Guess Who’s Back!!! Stop the presses and get out your purchase orders! Suniva. Is. Back. In partnership with Heliene, a domestic content solution is in the market. On one hand, I guess the tariffs are doing their job as we’ve seen with other suppliers. On the other hand, will the brand survive starting the biggest trade war in solar since SolarWorld? Suniva really never went away, I’ve had multiple Suniva employees/e-mail address stay subscribed to this newsletter for the better part of 10 years. We’ll see how the market responds.
“Energy Pragmatism”. “In fact, in my nearly 50 years in finance, I’ve never seen more demand for energy infrastructure.” That’s Larry Fink, CEO of BlackRock, in his annual letter to shareholders as he coins the term ‘energy pragmatism’. The term encompasses the dual goals set by Countries around the world which originally started with decarbonization, i.e. energy transition, and now adding energy security. The pragmatism also brings in the additional issue of demand increase of markets due to economic growth in various sectors, Fink sites Germany and Texas as risks to suffer from outages. You can find the letter here
- Solar Power World: Heliene is first domestic silicon solar panel manufacturer to reach domestic content bonus
- Axios: BlackRock’s Fink shows the realpolitik of the energy transition
- Utility Dive: A new era of price-based demand response emerges, but utilities and regulators need proof of its potential
- Bloomberg: Amazon Says Japan Isn’t Meeting Corporate Needs for Clean Power
- New York Times: Yellen Warns China Against Flood of Cheap Green Energy Exports
- Reuters: US looks to reboot aluminium sector with a new smelter
- PV-Tech: Grid constraint “the fundamental challenge” for EU solar developers – LSS EU
- Renewable Energy World: Americans want residential solar, but trust and costs are still big concerns: report
- Energy Storage News: Rimac opens UK facility to manufacture first BESS units
Opinion
Best, Yann