• Heatmap: Tom Steyer Is Baffled By Warren Buffett’s Oil Bets
• Reuters: Energy Capital Partners to acquire Atlantica for $2.56 bln
• Utility Dive: As storage interconnection requests jump 540 GW, DOE and other experts weigh how to get things moving
• San Francisco Chronicle: California is about to side with PG&E — again — this time to kill community solar projects
• Bloomberg: Omers Said to Explore Selling Stake in Texas Renewable Energy Firm
• PV-Tech: Italy – Utility-scale solar grows 373% in Q1 2024
• Energy Storage News: National Battery Strategy – Australia targets ‘globally competitive producer’ status by 2035
• Canary Media: Better real-time data for the country’s congested transmission lines
• PV-Magazine: Battery energy storage tariffs tripled; domestic content rules updated

Opinion

• Renewable Energy World: Advocates see missed opportunities as Virginia lags its neighbors in clean energy manufacturing

Best, Yann

Good Everything Forever. The solar industry lost its most unapologetic supporter yesterday and I lost a good friend. Some of you knew that through SolarWakeup, I had one of the most unlikely friendships with Bill Walton. From the very first time we met at SPI a decade ago, spending two hours in the press room where he diligently asked every question about solar he could think of, to the random words of encouragement he would send at random times. Few things brightened my day as much as those hellos at 7:01am and if the newsletter wasn’t published, Bill was the first and often only person to make sure everything was okay. I say this to give you my time with Bill and how was the most amazing human and everyone that met him has a similar experience with him. Bill reminded people of a time of joy, whether it was remembering watching a game with their dad or seeing him at a Grateful Dead concert, Bill was always full of life. We’re going to miss you Bill! Good Everything Forever…enjoy the party with Jerry.

• New York Times: Bill Walton, N.B.A. Hall of Famer and Broadcasting Star, Dies at 71
• Utility Dive: Batteries saved Texas consumers $683M during 2-day January freeze – Aurora Energy Research
• Bloomberg: China’s Falling Emissions Signal Peak Carbon May Already Be Here
• Axios: Buttigieg says climate change is affecting transportation
• PV-Tech: BNEF – Solar and wind capacity to reach 31TW in 2050
• Energy Storage News: Kern County progresses Avantus’ 2GW California battery storage and solar project
• Heatmap News: Biden’s Long Game on Climate

Opinion

• PV-Magazine: Energy security in renewables-based systems

Best, Yann

• Semafor: Price wars, infrastructure hurdles hurt China’s solar industry
• Bloomberg: Texas to Face Heat Index of 110F in Late Spring Test for Power Grid
• Reuters: US says tariff increases on Chinese EVs, batteries and chips to start Aug. 1
• Latitude Media: Geothermal startups are suddenly raising a lot of money
• Energy Storage News: Chile opens land bidding for 13GWh of storage projects in Northern regions
• Canary Media: California bill would undo rules making it hard for schools to go solar
• PV-Magazine: Market impacts from the recent flurry of solar policy actions
• Utility Dive: Investing in green companies: Why private equity should lead the charge

Opinion

• New York Times: Biden and Big Oil Had a Truce. Now, It’s Collapsing.

Best, Yann

SolarWakeup Tax Credit Transfers? Should SolarWakeup get into the tax credit transfer craze? I feel like we could crowdfund some deals here.

Storage Analytics Webinar. Many of you are deep in building a battery portfolio or doing diligence to do so. Controls and the software platform give you the insights to keep the battery on, detect any issues that you may have and analyze how to increase performance. You can catch that webinar and register here.

• Utility Dive: Clean energy tax credit market poised to grow amid new transferability rules
• Bloomberg: Giant Hail Is the Weather Threat Keeping Insurers Up at Night
• Renewable Energy World: RWE acquires nearly 600 MW of new projects
• Energy Storage News: InfraVia acquires Dutch/Belgian developer Giga Storage
• Heatmap: It Was a Big Week for the Power Grid
• Canary Map: Puerto Rico’s rooftop solar boom is at risk, advocates warn
• PV-Magazine: Trends in residential solar finance, equipment and maintenance

Opinion

• Solar Builder: City officials need to stop excessive solar fees

Best, Yann