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Opinion

Best, Yann

News

1 New York Times:

A Big Climate Goal Is Getting Further Out of Reach

2 Reuters:

Exclusive - Trump's transition team aims to kill Biden EV tax credit

3 Bloomberg:

Germany’s Energy Transition Delayed by Scholz’s Snap Election

4 Axios:

COP29

5 PV-Tech:

3GW single-site PV project goes online in China

6 Energy Storage News:

Strata Clean Energy signs another RFP-driven BESS tolling agreement with Arizona Public Service

7 Canary Media:

Can clean energy manufacturing survive under Trump?

8 PV-Magazine:

Maxeon solar panels shipped from Mexico denied entry to U.S.

Opinions:

9 Renewable Energy World:

Curtailment and costs

Have a great day!
Yann

Director of DOGE. Here’s Elon’s tweet from yesterday, relevant to most of you…

Opinion

News

1 Utility Dive:

Demand response programs can help boost reliability, cut emissions in New York, advocates say

2 Bloomberg:

AI Power Demand Complicates Low-Carbon Goals, Dominion CEO Says

3 Reuters:

Germany's SMA Solar to slash 1,100 jobs, lowers full-year outlook

4 PV-Magazine:

Solar stocks plummet, market is “wildly emotional” about Trump

5 PV-Tech:

SOLV Energy remains top EPC contractor as US and Indian companies lead

6 Solar Power World:

SOLV Energy remains top EPC contractor as US and Indian companies lead

7 Fast Company:

This new solar-powered scooter is unlike anything you’ve seen before

8 Canary Media:

A new generation of cheaper batteries is sweeping the EV industry

Opinions:

9 New York Times:

Climate Change Is Losing Its Grip on Our Politics

Have a great day!
Yann

The Talking Points. Yesterday I hosted our (FTC Solar) earnings call. While most of my commentary that you can listen/read to on our investor page were centered around the amazing reception I have gotten from the solar community, I was certainly asked about the policy outlook given the election results. So I want to share with you what I said because I think the unknown is drowning out the things we do know.

Opinion

News

1 New York Times:

Britain Sets Out to Be a Clean Energy Destination

2 Solar Builder:

Utility rate escalation is trending up according to new study

3 Renewable Energy World:

FERC allows PJM to delay capacity auctions by six months

4 Utility Dive:

PNM plans to join California ISO’s day-ahead market beginning in 2027

5 Bloomberg:

Indian State-Backed Firm's Unit Seeks $12 Billion Valuation in Green-Energy IPO

6 Axios:

Report

7 Reuters:

Indonesia to build 75 GW of renewable energy in the next 15 years, COP29 envoy says

8 PV-Tech:

Eastern European solar has ‘untapped potential’, says Trinasolar

9 Energy Storage News:

‘Establish national targets for energy storage,’ IRENA Coalition for Action says

10 Canary Media:

This DOE-backed software is helping to unclog the grid

11 PV-Magazine:

Two Wisconsin solar projects financed through asset purchase agreement

Opinions:

12 Environment America:

Why solar permitting needs to be modernized now

Have a great day!
Yann

Opinion

Best, Yann

News

1 Utility Dive:

Duke Energy signs agreements for 2 GW of data centers in past month

2 Bloomberg:

Xcel CEO Says Flip the Grid Process and Build Power Lines First

3 Axios:

Wildfires burn across drought-hit U.S. Northeast

4 Reuters:

Vattenfall to invest 5 billion euros in Germany's clean energy market

5 Solar Builder:

ComEd updates capacity maps every month to drive more solar projects

6 PV-Tech:

Europe to install 110GW of solar in 2025 – S&P

7 Energy Storage News:

US utility Georgia Power completes first build-own-operate battery storage project

8 PV-Magazine:

SolarEdge posts $1.21 billion net loss in Q3

Opinions:

9 New York Times:

Trump’s Return Hangs Over U.N. Climate Negotiations

Have a great day!
Yann

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