Opinion
Best, Yann
News
1 Bloomberg:
We’re Burning More Climate-Warming Coal Than Ever. Why?
2 PV-Magazine:
Near $1 billion solar cell factory announced in New Mexico
3 Canary Media:
Data centers want to tap existing nuclear power. Is that good or bad?
4 CNET:
How Solar-Friendly Is Your State? We Scored Them All
5 Utility Dive:
CrowdStrike snafu was a ‘dress rehearsal’ for critical infrastructure disruptions, CISA director says
6 Axios:
Granholm confident in quenching AI's energy thirst
7 PV-Tech:
Microsoft and Pivot Energy sign deal for 500MW of US community solar
8 Renewable Energy World:
New domestic supply
Opinions:
9 Energy Storage News:
First project in 20GW solar, 20GW storage plan for ‘challenged land’ in Fresno County, California
Have a great day!
Yann
We’re Back! I appreciate you all for letting me take a few weeks off and pause the daily news digests while setting up for the big news and new beginnings.
All About Solar. After 3.5 years in the energy storage market (which I loved), I am coming back to solar as the CEO of FTC Solar. Like many of my notes like this in the past, you have all helped me with the transitions with words of advice, encouragement and dealmaking. Starting next Monday, I’ll be in my new role and this one has the added benefit of being a public company which will obviously change the way I approach the commentary but not much. CEOs of public companies post on their LinkedIn or Facebook walls as will I with the addition of this amazing and public platform, made so special by all of you. For those that have already reached out, thank you, for those of you that this is news to, I can’t wait to get started and working together. In the meantime, if you’re in the market for solar trackers, I’m here for you!
Why FTC? Leading an IPP platform a decade ago gave me the first view into trackers and the benefits, since then made even better with software and constructibility enhancements which made trackers the go to for solar projects. FTC was the leader in the market when it went public in the 2P category and has now broadened into a 1P lineup. I’ll spare you the sales pitch but this is where my background in scaling businesses had me reconnect with the solar leaders that are behind FTC. I’m excited to get back into the market and being on the road reconnecting with many of you. It’s always exciting times in the solar market.
Opinion
News
1 New York Times:
Where (and How) Americans Are Taking Advantage of Clean Energy Tax Credits
2 Utility Dive:
59 GW in data center load seeking to connect to Oncor’s system
3 PV-Magazine:
Wood Mackenzie
4 Reuters:
Algonquin to sell majority of renewables unit for up to $2.5 bln to ease debt
5 Axios:
Exclusive - Meet the new U.S. battery lobby
6 PV-Tech:
Sunrun continues shift to storage offering, posts decreased Q2 revenues
7 Renewable Energy World:
We have solar at home
8 Solarpower World:
18 House Republicans urge Speaker not to repeal IRA
9 Energy Storage News:
Mixed Q3 for Fluence
Opinions:
10 Canary Media:
SunPower, a solar icon once valued in the billions, files for bankruptcy
Have a great day!
Yann
Opinion
Best, Yann
News
1 PV-Tech:
Nexamp, Starbucks to build 40MW community solar in Illinois
2 Solar Power World:
Advocates file injunction to halt new California battery installer requirements
3 Utility Dive:
Sunrun, BGE launch first US electric vehicle-to-home virtual power plant
4 Bloomberg:
Enel Sells Spanish Solar Assets Stake to Masdar as Debt Declines
5 Reuters:
Canadian and Indian solar firms join forces on US cell factory
6 Renewable Energy World:
Wind power can be a major source of tax revenue, but officials struggle to get communities on board
7 Energy Storage News:
Ormat signs California BESS agreement in shift from merchant to contracted revenues
8 PV-Magazine:
California replacing nuclear with solar plus storage
Opinions:
9 Heatmap News:
Why the Vineyard Wind Blade Broke
Have a great day!
Yann
Opinion
Best, Yann
News
1 Bloomberg:
Enphase Sales Rise on Stabilizing California Home Solar
2 Utility Dive:
Utility commissioners from 14 states, DC, say FERC transmission rule will lower energy costs
3 Reuters:
NextEra sees renewables demand tripling as data center power needs ramp up
4 Renewable Energy World:
Time to forget about FICO? New solar qualification metric for low-income households launches
5 PV-Tech:
China installs 102.48GW of new PV in first half of 2024
6 PV-Magazine:
Bigger is better as module makers power ahead
7 Solar Power World:
First Solar Series 7 panels installed on Arkansas project by Scenic Hill Solar
8 Energy Storage News:
First Solar Series 7 panels installed on Arkansas project by Scenic Hill Solar
Opinions:
9 Canary Media:
Tesla’s battery business is booming
Have a great day!
Yann
