Opinion
Best, Yann
News
1 Utility Dive:
Eversource, National Grid file draft plans to meet expected demand surge from electrification
2 New York Times:
Want to Understand Clean Energy Anxiety? Look at the Jersey Shore.
3 Reuters:
BP's Looney holding his nerve over energy transition plan
4 Solar Builder:
Ohm Analytics reports DG solar market grew 6% in Q2
5 PV-Tech:
Pattern Energy begins 3GW transmission project in US
6 Energy Storage News:
India requires 74GW/411GWh of energy storage by 2032, according to National Electricity Plan
7 PV-Magazine:
Bringing ERCOT’s speedy interconnection process to the rest of the U.S.
Opinions:
8 Canary Media:
The fight over California community solar- ‘It’s everyone vs. utilities’
Have a great day!
Yann
Investing In Ecosystems. American politics mandates that you have to accomplish big things in your first two years if you can, because the election cycle eats you up in the second half of your first term and you likely lost Congressional seats in the mid-terms. Biden had the Chips Act, Bipartisan Infrastructure and Inflation Reduction Act find his signature in that first half and the administration has been busy since then. The interesting part of that is not the politics for the point I want to make today, it’s how the administration is working on all angles of the trillions of private dollars that will follow these markets. Invest in the infrastructure that enables roads, charging, and wires that will allow electrification to be resilient. Fund training for construction, factories and maintenance of a new portfolio of assets. Expand the markets that will demand the production of everything: cars, batteries, renewable energy and more. For example, most people love their EVs but some will complain about charging infrastructure that could limit their recommendation. Some want more solar, but the interconnection queue is clogged from outdated wires. All of this is wonky and early but in order to see trillions in economic growth trickle through the system, it has to get done.
Opinion
News
1 Axios:
White House launches billion-dollar effort to speed EV production
2 New York Times:
Clean Energy Projects Are Booming Everywhere. Except in Poor Nations.
3 Bloomberg:
China Leaves Everyone Behind in Race for Renewables Income
4 Energy storage News:
EU Batteries Regulation introduces ‘ground-breaking reform’ to to meet Green Deal aims
5 Reuters:
India steps up coal use to stop outages triggered by unusually dry weather
6 PV-Magazine:
U.S. and India launch joint renewable energy tech platform
7 PV-Tech:
TrinaTracker opens 2.5GW tracker manufacturing plant in Brazil
Opinions:
8 Canary Media:
Add these climate books to your end-of-summer reading list
Have a great day!
Yann
Opinion
Best, Yann
News
1 Axios:
Hurricane Idalia is yet another test of America's aging power infrastructure
2 Canary Media:
Eos wins $400M DOE loan guarantee to build longer-lasting batteries
3 Bloomberg:
The Biggest Fossil Fuel Subsidies Are Indirect, and Bigger Than Ever
4 Utility Dive:
Treasury proposes regulations for IRA’s wage and apprenticeship requirements
5 Reuters:
Philippines to auction off 8-gigawatt power capacity in push for renewables
6 PV-Tech:
Clēnera signs PPA with Arizona Public Service for upcoming CO Bar solar and storage project
7 Energy Storage News:
Engie Chile starts building 418MWh BESS at solar PV plant
8 PV-Magazine:
Nexamp orders 1.5 GW of Heliene solar modules
Opinions:
9 Renew Economy:
AEMO says coal exits won’t trigger shortfalls if big batteries built on time
Have a great day!
Yann
It’s Open, All The Time. Last week, FlexGen officially opened its 24.7 remote operations center servicing energy storage asset owners for monitoring, reporting and performance analytics of those sites. This world class facility was purpose built for energy storage operations and one of the most exciting projects in my career. This comes in line with new product launches as the technology teams have shown innovation in ways that we weren’t expecting for years to come. Storage is driving grid reliance on the asset class faster than expected, meaning operators are having to keep up with new specifications and regulations, demanding more from batteries and the operating systems that keep them running. At the same time, revenues from batteries create a particularly important relationship between asset owners and the operations center. Over the past few months, I’ve learned that many systems are not actively monitored, reliably monitored and little to no analytics is performed on the data, and those systems deserve more.
Opinion
News
1 Solar Builder:
FlexGen Power Systems opens 24/7 remote operations center in North Carolina
2 Canary Media:
Redwood Materials lands $1B to boost its battery recycling efforts
3 Energy Storage News:
US residential energy storage firm FranklinWH raises US$25 million
4 Utility Dive:
1 year later, EV and battery projects dominate Inflation Reduction Act-driven investment
5 Reuters:
German court throws out lower grid operator returns set by regulator
6 PV-Magazine:
Model procedures for fixing distributed solar and storage interconnection
Opinions:
7 Bloomberg:
Australia Sees Power Gaps Over Next Decade as 62% of Coal Operations Shut Down
Have a great day!
Yann
