This is your SolarWakeup for March 5th 2025
Opinion
News
1 Inc:
This Startup Just Raised $50 Million to Make Next-Gen Solar Panels
2 PV-Magazine:
Trump’s energy agenda to encounter roadblocks, Wood Mackenzie says
3 Bloomberg:
European Solar Generation Boost Sends Power Prices Below Zero
4 Utility Dive:
New England, New York grid operators prepare to collect millions in tariffs on Canadian electricity
5 Axios:
DOGE moves to cancel NOAA leases on key weather buildings
6 NPR:
Virginia Democrats pass proposal to incentivize small solar projects
7 PV-Tech:
Solx, Origami Solar sign steel frame agreement for 1GW module plant in Puerto Rico
8 Energy Storage News:
Kentucky utilities request approval for 1.2GW natural gas and 400MW BESS
9 Canary Media:
Solar is not the culprit for Maine’s high utility bills, despite claims
Opinions:
10 Renewable Energy World:
How the solar power industry is rebranding to meet an ‘energy dominance’ edict – This Week in Cleantech
Have a great day!
Yann
This is your SolarWakeup for March 4th 2025
Opinion
News
1 Financial Times:
Big businesses step up to buy energy from new wind and solar farms
2 Canary Media:
After groundbreaking bills on jobs and solar, Illinois tackles the grid
3 Bloomberg:
Sunnova’s 71% Stock Plunge Heralds US Solar State of ‘Chaos’
4 New York Times:
Trump Will Impose 25% Tariffs on Canada and Mexico
5 Reuters:
US farmers switch to renting out sheep as lawn mowers for solar sites
6 PV-Tech:
Amazon secures 870MW solar and wind PPAs in Spain
7 Energy Storage News:
Illinois legislators introduce bill to set 15GW energy storage target
Opinions:
8 PV Magazine:
Breaking the U.S. interconnection logjam
Have a great day!
Yann
This is your SolarWakeup for February 28th 2025
Opinion
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
This is your SolarWakeup for February 27th 2025
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.
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
This is your SolarWakeup for February 26th 2025
Opinion
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
This is your SolarWakeup for February 25th 2025
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.
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
This is your SolarWakeup for February 24th 2025
Helping In Solar. Loyal SolarWakeup readers have asked me to share with you the unfortunate and tragic news of the passing of Frederic Dross. A longtime solar pro, Frederic leaves behind a young family and a lifetime of passion for solar innovation. You can find a fundraising page at the bottom of the top story today.
News
1 PV-Magazine:
Remembering Frédéric Dross
2 SF Chronicle:
California regulators suggest ending rooftop solar subsidies for homeowners
3 Bloomberg:
UK Urged to Ease Planning Rules to Get Power Grid Ready for 2030
4 New York Times:
The $20 Billion Controversy Over E.P.A. Climate Funds, Explained
6 Reuters:
US sets tariffs for solar panels from Southeast Asian nations
7 PV-Tech:
First Solar sells US$850 million 45X manufacturing credits
8 Energy Storage News:
ESS Inc CEO resigns, potential transaction explored to enable ‘new strategic direction’
Opinions:
9 Utility Dive:
Leveraging surplus interconnection could unleash 800 GW of energy the US needs today
Have a great day!
Yann
This is your SolarWakeup for February 21st 2025
Opinion
News
1 Reuters:
Texas power system set for new clean milestone as winds pick up
2 Solar Builder:
Sunnova lays off 300 employees, focuses on ‘high-margin business’
3 New York Times:
Why Trump’s Clean Energy Rollbacks Could Derail a Factory Boom
4 Utility Dive:
Indiana regulators approve ‘large load’ interconnection rules
5 Axios:
The energy transition took off in 2024, with a major caveat
6 Deutsche Welle:
How Europe is funding its solar boom
7 PV-Tech:
India advises co-location of energy storage with solar PV
8 Energy Storage News:
Modo
9 Canary Media:
States are moving forward with Buy Clean policies despite Trump reversal
10 PV-Magazine:
Solar generation grew by 30% in 2024, says IEA
Opinions:
11 Renewable Energy World:
The US grid has significant flexible load potential, finds Duke study
Have a great day!
Yann
This is your SolarWakeup for February 20th 2025
The Domestic Plan. There has been an increase of inbounds that I have gotten for information about domestic modules with and without cells that have volume for 2025. If you are a supplier in this category, let me know so I can stay up to speed.
News
1 PV-Tech:
Renewables and co-located storage exist as ‘two business units sharing an address’
2 Renewable Energy World:
MISO wants to fast track energy storage projects. Can participating states interconnect as quickly as CAISO and ERCOT?
3 PV-Magazine:
Massachusetts allows increased demand charges to drive energy storage
4 Bloomberg:
SolarEdge Climbs 40% as Revenue Beat Prompts Short Covering
5 Electrek:
FREYR rebrands after killing its $2.6B Georgia battery factory plans
6 Reuters:
Lightsource bp secured 10 power purchase deals totalling 1.3 GW last year
7 Energy Storage News:
Battery trade association BCI asks Congress to defend US energy storage supply chain
Opinions:
8 Canary Media:
How PJM can get the power that it needs — and fast
Have a great day!
Yann
This is your SolarWakeup for February 18th 2025
Opinion
News
1 Bloomberg:
Why Power Prices Can Go Negative and What It Means
2 Axios:
Global electricity demand to rise 4% annually due to AI, other uses
3 UTility Dive:
New Jersey residential customers face 20% bill hikes, driven by PJM capacity prices
4 New York Times:
California’s Push for Electric Trucks Sputters Under Trump
5 PV-Tech:
Germany passes law to curb PV generation surpluses and negative pricing
6 Renewable Energy World:
How AI and an ‘all-of-the-above’ approach can empower power providers in an age of rapid load growth
7 Energy Storage News:
Germany
Opinions:
8 Solar Power World:
Net-metering changes are sweeping the country. Here’s how solar companies can prepare
Have a great day!
Yann
