Opinion
Best, Yann
News
1 Semafor:
Price wars, infrastructure hurdles hurt China’s solar industry
2 Bloomberg:
Texas to Face Heat Index of 110F in Late Spring Test for Power Grid
3 Reuters:
US says tariff increases on Chinese EVs, batteries and chips to start Aug. 1
4 Latitude Media:
Geothermal startups are suddenly raising a lot of money
5 Energy Storage News:
Chile opens land bidding for 13GWh of storage projects in Northern regions
6 Canary Media:
California bill would undo rules making it hard for schools to go solar
7 PV-Magazine:
Market impacts from the recent flurry of solar policy actions
8 Utility Dive:
Investing in green companies
Opinions:
9 New York Times:
Biden and Big Oil Had a Truce. Now, It’s Collapsing.
Have a great day!
Yann
SolarWakeup Tax Credit Transfers? Should SolarWakeup get into the tax credit transfer craze? I feel like we could crowdfund some deals here.
Storage Analytics Webinar. Many of you are deep in building a battery portfolio or doing diligence to do so. Controls and the software platform give you the insights to keep the battery on, detect any issues that you may have and analyze how to increase performance. You can catch that webinar and register here.
Opinion
News
1 Utility Dive:
Clean energy tax credit market poised to grow amid new transferability rules
2 Bloomberg:
Giant Hail Is the Weather Threat Keeping Insurers Up at Night
3 Renewable Energy World:
RWE acquires nearly 600 MW of new projects
4 Energy Storage News:
InfraVia acquires Dutch/Belgian developer Giga Storage
5 Heatmap:
It Was a Big Week for the Power Grid
6 Canary Map:
Puerto Rico’s rooftop solar boom is at risk, advocates warn
7 PV-Magazine:
Trends in residential solar finance, equipment and maintenance
Opinions:
8 Solar Builder:
City officials need to stop excessive solar fees
Have a great day!
Yann
Energy Access Capitalism. If your house lost access to the grid, would the price go down? If your house access to the grid was capped at a certain load, usage or time of use, would the value go down? With all real estate, that’s now one of the issues to contend with. If you own a distribution centre, and can’t get the grid access for EV charging, the rent will be lower.
More Domestic Insights. Commerce released more information about the domestic content guidelines but more is coming with experts telling Roth MKM that it could take into 2025 for all of the rules to get finalized.
Some Tariffs With A Side of Solar Panels. Outside of the US you can buy solar panels for under 10 cents per watt. In the US, it’s more than double and will likely be triple. I’m all for domestic manufacturing but given that the local factories are just robots (which are mostly made in China) then what are we really getting in value on the tariffs? One things I’d like to see is actually doing something with the tariff dollars to help the industry instead of just raising the price of domestic modules.
Resi Loan Deal. Carlyle has invested in Sungage financial. Congrats to both parties, that deal made me smile to read.
I’m Hosting A Webinar. Many of you are deep in building a battery portfolio or doing diligence to do so. Controls and the software platform give you the insights to keep the battery on, detect any issues that you may have and analyze how to increase performance. You can catch that webinar and register here.
News
1 Bloomberg:
Banks Warn of Growing Energy-Related Risks in Mortgage Portfolios
2 Renewable Energy World:
Treasury, IRS issue additional guidance on domestic content bonus
3 PV-Tech:
DOC opens AD/CVD investigation into Southeast Asian solar cells
4 Solar Builder:
Carlyle Group invests in Sungage Financial, will buy $450 million in resi solar loans
5 CNET:
Climate Change Is Making Rooftop Solar More Valuable, Research Shows
6 Utility Dive:
ISO-NE proposes transmission planning changes to boost states’ ability to reach environmental goals
7 Solar Power World:
Latest NC Clean Energy report finds utilities concerned about load growth
8 Canary media:
Chart - Global clean energy manufacturing, by the numbers
Opinions:
9 PV-Magazine:
The U.S. multi-pronged approach to onshoring solar manufacturing
Have a great day!
Yann
Opinion
Best, Yann
News
1 PV-Magazine:
Bifacial solar module tariffs reinstated
2 Bloomberg:
Texas Power Grid Sees Several Days of Supply Strain
3 Utility Dive:
25 GW of new solar to boost summer grid reliability, but extreme heat poses widespread risks - NERC
4 Reuters:
Japan's Honda raises electrification investment to $65 bln through FY2030
5 PV-Tech:
LBNL - residential solar PV installations remain flat since NEM 3.0 in California
6 RTO Insider:
NY Energy Storage Industry Seeks Faster Path Forward
7 Renewable Energy World:
The United States surpasses 5 million solar installations
8 Energy Storage News:
UK system operator reassessing ‘outdated’ Capacity Market de-rating factors for storage
9 Canary Media:
TVA’s local solar program is about to get its biggest project yet
Opinions:
10 Yale Climate:
‘Turning point in energy history’ as solar, wind start pushing fossil fuels off the grid
Have a great day!
Yann
