This is your SolarWakeup for August 15th, 2024
Opinion
News
1 Heatmap News:
What Biden’s IRA Has Done for Job Creation
2 Bloomberg:
Battery Makers Counteract EV Slowdown With Energy Storage Boom
3 Axios:
Climate change-worsened wildfires drastically increased odds, severity of 2023 wildfires
4 Reuters:
Key China energy indicators to track for the rest of 2024
5 PV-Tech:
Italy adopts FER 2 decree, adds tariffs for new renewable power projects
6 Energy Storage News:
UK planning reforms could boost BESS deployments
7 Canary Media:
The climate law’s $8.8B in home energy rebates are starting to roll out
8 PV-Magazine:
Aurora Solar introduces solar models powered by EagleView
Opinions:
9 Utility Dive:
Why wait? VPPs can help PJM now
Have a great day!
Yann
This is your SolarWakeup for August 14th, 2024
Opinion
News
1 Solar Power World:
Biden bumps number of silicon solar cells that can enter country tariff-free
2 Utility Dive:
Blackstone acquires majority stake of renewables engineering firm
3 PV-Magazine:
Agrivoltaics for corn
4 Canary Media:
How Dalton, Georgia, went from Carpet Capital to Solartown, USA
5 Reuters:
Ukraine approves $20 billion plan to increase renewable energy production by 2030
6 PV-Tech:
India adds 12.2GW of solar capacity in H1 2024, exceeds 2023 renewable power installation total
7 Heatmap:
Americans’ Top Concern About Renewable Energy Projects
Opinions:
8 Bloomberg:
Spiraling Power Bills Overtake Rent Costs for Some in Pakistan
Have a great day!
Yann
This is your SolarWakeup for August 13th, 2024
Opinion
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
This is your SolarWakeup for August 12th, 2024
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.
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
This is your SolarWakeup for July 26th, 2024
Opinion
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
This is your SolarWakeup for July 25th, 2024
Opinion
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
This is your SolarWakeup for July 24th, 2024
Opinion
News
1 Solar Power World:
New names take top spots on Solar Power World’s 2024 Top Solar Contractors List
2 Reuters:
Enphase Energy beats Q2 operating profit estimates fueled by US recovery
3 Axios:
Earth likely just had its hottest day in thousands of years
4 PV-Magazine:
U.S. Senators introduce comprehensive energy permitting reform act
5 Utility Dive:
Energy storage industry sees 117% increase in corporate funding in H1 2024
6 Bloomberg:
Barclays Calls On Starmer’s Government to Lead on Climate Tech
7 PV-Tech:
LevelTen - European solar PPA prices falls 27% as prices remain stable in North America
8 Renewable Energy World:
New Hampshire law provides new solar incentives for cities, drops ineffective consumer rebate program
9 Energy Storage News:
California eyes central procurement of 2GW of LDES to help scale novel technologies
10 Heatmap News:
American Climate Policy Needed Biden
Opinions:
11 New York Times:
Can Kamala Harris Finish Biden’s Climate Agenda?
Have a great day!
Yann
This is your SolarWakeup for July 23rd, 2024
Opinion
News
1 Solar Power World:
Renova Energy ‘temporarily’ halts operations amid SunPower chaos
2 Canary Media:
Goodbye to the first climate president
3 New York Times:
Here’s Where Kamala Harris Stands on Climate
4 Bloomberg:
Bloomberg on Trends in Renewable Investment
5 Axios:
Climate summit host unveils new fund ahead of COP29
6 Reuters:
Portugal plans to raise share of renewables in electricity consumption to 93% by 2030
7 PV-Tech:
Masdar raises US$1 billion in green bonds for new renewable power projects
8 Renewable Energy World:
Software aims to help local governments standardize, streamline solar permitting
9 Energy Storage News:
Enel North America CEO
10 PV-Magazine:
Massachusetts passes pro-solar and energy storage reforms
Opinions:
11 Utility Dive:
Innovative solutions emerge to reduce 2.5-TW US clean energy interconnection backlog
Have a great day!
Yann
This is your SolarWakeup for July 22th, 2024
Opinion
News
1 Axios:
Heat, AI help spike global power demand
2 Canary Media:
Chart - 85% of new electricity built in 2023 came from renewables
3 CNET:
During Historic California Heat Wave, a Hero Emerged
4 Texas Tribune:
Residential solar is growing in Texas amid worries about reliable power during events like Hurricane Beryl
5 Renewable Energy World:
$860M DOE loan to facilitate utility-scale solar + storage in Puerto Rico
6 PV-Tech:
First Solar investigates potential TOPCon patents infringement
7 Energy Storage News:
‘US’ largest’ solar-plus-storage project, Gemini, comes online in Nevada
8 PV-Magazine:
More than half of California solar customers to include battery storage
Opinions:
9 Solar Power World:
Sunrun’s solar + storage VPP supports California grid with 48 MW a night during heat wave
Have a great day!
Yann
This is your SolarWakeup for July 19th, 2024
Opinion
News
1 Solar Builder:
SunPower stops supporting new solar lease, PPA sales
2 Electrek:
First Solar to build the Western Hemisphere’s largest solar R&D center
3 Utility Dive:
State distributed solar policy actions up 12% in Q2, with biggest focus on net metering - report
4 Bloomberg:
Renewables in Italy Overtake Fossil Fuels for First Time
5 Reuters:
Many US solar factories are lagging. Except those China owns
6 PV-Tech:
Saudi Arabia signs deals for 30GW domestic solar PV manufacturing
7 Renewable Energy World:
SPP’s Order 2222 proposal is taking too long
8 Energy Storage news:
rPlus Energies raises over US$1 billion for Utah solar project with 1,600MWh battery storage
9 Canary Media:
Houston’s post-Beryl outages highlight benefits of distributed energy
10 PV-Magazine:
North American solar power purchase agreements rise 3% in Q2
Opinions:
11 HeatMap News:
Florida’s Climate Tech Hub Has a Florida Problem
Have a great day!
Yann
