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
This is your SolarWakeup for September 6th, 2024
Opinion
News
1 Renewable Energy World:
RE+ is right around the corner, here’s some stuff to look out for
2 Bloomberg:
Netflix and Chill the Planet? The Streamer Wants to Be Greener
3 New York Times:
U.S. Election Looms Over Climate Talks with China
4 Reuters:
Yellen warns that ending US clean energy tax credits would raise consumer costs
5 Utility Dive:
PJM considers fast-track review for shovel-ready generating projects
6 PV-Tech:
Oxford PV ships first commercial perovskite tandem modules
7 Energy Storage News:
UBS Asset Management’s 1GWh BESS portfolio in Texas gets financing through major banks
8 PV-Magazine:
Enphase product enables California solar upgrades without bump to NEM 3.0
Opinions:
9 Canary Media:
California lawmakers punt on chances to deal with utility bill crisis
Have a great day!
Yann
This is your SolarWakeup for September 5th, 2024
Opinion
News
1 Economist:
Clean energy’s next trillion-dollar business
2 UTility Dive:
Reregulation? How utilities and states are responding to PJM’s record capacity prices
3 HEatmap News:
This IRA Program Spawned 50,000 Solar Projects In Low-Income Communities. Who Benefited?
4 BLoomberg:
Reliance Wins Bid for Battery Storage Gigafactory in India
5 Reuters:
Clouds gather over China’s needed solar mergers
6 PV-Tech:
US residential solar installer Lumio files Chapter 11 bankruptcy
7 Energy storage News:
Capacity Investment Scheme sees 3,626MWh of energy storage awarded in South Australia and Victoria
8 Canary Media:
EV sales are growing. So why are automakers getting cold feet?
9 PV-Magazine:
Scientists estimate material demand for all silicon PV module technologies by 2050
Opinions:
10 Axios:
Oil prices slide under multiple pressures
Have a great day!
Yann
This is your SolarWakeup for September 4th, 2024
Opinion
News
1 Solar Power World:
ITC says Voltage did infringe on Shoals solar PV connector patents
2 Renewable Energy World:
TVA system hits its summer peak
3 Utility Dive:
Lithium battery oversupply, low prices seen through 2028 despite energy storage boom
4 Bloomberg:
Coal Generates Less Than Half of Australian Power for First Time
5 Axios:
Heat wave to scorch Southwest, West as wildfire concerns increase
6 PV-Magazine:
Global solar manufacturing reaches 1.2 TW, said Bloomberg NEF
7 Reuters:
Record UK renewables auction gives boost to offshore wind
8 PV-Tech:
Maxeon reports losses of US$7.8 million as CBP detains Mexican module imports to the US
9 Canary Media:
The country’s biggest electric school-bus fleet will also feed the grid
Opinions:
10 Energy Storage News:
‘US perhaps the most exciting market’
Have a great day!
Yann
This is your SolarWakeup for September 3rd, 2024
In One Week. The annual trek to RE+ (or SPI for the old guard) happens a week from now. You’re going to find an enormous show, far bigger than previous Anaheim variations, so don’t be shocked by the shear scale of it all. I look forward to seeing you there and possibly sharing a cheers with some of you as well. For the sake of everyone’s schedule, let’s all try to be on time to our meetings (I am smiling as I write that because of how crazy this is going to be). Of course, for those of you in the market for some trackers, you know where to find me!
News
1 Tomorrow’s World Today:
Over 6,000 Sheep Will Graze Around More Than 10,000 Acres of Solar Panels
2 Utility Dive:
BLM proposes opening 31M acres of public land to solar development
3 Bloomberg:
TotalEnergies to Invest $444 Million in New JV with Adani Green
4 PV-Magazine:
Maxeon to offer warranty support for bankrupt SunPower
5 Reuters:
Maxeon says will seek to block SunPower asset sale
6 PV-Tech:
BNEF expects 592GW of solar PV installs globally in 2024
7 Energy Storage News:
India’s Reliance Industries on track with solar PV, battery storage gigafactory plans
8 Canary Media:
Chart - Solar power is shattering global records
Opinions:
9 Axios:
A utility giant confronts the demand surge
Have a great day!
Yann
This is your SolarWakeup for August 30th, 2024
Opinion
News
1 Bloomberg:
Bankrupt Solar Firm SunPower Gets Nod to Sell Assets to Rival
2 Reuters:
US bankruptcy court approves stalking horse bid for SunPower assets
3 The Hill:
Biden administration releases plan to expand US West solar development
4 New York Times:
Top Biden Aide Holds Rare Talks With Chinese Military General
5 Heatmap:
Americans Say ‘Okay, Whatever’ to Permitting Reform
6 Utility Dive:
PJM capacity prices could jump 157% in next auction
7 Renewable Energy World:
White House takes action to speed up federal solar permitting
8 Energy Storage News:
Michigan regulator approves PPA between IOU and NextEra Energy Resources for 800MWh BESS
9 PV-Magazine:
U.S. DOE allocates funding for community solar, battery storage in Puerto Rico
Opinions:
10 Canary Media:
California electric bill relief plan would gut low-income energy programs
Have a great day!
Yann
