This is your SolarWakeup for December 5th, 2024
Opinion
News
1 PV-Tech:
Enphase launches residential power control product amid shifting inverter market
2 Bloomberg:
UK Nuclear Plants to Stay Online Longer in Clean-Power Boost
3 PV-Magazine:
A record third quarter for U.S. clean energy installations
4 Reuters:
Exclusive - Shell slows offshore wind spending, splits power business in CEO review
5 Utility Dive:
When TOU rates aren’t enough
6 Axios:
Meta joins the nuclear-powered AI fray
7 Energy Storage News:
German TSO Amprion launches tender for ‘decentralised grid booster’ projects
Opinions:
8 Renewable Energy World:
Duke Energy data access rules poised to help North Carolina communities meet climate goals
Have a great day!
Yann
This is your SolarWakeup for December 4th, 2024
DC Chronicles, Forecasted. I am joining the rest of the SEIA board today for our Q4 board meeting and part of the discussion is what the landscape is for our policy priorities as an industry going forward. I’m not one for political noise that creates a lack of stability in our business environment and tend to focus on the realm of likely when it comes to actual policy discussions. What are you thinking about and what do you think is going to happen? Do you have an out of the box thought on what could impact the solar industry? I’d love to hear from you.
The FTC Tracker. I’m a quarter into my tenure as CEO of FTC Solar and it’s time that I get the scoop from you about what you look for in your tracker procurement. I always learn so much from the SolarWakeup community that helps me build a better service and product in the company that I get to lead. With 1P products launched and the leading 2P portfolio in the market, how does tracker selection, installation methodology and customer service fit into your decision making?
News
1 Bloomberg:
Millions of Stockpiled Solar Panels in US Face New Tariff Bill
2 Axios:
Big climate questions arise at top UN court hearing
3 Reuters:
Biden pushes out over $100 billion in clean energy grants as term winds down
4 PV-Tech:
Avangrid, PGE sign 120MW PPA backed by Meta data centre
5 Energy Storage News:
Michigan PSC approves utility’s ‘cost-competitive’ BESS PPA with Jupiter Power
6 Canary Media:
Duke Energy to knock down coal plant and build its biggest battery yet
7 PV-Magazine:
A Virginia proposal would give the state a role in siting solar and storage over 20 MW
8 Renewable Energy World:
Data centers approved, solar farms rejected
Opinions:
9 Utility Dive:
A costly lesson in supply and demand - How to address PJM’s capacity shortages
Have a great day!
Yann
This is your SolarWakeup for December 3rd, 2024
Opinion
News
1 SF Gate:
California can't use all its solar power. That's a huge problem.
2 PV-Tech:
US Commerce sets initial antidumping duties for Southeast Asian solar cells
3 Deseret News:
Utility scale solar grew rapidly in 2024; more to come
4 Bloomberg:
Australian Grid Wants Ability to Tame a World-Beating Solar Boom
5 Utility Dive:
With Maryland’s electric grid ‘battered and getting worse,’ state offers $15M to boost resilience
6 Axios:
Why Trump's expected tax credit move could fragment EV market
7 Reuters:
Duke pauses assessment of US energy loan program ahead of Trump administration
8 Renewable Energy World:
Xcel Energy says data center growth won’t get in the way of 2040 clean energy target in Minnesota
9 PV-Magazine:
The launch of a new renewable energy investment bank
Opinions:
10 Canary Media:
What climate law tax credits will be in — and out — under Trump 2.0
Have a great day!
Yann
This is your SolarWakeup for December 2nd, 2024
Opinion
News
1 Wall Street Journal:
Trump Vowed to Kill Biden’s Climate Law. Republicans Say Not So Fast.
2 Bloomberg:
JPMorgan Rejects Transition-Finance Trend Gripping Wall Street
3 Reuters:
US sets tariffs for solar panels from Southeast Asian nations
4 Utility Dive:
Utility-scale US solar installations to surpass 32 GW for record high in 2024
5 Axios:
How Trump's new money team will change energy
6 PV-Tech:
More PPA deals in Europe, smaller sizes, says Pexapark
7 Renewable Energy World:
U.S. solar generation continues to make huge gains in 2024
8 Energy Storage News:
US legislators propose rewrite of 45X manufacturing tax credit to block ‘adversarial foreign government’-linked companies
9 PV-Magazine:
SolarEdge announces closure of its energy storage division
Have a great day!
Yann
This is your SolarWakeup for November 22nd, 2024
The Module Evolution. I have never been a module expert but have recently gone down a bit of a rabbit hole to understand what it takes to get our supply chain built up but also ensure its longevity. Seems like there’s some noise around the Topcon technologies and possible patent cases while there’s certainly some buzz around the heterojunction (HJT) technology. One of my colleagues chairs one of those factories and it’s quite impressive how this is coming along and how much further solar tech could go. My first SolarWorld ~200W quote was for $4/watt back in the day, wouldn’t have thought we’d be here today. What do I need to learn about modules?
News
1 PV-Tech:
Fraunhofer ISE study uncovers ‘critical degradation’ in TOPCon modules
2 New York Times:
The Clean Energy Boom in Republican Districts
3 Reuters:
Global climate funds set for first annual outflows, Morningstar says
4 Bloomberg:
Meet the World’s Most Controversial Climate Capitalist
5 PV-Magazine:
Enphase introduces portable off-grid battery
6 Solar Power World:
Public Power NY pushes leaders for 15 GW of new renewable energy
7 Energy Storage News:
Larger, 1MW/100MWh ‘Sand Battery’ set for commissioning in 2025
8 Canary Media:
The biggest grid storage project using old batteries is online in Texas
9 Utility Dive:
What do Trump’s picks to head Energy and Interior signal for renewables?
Opinions:
10 Renewable Energy World:
Interconnection is a $100 billion problem
Have a great day!
Yann
This is your SolarWakeup for November 21st, 2024
The Matchmaking, Part 2. Impressive how many folks reached out yesterday and it feels like there are more mega projects looking for capital than I’ve seen in a long time. I’m curious as to what it takes to connect folks given that so many of you in the IPP world are always complaining that there aren’t enough projects and delays on delays. We’ll do our best to move some relationships forward and align. If you’re a buyer of projects, reach out.
News
1 Utility Dive:
IRS finalizes direct pay rules, increasing access to IRA’s clean energy tax credits
2 Renewable Energy World:
Meta, Amazon, and Google lead the way in corporate clean energy procurement
3 Axios:
UN climate summit starts week two with uphill battle
4 Reuters:
Europe's economic woes may worsen as key power prices rise
5 Economist:
Casey Handmer says solar power is changing the economics of energy
6 PV-Tech:
China to decrease export tax rebate rate for some PV products to 9%
7 Energy Storage News:
Increased emphasis on domestic content since US election, but storage still lags behind solar
8 Canary Media:
Voters in Ann Arbor, Michigan, create a local clean energy utility
9 PV-Magazine:
United States on track to install 0.7 GW of floating solar by 2033
Opinions:
10 Bloomberg:
Biden Climate Czar - Abandoning Green Transition Is ‘Economic Malpractice’
Have a great day!
Yann
This is your SolarWakeup for November 20th, 2024
The Matchmaking. Now that I’ve been back in solar for three months it’s time to revive one of the original successes of SolarWakeup which was to open the communication dialogue and connect capital with project pipeline. There’s an insatiable need for energy and to deploy capital, so let me know what you’re looking for. Do you have a project ready for capital? Do you have capital looking for a home? Hit reply to this email and I’ll do my best alongside my team to connect the dots between you.
News
1 Reuters:
Spain's Endesa bolsters three-year investment plan to $10 billion, focus on grids
2 PV-Magazine:
A fast interconnection process like that used in Texas is widely supported
3 PV-Tech:
Trump presidency ‘unlikely’ to derail energy transition – WoodMac
4 Utility Dive:
New Jersey proposes incentives for grid-connected, distributed energy storage
5 Bloomberg:
Trump’s DOE Pick Wants to Live With Climate Change — Not Fix It
6 New York Times:
The United States has burned more fossil fuels than anywhere else in history.
7 Energy Storage News:
Gore Street gets US$80 million financing increase for California BESS project, global pipeline
8 Canary Media:
Google Nest spinout picks Texas for 1GW virtual power plant
Opinions:
9 Renewable Energy World:
A theory emerges explaining Maxeon’s ongoing problems with customs
Have a great day!
Yann
This is your SolarWakeup for November 19th, 2024
Opinion
News
1 Reuters:
European oil giants step back from renewables path
2 Utility Dive:
Trump taps North Dakota Gov. Burgum to run Interior, new national energy council
3 Axios:
Early reads on Trump's new energy team
4 Solar Builder:
Compass Group Equity Partners invests in Baja Carports
5 Renewable Energy World:
MISO’s DER affected systems studies are delaying interconnections
6 PV-Tech:
Massachusetts passes climate bill, includes siting and permitting reform
7 PV-Magazine:
Californian lithium sulfur battery maker lightens the load for Northvolt
Opinions:
8 Canary Media:
Move over, data centers. US steel mills need lots of clean power too.
Have a great day!
Yann
This is your SolarWakeup for November 18th, 2024
Opinion
News
1 Canary Media:
California’s rooftop solar is a benefit, not a cost, to the state
2 Reuters:
Trump picks oil-industry CEO Chris Wright as energy secretary nominee
3 New York Times:
At COP29, Climate ‘Optimism Has Been Dampened’
4 Bloomberg:
Asset Managers Bet Grid Stocks Will Soar in Trump’s Anti-ESG Era
5 Utility Dive:
Natural gas supply is a bulk power reliability risk this winter - NERC
6 Axios:
Biden on Amazon visit says "nobody can reverse" clean energy progress
7 PV-Tech:
Brazil increases import tariffs on solar modules to 25%
8 Solar Power World:
Intersolar & Energy Storage North America acquires Midwest Solar Expo
9 PV-Magazine:
Polysilicon prices decline amid rising inventories, weak demand
Opinions:
10 Energy Storage News:
Irresponsible to turn back on LPO-enabled clean energy investments now, says DOE spokesperson
Have a great day!
Yann
This is your SolarWakeup for November 15th, 2024
Opinion
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
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
