This is your SolarWakeup for October 15th, 2024
Opinion
News
1 Semafor:
Microsoft Azure CTO
2 Associated Press:
Volunteers bring solar power to Hurricane Helene’s disaster zone
3 Utility Dive:
Xcel reaches agreement to add 4.2 GW clean energy in Upper Midwest
4 Bloomberg:
Apollo’s Rob Bittencourt on what the Tech Boom Looks Like for a Credit Investor
5 Axios:
Google goes nuclear in new deal to power AI
6 Reuters:
India needs to explore incentives to improve renewables transmission capacity, power secretary says
8 Solar Power World:
Import duties imposed on aluminum solar racking from 14 countries
9 Energy Storage News:
Alaska’s Chugach Electric commissions 80MWh Tesla Megapack BESS
Opinions:
10 Renewable Energy World:
How a solar development turned from threat to opportunity for an Illinois farmer
Have a great day!
Yann
This is your SolarWakeup for October 14th, 2024
Opinion
News
1 New York Times:
The Stakes on Climate
2 Bloomberg:
Double-Punch Storms Thrust Climate Into the US Presidential Race
3 Axios:
Milton storm track forecasts' accuracy draws praise
4 Utility Dive:
PJM plans to delay upcoming capacity auction by six months
5 Reuters:
Greece's new climate plan sets more ambitious renewable energy goals
6 PV-Tech:
Canada invests US$363 million in SREPs programme to aid grid resilience and clean power installations
7 Solar Power World:
Enphase IQ batteries now eligible for VPP programs in three more states
8 Energy Storage News:
US ‘multi-day’ energy storage firm Form Energy closes US$405 million funding round
9 PV-Magazine:
Large utilities plan to replace only half their fossil generation by 2035
Opinions:
10 Canary Media:
To meet US nuclear goals, big reactors need to get built today, DOE says
Have a great day!
Yann
This is your SolarWakeup for October 11th, 2024
Opinion
News
1 Canary Media:
Hurricane Helene could force local utilities to rethink grid resilience
2 PV-Magazine:
EV expansion depends on bidirectional charging capability, says report
3 Reuters:
GM offering new home energy storage options for US EV owners
4 Solar Builder:
Tax credit transfer rules shift solar development strategies
5 PV-Tech:
Boviet Solar to open 2GW North Carolina TOPCon module assembly plant in early 2025
6 Renewable Energy World:
ERCOT reaches compromise with renewable developers over ride-through requirements
7 Energy Storage News:
UK loses 1.4GW of power in interconnector trip, battery storage keeps lights on
Opinions:
8 Utility Dive:
Unfinished business - The bipartisan appeal of distributed power plants
Have a great day!
Yann
This is your SolarWakeup for October 10th, 2024
Opinion
News
1 Grist:
The solar supply chain runs through this flooded North Carolina town
2 Utility Dive:
PJM aims to fast-track reliability projects in interconnection queue
3 Bloomberg:
Securing Renewable Energy from Space
4 Axios:
Rio Tinto buying lithium miner Arcadium for $6.7 billion
5 Reuters:
Britain sets out funding model for renewable energy storage projects
6 PV-Tech:
EQT acquires Swedish developer OX2 with view to IPP transition
7 Renewable Energy World:
As North Carolina still reels from Helene, solar companies are stepping up
8 Energy Storage News:
Ukraine’s DTEK on ancillary service wins
9 Canary Media:
Green hydrogen headwinds hit production hub, steel project in Mississippi
Opinions:
10 PV-Magazine:
Over 60% of surveyed Trump voters in Texas said they support solar tax credits
Have a great day!
Yann
This is your SolarWakeup for October 9th, 2024
Opinion
News
2 Bloomberg:
Energy Transition Must Morph From Tortoise to Hare as 2030 Nears
3 UTility Dive:
US energy storage deployments jump 86% year-over-year to 10.5 GWh in Q2
4 Axios:
Where FEMA's direct relief money is going
5 Reuters:
India's Adani Green units plan to raise up to $1 billion in dollar bonds, bankers say
6 Renewable Energy World:
‘The opportunities for us are boundless’ – Utilities survey the possibilities of AI at Itron Inspire 2024
7 Energy Storage News:
Copenhagen Infrastructure Partners starts construction on 1.1GWh standalone BESS in Chile
8 Canary Media:
Coal-to-solar developer BrightNight lands $440M investment
Opinions:
9 PV-Magazine:
Three agrivoltaic community solar projects planned for New York
Have a great day!
Yann
This is your SolarWakeup for October 8th, 2024
Opinion
News
1 Canary Media:
Solar farms don’t hurt nearby property values, new research finds
2 Axios:
Hurricane Milton "explosively" jumps from Cat. 1 to Cat. 5 in a day
3 Reuters:
Energy transition story rekindles fund interest in metals
4 PV-Tech:
New Mexico increases community solar programme by 300MW
5 Renewable Energy World:
‘We need to redesign the grid from scratch’ – Assessing Texas load growth, CEO suggests starting over
6 Energy Storage News:
TagEnergy energises UK’s largest transmission-connected battery storage project
7 PV-Magazine:
SEIA - IRA tax changes will leave energy storage in the cold
Opinions:
8 Utility Dive:
Big Tech is upending the clean energy landscape
Have a great day!
Yann
This is your SolarWakeup for October 7th, 2024
Storms Are Coming. Florida is about to go on a storm spree, or at least the weather forecasters say so. Helene ravaged the west coast and panhandle before leaving devastating flooding in Western North Carolina. This week we get a visit from Milton, including myself with an expected foot of rain and some see another storm next week. It’s wet!
Pay It Forward. Our friends in the Southeast, especially Western North Carolina got crushed by Hurricane Helene. The good folks at the North Carolina Sustainable Energy Association (NCSEA) has setup a donation fund to help with those affected. https://energync.org/disaster-relief-fund/ if you have the ability to give.
News
1 Axios:
Hurricane Milton
2 PV-Tech:
Xcel Energy advances 2024 Resource Plan to add 3.6GW new renewables
3 Financial Times:
Indian companies move in as US cuts China out of its solar industry
4 Utility Dive:
DOE selects 3-GW Pattern Energy transmission project linking ERCOT, Southeast for capacity buy
5 BLoomberg:
North Carolina Quartz Mine Owner Says Helene Damage Was Minimal
6 Energy Storage News:
European Commission approves support for ‘at least 5.4GWh’ of electricity storage in Poland
8 PV-Magazine:
Lithium-ion battery market to top $400 billion in 2035
Opinions:
9 New York Times:
Chasing Down a Trail of Climate Conspiracies
Have a great day!
Yann
This is your SolarWakeup for October 4th, 2024
Happy New Year! For those of that celebrate Rosh Hashanah, Happy New Year!
Pay It Forward. Our friends in the Southeast, especially Western North Carolina got crushed by Hurricane Helene. The good folks at the North Carolina Sustainable Energy Association (NCSEA) has setup a donation fund to help with those affected. https://energync.org/disaster-relief-fund/ if you have the ability to give.
News
1 Axios:
View from space shows path of power outages from Hurricane Helene
2 Reuters:
US funds four power grid projects with $1.5 billion
3 BLoomberg:
New Solar to Meet Most of Europe’s Power Demand Growth in Winter
4 PV-Tech:
Masdar closes acquisition of US IPP Terra-Gen
5 Solar Power World:
Trina Solar, now a US manufacturer, asks government for help with alleged TOPCon infringements
6 Heatmap News:
The Most At-Risk Projects of the Energy Transition
7 PV-Magazine:
Average U.S. residential solar project breaks even at 7.5 years, said EnergySage
Opinions:
8 Canary Media:
Why won’t PJM let batteries and clean power bolster a stressed-out grid?
Have a great day!
Yann
This is your SolarWakeup for October 3rd, 2024
Getting Political. CleanCapital’s Chief, Jon Powers, makes the case for getting more involved in politics. Jon (an amazing solar leader and someone I consider a friend) leads by example in both the way he served the Country and how he leads CleanCapital. Understanding that our industry is highly regulated and requires the participants to be involved in the political process across the landscape.
Tariff Continuation. As the solar industry maneuvers the latest tariff expansion, it’s a good reminder that the regulations are not limited to legislative action but also within the executive branch and agencies like the Department of Commerce. That being said, driving the message in Washington as well as state capitals can also be a helpful tool to advance the industry (and individual companies) priorities.
Peak Production Politics. I’ve long talked about(on in this case typed) about the fact that the US is currently producing record levels of oil and gas. Politically, the administration has been shy to highlight this at the risk of creating a wave from the left flank which is understandable given that most on the right flank would not actually believe this data point. From my seat, I see the focus across the energy ecosystem looking at the increase in energy demand in electricity. The energy bull market is a new concept after many years of declining electricity consumption and there is a concern in the market that we are not building new generation fast enough or moving projects through development (including transmission).
News
1 PV-Tech:
Solar industry needs to grow up and be more political, says ex-US federal sustainability chief
2 Reuters:
US sets preliminary new duties on solar imports from Southeast Asia
3 Axios:
Helene blows climate change into prime time
4 New York Times:
A Shift Among Democrats
5 Bloomberg:
Why Only Climate Tech Cash Can Help Avoid Catastrophe
6 Renewable Energy World:
A speed boost? FERC approves California ISO’s interconnection reforms
7 Energy Storage News:
US set grid-scale BESS deployment record in second quarter of 2024
8 PV-Magazine:
U.S. market solar panel prices increase from April lows
Opinions:
9 Canary Media:
Michigan bets on EVs to revive its economy — and hopes jobs will follow
Have a great day!
Yann
This is your SolarWakeup for October 2nd, 2024
Opinion
News
1 PV-Magazine:
Newsom rules that California schools and farms cannot use their own solar energy production
2 Utility Dive:
2M customers still without power after Helene; some local grids must ‘be completely rebuilt’
3 New York Times:
Britain Shuts Down Last Coal Plant, ‘Turning Its Back on Coal Forever’
4 Axios:
Nvidia's Jensen Huang sees possibilities in AI power use
5 Reuters:
US to unveil first of two decisions on more solar tariffs
6 PV-Tech:
Heliene closes US$50 million tax credit deal to support US manufacturing plans
7 Solar Power World:
Import duties imposed on aluminum solar racking from 14 countries
8 Heatmap News:
GM’s Chief Sustainability Officer Kristen Siemen Talks Shop
Opinions:
9 Renewable Energy World:
Trump and Harris have clashing records on clean energy, but the clean power shift is too broad for any president to control
Have a great day!
Yann
