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Opinion

Best, Yann

News

1 Utility Dive:

IRA tax credit repeal would drive up electricity prices, system costs

2 Bloomberg:

PE Firms Look to Cut Losses After Renewable Energy Bets Fizzle

3 Axios:

Top weather, climate agency NOAA the latest layoff target

4 Reuters:

Engie warns that uncertainty could affect its US investments

5 PV-Tech:

Meta, Microsoft secure PV agreements with Cypress Creek Renewables and Silicon Ranch

6 Solar Power World:

California legislators introduce new community solar bill to fix problems of the last

7 Yale:

Cheap Chinese Panels Sparking a Solar Boom in the Global South

8 PV-Magazine:

Solar, batteries, and wind to make up 93% of 2025 U.S. electricity capacity deployments

Opinions:

9 Solar Builder:

Off-grid outlook

Have a great day!
Yann

Happy Tears. An end of an era in California solar policy as the amazing Bernadette Del Chiaro steps down from CALSSA. She has led the group for 12 years with so many stories to tell including 1million solar roofs then 2, then 3… I had the pleasure of working with Bernadette when I was elected to CALSSA board during my QuickMountPV tenure. Bernadette will be succeeded by Brad Heavner, who is a great fit and likely seamless transition into the executive director role. I want to wish the best of luck to Bernadette in her new role and I know you will join me in industry-wide support for Brad as he takes the helm at CALSSA.

Opinion

News

1 New York Times:

Environmental Protection Agency Will Lose 65 Percent of Staff, Trump Says

2 Utility Dive:

Sempra announces $56B capital plan amid rapid Texas growth

3 Canary Media:

EU to unveil ‘Clean Industrial Deal’ to cut CO2, boost energy security

4 Bloomberg:

China Solar Lobby Sees Fewer Installations After Record Year

5 Axios:

German election keeps key climate player in the game

6 Reuters:

BP cuts renewable investment and boosts oil and gas in strategy shift

7 PV-Tech:

Dubai seeks up to 2GW solar PV with 1GW BESS in latest tender

8 Energy Storage News:

Virgina passes legislation to increase energy storage targets

9 PV-Magazine:

First Solar sues JinkoSolar for alleged TOPCon patent infringement

Opinions:

10 Renewable Energy World:

This Meta AI data center mega project demands $6 billion in electric infrastructure. Who will pay for it?

Have a great day!
Yann

Opinion

Best, Yann

News

1 Politico:

House Republican still backs taking ‘scalpel’ to Biden’s climate law — despite machetes flying around DC

2 Axios:

German election keeps key climate player in the game

3 Reuters:

India must double renewable capacity additions to meet 2030 clean-energy targets, report says

4 PV-Tech:

Energy Infrastructure Partners acquires majority stake in BayWa r.e

5 Solar Power World:

New SPAN smart electric panels include double the breaker spaces

6 Energy Storage News:

LG ES to invest US$1.4 billion in US stationary storage cell manufacturing

7 Canary Media:

Connecticut cities and towns push for greener, less-expensive power

8 PV-Magazen:

U.S. leads countries where golf courses occupy more land than solar, wind plants

Opinions:

9 Bloomberg:

Will the Sun Shine on Solar Power in 2025?

Have a great day!
Yann

Something To Talk About. The US pays more than 2x per watt for solar modules compared to the Europe and more than that compared to other markets. And now it seems to me that we may be getting even less in some instances. I’m not saying that all solar panels are weaker and thinner than they were before or even what the spec sheet says, but I think it’s something people are saying and I’m hearing, and certainly something we need to talk about.

Opinion

News

1 PV-Tech:

New tests needed to explain high breakage rates in thin PV module glass – report

2 The Hill:

In Texas, ‘energy dominance’ is the solar industry’s new motto

3 Bloomberg:

Brookfield Makes $1.7 Billion Bet on Power Needs by AI, Data

4 Axios:

How Russia's war on Ukraine reshaped the energy world

5 Reuters:

EIP takes majority stake in BayWa's renewable energy unit

6 Energy Storage News:

Ascend Analytics on the future of ancillary services in ERCOT

7 Canary Media:

Data centers are overwhelming the grid. Could they help it instead?

8 PV-Magazine:

Sunrise brief

Opinions:

9 Utility Dive:

Solar and battery storage will lead new generation in 2025

Have a great day!
Yann

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