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
This is your SolarWakeup for November 14th, 2024
Director of DOGE. Here’s Elon’s tweet from yesterday, relevant to most of you…
News
1 Utility Dive:
Demand response programs can help boost reliability, cut emissions in New York, advocates say
2 Bloomberg:
AI Power Demand Complicates Low-Carbon Goals, Dominion CEO Says
3 Reuters:
Germany's SMA Solar to slash 1,100 jobs, lowers full-year outlook
4 PV-Magazine:
Solar stocks plummet, market is “wildly emotional” about Trump
5 PV-Tech:
SOLV Energy remains top EPC contractor as US and Indian companies lead
6 Solar Power World:
SOLV Energy remains top EPC contractor as US and Indian companies lead
7 Fast Company:
This new solar-powered scooter is unlike anything you’ve seen before
8 Canary Media:
A new generation of cheaper batteries is sweeping the EV industry
Opinions:
9 New York Times:
Climate Change Is Losing Its Grip on Our Politics
Have a great day!
Yann
This is your SolarWakeup for November 13th, 2024
The Talking Points. Yesterday I hosted our (FTC Solar) earnings call. While most of my commentary that you can listen/read to on our investor page were centered around the amazing reception I have gotten from the solar community, I was certainly asked about the policy outlook given the election results. So I want to share with you what I said because I think the unknown is drowning out the things we do know.
News
1 New York Times:
Britain Sets Out to Be a Clean Energy Destination
2 Solar Builder:
Utility rate escalation is trending up according to new study
3 Renewable Energy World:
FERC allows PJM to delay capacity auctions by six months
4 Utility Dive:
PNM plans to join California ISO’s day-ahead market beginning in 2027
5 Bloomberg:
Indian State-Backed Firm's Unit Seeks $12 Billion Valuation in Green-Energy IPO
7 Reuters:
Indonesia to build 75 GW of renewable energy in the next 15 years, COP29 envoy says
8 PV-Tech:
Eastern European solar has ‘untapped potential’, says Trinasolar
9 Energy Storage News:
‘Establish national targets for energy storage,’ IRENA Coalition for Action says
10 Canary Media:
This DOE-backed software is helping to unclog the grid
11 PV-Magazine:
Two Wisconsin solar projects financed through asset purchase agreement
Opinions:
12 Environment America:
Why solar permitting needs to be modernized now
Have a great day!
Yann
This is your SolarWakeup for November 12th, 2024
Opinion
News
1 Utility Dive:
Duke Energy signs agreements for 2 GW of data centers in past month
2 Bloomberg:
Xcel CEO Says Flip the Grid Process and Build Power Lines First
3 Axios:
Wildfires burn across drought-hit U.S. Northeast
4 Reuters:
Vattenfall to invest 5 billion euros in Germany's clean energy market
5 Solar Builder:
ComEd updates capacity maps every month to drive more solar projects
6 PV-Tech:
Europe to install 110GW of solar in 2025 – S&P
7 Energy Storage News:
US utility Georgia Power completes first build-own-operate battery storage project
8 PV-Magazine:
SolarEdge posts $1.21 billion net loss in Q3
Opinions:
9 New York Times:
Trump’s Return Hangs Over U.N. Climate Negotiations
Have a great day!
Yann
This is your SolarWakeup for November 11th, 2024
Opinion
News
1 PV-Tech:
Sunrun grows installed solar and storage capacity by double-digits in Q3
2 Reuters:
Enphase Energy to lay off 17% of workforce, take up to $20 mln in charges
3 Energy storage News:
Grid-scale energy storage growth deemed ‘essential’ to Australia’s NEM by regulator
4 Wall Street Journal:
Tycoon Drives India’s Push Against China’s Solar-Energy Dominance
5 Utility Dive:
Transmission is ‘best low-risk, high-growth’ way to play the AI-energy boom, says Sempra CEO
6 Bloomberg:
How Three COP29 Attendees Got to Baku Without a Long-Haul Flight
7 Renewable Energy World:
Inside the plan for a 1 GW virtual power plant in Texas
8 PV-Magazine:
Higher inventories weaken demand across global solar module markets
9 Solar Power World:
Zeo Energy completes acquisition of residential solar company Lumio
Opinions:
10 New York Times:
Musk Believes in Global Warming. Trump Doesn’t. Will That Change?
Have a great day!
Yann
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
