Intersecting Auto And Grid Markets. Why didn’t any auto manufacturers ever get into the business of owning gas stations? For 100 years. OEMs made cars, utilities generated and delivered electricity and oil majors drilled for oil, refined it and delivered it to you via local gas stations. Today, EVs are propping up new manufacturers, OEMs are getting into charging networks and generating electricity, oil majors are making major investments into charging networks and so are utilities. Meanwhile, can you really distinguish one provider from another except for one very important customer requirement, does the station work when I arrive at the charger? We’ve seen the massive transition to the Tesla network in recent weeks, you can almost consider the charging standard won by the Tesla NACS plug at this point. This gets even more interesting when you look at the storage market intersecting with grid and charging infrastructure.
How Georgia Leads Cleantech Factories. Seems like Georgia is taking win after win with new factory announcements for clean energy as the Secretary of Energy heads to the land of peaches to take a victory lap stemming from the IRA. But how did this happen? It wasn’t because the elected officials in the State or those that the State sends to DC were ardent supporters of the policies that make this happen, so what other requirements made companies excited to invest billions?
Note About Inverters. Lots to digest on the inverter article but keep a lookout on more regulatory requirements for solar inverters, power plants controls and storage EMS applications. NERC and other regulators are unhappy with how little ride through and resilience that solar inverters have had recently especially with so much capacity coming online. The requirements for cybersecurity are also expanding across agencies looking at the topic of industrial controls.
Programming Note. We’ll be off for an extended Fourth of July weekend. Today is the last edition of the week and we’ll pick back up next Wednesday.
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Solar Shifts Grid’s Weak Point. No way around it, it’s hot out there. We can’t see what the grid pressures are in Florida but in Texas the grid has been on the verge of major issues, reaching nearly 80GW of demand for over a week. There have been outages, calls for voluntary demand side management and major price spikes. Billions of dollars will exchange hands and hopefully customers don’t have unfixed rate schedules. Because this is a heat wave related spike, solar has been a mainstay in the daytime production, releasing generation side pressures that the grid operators would see without solar. That means that solar’s shoulder times has been the pressure point for the grid. There’s no doubt that ERCOT, and most other ISOs, need nearly 1x peak demand in resilience with dispatchable assets or generation.
Era Of Factory Growth. Another major factory win, two phases this time, with Vikram solar. The first phase is a solar module factory worthy of $250mm of investments but the second phase brings over $1bb for an ingot/wafer/cell factory. All of this in Colorado!
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Resi Storage Proliferation. Companies are either doubling down or getting into building a home battery. Yesterday it was Lunar and today Panasonic, both making announcements on the topic. This week, batteries in VPP environments in Texas were able to sell energy into the wholesale market for over $5 per kWh, which seems like an anomaly but possible a sign of the energy market ahead.
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