary Media:
Without enough utility power, California EV-truck depots try microgrids
10 PV-Magazine:
Energy Department closes $1.2 billion in loans to Puerto Rico power producers
Opinions:
11 New York Times:
As the World Warms, Davos Braces for Political Drama
Have a great day!
Yann
Much Ado About Hearings. Let’s start by saying what should be obvious, nominating hearings are not an indication of policy to come. At best they give you a glimpse of what a nominee thinks at the top of mind but it is left without influence and policy staff having vetted the intention. Governor Burgum made for an interesting hearing for the solar industry which he called intermittent, true but false with the side of batteries. But then he went to the problem, America needs more energy (1), in order to win the AI race (2), for national security (3), the grid is stretched and at a breaking point of instability (4) and permitting reform has to happen (5). "We've got to get to work in permitting reform and speeding permitting right now." I personally think he listened to my podcast episode of Good Energy with SEIA’s Stephanie Bosh and Colin Silver where I kind of (exactly) said these things.
Opinion
News
1 Bloomberg:
US Needs More Electricity to Win AI Race, Says Trump Energy Czar
2 Axios:
Trump nominee Chris Wright to lay out top 3 goals as energy secretary
3 Reuters:
Trump's Interior Department nominee says boosting energy key to US security
4 New York Times:
Energy Dept. Backs $22 Billion in Loans to Reshape U.S. Power Grids
5 PV-Magazine:
Wholesale electricity prices lower and more stable in 2024
6 Solar Builder:
Domestic Content Safe Harbor cost percentage updates vs. original percentages
7 PV-Tech:
Leeward, Google sign 724MW solar PV PPA in Oklahoma
8 Energy Storage News:
Partners Group investing €400 million in German BESS platform ‘green flexibility’
9 Canary Media:
Sonnen, Solrite to offer free batteries and solar to Texas homeowners
Opinions:
10 Solar Power World:
New DOE roadmap calls for detailed interconnection queue data in every state
Have a great day!
Yann
Chris Wright Goes To Washington. Liberty CEO met the Senate yesterday as he goes through the nomination process to become the next Secretary of Energy. Mr. Wright went with the all of the above energy talking point and recognized the enormous need for power that our Country has. Wright was introduced by Senator Hickenlooper of Colorado with the caveat that while the nominee is a zealous advocate for oil and gas, he is also a scientist that is open to discussion. My take is that the best thing that could happen is a bit of the inverse of the Biden era. Vocal support for oil and gas while regulations and demand fuel the solar market. If you remember, oil and gas production is at an all-time high as we speak.
Opinion
News
1 New York Times:
Chris Wright, Trump’s Energy Pick, Is Quizzed on Climate and Clean Energy
2 Utility Dive:
US could deploy up to 84 GW of renewables on federal land by 2035
3 Axios:
Trump's "drill, baby, drill" problem
4 Reuters:
Trump's energy department pick calls for more LNG and nuclear power
5 Renewable Energy World:
VPP adoption is growing in the US, but not nearly fast enough
6 Solar Power World:
Gov. Hochul unveils $1 billion proposal to combat climate crisis in New York
7 Energy Storage News:
Masdar, EWEC launch world-biggest 24/7 solar PV and battery project in Abu Dhabi
8 PV-Magazine:
Utility-scale solar developer Origis Energy secures $1 billion investment
Have a great day!
Yann
