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
This is your SolarWakeup for October 22nd, 2024
Opinion
News
1 Utility Dive:
PJM floats options for fast-track interconnection for shovel-ready projects
2 Bloomberg:
Canadian Pension Funds Ready €7 Billion Sale of Cubico
3 Axios:
Data uses, other unknowns cloud talk of future AI energy demand
4 Reuters:
Cambodian solar firms no longer cooperating with US tariff probe
5 PV-Tech:
Jinko Solar and Sungrow plan to go public in Germany
6 Wired:
US Government Says Relying on Chinese Lithium Batteries Is Too Risky
7 Energy Storage News:
Elevate wins US$27.5 million DOE grant for inertia-providing BESS in Connecticut
8 PV-Magazine:
Two utilities share their experience with reconductoring that can enable more solar
Opinions:
9 Renewable Energy World:
Is the U.S. running out of land for wind and solar? In some regions, yes
Have a great day!
Yann
This is your SolarWakeup for October 21st, 2024
Opinion
News
1 Reuters:
Cuba power grid - How it collapsed and what comes next
2 Axios:
Hot takes on Supreme Court's decision not to chill carbon regs
3 Bloomberg:
The Climate Short - Hedge Funds Pile Up Huge Bets Against Green Future
4 Utility Dive:
IBM acquires Prescinto to bolster renewable energy asset management capabilities
5 PV-Tech:
Primergy bags further US$350 million for 408MW Texas solar project
6 Solar Power World:
New UL certification works to protect solar inverters from cyberattacks
7 Energy Storage News:
California now has more than 13GW of battery storage
8 Canary Media:
Biden admin awards $2B in new grid resilience grants
9 PV-Magazine:
JinkoSolar, Trina say TOPCon modules outperform p-type back-contact panels
Opinions:
10 Renewable Energy World:
Big Tech revives nuclear (and coal, too) – This Week in Cleantech
Have a great day!
Yann
This is your SolarWakeup for October 18th, 2024
Back To The Basics. After the development, the money, and the contracts all come together, someone has to build your solar and/or storage project. The buzzword is the ‘boots on the ground’ and the pressure to hire and train a workforce to build the much needed infrastructure is tremendous. EPCs across the Country are hyper focused on execution but have become experts at hiring, training and retention. If this does not happen, our goals will not either.
News
1 Reuters:
US solar, storage growth clipped by labor shortages
2 Bloomberg:
The US Election Has Climate Tech Investors in Wait-and-See Mode
3 New York Times:
Yellen to Warn Sweeping Tariffs Would Ignite Inflation
4 Utility Dive:
Supreme Court rejects calls to put a hold on EPA power plant carbon rule
5 Axios:
Phoenix shatters extreme heat records into fall
6 PV-Tech:
California Community Choice Aggregators ink solar and storage offtake deals
7 Renewable Energy World:
New York hit its distributed solar goal a year early. Next stop
8 Energy storage News:
NextEra, Primergy, Spearmint seek Minnesota regulator’s approval for 300MW of BESS projects
Opinions:
9 PV-Magazine:
Grid defection is profitable in some solar-rich U.S. locations
Have a great day!
Yann
This is your SolarWakeup for October 17th, 2024
Opinion
News
1 New York Times:
Global Electricity Demand Is Rising Faster Than Expected, I.E.A. Says
2 Reuters:
Amazon.com joins push for nuclear power to meet data center demand
3 PV-Magazine:
Tornado rips through solar farm in Florida
4 PV-Tech:
Maxeon appoints ex-TCL exec as new CEO
5 Renewable Energy World:
Coming soon
6 Energy Storage News:
KORE Power CEO discusses core belief in the value of US BESS manufacturing value chain
7 Washington Post:
Everyone loves rooftop solar panels. But there’s a problem
8 Utility Dive:
California enrolls 515 MW in load management program featuring 200 MW VPP
Opinions:
9 Canary Media:
One year in, US clean hydrogen hubs face questions — and have few answers
Have a great day!
Yann
This is your SolarWakeup for October 16th, 2024
Opinion
News
1 Utility Dive:
1-hour batteries can increase transmission-constrained renewable energy values 81%
2 Bloomberg:
Taiwan Considers Importing Clean Energy From Nearby Countries
3 New York Times:
A Climate Resistant Community Passed Two Hurricane Tests
4 Axios:
SBA disaster loan program out of money after hurricanes, Biden says
5 PV-Tech:
Low prices and legal support saw ‘record’ 4GW of solar additions in France last year
6 Energy Storage News:
BESS to help Chile reduce its soaring renewable curtailment
7 Canary media:
Puerto Rico closes $861M DOE loan guarantee for huge solar, battery project
8 PV-Magazine:
Illinois energy storage legislation may save ratepayers $30 per month
Opinions:
9 Renewable Energy World:
Repeal the IRA? Most clean energy companies would prefer you didn’t
Have a great day!
Yann
