How US Reclaims Manufacturing Leadership. There’s definitely some hyperbole in the media covering China’s role in US solar manufacturing. The reality is that the U.S. ceded leadership on solar manufacturing to China decades ago. China headlines may generate clicks, but at the end of the day, there’s times when we need to partner with and leverage China’s manufacturing expertise to re-shore elements of the solar value chain. Companies like Invenergy hired more than 1,500 Americans to produce 5GW of solar modules through their majority stake in Illuminate, using Longi solar technology. 

• Bloomberg: How American Tax Breaks Brought a Chinese Solar Energy Giant to Ohio
• Utility Dive: How will the presidential and Senate election outcomes affect FERC and its policies?
• Reuters: First Solar says several large rivals are infringing on patents
• PV-Tech: ‘Entire Fortune 500’ looking at clean energy tax credits
• Solar Power World: Corning will make solar wafers in Michigan
• Energy Storage News: FERC approves CAISO interconnection queue reforms despite protests from developers
• Canary Media: ‘Green bank’ launches $250M effort to electrify California’s port trucks

Opinion

• PV-Magazine: Future-proofing battery energy storage investment

Best, Yann

• Utility Dive: 5 governors call for PJM capacity market rule changes to reduce ‘unnecessary’ consumer costs
• Axios: Trump wants to “terminate” green spending. Here’s what could stand in his way
• PV-Tech: GCL posts US$400 million losses in Q1-3 2024
• Energy Storage News: LG Energy Solution scaling back expansion, launching US ESS battery production in 2025, as profits dive again
• Canary Media: The tax code change unleashing $25B in clean energy investment
• PV-Magazine: Eos to supply zinc aqueous batteries to Nebraska utility storage project
• Politico: How fracking and EVs could swing election in Blue Wall states

Opinion

• New York Times: A Pivotal Choice – Trump vs. Harris on Climate Change

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• Axios: Energy Department unveils new projects in hard-hit coal regions
• Energy Storage News: US finalises 45X advanced manufacturing tax credit for batteries, solar
• Canary Media: Clean energy is on the ballot in these utility regulator races
• Utility Dive: MISO, TVA to sell ‘emergency energy’ under proposed agreement
• BLoomberg: Sunrun in Talks to Supply Solar to Data Centers, CEO Says
• New York Times: The U.N.’s Verdict on Climate Progress Over the Past Year – There Was None
• PV-Tech: Building solar PV without storage in Chile is financially inviable
• Renewable Energy World: $7.3 billion and counting – Pine Gate closes on investment from Blackstone
• Reuters: Trump hates Biden’s climate law. His allies are making money from it
• PV-Magazine: BP completes takeover of Lightsource business

Opinion

• Solar Power World: Guest column – Is the commercial solar gold rush upon us?

Best, Yann

• Utility Dive: AI, data center load could drive ‘extraordinary’ rise in US electricity bills: Bain analyst
• The Atlantic: Cheap Solar Panels Are Changing the World
• Solar Industry: FTC Solar to Supply Projects for Sandhills Energy
• Bloomberg: A Wind Power Crisis Is Holding Back the World’s Green Energy Goal
• Reuters: Norway’s Statkraft to sell assets in three countries, CEO says
• Renewable Energy World: EIA – U.S. wind and solar construction costs rose slightly in 2022, while natural gas dropped
• Energy Storage News: Mercedes-Benz opens ‘Europe’s first’ integrated hydrometallurgical battery recycling facility
• PV-magazine: U.S. solar factories – From announcements to reality

Opinion

• PV-tech: ‘Low hanging fruit is gone’ for US solar developers, says EDP CEO

Best, Yann