• Utility Dive: High interest rates hit renewable energy harder than natural gas: Wood Mackenzie
• Bloomberg: China’s Solar Panel Giants Say Prices Are Near the Bottom
• New York Times: Giant Batteries Are Transforming the Way the U.S. Uses Electricity
• Reuters: Project delays are holding back clean power installation, report says
• PV-Tech: Italy bans solar on agricultural land
• Renewble Energy World: Investment in manufacturing of clean energy technologies surges
• Energy Storage News: Lightshift Energy deploying 50MW of community BESS in Massachusetts for utility group
• Canary Media: Looming power grid rules could make or break the US energy transition

Opinion

• PV-Magazine: Solar to contribute over 60% of new U.S. electricity generation in 2024

Best, Yann

• Bloomberg: EU Says Ready to Use All Trade Tools to Defend Against China
• New York Times: European Oil Giants Consider Shifting Their Listings to the U.S.
• PV-Magazine: Accelerated declines in solar cell prices since late March
• Reuters: US utility Allete goes private in $6.2 billion deal
• Electrek: WattEV opens US’ first megawatt charge station with 1.2MW speeds and solar
• Axios: China’s clean tech in focus ahead of U.S. meeting
• PV-Tech: REC Silicon to ship polysilicon from Moses Lake plant in Q2
• Canary Media: The growing clean energy backlog, in five charts

Opinion

• Utility Dive: Replacing a Talen Energy coal-fired power plant with battery storage is infeasible – PJM

Best, Yann

Clean Power. Whether we want to generate the energy we need for load growth with solar and wind, or replace peaker plants with energy storage, these companies will be in Minneapolis this week. It’s a competitive landscape for batteries and of course you should run your batteries on FlexGen’s operating system, where you’ll find me at the booth most of the week. If you have any fun events that I should know about, let me know.

All About Configurations. So much of solar, wind and storage is how many different combinations of OEM, PCS, solar plant controls, and power plant controls in each ISO/RTO. Getting everything to talk to each other and do what you need for revenue generation while gathering data in a safe way for your analytics is the biggest challenge coming to the market that has the lowest capex of your total investments. Give that some thought as you walk the trade show this week.

• Utility Dive: 4-hour batteries best replacements for aging Maine peaker plants – study
• PV-Magazine: Sunnova earnings dip, unrestricted cash grows as it mends balance sheet
• Canary Media: CleanCapital’s Zoe Berkery has no time to waste
• Axios: Biden exempts EV metal from climate law sourcing rule
• Reuters: Factbox – EU probes on Chinese subsidies and imports
• MIT: Three takeaways about the current state of batteries
• Energy Storage News: Natron Energy starts manufacturing ‘50,000+ cycle-life’ sodium-ion batteries at Michigan factory
• Solar Power World: Inverter insights – Repowering older solar projects

Opinion

• Bloomberg: A Clean Technology Trade War Shows How Empires Fall

Best, Yann

• Reuters: Dominion planning to power 15 more data centers in 2024
• Renewable Energy World: Prices remain reasonable at MISO 2024 capacity auction- except in one zone
• Canary Media: Tesla won the EV charging race. So why’s it gutting its Supercharger team?
• Bloomberg: Sunnova Evaluating Options for Deeply Discounted Debt, CEO Says
• Energy Storage News: Plus Power secures US$82 million tax equity investment for Arizona BESS
• PV-Tech: US shingle provider GAF Energy opens 250MW manufacturing plant in Texas
• Heatmap News: The Best Idea From Today’s Big Oil Hearing

Opinion

• PV-Magazine: First Solar beats revenue expectations in Q1 earnings, policy tailwinds emerge

Best, Yann