This is your SolarWakeup for December 17th, 2024
Safe Harboring. If you’re looking at safe harboring materials for your projects, the team at FTC Solar is happy to help ensure that you get the right solution in place for you. Happy to connect you with the right people on our team to get you setup in advance of the deadlines, definitely running out of days for that.
News
1 Reuters:
US power deals down 36% in last year due to political uncertainty, PwC says
2 Utility Dive:
NERC adopts 2 new standards to boost extreme weather reliability
3 New York Times:
‘Unfettered’ Gas Exports Would Harm U.S. Economy, Energy Secretary Warns
4 Axios:
U.S. and Europe look to break China's grip on key minerals
5 PV-Tech:
Transatlantic interconnection could stabilise electricity prices and reduce curtailments – Ember
6 Renewable Energy World:
US says $365 million is available to install solar and battery storage systems in Puerto Rico
7 Solar Power World:
New HJT player NuVision Solar plans cell and panel manufacturing in Florida
8 Canary Media:
A new way to fix grid bottlenecks for EV charging
9 PV-Magazine:
Phillips 66 to power oil refinery with solar
Opinions:
10 Bloomberg:
Fervo CEO Tim Latimer on Ramping Up Advanced Geothermal Enegy
Have a great day!
Yann
This is your SolarWakeup for December 13th, 2024
Safe Harboring. If you’re looking at safe harboring materials for your projects, the team at FTC Solar is happy to help ensure that you get the right solution in place for you. Happy to connect you with the right people on our team to get you setup in advance of the deadlines, definitely running out of days for that.
Virtuous Or Profitable. I agree with incoming Secretary of Energy Wright, energy is virtuous. But it’s not how we make the electron that is virtuous, it’s the electron itself that allows for a child to read by a light, a kitchen to cook a warm meal or a factory to operate. That is why energy is the core ingredient for economic growth. And growth is virtuous. If America is going to lead in AI and data centers, it will build all of the energy possible and prioritize what is ready to build and cheapest.
News
1 PV-Magazine:
The solar industry’s top 10 priorities for Trump
2 New York Times:
Trump’s Choice to Run Energy Says Fossil Fuels Are Virtuous
3 Reuters:
US power deals down 36% in last year due to political uncertainty, PwC says
4 PV-Tech:
NREL says thinner, taller solar modules contributing to increased rate of breakages
5 Utility DIve:
Major US energy buyers projected to acquire 17 TWh of hourly renewable energy certificates by 2026
6 Bloomberg:
Climate Tech Funds See Cash Pile Rise to $86 Billion as Investing Slows
7 Renewable energy World:
Storage is booming and batteries are cheaper than ever. Can it stay this way?
8 Energy Storage News:
US solar and storage project progress for Pine Gate, Avantus, Arevon in Western states
Opinions:
9 Canary Media:
The cleantech companies that didn’t make it through 2024
Have a great day!
Yann
This is your SolarWakeup for December 12th, 2024
Good Energy, A VlogCast. During the SEIA Board of Directors meeting last week I had the pleasure of spending some time with SEIA’s Chief Communications and Chief Content Officers on their amazing Good Energy podcast. We chatted about the solar market and how it’s changed over the years and where we go from here. Check it out on YouTube and drop a comment to help SEIA broaden their listener base.
News
1 Utility Dive:
Treasury finalizes ITC rules, providing clarity to solar, storage, other clean energy sectors
2 Reuters:
US solar industry downplays climate in strategy for Trump era
3 The Hill:
Biden doubles tariffs on Chinese solar panel components
4 Renewable Energy World:
Now with more domestic content! Enphase rolls out new microinverters with bonus tax credits in mind
5 Bloomberg:
Hacking Rooftop Solar Is a Way to Break Europe’s Power Grid
6 PV-Tech:
Australia awards 2.8GW of solar in first CIS tender round
7 Energy Storage News:
Lithium-ion battery pack prices fall 20% in 2024 amidst ‘fight for market share’
Opinions:
8 PV-Magazine:
California Public Utilities Commission kicks community solar deadline to 2026
Have a great day!
Yann
This is your SolarWakeup for December 11th, 2024
Good Energy, A VlogCast. During the SEIA Board of Directors meeting last week I had the pleasure of spending some time with SEIA’s Chief Communications and Chief Content Officers on their amazing Good Energy podcast. We chatted about the solar market and how it’s changed over the years and where we go from here. Check it out on YouTube and drop a comment to help SEIA broaden their listener base.
News
1 The Verge:
Google’s future data centers will be built next to solar and wind farms
2 Time:
Community Solar Is Filling an Important Gap in the Clean Energy Transition
3 Fortune:
Elon Musk and Google’s CEO want to cover the desert with solar panels. Will Donald Trump agree?
4 Utility Dive:
The AI paradox - energy-hungry technology could speed clean energy transition
5 New York Times:
Here’s How Much Cleaner Energy Could Save America, in Lives and Money
6 Reuters:
France is losing renewable investment due to slow permits, say Total and EDF CEOs
7 PV-Tech:
Recurrent Energy signs Spanish PPA with ‘major’ US tech firm
8 Renewable Energy World:
How utilities are working to meet AI data centers’ voracious appetite for electricity
9 Energy Storage News:
Georgia Power receives unanimous approval on 500MW BESS projects across the state
10 PV-Magazine:
Boston doctors prescribe solar energy
Opinions:
11 Bloomberg:
There's an Electric Way for Democrats to Rebrand Climate Action
Have a great day!
Yann
This is your SolarWakeup for December 10th, 2024
Opinion
News
1 Data For Progress:
Voters Are Interested in Rooftop Solar, but See Barriers to Personal Adoption
2 Reuters:
BP forms offshore wind joint venture in renewables retreat
3 CleanTechnica:
The Sunshine State Projected to Take Over as Top-Ranked Residential Solar State in 2028
4 Bloomberg:
How a Hedge Fund Is Using Compute Power to Invest in AI
5 Energy Storage News:
Australia
6 Canary Media:
Data centers are driving US power demand to hard-to-reach heights
7 PV-Magazine:
DOE seeks experts in renewables siting to advise 13 state collaboratives
Opinions:
8 Utility Dive:
Electrons vs. molecules
Have a great day!
Yann
This is your SolarWakeup for December 9th, 2024
Opinion
News
1 Utility Dive:
Five-year US load growth forecast surges 456%, to 128 GW
2 Bloomberg:
California Popularized Solar, But It's Behind Other States on Panels for Renters
3 Reuters:
India's Tata Power prefers domestic market over lucrative solar exports, CEO says
4 PV-Tech:
Maxeon posts US$179 million Q3 losses, plans to ‘re-create’ company
5 Solar Power World:
Dimension Energy completes 44-MW community solar project in California
7 PV-Magazine:
Largest solar and energy storage project in U.S. achieves regulatory approval
8 Renewable Energy World:
As data centers proliferate, conflict with local communities follows
Opinions:
9 New York Times:
Climate Activists Need to Radically Change Their Approach Under Trump
Have a great day!
Yann
This is your SolarWakeup for December 6th, 2024
Opinion
News
1 PV-Tech:
SolarEdge appoints new CEO, effective immediately
2 Reuters:
Meta buys credits from four big US solar projects
3 UTility Dive:
BlackRock, Temasek venture leads $35M funding round for ConnectDER
4 Solar Power World:
Treasury releases final rules on Sec. 48 ITC
5 Energy Storage News:
US DOE clean energy loan and grant activity soars after Trump election, data shows
6 Canary Media:
Xcel Energy says data centers won’t delay Minnesota clean energy target
7 PV-Magazine:
Ten reasons why small-scale, non-utility solar is important
Opinions:
8 Bloomberg:
Is This the Start of a Clean Energy Investment Supercycle?
Have a great day!
Yann
This is your SolarWakeup for December 5th, 2024
Opinion
News
1 PV-Tech:
Enphase launches residential power control product amid shifting inverter market
2 Bloomberg:
UK Nuclear Plants to Stay Online Longer in Clean-Power Boost
3 PV-Magazine:
A record third quarter for U.S. clean energy installations
4 Reuters:
Exclusive - Shell slows offshore wind spending, splits power business in CEO review
5 Utility Dive:
When TOU rates aren’t enough
6 Axios:
Meta joins the nuclear-powered AI fray
7 Energy Storage News:
German TSO Amprion launches tender for ‘decentralised grid booster’ projects
Opinions:
8 Renewable Energy World:
Duke Energy data access rules poised to help North Carolina communities meet climate goals
Have a great day!
Yann
This is your SolarWakeup for December 4th, 2024
DC Chronicles, Forecasted. I am joining the rest of the SEIA board today for our Q4 board meeting and part of the discussion is what the landscape is for our policy priorities as an industry going forward. I’m not one for political noise that creates a lack of stability in our business environment and tend to focus on the realm of likely when it comes to actual policy discussions. What are you thinking about and what do you think is going to happen? Do you have an out of the box thought on what could impact the solar industry? I’d love to hear from you.
The FTC Tracker. I’m a quarter into my tenure as CEO of FTC Solar and it’s time that I get the scoop from you about what you look for in your tracker procurement. I always learn so much from the SolarWakeup community that helps me build a better service and product in the company that I get to lead. With 1P products launched and the leading 2P portfolio in the market, how does tracker selection, installation methodology and customer service fit into your decision making?
News
1 Bloomberg:
Millions of Stockpiled Solar Panels in US Face New Tariff Bill
2 Axios:
Big climate questions arise at top UN court hearing
3 Reuters:
Biden pushes out over $100 billion in clean energy grants as term winds down
4 PV-Tech:
Avangrid, PGE sign 120MW PPA backed by Meta data centre
5 Energy Storage News:
Michigan PSC approves utility’s ‘cost-competitive’ BESS PPA with Jupiter Power
6 Canary Media:
Duke Energy to knock down coal plant and build its biggest battery yet
7 PV-Magazine:
A Virginia proposal would give the state a role in siting solar and storage over 20 MW
8 Renewable Energy World:
Data centers approved, solar farms rejected
Opinions:
9 Utility Dive:
A costly lesson in supply and demand - How to address PJM’s capacity shortages
Have a great day!
Yann
This is your SolarWakeup for December 3rd, 2024
Opinion
News
1 SF Gate:
California can't use all its solar power. That's a huge problem.
2 PV-Tech:
US Commerce sets initial antidumping duties for Southeast Asian solar cells
3 Deseret News:
Utility scale solar grew rapidly in 2024; more to come
4 Bloomberg:
Australian Grid Wants Ability to Tame a World-Beating Solar Boom
5 Utility Dive:
With Maryland’s electric grid ‘battered and getting worse,’ state offers $15M to boost resilience
6 Axios:
Why Trump's expected tax credit move could fragment EV market
7 Reuters:
Duke pauses assessment of US energy loan program ahead of Trump administration
8 Renewable Energy World:
Xcel Energy says data center growth won’t get in the way of 2040 clean energy target in Minnesota
9 PV-Magazine:
The launch of a new renewable energy investment bank
Opinions:
10 Canary Media:
What climate law tax credits will be in — and out — under Trump 2.0
Have a great day!
Yann
