This is your SolarWakeup for August 21st, 2024
Opinion
News
1 Renewable Energy World:
SunRun surpasses 1 million residential solar customers
2 Bloomberg:
Southeast Asia Solar Boom at Risk From US-China Trade Stress
3 Canary Media:
Georgia voters could make or break their state’s clean energy jobs boom
4 Utility Dive:
More efficient electric vehicles can reduce grid stress, cut charging costs by almost a third - ACEEE
5 Axios:
Why climate is missing from climate groups' ad splurge
6 Reuters:
Australia approves $13.5 bln project to export solar power to Singapore
8 PV-Magazine:
Natron Energy announces $1.4 billion sodium ion battery factory in North Carolina
Opinions:
9 Energy Storage News:
Battery storage could meet Illinois resource adequacy need as fossil fuels retire, analysis finds
Have a great day!
Yann
This is your SolarWakeup for August 20th, 2024
Opinion
News
1 New York Times:
Coal Power Defined This Minnesota Town. Can Solar Win It Over?
2 Bloomberg:
Texas Grid Faces Biggest Test of Summer With Extreme Heat
3 Energy Storage News:
PNNL opens US DOE energy storage research facility, long-duration LCOS analysis published
4 PV-Magazine:
12 GW of utility-scale solar deployed in first half of 2024, doubling 2023
5 UTility Dive:
Surging data center power demand risks subtracting clean energy from the grid
6 Renewable Energy World:
‘It is unacceptable’
7 Canary Media:
More money is flowing to charge electric trucks in California
Opinions:
8 Reuters:
Comment - Two years in, the Inflation Reduction Act is uniting America and driving clean energy growth
Have a great day!
Yann
This is your SolarWakeup for August 19th, 2024
Opinion
News
1 Bloomberg:
Solar Panel Makers Seek Retroactive Duties, Citing Import Surge
2 PV-Magazine:
Global solar module prices fall amid weak demand
3 Axios:
Scoop - Biden marries Big Labor to Big Solar
4 Canary Media:
Chart - US clean energy investment is soaring thanks to climate law
5 Reuters:
Europe's savvy new clean energy champion
6 Utility Dive:
Adding 8.5 GW of energy storage could save Illinois ratepayers $3B
7 Renewable Energy World:
$1.4B battery giga-factory coming to North Carolina
8 PV-Tech:
Providing data and minimising risk - in conversation with Anza
9 The Hill:
The Solar Investment Tax Credit is safe from repeal even if Republicans win in 2024
Opinions:
10 New York Times:
The Electric Grid Is a Wildfire Hazard. It Doesn’t Have to Be.
Have a great day!
Yann
This is your SolarWakeup for August 16th, 2024
Opinion
News
1 Utility Dive:
Maryland electric customers face up to 24% bill hikes from PJM capacity auction
2 Bloomberg:
Solar-Parts Maker Opens US Plant as Biden Pushes Domestic Supply
3 Heatmap News:
The IRA’s Labor Provisions Look Like They’re Working
4 NPR:
Rooftop solar has a fraud problem. The industry is working to build back trust
5 Canary Media:
Form Energy set to build world’s biggest battery in Maine
6 New York Times:
Wind Beat Coal Two Months in a Row for U.S. Electricity Generation
7 Reuters:
Utilities give clean energy investors a boost over solar
8 Renewable Energy World:
Alaska gives community solar a shot; will IRA-led investment follow?
9 Energy Storage News:
AGL to acquire Firm Power, adding 5.8GW to development pipeline
Opinions:
10 PV-Magazine:
A look at IRA successes and failures
Have a great day!
Yann
This is your SolarWakeup for August 15th, 2024
Opinion
News
1 Heatmap News:
What Biden’s IRA Has Done for Job Creation
2 Bloomberg:
Battery Makers Counteract EV Slowdown With Energy Storage Boom
3 Axios:
Climate change-worsened wildfires drastically increased odds, severity of 2023 wildfires
4 Reuters:
Key China energy indicators to track for the rest of 2024
5 PV-Tech:
Italy adopts FER 2 decree, adds tariffs for new renewable power projects
6 Energy Storage News:
UK planning reforms could boost BESS deployments
7 Canary Media:
The climate law’s $8.8B in home energy rebates are starting to roll out
8 PV-Magazine:
Aurora Solar introduces solar models powered by EagleView
Opinions:
9 Utility Dive:
Why wait? VPPs can help PJM now
Have a great day!
Yann
This is your SolarWakeup for August 14th, 2024
Opinion
News
1 Solar Power World:
Biden bumps number of silicon solar cells that can enter country tariff-free
2 Utility Dive:
Blackstone acquires majority stake of renewables engineering firm
3 PV-Magazine:
Agrivoltaics for corn
4 Canary Media:
How Dalton, Georgia, went from Carpet Capital to Solartown, USA
5 Reuters:
Ukraine approves $20 billion plan to increase renewable energy production by 2030
6 PV-Tech:
India adds 12.2GW of solar capacity in H1 2024, exceeds 2023 renewable power installation total
7 Heatmap:
Americans’ Top Concern About Renewable Energy Projects
Opinions:
8 Bloomberg:
Spiraling Power Bills Overtake Rent Costs for Some in Pakistan
Have a great day!
Yann
This is your SolarWakeup for August 13th, 2024
Opinion
News
1 Bloomberg:
We’re Burning More Climate-Warming Coal Than Ever. Why?
2 PV-Magazine:
Near $1 billion solar cell factory announced in New Mexico
3 Canary Media:
Data centers want to tap existing nuclear power. Is that good or bad?
4 CNET:
How Solar-Friendly Is Your State? We Scored Them All
5 Utility Dive:
CrowdStrike snafu was a ‘dress rehearsal’ for critical infrastructure disruptions, CISA director says
6 Axios:
Granholm confident in quenching AI's energy thirst
7 PV-Tech:
Microsoft and Pivot Energy sign deal for 500MW of US community solar
8 Renewable Energy World:
New domestic supply
Opinions:
9 Energy Storage News:
First project in 20GW solar, 20GW storage plan for ‘challenged land’ in Fresno County, California
Have a great day!
Yann
This is your SolarWakeup for August 12th, 2024
We’re Back! I appreciate you all for letting me take a few weeks off and pause the daily news digests while setting up for the big news and new beginnings.
All About Solar. After 3.5 years in the energy storage market (which I loved), I am coming back to solar as the CEO of FTC Solar. Like many of my notes like this in the past, you have all helped me with the transitions with words of advice, encouragement and dealmaking. Starting next Monday, I’ll be in my new role and this one has the added benefit of being a public company which will obviously change the way I approach the commentary but not much. CEOs of public companies post on their LinkedIn or Facebook walls as will I with the addition of this amazing and public platform, made so special by all of you. For those that have already reached out, thank you, for those of you that this is news to, I can’t wait to get started and working together. In the meantime, if you’re in the market for solar trackers, I’m here for you!
Why FTC? Leading an IPP platform a decade ago gave me the first view into trackers and the benefits, since then made even better with software and constructibility enhancements which made trackers the go to for solar projects. FTC was the leader in the market when it went public in the 2P category and has now broadened into a 1P lineup. I’ll spare you the sales pitch but this is where my background in scaling businesses had me reconnect with the solar leaders that are behind FTC. I’m excited to get back into the market and being on the road reconnecting with many of you. It’s always exciting times in the solar market.
News
1 New York Times:
Where (and How) Americans Are Taking Advantage of Clean Energy Tax Credits
2 Utility Dive:
59 GW in data center load seeking to connect to Oncor’s system
3 PV-Magazine:
Wood Mackenzie
4 Reuters:
Algonquin to sell majority of renewables unit for up to $2.5 bln to ease debt
5 Axios:
Exclusive - Meet the new U.S. battery lobby
6 PV-Tech:
Sunrun continues shift to storage offering, posts decreased Q2 revenues
7 Renewable Energy World:
We have solar at home
8 Solarpower World:
18 House Republicans urge Speaker not to repeal IRA
9 Energy Storage News:
Mixed Q3 for Fluence
Opinions:
10 Canary Media:
SunPower, a solar icon once valued in the billions, files for bankruptcy
Have a great day!
Yann
This is your SolarWakeup for July 26th, 2024
Opinion
News
1 PV-Tech:
Nexamp, Starbucks to build 40MW community solar in Illinois
2 Solar Power World:
Advocates file injunction to halt new California battery installer requirements
3 Utility Dive:
Sunrun, BGE launch first US electric vehicle-to-home virtual power plant
4 Bloomberg:
Enel Sells Spanish Solar Assets Stake to Masdar as Debt Declines
5 Reuters:
Canadian and Indian solar firms join forces on US cell factory
6 Renewable Energy World:
Wind power can be a major source of tax revenue, but officials struggle to get communities on board
7 Energy Storage News:
Ormat signs California BESS agreement in shift from merchant to contracted revenues
8 PV-Magazine:
California replacing nuclear with solar plus storage
Opinions:
9 Heatmap News:
Why the Vineyard Wind Blade Broke
Have a great day!
Yann
This is your SolarWakeup for July 25th, 2024
Opinion
News
1 Bloomberg:
Enphase Sales Rise on Stabilizing California Home Solar
2 Utility Dive:
Utility commissioners from 14 states, DC, say FERC transmission rule will lower energy costs
3 Reuters:
NextEra sees renewables demand tripling as data center power needs ramp up
4 Renewable Energy World:
Time to forget about FICO? New solar qualification metric for low-income households launches
5 PV-Tech:
China installs 102.48GW of new PV in first half of 2024
6 PV-Magazine:
Bigger is better as module makers power ahead
7 Solar Power World:
First Solar Series 7 panels installed on Arkansas project by Scenic Hill Solar
8 Energy Storage News:
First Solar Series 7 panels installed on Arkansas project by Scenic Hill Solar
Opinions:
9 Canary Media:
Tesla’s battery business is booming
Have a great day!
Yann
