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Opinion

Best, Yann

News

1 Solar Power World:

Infinigen and ArcLight plan 32-MW solar + storage project in Puerto Rico

2 Utility Dive:

Equinor jumps into ERCOT market with 110 MW of merchant battery projects

3 PV-Magazine:

Bifacial panels, representing 98% of U.S. solar imports, may soon be subject to tariffs

4 Bloomberg:

First Solar Jumps After Report Says Biden to End Trade Loophole

5 Recharge News:

US solar firms tell Congress 'now is the time for policy action' on permitting and siting reform

6 Energy Storage News:

New York community-scale developer Ninedot secures US$13 million real estate financing

7 Canary Media:

The Biden admin has a plan to get more mileage out of the power grid

8 Bloomberg Law:

Grid Backlog Targeted by DOE to Accelerate Clean Energy Rollout

Opinions:

9 Reuters:

Slow clean power generation growth hits Texas power sector - Maguire

Have a great day!
Yann

Opinion

Best, Yann

News

1 PV-Magazine:

Arcadia raises $50 million to bring AI to community solar

2 Energy Storage News:

AI-driven optimiser GridBeyond raises €52 million from investors including ABB, Energy Impact Partners

3 Bloomberg:

Chevron Launches $500 Million Fund to Invest in Clean Tech

4 Renewable Energy World:

With rapid solar additions, the ‘duck curve’ begins to emerge in Texas

5 Axios:

45 million from the Plains to Midwest face severe thunderstorm threat

6 Reuters:

Mexico presidential frontrunner pledges $13.6 billion for energy investments

7 Solar Builder:

SPAN to rapidly expand smart panel production via Jabil

8 Politico:

Climate in the World Bank’s spotlight

Opinions:

9 Utility Dive:

The time is ripe for utilities to play a larger role in the energy transition

Have a great day!
Yann

Solar For All Angles. Back in my IPP days it was always tricky to find the right piece of flat, square land for the solar farms. It was even worse when the development required more capex in civil work and compliance with various draining and environmental remediation for the property. If you’ve been on a piece of land that had civil works done to it, you know you hope that it didn’t rain on ribbon cutting day or you better have some tall mud boots. I’m proud to see Nevados innovation get some public recognition as the tracker company that has seen this problem for nearly a decade, with the award coming from the Virginia Department of Environmental Quality. Obviously, I’m a biased board observer and investor of Nevados but this award comes from a third party so I get to throw some confetti for them here as well.

Opinion

News

1 Bloomberg:

Coal Keeps Powering India as Booming Economy Crushes Green Hopes

2 Solar Power World:

Virginia solar project using Nevados trackers receives state environmental award

3 New York Times:

To Fight Climate Change, We Need New ‘Political Technologies’

4 Axios:

The IEA is sticking to its guns on peak oil demand

5 Reuters:

Hawaiian Electric may initiate rolling outages

6 PV-Tech:

National, nodal or zonal - potential of different pricing structures in the world’s energy markets

7 Renewable Energy World:

DOE seeks feedback from distribution utilities on $6.5M interconnection program

8 Canary media:

California derailed its booming rooftop solar buildout. Can it be fixed?

9 PV-Magazine:

U.S. median residential solar price is $2.80 per watt, payback period 8 years

Opinions:

10 Utility Dive:

Power grids are facing more demand than ever. Policy needs to catch up.

Have a great day!
Yann

Opinion

Best, Yann

News

1 Wall Street Journal:

The Home-Solar Boom Gets a ‘Gut Punch’

2 Utility Dive:

China, Russia ramping up cyber activities against energy, water and other critical sectors - FBI director

3 Axios:

Hot oil summer

4 Solar Power World:

Bureau of Land Management releases final rules for renewable energy projects on public lands

5 PV-Magazine:

Solar cell prices fall for 3rd consecutive week

6 PV-Tech:

Dominion Energy Virginia launches RFP for solar and BESS projects

7 Bloomberg:

The Century-Old Transmission Line Is Getting a 21st Century Upgrade

8 Energy Storage News:

EU Battery Passport ‘will help reduce procurement and recycling costs’

9 Canary Media:

Chart - Which US states generate the most solar and wind energy?

Opinions:

10 Reuters:

Visiting Chinese trade official warns EU on greentech probe

Have a great day!
Yann