Opinion
Best, Yann
News
1 PV-Magazine:
California cuts interconnection costs for distributed solar developers that agree to export limits
2 Bloomberg:
EVs Are Much Lower-Emitting Than Combustion Cars
3 Utility Dive:
Granholm tells Congress ‘adjustments have been made’ to distribution transformer proposal
4 PV-Tech:
Iberdrola to invest US$17 billion in renewables by 2026
5 New York Times:
High Winds Fuel Wildfires in Virginia and Other Mid-Atlantic States
6 Renewable Energy World:
DOE launches $10M funding opportunity for interconnection solutions
7 Energy Storage News:
DOE - US energy storage pipeline up 300% since Inflation Reduction Act passed
8 Heatmap News:
The EPA's Final Auto Emission Rules Are Out
9 Canary Media:
Ohio greenlights massive solar, storage and agrivoltaics project
Opinions:
10 Reuters:
Biden's softer climate regulation shows big US bet on subsidies to decarbonize
Have a great day!
Yann
Opinion
Best, Yann
News
1 Utility Dive:
Electrifying US trucking could cost nearly $1 trillion - Study
2 Axios:
Tensions between phaseout advocates and oil titans on display in Houston
3 PV-Magazine:
Booming U.S. energy storage installation grows 90% year-over-year
4 New York Times:
Biden’s Climate Law Has Created a Growing Market for Green Tax Credits
5 Bloomberg:
KKR, EIG to Invest $1 Billion in Solar Developer and Projects
6 Reuters:
Germany looks at special account for $488 billion power grid expansion
7 PV-Tech:
Chinese companies supplied half of US PV modules in 2023
Opinions:
8 Heatmap News:
Why Moving to 24/7 Clean Electricity Is Going to Be Really, Really Hard
Have a great day!
Yann
Opinion
Best, Yann
News
1 New York Times:
Biden’s Climate Law Has Created a Growing Market for Green Tax Credits
2 Utility Dive:
New England could see resource adequacy troubles even with billions in investments
3 Bloomberg:
UAE’s Masdar to Buy 50% Stake in US Renewables Firm Terra-Gen
4 Axios:
Gas execs sees tailwinds from AI power needs
5 Reuters:
Equinor spends $6 billion a year to keep Norway oil, gas steady, CEO says
6 Energy Storage News:
Bulgaria gets tenders for 350MW of energy storage alongside 1,425MW renewables launched
7 Canary Media:
Data centers, bitcoin and EVs send utilities scrambling for more power
Opinions:
8 PV-Magazine:
IRENA says world needs 1.1 TW of renewables per year
Have a great day!
Yann
Reconciling The Obvious. It’s too early to say that we have a problem, but it’s too late to ignore the problem as much as we are. Largely due to two factors, operators, regulators and politicians are not up in arms about the fact that our energy use will be far larger than our energy generation in a much small time frame than expected. First, we’ve never really faced this problem before. Energy consumption went up at the rate of economic growth and in a very predictable fashion. Mornings and nights at home and day time at the office while everyone filled up their cars at the gas station. Second, power plants didn’t retire at the speed as they are going to because we’ve been extending them beyond their useful life and the plateau on energy consumption has been steady for a few decades. Package that with our replacement generation being variable in nature (for the most part), we have an operational challenge ahead for us that must not be ignored. Fixing the interconnection queues, getting more generation built and then adding markets for resilience, especially fast response, is key for keeping the lights on. Just look at the top two headlines, 58GW of retirements and massive AI data center build out, and you’ll see the problem as well.
UK Postcard. The UK just made some market changes that are having a memorable effect on the storage build out in the Country that is something that every storage owner and investor needs to consider for the future. By expanding the market and adding new products, asset owners need to now adjust their preforms and cycle management. How is their state of charge? Are they compliant with the new rules and how will they manage their augmentation? All of that to say, if they don’t have a digital solution in place to make and continue to adapt to those changes, they will either lose out on revenue, underuse their system or augment their site at the wrong time. When these events occur is the right time to reset the proforma internally and adjust the system by switching the EMS or adding additional data analytics capabilities to the system. More to come on this…
Opinion
News
1 Utility Dive:
Up to 58 GW faces retirement in PJM by 2030 without replacement capacity in sight
2 Bloomberg:
AI Driving US Power Growth Forecast by 81%, NextEra Says
3 Axios:
View from Houston - CERAWeek's competing visions
4 Reuters:
China's Longi to cut nearly one-third of staff, Bloomberg News reports
5 Heatmap:
8 Down-Ballot Races That Could Shape America’s Climate Future
6 PV-Tech:
FTC Solar reports financial stabilisation following leadership change
7 Energy Storage News:
Great Britain’s battery fleet dispatching 47% more energy after changes brought in by ESO
8 Canary Media:
Utah developer quadruples battery storage to meet new electricity demand
Opinions:
9 PV-Magazine:
Can anything topple lithium-ion?
Have a great day!
Yann
