Phoenix Infocast. I’m coming back! I’ll be in Phoenix on Monday and Tuesday for the Infocast Solar + Wind conference. Would love to see many of you again, if you’re going reach out and say hello. Especially if you’re looking for some support on your energy storage projects!

• Washington Post: Amid explosive demand, America is running out of power
• Bloomberg: Solar Panels Spread Across America’s Heartland as Farmers Chase Stable Returns
• S&P Global: ISO New England forecasts about 3.5 GW solar output decline during April solar eclipse
• Utility Dive: MISO proposes up to $23B transmission expansion with 765-kV ‘highway’
• New York Times: Live Updates: Biden Focused on Defending Democracy, the Economy and the Border
• Axios: Podesta touts Biden’s climate law, lays out COP29 vision
• Reuters: US solar wafer build stutters as Chinese surplus bites
• Energy Storage News: Regulator in Germany approves TSO Amprion’s decentralised grid booster BESS
• Heatmap News: Bitcoin Has a Feel-Good Energy Story

Opinion

• PV-Magazine: Policy recommendations to support U.S. rooftop solar installation

Best, Yann

50Billion. With 32GW installed last year spanning from utility scale to residential, I would presume we’re close to the $50billion mark especially with project finance giving a 2 for 1 in the construction to perm markets. Add on the storage growth, we’ll cross the $100billion market size soon and keep growing. It’s not just for fun either, we’ve talked about how the market is based on load growth and more energy needs across the board. This has to come from reliable and cheap sources like solar which made up 53% of the new capacity last year.
Premium? What’s your view on domestic versus not? Can you justify and get your investors, board and shareholders comfortable with committing to domestic supply chain or is it economics above all? Would love your thoughts on this.
Phoenix Infocast. I’m coming back! I’ll be in Phoenix on Monday and Tuesday for the Infocast Solar + Wind conference. Would love to see many of you again, if you’re going reach out and say hello. 

• Utility Dive: U.S. deployed a record 32 GW of solar generating capacity in 2023 – SEIA
• Renewable Energy World: Wood Mackenzie – Solar accounted for 53% of new U.S. generation in 2023 and will keep growing
• Bloomberg: Sinking Solar Prices Seen as Threat to US Manufacturing
• PV-Magazine: California community solar market lies in limbo
• Reuters: Italy’s green transition efforts held back by lack of big solar projects
• Semafor: After Big Oil’s waves of consolidations, Big Solar could be next
• Solar Power World: Import duties may soon be coming to aluminum solar racking
• Energy Storage News: EU launches energy storage investment platform Repono, targets 100GWh by 2030

Opinion

• Canary Media: One big downside of LNG exports: Price swings for US gas consumers

Best, Yann

• PV-Magazine: This Biden era law has spurred $240 billion in clean energy investment and 170,000 jobs
• Solar Power World: Final IRS rules released on IRA direct pay and transferability
• Axios: White House moves to stem wave of Chinese EVs
• Reuters: The Netherlands shines as key European energy transition driver
• Heatmap: Why the SEC’s New Climate Rules Matter
• Canary Media: A new Energy Department program aims to recycle wind turbine magnets

Opinion

• Utility Dive: To expand EV charging, merge the gas station and electrify-everything models

Best, Yann

• Utility Dive: NERC to file inverter-based resource rule revisions with federal regulators
• PV-Tech: EU to support solar manufacturing in face of “very fragile situation”
• Axios: Exclusive – New push to cut short-lived climate pollutant emissions
• Reuters: EU cannot close borders to solar imports, energy chief says
• Energy Storage News: US DOE allocates US$366 million to 17 projects in Energy Improvements in Rural or Remote Areas programme
• PV-Magazine: The path beyond 5 TW of solar
• Bloomberg: John Kerry, the Forrest Gump of Climate, Bows Out

Opinion

• Heatmap: A Carbon Tax Is Back on the Table

Best, Yann