• Utility Dive: California PUC approves plan to add 56 GW of clean energy resources by 2035
• Bloomberg: SunPower’s Former CEO Werner Returns as Executive Chairman
• Reuters: Brazil miner Vale eyes more battery systems in its operations
• PV-Tech: Colombia awards 4.4GW of solar PV in renewables auction
• Energy Storage news: EU’s Battery Passport ‘will give energy storage investors more clarity on bankability’ of projects
• Canary Media: EVs are one step closer to becoming roaming grid batteries
• PV-magazine: Raising consumer confidence critical to energy transition, finds EY report

Opinion

• Renew Economy: Four reasons rooftop solar will grow to dominate Australia’s electricity market

Best, Yann

• Bloomberg: Europe Is Poised for a Surge in Battery Investments
• PV-Magazine: Utility-scale solar had a record year in 2023. It’s set to double in 2024
• New York Times: Republican Attacks on Biden’s Climate Law Raise Concerns Ahead of Election
• Axios: Exclusive – New early-stage climate tech fund of funds closes $152 million
• Renewable Energy World: DOE urges industry to hit 20 GW of community solar by end of 2025
• Solar Power World: USITC’s midterm report on Sec. 201 solar tariffs heads to President
• Energy Storage News: Brookfield’s X-ELIO and NIC invest in German battery storage firm Eco Stor
• Canary Media: How US protectionism is holding back the country’s offshore wind plans

Opinion

• Utility Dive: FERC OKs cold weather reliability standards, and 5 other takeaways from Thursday’s open meeting

Best, Yann

Across The Pond. Happy Monday from across the pond as I’m visiting London for the Energy Storage Summit on behalf of FlexGen as we launch our energy storage data and performance analytics platform for every storage project built. How do you know how your storage project is going when the data is just sitting there?

Solar Record In Texas. In February…grid volatility will keep growing as the cheapest form of energy grabs market share.

Optimistic View Of Built Transmission. PJM released their grid plan and assumes some optimistic views on both energy demand growth and how much transmission will get built. One forecast is definitely too low (demand growth) and the other far too optimistic (built transmission). Read the report to form your opinion.

• Utility Dive: GETs could facilitate 6.6 GW of clean energy in five PJM states, saving $1B a year – RMI
• CleanTechnica: Solar & Battery Storage to Make Up 81% of New U.S. Electric-Generating Capacity in 2024
• Bloomberg: Solar Installer SunPower Slips as Cash Infusion Dilutes Shares
• PV-Tech: Texas breaks daily solar generation record with peak of 16.7GW
• Solar Power World: SolarCycle to make solar glass using recycled solar panels in new US plant
• Energy Storage News: Greece – Second round winners in BESS auction revealed
• Canary Media: Sage Geosystems raises $17M for geothermal energy storage
• PV-Magazine: California introduces bill to reevaluate rooftop solar net metering

Opinion

• Renewable Energy World: The biggest clean energy surprises in 2023 and what they mean for 2024

Best, Yann

• Utility Dive: GETs could facilitate 6.6 GW of clean energy in five PJM states, saving $1B a year – RMI
• CleanTechnica: Solar & Battery Storage to Make Up 81% of New U.S. Electric-Generating Capacity in 2024
• Bloomberg: Solar Installer SunPower Slips as Cash Infusion Dilutes Shares
• PV-Tech: The Netherlands rejects bill to phase out net metering scheme
• Solar Power World: SolarCycle to make solar glass using recycled solar panels in new US plant
• Energy Storage News: Greece – Second round winners in BESS auction revealed
• Canary Media: Sage Geosystems raises $17M for geothermal energy storage
• PV-Magazine: California introduces bill to reevaluate rooftop solar net metering

Opinion

• Renewable Energy World: The biggest clean energy surprises in 2023 and what they mean for 2024

Best, Yann