• Canary Media: US solar manufacturing capacity has quadrupled thanks to climate law
• Utility Dive: Uprates, batteries, and DR may offer near-term responses to record PJM capacity prices
• Bloomberg: Europe’s Data Centers Hub Sees Disappointing Clean-Power Auction
• Axios: Biden’s race to spend billions of climate bucks
• Reuters: US approves major transmission project in Nevada
• Renewable Energy World: In net metering case, New Hampshire regulators focus on costs while ignoring benefits, advocates say
• Energy Storage news: Ameresco and SCE agree on completion for two of three California BESS projects, liquidated damages still loom

Opinion

• PV-Magazine: Reaching U.S. solar energy goals will require innovation

Best, Yann

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. 

• Axios: Solar is bigger in Texas
• Reuters: High fossil fuel use highlights US power transition challenge
• Utility Dive: US energy storage installations rise 62% in Q2 to 2.9 GW: ACP
• WY Daily: Solar Developers Take Another Swing at Dominion’s Rules for Mid-size Projects
• Bloomberg: Germany Ready to Help Fund $22 Billion South African Grid Revamp
• PV-Tech: Tigo Energy files lawsuit against Zhejiang Benyi for rapid shutdown copyright infringement
• Renewable Energy World: Yellen says ending Biden tax incentives would be ‘historic mistake’ for states like North Carolina
• Canary Media: Chart – The UK is about to stop using coal to produce electricity
• PV-Magazine: Startup offers AI-based software solution to predict component failure in utility-scale inverters

Opinion

• New York Times: Solar Farms Have a Superpower Beyond Clean Energy

Best, Yann

• Renewable Energy World: RE+ is right around the corner, here’s some stuff to look out for
• Bloomberg: Netflix and Chill the Planet? The Streamer Wants to Be Greener
• New York Times: U.S. Election Looms Over Climate Talks with China
• Reuters: Yellen warns that ending US clean energy tax credits would raise consumer costs
• Utility Dive: PJM considers fast-track review for shovel-ready generating projects
• PV-Tech: Oxford PV ships first commercial perovskite tandem modules
• Energy Storage News: UBS Asset Management’s 1GWh BESS portfolio in Texas gets financing through major banks
• PV-Magazine: Enphase product enables California solar upgrades without bump to NEM 3.0

Opinion

• Canary Media: California lawmakers punt on chances to deal with utility bill crisis

Best, Yann

• Economist: Clean energy’s next trillion-dollar business
• UTility Dive: Reregulation? How utilities and states are responding to PJM’s record capacity prices
• HEatmap News: This IRA Program Spawned 50,000 Solar Projects In Low-Income Communities. Who Benefited?
• BLoomberg: Reliance Wins Bid for Battery Storage Gigafactory in India
• Reuters: Clouds gather over China’s needed solar mergers
• PV-Tech: US residential solar installer Lumio files Chapter 11 bankruptcy
• Energy storage News: Capacity Investment Scheme sees 3,626MWh of energy storage awarded in South Australia and Victoria
• Canary Media: EV sales are growing. So why are automakers getting cold feet?
• PV-Magazine: Scientists estimate material demand for all silicon PV module technologies by 2050

Opinion

• Axios: Oil prices slide under multiple pressures

Best, Yann