This is your SolarWakeup for December 5th, 2022
Opinion
News
1 New York Times:
The Texas Group Waging a National Crusade Against Climate Action
2 Axios:
North Carolina county may be days without power after “targeted” attack
3 Bloomberg:
Longi Says US Finding on Tariff Evasion Won’t Impact Firm’s Plan
4 Utility Dive:
Texas lawmakers want to hit brakes on electricity market redesign, bring dispatchable generation online sooner
5 Reuters:
U.S. to expand solar panel tariffs after probe finds Chinese evasion
6 Grist:
The world’s insurance bill from natural disasters this year
7 PV-Tech:
China installed 58.2GW of solar in first ten months of 2022
8 Canary Media:
To get tax credits, clean-energy firms must soon meet labor standards
Opinions:
9 PV-Magazine:
Managing uncertainty in the solar module supply
Have a great day!
Yann
This is your SolarWakeup for December 2nd, 2022
Opinion
News
1 Utility Dive:
NYISO warns of narrower reliability margins in the next 10 years as gas plants retire, electrification advances
2 San Diego Union Tribune:
Activists rally ahead of California Public Utilities Commission vote on new solar rules
3 Reuters:
U.S. to issue tariff decision on solar panels from Southeast Asia
4 PV-Magazine:
U.S. Customs releases UFLPA detained solar panels, said ROTH note
5 E&E News:
Biden begins new phase on climate action
6 Energy Storage News:
NREL- US utility-scale energy storage costs grew 11-13% in Q1 2022
7 Solar Builder:
How drastically California NEM 3.0 reduces solar energy export rates
8 PV-Tech:
Daqo signs two polysilicon supply agreements with Chinese solar manufacturers
9 Canary Media:
A giant clean-energy transmission line to New York City is now underway
Opinions:
10 Axios:
Airlines' next struggle? Where to plug in their planes
Have a great day!
Yann
This is your SolarWakeup for December 1st, 2022
Opinion
News
1 Utility Dive:
Texas grid vulnerable to blackouts in extreme scenarios, ERCOT says as it adds storage to assessment
2 Bloomberg:
UK Utilities Get £22.2 Billion to Spend Boosting Local Grids
3 Reuters:
Equinor sticks to renewables profit goal amid bottlenecks and competition
4 PV-Magzine:
California rulemaking to cut solar net metering payments by 75%
5 Solar Builder:
VPPs are an emerging investment asset class
6 PV-Tech:
IRS issues wage, apprentice requirements for IRA incentives
7 Canary Media:
Kore Power raises $75M to build lithium-ion battery cells in Arizona
Opinions:
8 World Economic Forum:
How one Indian state is leading a solar power boom
Have a great day!
Yann
This is your SolarWakeup for November 30th, 2022
Opinion
News
1 New York Times:
With Federal Aid on the Table, Utilities Shift to Embrace Climate Goals
2 Wall Street Journal:
Solar-Panel Shortage Snarls U.S. Green-Energy Plans
3 Solar Power World:
CALSSA makes final push for higher solar export rates in California’s NEM 3.0
4 GreenBiz:
What the world thinks about the new US electric vehicle tax plan
5 Bloomberg:
China’s Solar Giants Aren’t Rushing to Build Overseas Plants
6 PV-Tech:
US commercial solar capacity doubles in last 2.5 years, accounts for 14% of solar market
7 Canary Media:
Schools scramble to prepare for $1B in federal money for electric buses
8 Energy Storage News:
Philippines regulators consider energy storage ownership rules and definition
9 Washington Post:
Biden's clean-energy czar faces his toughest task yet
Opinions:
10 PV-Magazine:
The case for no anti-circumvention tariffs
Have a great day!
Yann
This is your SolarWakeup for November 29th, 2022
Opinion
News
1 Utility Dive:
NYISO warns of high electricity prices as it forecasts sufficient supply to meet peak demand this winter
2 Solar Power World:
Moss enrolls first participants in new Florida solar apprenticeship program
3 Bloomberg:
China’s Covid Curbs to Upend Commodities Demand in Peak Season
4 Axios:
U.S. gives Chevron go ahead to pump oil in Venezuela again
5 PV-Tech:
US solar generation jumps 26% during first nine months of 2022 – EIA
6 Energy Storage News:
Enel Green Power building wind plus storage project in Chile
7 Canary Media:
Schools scramble to prepare for $1B in federal money for electric buses
8 PV-Magazine:
Which IRA credits offer greatest motivation to invest in clean energy?
Opinions:
9 Reuters:
Column - India's electricity shortage erased by renewables growth - Kemp
Have a great day!
Yann
This is your SolarWakeup for November 28th, 2022
Opinion
News
1 Bloomberg:
Energy Security Is the Global Priority for 2023
2 New york Times:
U.S. Approves Aid to Extend Life of California Nuclear Plant
3 Utility Dive:
MISO power prices could remain high, go higher for years - Chatterjee, other Voltus panelists
4 PV-Magazine:
Hawaiian Electric selects seven solar and storage projects for LMI program
5 Axios:
COP27 summit yields historic deal on climate damage fund
6 PV-Tech:
DTEK poised to restart newly liberated Ukrainian PV plant despite damage
7 Energy Storage News:
US virtual power plant specialist Swell Energy raises US$120 million for 600MWh portfolio
8 Canary Media:
Thanksgiving conversation starters for clean-energy nerds
Opinions:
9 Reuters:
Low-carbon culture? Energy transitions urged to prioritise people
Have a great day!
Yann
This is your SolarWakeup for November 18th, 2022
Opinion
News
1 Bloomberg:
Biden Climate Law Spurs at Least $16.2 Billion of Cleantech
2 PV-Tech:
Enel to build 3GW solar cell and module manufacturing factory in US
3 Utility Dive:
Inflation Reduction Act upends utility resource planning tenets - NARUC panelists
4 Solar Builder:
SEIA - Clarity needed in these areas to best implement IRA
5 Axios:
Historic snowstorm aims for Buffalo as unusual cold grips the U.S.
6 Reuters:
NY Public Service Commision moves ahead with four major wind projects
7 Energy Storage News:
Norwegian second life battery storage startup Evyon raises €8 million
8 PV-Magazine:
Is hydrogen about to have its solar moment?
Opinions:
9 Canary Media:
Why did Californians reject Prop 30 with its billions in EV funding?
Have a great day!
Yann
This is your SolarWakeup for November 17th, 2022
Opinion
News
1 PV-Tech:
US and China are most attractive renewables markets, but world must decentralise grids – EY
2 Bloomberg:
US Backs Tough Fossil Fuel Phase Down Pledge at Climate Summit
3 New York Times:
Expectations Run High as an Exuberant Lula Speaks at Climate Summit
4 Axios:
G20 agreement clings to 1.5°C target
5 Reuters:
First Solar picks Alabama for new solar factory
6 Energy Storage News:
Energy Vault expands into Europe, green hydrogen and starts building gravity storage system in US
7 PV-Magazine:
Tackling soft costs and crossing “The Chasm” in U.S. residential solar adoption
Opinions:
8 Canary Media:
The used EV market can’t thrive without accurate battery-health data
Have a great day!
Yann
This is your SolarWakeup for November 16th, 2022
The Next Chapter. Some personal news from my end. After two years as the CFO at FlexGen, I’m heading over to the other side of the business leading our commercial efforts as the Chief Commercial Officer. Energy storage is embarking on a massive growth spurt and with a lot of opportunity there will also be a lot of work to educate the market on how to do it well. Folks often forget that most investors have not commissioned a single battery so part of my responsibility is to make sure that we lead by example in educating customers and market participants alike. As you have in the past, I invite you to join me in my newest challenge and learn with me. I’ll be sure to share my thoughts on what it takes to build a more intelligent and resilient grid. Of course, if you find yourself in Durham, North Carolina, come visit our innovation center.
News
1 Bloomberg:
Battery Storage Tops List for Climate Tech Investors - ESG Survey
2 PV-Tech:
Shoals posts record revenue, raises guidance thanks to ‘improving solar market conditions’
3 Reuters:
Carlyle launches European clean energy developer - 'We would rather build'
4 Utility Dive:
State regulators urge PJM to adopt ‘circuit breaker’ to prevent extreme prices in emergencies
5 Energy Storage News:
BlackRock buys US battery storage developer Jupiter Power
6 Canary Media:
Long-duration energy storage to get $350M boost from Dept. of Energy
7 PV-Magazine:
Commerce pushes preliminary solar antidumping tariff decision to December 1, 2022
Opinions:
8 New York Times:
Nobody Cares About Biden's Energy Policy. Great!
Have a great day!
Yann
This is your SolarWakeup for November 15th, 2022
The Important Climate Talks. When it comes to climate, the relationship between the US market and China’s supply chain is incredibly important. This really is a world is flat issue where supply chains, logistics, demand are all a part of each other and impacts the ability for the world to accelerate the energy transition. A positive move at the G20 with the one on one meeting between the leaders is a step in the right direction.
It’s a Connected System. The energy transition is coming at the moment of continued economic growth and massive electrification. It also comes while climate events are straining the grid in addition to the expansion of generation portfolios including as available resources like wind and solar. So we need supply chains, markets, development, capital and technology providers to work in sync and allow for the greatest investment need and opportunity to work together. At the end of the day, consumers, business and the economy need the power to turn on when it’s asked to do so.
IRA Savings Need Investments. This can’t be understated and should be on the top of your procurement mind heading into 2023. The IRA is a great cost reducer for utility consumers, if the utility makes the appropriate investments. This is a huge add on in demand that may not be completely considered within forecasts or demand for hardware.
News
1 New York Times:
U.S. and China Restart Climate Talks
2 Utility Dive:
‘A sobering assessment’ - Large parts of US at risk of outages during extreme weather this winter - NERC
3 Bloomberg:
Big Utilities See Inflation Reduction Act Helping Reduce Customers’ Energy Bills
4 Axios:
Emissions tracking at all-time high as leaders meet at COP27
5 Reuters:
Mexico vows to double renewable energy capacity by 2030
6 PV-Tech:
NSW Electricity Infrastructure Roadmap gets 8GW of renewables and storage applications
7 Solar Power World:
Electriq Power to merge with publicly traded acquisition company TLGA
8 Energy Storage News:
FREYR accelerates US gigafactory plans amidst KKR investment reports
Opinions:
9 PV Magazine:
The role of solar in the Inflation Reduction Act
Have a great day!
Yann
