ACP Recap. I spent the last two days in Minneapolis at the ACP show and it was great to see many of you. The show had good traffic but seemed down from last year, notably missing were many of the wind companies and even light booth from the tracker companies. Energy storage definitely led the show, service providers, engineers and OEMs were represented while all the talk centered around load growth and need for resilience. It helped that ERCOT had another peak pricing event that saw energy storage top of some much needed resilience. What did you think of the show?
Talks On Trade. US and China representatives are meeting in DC to talk about the global trade landscape while President Macron of France visited China to talk about cleantech, with a picture of Macron and Xi standing with all of the storage OEM CEOs circulating social media platforms.
- Bloomberg: The Power Industry Is Quickly Becoming One Big AI Play
- Axios: U.S. and China hold climate talks in Washington
- Solar Builder: Nevados earns top marks in independent ranking of solar trackers
- PV-Magazine: Global solar manufacturing sector now at 50% utilization rate, says IEA
- Wall Street Journal: The Global Solar Power Boom Is Driving a Surge in Silver Demand
- New York Times: Biden Looks to Thwart Surge of Chinese Imports
- Reuters: Summer power prices seen surging for Texas, falling in California
- Canary Media: Here’s where the Biden admin wants to build new power lines — ASAP
Opinion
Best, Yann