Disneyland versus Disneyworld. The unlikeliest of circumstances is leading to this headline, understanding that Disneyland is in Southern California and Disneyworld is in Central Florida. One of them has a hurricane emergency plan and the other has an actual hurricane coming its way. From the fire in Maui to the tropical storm hitting SoCal, this has been a crazy weather summer. My 100 degree days are a norm but I tell my friends I’m less worried about storms since the ocean is so warm, they’ve been straying north. Meanwhile doing what we can to keep up with the increased demand for energy is politicized to the point that the political divide makes solar not the obvious choice, and the obvious choice that needs to expand faster. The industry is doing great work, expanding manufacturing, retraining professionals from other sectors and leading the clean energy expansion but that isn’t getting through. So we need to say more about the individual stories and do more as a sector to expand the geographic impact across all of America in a way that changes hearts and minds.
Opinion
News
1 Magic:
First Ever Tropical Storm Warning Issued for Disneyland Resort Area
2 Reuters:
US places tariffs on some big solar companies for dodging China duties
3 Politico:
Biden faces calls to declare climate emergency as he heads to Maui
4 Axios:
Maui wildfires spark new fears about outdated U.S. power grid
5 Utility Dive:
Google-backed white paper offers framework for deliverability in clean energy procurement standards
6 Bloomberg:
Bank of America’s $580 Million Renewable Tax Credit Deal Is One of Many
7 Energy Storage News:
Iron flow battery player ESS Inc improves revenue position, says IP safe for ‘years to come’
8 Canary Media:
New tax-credit transfer rules could unlock $1T in cleantech investment
9 PV-Magazine:
Clean energy jobs seeing growth across the U.S.
Opinions:
10 PV-Tech:
Supply crunch and manufacturing capacity will reverse recent US PPA price drop
Have a great day!
Yann
Market For Resilience. Grid operators are starting to ponder what the tradeoff for resilience may have to be because urgency without the will to act or create new markets. The issue isn’t just around resilience but also the need for more generation. As I type this, ERCOT just peaked out at 84.9GW of demand. If you recall, it broke the 80GW demand just a few weeks ago. Therein sits the predicament around interconnection queues and robust markets with infrastructure that needs updating. If consumers want and need more energy, that resource must come from somewhere and most likely that somewhere is solar and wind. At the same time the grid needs to enhance its capabilities to manage the ebbs and flows to match generation with demand as well as where the energy needs to flow. These are big problems that can be solved with action and willingness to create markets.
Opinion
News
1 Bloomberg:
Texas Power Prices Surge 6,000% as Grid Calls for Conservation
2 Axios:
Electricity companies face calamity as climate warms
3 Reuters:
Analysis - A year on, Europe less fearful of U.S. green subsidies push
4 PV-Tech:
Origis Energy establishes US$750 million fund to add 2GW of US solar and storage
5 Energy Storage News:
US reached 5.4GW/15.2GWh of co-located energy storage by end-2022, LBNL says
6 Canary Media:
Your cheat sheet to the climate law’s consumer incentives
7 PV-Magazine:
Texas attorney general - Counties cannot block solar development
Opinions:
8 Utility Dive:
Virtual power plants - Resource adequacy without interconnection delays
Have a great day!
Yann
Opinion
Best, Yann
News
1 Reuters:
Biden touts Inflation Reduction Act on first anniversary
2 Axios:
Tracking the flow of clean-energy investment
3 Canary Media:
The US climate law is fueling a factory frenzy. Here’s the latest tally
4 Bloomberg:
California’s Fear of Blackouts Blocks Goal of Fossil-Free Future
5 PV-Tech:
US EV charging network Electrify America opens 75MW solar project
6 Energy Storage News:
FERC interconnection reform welcome but plenty of work to do, says energy storage industry
7 PV-Magazine:
Domestic content guidance on solar cells and structural steel
Opinions:
8 New York Times:
Climate Change Was on Trial in Montana
Have a great day!
Yann
Opinion
Best, Yann
News
1 Axios:
The new climate law is upending the solar landscape
2 Reuters:
Yellen upbeat on US economy, says Bidenomics is driving investment, job growth
3 Energy Storage News:
Grid-scale battery boom as US quarterly installs go up 32%, pipeline grows 45% year-on-year
4 Bloomberg:
How Carbon Capture Is Getting New Life With US Help
5 New York Times:
China’s Two Climate Directions
6 PV-Tech:
Community solar has potential to generate 1.75GW of electricity in Wisconsin
7 Canary Media:
The US passed a major climate law one year ago. Here’s how it’s going
8 PV-Magazine:
Over 155 GW of U.S. solar manufacturing announced in one year
Opinions:
9 Politico:
EU blindsided by ‘spectacular’ solar rollout
Have a great day!
Yann
