This is your SolarWakeup for July 11th, 2024
Opinion
News
1 New York Times:
Amazon Says It Reached a Climate Goal Seven Years Early
2 Reuters:
BP Energy Outlook - both main scenarios see 2025 oil peak, rapid renewables growth
3 PV-Tech:
US generates most power from solar among G7 countries
4 Renewable Energy World:
Norwegian solar company to invest $620M for its first US factory
5 Energy Storage News:
Grenergy secures financing for first phases of ‘world’s largest BESS’, in Chile
6 PV-Magazine:
REIT completes commercial-scale solar tax credit transfer
7 CBS:
Battery storage is key to scaling up solar and wind power. Here's why.
Opinions:
8 HeatMap News:
What the Supreme Court’s Rulings Mean for Climate Change
Have a great day!
Yann
This is your SolarWakeup for July 10th, 2024
Opinion
News
1 Utility Dive:
Texas restoration efforts underway after Hurricane Beryl leaves 2.7M customers without power
2 New York Times:
A Brand-New Electric Bus, No Charge. (That Was One Problem.)
3 Bloomberg:
China Releases Draft Rule to Curb Excessive Solar Expansion
4 Axios:
Sea level rise wipes out an entire U.S. species
5 Reuters:
US power use forecast to reach record highs in 2024 and 2025, EIA says
6 PV-Tech:
US manufacturer Toledo Solar ceases operations
7 Energy Storage News:
Ireland utility-scale energy storage forecast to exceed 1.5GWh in 2025
8 Heatmap News:
Beryl Narrowly Missed the Gulf’s Energy Heartland
9 Canary Media:
Biden admin offers $1.2B loan to expand US battery supply chain
Opinions:
10 PV-Magazine:
Louisiana allows firms to buy 500 more MW of renewable power
Have a great day!
Yann
This is your SolarWakeup for July 9th, 2024
Opinion
News
1 Associated Press:
Beryl weakens to tropical depression after slamming into Texas as Category 1 hurricane
2 Utility Dive:
US electricity prices rise again as AI, onshoring may mean decades of power demand growth - BofA
3 Bloomberg:
Calpers Allots More Than $1 Billion to Sixth Street For Asset-Based Finance
4 Axios:
Warmest June on record hits Earth, boosting odds of warmest year
5 Reuters:
China may investigate energy storage plants for fire risks, local media says
6 PV-Tech:
Accelerating PV and energy storage – a special report
7 Renewable Energy World:
Here comes the boom - Wood Mackenzie forecasts massive solar, wind, and storage growth
8 Energy storage News:
FRV Australia turns first solar-plus-storage project online
9 Canary Media:
The US is about to get its first solar-covered canal
10 PV-Magazine:
Enphase begins shipping U.S.-made microinverters for commercial applications
Opinions:
11 New York Times:
It Takes Too Many Studies for the Government to Do the Right Thing
Have a great day!
Yann
This is your SolarWakeup for July 8th, 2024
Opinion
News
1 Utility Dive:
IRA’s impact grows clearer in H1 2024 as guidance and incentives spur investment
2 Bloomberg:
SunPower Shares Slump Amid Financial Misconduct Allegations
3 New York Times:
How Future Hurricanes Could Stress Power Grids of U.S. Cities
4 NBC:
Too much solar? How California found itself with an unexpected energy challenge
5 Axios:
The financial case for EVs — with caveats
6 Politico:
Texas coastal residents told to expect power outages, flooding
7 Reuters:
Germany to seek bids for hydrogen-ready power plants by early 2025
8 Solar Power World:
New report outlines possibilities of permanent California solar + storage “resilience hubs”
9 Energy Storage News:
SemperPower, Corre Energy and PowerField launch large-scale Netherlands BESS projects
10 Canary Media:
Supreme Court ruling threatens clean energy tax credits and much more
11 PV-Magazine:
Time to talk solar curtailment
Opinions:
12 PV-Tech:
‘As powerful as the oil and gas industry’
Have a great day!
Yann
This is your SolarWakeup for July 3rd, 2024
Opinion
News
1 Fox News:
Solar company found to have ‘reaped billions’ from top Biden law leads to outcry - ‘Appeasing the rich’
2 Utility Dive:
LG pauses construction on part of $5.5B Arizona battery plant
3 Bloomberg:
Apple, Amazon-Backed Group Asks Japan to Cut Emissions Faster
4 PV-Tech:
World Bank provides US$1.5 billion loan to support India’s renewable energy transition
5 Energy Storage News:
ARENA awards US$94 million for community battery energy storage in Australia
6 Canary Media:
In Michigan, homeowners associations can’t stop rooftop solar anymore
7 PV-Magazine:
U.S. household energy can wield 15 GW to affordably meet electricity demand
Opinions:
8 Reuters:
German energy transition powered mainly by fossil fuel cuts
Have a great day!
Yann
This is your SolarWakeup for July 2nd, 2024
Opinion
News
1 Axios:
How the Supreme Court's massive Chevron decision will affect climate policy
2 PV-Magazine:
Experts consider speedy utility-scale interconnection in Texas going nationwide
3 Utility Dive:
Talen Energy defends interconnection agreement for Amazon data center at nuclear plant
4 Reuters:
Germany, Morocco agree alliance to support green hydrogen production and exports
5 PV-Tech:
BlackRock’s portfolio company New Green Power to supply electricity to Google
6 Renewable Energy World:
Hype aside, virtual power plants are breaking through
7 Energy Storage News:
Arizona utility SRP launches RFP for non-lithium long-duration energy storage
8 Canary Media:
Community solar expands access to clean energy, new study shows
Opinions:
9 Heatmap News:
What Happens After Chevron?
Have a great day!
Yann
This is your SolarWakeup for July 1st, 2024
The AI Propportunity. I don’t listen to many cleantech podcasts (tend to stick to my hometown sports pod…Go Panthers!). But in this week’s podcast with John Engel and Mike Casey the topic of AI came up and gave me a few thoughts. AI is going to use a lot of energy, even as AI chip usage will get more efficient, I’d assume that it will still be 10x as much per query and likely get queried more than a typical search does today. On the other hand, electrification in transportation and smart homes will increase demand so much that every utility and ISO is working through their demand projections that probably put the grid up 15-20% by 2030 (which is an insane growth curve). Last year solar made up 75% of new generation (on a capacity basis) which probably doesn’t even keep up with retirements and reduction in availability from aging power plants, let alone load growth. This is definitely a megatrend in my mind, just how much more solar will have to be built to keep up with the economic growth in the US and abroad, and what can I do about it?
News
1 Renewable Energy World:
AI could strain the grid, or make it a lot smarter — This Week in Cleantech
2 Reuters:
Right-wing shift may slow, not reverse climate action
3 Axios:
Biden-Trump debate lacked energy ... literally
4 PV-Magazine:
Iron flow battery manufacturer secures $50 million investment
5 Bloomberg:
Silver Spikes as Solar Sucks Supply-BNEF
6 PV-Tech:
More energy storage to alleviate solar PV curtailment issues in Greece
7 Canary Media:
Huge, controversial LNG export terminal gets green light from FERC
Opinions:
8 Energy Storage News:
Navigating the IRA landscape
Have a great day!
Yann
This is your SolarWakeup for June 28th, 2024
Opinion
News
1 Utility Dive:
America will need 500 TWh more power in 2028. This simple solution could help.
2 Bloomberg:
American Support for EVs, Solar and Wind Energy Wanes, Pew Says
3 New York Times:
Biden vs. Trump on Climate Policy
4 Reuters:
UK power sector cuts fossil fuel use to new lows
5 PV-Tech:
Focusing manufacturing, implementing legislation and tackling a fractured market – takeaways from Intersolar Europe 2024
6 Renewable Energy World:
How the Inflation Reduction Act is playing out in one of the ‘most biased’ states for renewables
7 Solar Power World:
Generac Power Systems acquires North American energy storage EPC
8 Energy Storage News:
Trina Storage launches cell-to-AC BESS solution in US, signs first Germany project deal
Opinions:
9 PV-Magazine:
Recurrent Energy transfers $103 million in tax credits for Oklahoma project
Have a great day!
Yann
This is your SolarWakeup for June 27th, 2024
Opinion
News
1 Utility Dive:
Recheck launches residential solar verification platform with partners SEIA, Sunrun
2 Axios:
VW-Rivian deal holds benefits for both automakers
3 Reuters:
California drives US battery storage growth in power systems
4 PV-Tech:
Doral Renewables bags US$400 million for US pipeline
5 Renewable Energy World:
DOE is doling out $63M to commercialize these four energy technologies
6 Solar Power World:
Trina to unveil 10-MWh ESS to North American market this summer
7 Energy Storage News:
California utility SCE seeks approval for 750MW of energy storage resource adequacy contracts
8 Canary Media:
Missed deadlines pile up as New York’s climate law turns five
9 PV-Magazine:
Solar ingot and wafer manufacturing coming to Oklahoma
Opinions:
10 New York Times:
Trump’s War on Clean Energy Would Benefit China, Economists Say
Have a great day!
Yann
This is your SolarWakeup for June 26th, 2024
Opinion
News
1 Reuters:
Data centers, EVs to significantly boost US power load by 2030, consultancy says
2 Solar Power World:
Solar panel production begins at Meyer Burger plant in Arizona
3 PV-Tech:
US ranks first again in EY’s Renewable Energy Country Attractiveness Index
4 Energy Storage News:
SRP inaugurates 340MW/1,360MWh BESS assets ahead of Arizona summer peak challenges
5 Bloomberg:
IT Glitch Sends German Power Price Soaring to 22-Month High
6 Canary Media:
How Massachusetts is helping fleets of cars and trucks go electric
7 Renewable Energy World:
The ‘Wild West’ of hooking up large solar projects in New Hampshire
Opinions:
8 PV-Magazine:
‘We expect solar panel prices to stabilize in the second half of the year’
Have a great day!
Yann
