This is your SolarWakeup for November 8th, 2024
Opinion
News
1 Axios:
Global temperatures likely to exceed key limit for first time
2 New York Times:
Trump Whiplash Looms Over Global Climate Talks
3 Reuters:
Chile losing global green hydrogen head-start, companies say
4 Slate:
The Renewable Energy Revolution Is Unstoppable
5 Energy Storage News:
Freyr buys Trina’s US solar facilities as Trump election raises threat of further China sanctions
6 Canary Media:
Republicans sweep key utility regulator races in Arizona and Louisiana
7 PV-Magazine:
Pennsylvania queued solar projects would increase total capacity 18x
Opinions:
8 Bloomberg:
Trump Win Unlikely to Thwart Rooftop Solar, Sunrun CEO Says
Have a great day!
Yann
This is your SolarWakeup for November 7th, 2024
Opinion
News
1 BBC:
'Sin City could be called Solar City'
2 Utility Dive:
Trump win is ‘setback’ for climate protection, but clean energy advocates say progress will continue
3 Bloomberg:
Trump’s Win Is Neither an Oil Gusher Nor a Green Crusher
4 New york Times:
U.S. Election Sends Alarming Message for Global Climate Efforts
5 Reuters:
Trump return likely to slow, not stop, US clean-energy boom
6 PV-Tech:
FTC Solar, Dunlieh Energy sign 1GW PV tracker supply
7 Renewable Energy World:
Washington voters uphold landmark climate law against challenge from conservatives
8 Energy Storage News:
Saudi Arabia begins qualification for 8GWh battery storage tender
9 PV-Magazine:
Freyr to acquire Trina Solar U.S. manufacturing assets
Opinions:
10 Canary Media:
How Trump’s second term could derail the clean energy transition
Have a great day!
Yann
This is your SolarWakeup for November 6th, 2024
Opinion
News
1 Utility Dive:
US should add 35 GW of interregional power transfer capacity to boost energy adequacy - NERC
2 Axios:
Why GM sees U.S. supply chain as key to EV leadership
3 Reuters:
Britain faces huge challenge to meet 2030 clean power goal, grid operator says
4 Wall Street Journal:
Why China’s Solar Boom Is a Bust for Its Leading Players
5 PV-Tech:
Canadian Premium Sand to build 4GW US solar glass facility
6 Renewable Energy World:
COP29 Summit in Baku - What to Expect
7 Energy Storage News:
Unlocking the potential of green hydrogen - A key to America’s clean energy future
8 Canary Media:
Moment Energy plans to mass-produce grid storage from used EV batteries
Opinions:
9 PV-Magazine:
Expanding U.S. solar manufacturing leadership
Have a great day!
Yann
This is your SolarWakeup for November 5th, 2024
Opinion
News
1 Utility Dive:
AEP, others press for FERC guidance on ‘gargantuan’ issue of data center colocation
2 Axios:
Energy regulators scrutinizing data center use reject Amazon bid
3 Reuters:
Britain faces huge challenge to meet 2030 clean power goal, grid operator says
4 Solar Builder:
Solar panel recycling facility planned for Georgia
5 PV-Magazine:
Sunrun CEO
6 PV-Tech:
Investment and PPA deal for Lightsource bp Texas PV projects
7 Renewable Energy World:
Duke Energy gets approved to deploy thousands of MW of new generation in NC
8 Canary Media:
New York City tests a solar-powered electric-school-bus microgrid
Opinions:
9 Invenergy:
If we want to decarbonize the grid and reclaim American leadership, we have some choices to make
Have a great day!
Yann
This is your SolarWakeup for November 4th, 2024
Opinion
News
1 Utility Dive:
Xcel Energy unveils $45B capital plan as data center pipeline nears 9 GW
2 Axios:
Why Trump or Harris winning won't upend U.S. oil production
3 Bloomberg:
Tesla Sells $499 Million of Debt Backed by Solar Equipment Loans
4 Reuters:
China hopes US will continue climate change collaboration whoever wins election, official says
5 PV-Tech:
Why data centres run on VPPs could unlock new residential PV + storage markets
6 Solar Power World:
ITC swiftly overrules Commerce’s aluminum extrusion import duties
7 Energy Storage News:
Big Arizona solar and storage deals between Recurrent and APS, Avantus and D. E. Shaw
8 PV-Magazine:
First Solar warns global solar manufacturers of patent infringement
Opinions:
9 Canary Media:
Five smart policies can turbocharge clean US manufacturing
Have a great day!
Yann
This is your SolarWakeup for October 31st, 2024
Opinion
News
1 New York Times:
Clean Energy Is Booming in the U.S. The Election Could Change That.
2 Utility Dive:
SPP OKs $7.7B transmission plan targeting ‘generational challenges’ with power supply and demand
3 Bloomberg:
Silicon Valley Elites Are Funding Controversial Experiments to Block the Sun
4 PV-Tech:
First Citizens Bank enters renewables tax equity space
5 Renewable Energy World:
First Solar sees itself as a big winner of the ITC expansion
6 Solar Power World:
Unique AD/CVD case brings extra taxes to imported solar racking
7 Canary Media:
Hundreds of New Yorkers got free batteries to help clean up the grid
8 PV-Magazine:
Solar module manufacturing capacity could exceed 1.5 TW by 2035, says IEA
9 Politico:
Musk’s Tesla backs California electric-car rules opposed by Trump
Opinions:
10 Energy Storage News:
US presidential election ’24 and energy storage - ‘Result will not change clean energy megatrend
Have a great day!
Yann
This is your SolarWakeup for October 30th, 2024
How US Reclaims Manufacturing Leadership. There’s definitely some hyperbole in the media covering China’s role in US solar manufacturing. The reality is that the U.S. ceded leadership on solar manufacturing to China decades ago. China headlines may generate clicks, but at the end of the day, there’s times when we need to partner with and leverage China’s manufacturing expertise to re-shore elements of the solar value chain. Companies like Invenergy hired more than 1,500 Americans to produce 5GW of solar modules through their majority stake in Illuminate, using Longi solar technology.
News
1 Bloomberg:
How American Tax Breaks Brought a Chinese Solar Energy Giant to Ohio
2 Utility Dive:
How will the presidential and Senate election outcomes affect FERC and its policies?
3 Reuters:
First Solar says several large rivals are infringing on patents
4 PV-Tech:
‘Entire Fortune 500’ looking at clean energy tax credits
5 Solar Power World:
Corning will make solar wafers in Michigan
6 Energy Storage News:
FERC approves CAISO interconnection queue reforms despite protests from developers
7 Canary Media:
‘Green bank’ launches $250M effort to electrify California’s port trucks
Opinions:
8 PV-Magazine:
Future-proofing battery energy storage investment
Have a great day!
Yann
This is your SolarWakeup for October 29th, 2024
Opinion
News
1 Utility Dive:
5 governors call for PJM capacity market rule changes to reduce ‘unnecessary’ consumer costs
2 Axios:
Trump wants to "terminate" green spending. Here's what could stand in his way
3 PV-Tech:
GCL posts US$400 million losses in Q1-3 2024
4 Energy Storage News:
LG Energy Solution scaling back expansion, launching US ESS battery production in 2025, as profits dive again
5 Canary Media:
The tax code change unleashing $25B in clean energy investment
6 PV-Magazine:
Eos to supply zinc aqueous batteries to Nebraska utility storage project
7 Politico:
How fracking and EVs could swing election in Blue Wall states
Opinions:
8 New York Times:
A Pivotal Choice - Trump vs. Harris on Climate Change
Have a great day!
Yann
This is your SolarWakeup for October 28th, 2024
Opinion
News
1 Axios:
Energy Department unveils new projects in hard-hit coal regions
2 Energy Storage News:
US finalises 45X advanced manufacturing tax credit for batteries, solar
3 Canary Media:
Clean energy is on the ballot in these utility regulator races
4 Utility Dive:
MISO, TVA to sell ‘emergency energy’ under proposed agreement
5 BLoomberg:
Sunrun in Talks to Supply Solar to Data Centers, CEO Says
6 New York Times:
The U.N.’s Verdict on Climate Progress Over the Past Year - There Was None
7 PV-Tech:
Building solar PV without storage in Chile is financially inviable
8 Renewable Energy World:
$7.3 billion and counting - Pine Gate closes on investment from Blackstone
9 Reuters:
Trump hates Biden's climate law. His allies are making money from it
10 PV-Magazine:
BP completes takeover of Lightsource business
Opinions:
11 Solar Power World:
Guest column - Is the commercial solar gold rush upon us?
Have a great day!
Yann
This is your SolarWakeup for October 24th, 2024
Opinion
News
1 Utility Dive:
AI, data center load could drive ‘extraordinary’ rise in US electricity bills
2 The Atlantic:
Cheap Solar Panels Are Changing the World
3 Solar Industry:
FTC Solar to Supply Projects for Sandhills Energy
4 Bloomberg:
A Wind Power Crisis Is Holding Back the World’s Green Energy Goal
5 Reuters:
Norway's Statkraft to sell assets in three countries, CEO says
6 Renewable Energy World:
EIA - U.S. wind and solar construction costs rose slightly in 2022, while natural gas dropped
7 Energy Storage News:
Mercedes-Benz opens ‘Europe’s first’ integrated hydrometallurgical battery recycling facility
8 PV-magazine:
U.S. solar factories - From announcements to reality
Opinions:
9 PV-tech:
‘Low hanging fruit is gone’ for US solar developers, says EDP CEO
Have a great day!
Yann
