This is your SolarWakeup for September 23rd, 2024
Opinion
News
1 Axios:
Biden goes big on batteries
2 Utility Dive:
BlackRock, Microsoft, others form AI and energy infrastructure investment partnership
3 Bloomberg:
Clean-Energy Firm Masdar Nears Deal to Buy Brookfield’s Saeta Yield
4 Reuters:
USTR to take comments on tariff hikes for Chinese polysilicon, wafers, tungsten
5 PV-Tech:
Sonnedix to acquire 250MW solar PV portfolio in Italy
6 Solar Power World:
Aspen Power completes first solar ITC transfer deal
7 Canary Media:
Chart - Which states have the most electric school buses?
8 PV-Magazine:
Chinese solar cell prices stable in a quiet market
Opinions:
9 Renewable Energy World:
Can PJM fix its battery storage problem?
Have a great day!
Yann
This is your SolarWakeup for September 20th, 2024
Opinion
News
1 New York Times:
America’s Oil Country Increasingly Runs on Renewables
2 Reuters:
US solar set to surge long past Trump-Harris election
3 Utility Dive:
Rising power prices could drive nearly half of US households to rooftop solar
4 PV-Magazine:
U.S. residential solar prices hovering near all-time low
5 Wall Street Journal:
Combining Solar Power With Farming Is Getting Easier. Developers Are Wary of Added Costs.
6 Solar Builder:
How PJM can reform interconnection to speed up battery storage, avoid shortfall
8 Energy Storage News:
ERCOT clears 480MW of BESS for operations in August, including Tesla-owned unit at factory
9 Heatmap News:
What the Jumbo Fed Cut Means for Renewables
10 Canary Media:
Big green steel project in Ohio is on again after CEO waffles
Opinions:
11 Renewable Energy World:
‘Discriminatory’ and ‘unreasonable’ — Big Tech reacts to AEP’s proposed data center rates
Have a great day!
Yann
This is your SolarWakeup for September 19th, 2024
Opinion
News
1 Solar Power World:
U.S. utility solar market has grown 34% since Q2 2023
2 Bloomberg:
Republican Election Sweep Would Doom Biden’s Climate Law, Speaker Johnson Says
3 PV-Magazine:
China urges U.S. to reverse new tariffs on solar, batteries, EVs
4 Axios:
DOE taps NextEra for solar over nuclear waste site
5 Utility Dive:
DOE unveils 2 prizes aimed at behind-the-meter storage innovation
6 Reuters:
Tata Power to invest up to $9 billion to expand renewable energy capacity
7 Energy Storage News:
BESS developer-integrator On.Energy acquires 480MWh ‘distributed’ utility-scale California portfolio
Opinions:
8 Canary Media:
Exowatt aims to repurpose old tech to deal with new AI power demand
Have a great day!
Yann
This is your SolarWakeup for September 18th, 2024
Opinion
News
1 Solar Power World:
U.S. utility solar market has grown 34% since Q2 2023
2 Bloomberg:
Republican Election Sweep Would Doom Biden’s Climate Law, Speaker Johnson Says
3 PV-Magazine:
China urges U.S. to reverse new tariffs on solar, batteries, EVs
4 Axios:
DOE taps NextEra for solar over nuclear waste site
5 Utility Dive:
DOE unveils 2 prizes aimed at behind-the-meter storage innovation
6 Reuters:
Tata Power to invest up to $9 billion to expand renewable energy capacity
7 Energy Storage News:
BESS developer-integrator On.Energy acquires 480MWh ‘distributed’ utility-scale California portfolio
Opinions:
8 Canary Media:
Exowatt aims to repurpose old tech to deal with new AI power demand
Have a great day!
Yann
This is your SolarWakeup for September 17th, 2024
Opinion
News
1 PV-Tech:
Complete Solar awarded bid in SunPower’s Chapter 11 proceedings
2 Utility Dive:
ERCOT accelerates initiative to streamline energy procurement and dispatch
3 Reuters:
BP to sell its US onshore wind business
4 Energy Storage News:
US faces ‘significant challenge’ to establish domestic battery cell supply for BESS market
5 Arkansas Business:
Arkansas Solar Industry Braces for Major Shift Under New Net-Metering Rules
6 Axios:
Biden team looks to ease AI-climate collision
7 Renewable Energy World:
Appalachian Power Company requests reduction to pay rate for net-metering solar customers
8 Canary Media:
Switching California from gas to electricity, one neighborhood at a time
Opinions:
9 PV-Magazine:
California electric car culture to cheaply cook the duck curve
Have a great day!
Yann
This is your SolarWakeup for September 16th, 2024
Opinion
News
1 Axios:
Data centers set to spike U.S. electricity demand
2 Utility Dive:
Clean, dispatchable generation is key to meeting state emissions goals
3 Bloomberg:
US to Consider More Funding to Spur India’s Clean Energy Sector
4 CNET:
SolarEdge's Newest Residential Solar Battery Is a Big Step Up From Its Previous Model
5 Reuters:
Exclusive - Vitol-backed VPI to invest up to 450 mln euros in German battery projects
6 Heatmap:
America Needs an Energy Policy for AI
7 Canary Media:
Virginia’s bold plan to turn old coal mines into clean data centers
8 PV-Magazine:
U.S. increases and extends clean energy import tariffs on China
Opinions:
9 PV-Tech:
PV manufacturing downturn to extend into 2026
Have a great day!
Yann
This is your SolarWakeup for September 13th, 2024
Opinion
News
1 Utility Dive:
Texas power outages cost consumers $35,685 per MWh of unserved load
2 Energy Storage News:
Northvolt selling cathode and ESS sites, sharpening focus to battery cell production
3 Bloomberg:
Oil Market Balances Only Get Worse From Here
4 Axios:
Francine leaves 400K people without power in Louisiana
5 Reuters:
Exclusive - Vitol-backed VPI to invest up to 450 mln euros in German battery projects
7 PV-Magazine:
Tigo Energy files patent infringement lawsuit against Chinese company
Opinions:
8 Canary Media:
How $7.3B will help rural co-ops build clean power—and close coal plants
Have a great day!
Yann
This is your SolarWakeup for September 12th, 2024
Opinion
News
1 The Guardian:
How China and a tariffs row cast a shadow over booming US solar power
2 Reuters:
US approves major transmission project in Nevada
3 Utility Dive:
Utilities hold the key to the electric vehicle market
4 PV-Magazine:
Markets & Policy
5 BLoomberg:
Berkshire Partners on Clean Energy Project for Aerospace Site
6 Axios:
Fall is getting warmer nationwide
7 Energy Storage News:
Trina completes company’s first US utility-scale BESS projects in Massachusetts
8 Canary Media:
California could cut utility bills with distributed energy. Why isn’t it?
Opinions:
9 New York Times:
Trump’s Obsession With Oil Could Destroy America’s Auto Industry
Have a great day!
Yann
This is your SolarWakeup for September 10th, 2024
Opinion
News
1 Canary Media:
US solar manufacturing capacity has quadrupled thanks to climate law
2 Utility Dive:
Uprates, batteries, and DR may offer near-term responses to record PJM capacity prices
3 Bloomberg:
Europe’s Data Centers Hub Sees Disappointing Clean-Power Auction
4 Axios:
Biden's race to spend billions of climate bucks
5 Reuters:
US approves major transmission project in Nevada
6 Renewable Energy World:
In net metering case, New Hampshire regulators focus on costs while ignoring benefits, advocates say
7 Energy Storage news:
Ameresco and SCE agree on completion for two of three California BESS projects, liquidated damages still loom
Opinions:
8 PV-Magazine:
Reaching U.S. solar energy goals will require innovation
Have a great day!
Yann
This is your SolarWakeup for September 9th, 2024
Welcome To Anaheim. The solar industry comes back to Anaheim today some of you attending RE+ while others attend SPI. This show is bigger than any before, you’ll see when you walk around and realize you still have more to see. As solar leaders come together, you’ll find the topic of politics, the election, trade rules and state policies will be at the top of mind for many. Here’s what the top story tells me, solar is is good for everyone. California and Texas are about as far apart politically as it gets at scale and they are at the top of all things solar and energy storage. Ultimately, solar wants an environment to be able to develop, build and generate solar; across all market segments. America is at a crossroads for energy demand and we need to build all the generation we possibly can.
We’re Turning 12. The first day of SPI also serves as the official birthday of SolarWakeup. Fun fact, the first newsletter was sent to 37 subscribers and I got up at 5am to write it. Neither of which is the case anymore! Thank you for the thousands of you that read this digest (in its many iterations) most days and creating so many relationships that have spanned years. I will be in the Hilton area for the majority of RE+, but I always love to say hi if you see me.
News
1 Axios:
Solar is bigger in Texas
2 Reuters:
High fossil fuel use highlights US power transition challenge
3 Utility Dive:
US energy storage installations rise 62% in Q2 to 2.9 GW
4 WY Daily:
Solar Developers Take Another Swing at Dominion’s Rules for Mid-size Projects
5 Bloomberg:
Germany Ready to Help Fund $22 Billion South African Grid Revamp
6 PV-Tech:
Tigo Energy files lawsuit against Zhejiang Benyi for rapid shutdown copyright infringement
7 Renewable Energy World:
Yellen says ending Biden tax incentives would be ‘historic mistake’ for states like North Carolina
8 Canary Media:
Chart - The UK is about to stop using coal to produce electricity
9 PV-Magazine:
Startup offers AI-based software solution to predict component failure in utility-scale inverters
Opinions:
10 New York Times:
Solar Farms Have a Superpower Beyond Clean Energy
Have a great day!
Yann
