• Reuters: Canada’s Heliene plans new US solar panel and cell factory
• PV-Magazine: 2 GW Meyer Burger solar cell factory in Colorado, hints of more coming
• Bloomberg: Chevron Considers Lithium Production in Latest EV Bet by Big Oil
• Wall Street Journal: China Dominates Solar. Does the U.S. Stand a Chance?
• PV-Tech: Japanese corporation Itochu to invest US$2 billion in renewables in North America
• Politico: Biden’s clean energy goals have a union problem
• Energy Storage News: Community energy storage developer NineDot gets US$25 million financing from NYSERDA
• Canary Media: A dispatch from the dawn of the green hydrogen era

Opinion

• Axios: How Trump could slow the U.S. EV transition

Best, Yann

• Utility Dive: Investor interest in energy storage back on track after slow first quarter
• Axios: Relentless U.S. heat wave is likely to extend into August
• Reuters: California has enough power during heat wave after Thursday emergency
• PV-Tech: Utility-scale solar to overtake coal in North Carolina’s electricity generation
• Energy Storage News: Spain could eliminate economic curtailment of renewables’ with 15GW of long-duration energy storage
• PV-Magazine: Array Technologies to secure domestically made steel from new mill in Texas

Opinion

• Bloomberg: John Kerry’s China Trip Was Not a Total Climate Loss

Best, Yann

• Utility Dive: House panel discusses grid threats: China, Russia, inverter-based resources, physical attacks
• Bloomberg: Making Solar Panels Is ‘Horrible’ Business. The US Still Wants It.
• Axios: The 15 hottest days, in the world’s hottest month
• Reuters: Biden’s tough sell in Pennsylvania – green energy to union workers
• PV-Tech: Tesla solar deployment drops 38% in Q2 2023 to 66MW
• Solar Power World: Over 100 advocacy groups push for solar above all government-owned canals
• PV-Magazine: New York Green Bank provides $25 million credit debt facility for energy storage

Opinion

• New York Times: Why Heat Waves Are Deepening China’s Addiction to Coal

Best, Yann

It’s Getting Hot In Here. I’ve written about it the heat for what seems like months at this point. I’ve also been living in it as have many of you. Look at the headlines from today, Miami, Arizona and Texas all making the news because of the consistent heat. Step into the ocean near where I live and you find the water to be in the high 90s, bringing too much reality to the saying that the ocean is like a hot tub. I can only imagine what my utility is seeing on the demand side, 40 straight days over 100 degree heat index and reduced cooling efficiencies at the power plants.

But What To Do. The problem is that we’re not going to solve this years grid problem by next year at the rate that we’re going. Building a solar farm or storage project means at least a year in good times and likely a late 2024 or 2025 endeavor at this point given where the interconnection queue is.

• PV-Tech: IREC: 3.5% growth in US solar sector jobs between 2021 and 2022
• Energy Storage News: NYISO studies ‘unique characteristics’ of energy storage as a transmission asset
• Utility Dive: US utility-scale solar outlook improves on easing supply chain limits: Morgan Stanley
• Bloomberg: EU Lawmakers Ease Concerns on Power Market Intervention
• Axios: U.S.-China climate talks are back on track — with obstacles
• Canary MEdia: Big companies seek new paths to deep grid decarbonization
• Las Vegas Review-Journal: Nevada leads nation in solar industry jobs, report says

Opinion

• Reuters: Abu Dhabi’s Masdar eyeing acquisition targets in US, Europe expansion

Best, Yann