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
This is your SolarWakeup for November 14th, 2022
Opinion
News
1 Reuters:
US West faces power reliability issues from growing use of renewables
2 PV-Magazine:
Solar-plus-storage SEIA code proposals for risk designation receive preliminary ICC approval
3 Utility Dive:
‘Needs more work’- Solar industry remains skeptical of California PUC’s new net energy metering proposal
4 Bloomberg:
Saudi Arabia Says US Ties are Solid as It Defends Oil Policy
5 Axios:
Biden says U.S. "on track" to meet Paris commitment
6 Vox:
How to slash carbon emissions while growing the economy, in one chart
7 PV-Tech:
Maxeon’s Q3 results boosted by distributed generation market in Europe
8 Energy Storage News:
Project Symphony - Western Australia’s biggest virtual power plant goes online
9 Canary Media:
New California rooftop-solar plan drops ‘solar tax,’ but fears remain
Opinions:
10 Solar Builder:
Four takeaways from California NEM 3.0 remix
Have a great day!
Yann
This is your SolarWakeup for November 11th, 2022
Opinion
News
1 Bloomberg:
California’s New Solar Subsidy Plan Is Really About Batteries
2 New York Times:
Biden’s Message on Climate Might Not Be the One the World Wants
3 Axios:
The COP27 agenda for young African climate activists
4 Utility Dive:
Vistra’s coal-to-battery storage projects receive FERC waiver from MISO interconnection transfer rules
5 Reuters:
Portugal seeks to become major exporter of green hydrogen
6 PV-Tech:
New development JV targets 3GW of renewables in PJM region
7 Energy Storage News:
Rolls-Royce deploying biggest BESS in the Netherlands for spring 2023 commissioning
8 PV-Magazine:
DOE announces 31 finalists for $100,000 prize for community solar projects and programs
Opinions:
9 Canary Media:
Want to work in climatetech? Here’s how to get started
Have a great day!
Yann
This is your SolarWakeup for November 10th, 2022
Opinion
News
1 Vox:
The unexpected climate wins of the midterms
2 Axios:
John Kerry makes his move on private climate finance
3 Forbes:
France Mandates Solar Panels On Most Parking Lots, A Great Marriage With The EV
4 Bloomberg:
Brookfield Leads $12 Billion Bet on Australia Climate Shift
5 PV-Tech:
EU plans to fast-track solar permitting via emergency regulation
6 Energy Storage News:
V2G specialist The Mobility House raises US$50 million SeriesC
7 PV-Magazine:
Solar tracker provider Array Technologies reports Q3 earnings surprise, chosen for 750 MW project
Opinions:
8 Canary Media:
More lower-income US households are adopting solar
Have a great day!
Yann
This is your SolarWakeup for November 9th, 2022
Opinion
News
1 Canary Media:
Hawaii moves to time-varying ‘smart’ rates for most utility customers
2 PV-Magazine:
Preventing cyberattacks on distributed energy resources
3 Utility Dive:
Duke Energy greenlights sale of $4B commercial renewable energy unit amid ‘robust’ interest
4 Bloomberg:
France to Reap $31 Billion Windfall From Renewable Energy Firms
5 Reuters:
Norway energy giant Equinor doubles share of investment in renewables
6 PV-Tech:
SolarEdge posts record revenue and inverter shipments as ‘strong momentum’ in Europe continues
7 Energy Storage News:
Macquarie’s Green Investment Group launches global battery storage development platform
Opinions:
8 Axios:
UN panel lays out red lines against greenwashing
Have a great day!
Yann
