• Fox News: Solar company found to have ‘reaped billions’ from top Biden law leads to outcry – ‘Appeasing the rich’
• Utility Dive: LG pauses construction on part of $5.5B Arizona battery plant
• Bloomberg: Apple, Amazon-Backed Group Asks Japan to Cut Emissions Faster
• PV-Tech: World Bank provides US$1.5 billion loan to support India’s renewable energy transition
• Energy Storage News: ARENA awards US$94 million for community battery energy storage in Australia
• Canary Media: In Michigan, homeowners associations can’t stop rooftop solar anymore
• PV-Magazine: U.S. household energy can wield 15 GW to affordably meet electricity demand

Opinion

• Reuters: German energy transition powered mainly by fossil fuel cuts

Best, Yann

• Axios: How the Supreme Court’s massive Chevron decision will affect climate policy
• PV-Magazine: Experts consider speedy utility-scale interconnection in Texas going nationwide
• Utility Dive: Talen Energy defends interconnection agreement for Amazon data center at nuclear plant
• Reuters: Germany, Morocco agree alliance to support green hydrogen production and exports
• PV-Tech: BlackRock’s portfolio company New Green Power to supply electricity to Google
• Renewable Energy World: Hype aside, virtual power plants are breaking through
• Energy Storage News: Arizona utility SRP launches RFP for non-lithium long-duration energy storage
• Canary Media: Community solar expands access to clean energy, new study shows

Opinion

• Heatmap News: What Happens After Chevron?

Best, Yann

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?

• Renewable Energy World: AI could strain the grid, or make it a lot smarter — This Week in Cleantech
• Reuters: Right-wing shift may slow, not reverse climate action
• Axios: Biden-Trump debate lacked energy … literally
• PV-Magazine: Iron flow battery manufacturer secures $50 million investment
• Bloomberg: Silver Spikes as Solar Sucks Supply-BNEF
• PV-Tech: More energy storage to alleviate solar PV curtailment issues in Greece
• Canary Media: Huge, controversial LNG export terminal gets green light from FERC

Opinion

• Energy Storage News: Navigating the IRA landscape: Balancing the US supply chain and global diversification in battery storage

Best, Yann

• Utility Dive: America will need 500 TWh more power in 2028. This simple solution could help.
• Bloomberg: American Support for EVs, Solar and Wind Energy Wanes, Pew Says
• New York Times: Biden vs. Trump on Climate Policy
• Reuters: UK power sector cuts fossil fuel use to new lows
• PV-Tech: Focusing manufacturing, implementing legislation and tackling a fractured market – takeaways from Intersolar Europe 2024
• Renewable Energy World: How the Inflation Reduction Act is playing out in one of the ‘most biased’ states for renewables
• Solar Power World: Generac Power Systems acquires North American energy storage EPC
• Energy Storage News: Trina Storage launches cell-to-AC BESS solution in US, signs first Germany project deal

Opinion

• PV-Magazine: Recurrent Energy transfers $103 million in tax credits for Oklahoma project

Best, Yann