Tag Archives: Daily Rundown

This is your SolarWakeup for July 7th, 2023

Biden Goes On Tour. Yesterday, Biden went to South Carolina. Specifically the 2nd district of South Carolina where Flex has a manufacturing facility that will be bringing another 600 jobs into the factory to build Enphase microinverters. This is one of three manufacturing lines that Enphase has discussed. Biden next heads to Georgia for another factory groundbreaking in his effort to tout the Bidenomics including bringing new factories to the US especially those for the clean energy economy.

The Winning Districts. So many of these factories happen to go to districts represented by some of the most fervent opponents of the Inflation Reduction Act. The Enphase line at Flex is in Joe Wilson’s district and the Georgia tour is in Marjorie Taylor Greene’s. By going directly to the factories, Biden is asking voters to look beyond the talking points and see that solar manufacturing is good for them, their families and everyone putting solar on their homes, businesses and land. The reality is that if the IRA had not passed, these jobs would not have been created.

Triple Crown of CHiPS, BIL and IRA. You’re seeing the administration going full speed on deploying the investments and highlighting the hundreds of billions that companies are investing for factories in tech, industrials and clean energy. The bipartisan infrastructure law is also building the tools to enable more deployment, a favorite word within the department of energy.

Oceans Need Cooling…Water Runoff. Japan will be releasing treated radioactive water from the Fukushima plant after approval by international regulators. I don’t expect anyone to want to dump solar panels into the ocean though.

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This is your SolarWakeup for July 6th, 2023

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This is your SolarWakeup for July 5th, 2023

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This is your SolarWakeup for June 28th, 2023

Intersecting Auto And Grid Markets. Why didn’t any auto manufacturers ever get into the business of owning gas stations? For 100 years. OEMs made cars, utilities generated and delivered electricity and oil majors drilled for oil, refined it and delivered it to you via local gas stations. Today, EVs are propping up new manufacturers, OEMs are getting into charging networks and generating electricity, oil majors are making major investments into charging networks and so are utilities. Meanwhile, can you really distinguish one provider from another except for one very important customer requirement, does the station work when I arrive at the charger? We’ve seen the massive transition to the Tesla network in recent weeks, you can almost consider the charging standard won by the Tesla NACS plug at this point. This gets even more interesting when you look at the storage market intersecting with grid and charging infrastructure.

How Georgia Leads Cleantech Factories. Seems like Georgia is taking win after win with new factory announcements for clean energy as the Secretary of Energy heads to the land of peaches to take a victory lap stemming from the IRA. But how did this happen? It wasn’t because the elected officials in the State or those that the State sends to DC were ardent supporters of the policies that make this happen, so what other requirements made companies excited to invest billions?

Note About Inverters. Lots to digest on the inverter article but keep a lookout on more regulatory requirements for solar inverters, power plants controls and storage EMS applications. NERC and other regulators are unhappy with how little ride through and resilience that solar inverters have had recently especially with so much capacity coming online. The requirements for cybersecurity are also expanding across agencies looking at the topic of industrial controls.

Programming Note. We’ll be off for an extended Fourth of July weekend. Today is the last edition of the week and we’ll pick back up next Wednesday.

The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here

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Best, Yann