Quick Rundown. Solar is cheaper than anything else when it comes to energy and even with storage, making it dispatch able that remains true, say it everywhere you can.
More Cuts. Even with a lawsuit filed, it seems like the administration will cancel more legally binding agreements. This has a mission, that I’m unsure of, which does not align with the goals of growing the economy.
OpenSolar Rising. Hats off to the amazing team, that I love, at OpenSolar for raising a great $13.1million of new capital to deploy their AI across their residential solar tool and platform. This team hustles and builds with the installer in mind.
Underperforming Batteries. Batteries are underperforming across the globe and I’ve said it before, it’s the software. When you buy a full package from a battery OEM, you’re getting manufacturing capacity and not the brains of the operation, that’s why your Dell computer has a Windows operating system. It’s time for the market to bifurcate procurement of the storage tech stack.
- Politico: The government’s own data rebuts Trump’s claims about wind and solar prices
- Reuters: Solar groups sue Trump administration over cancellation of $7 bln in grants
- New York Times: Early Signs of a ‘Turning Point’ as Renewables Edge Out Coal
- Bloomberg: Trump Administration Eyes $12 Billion in New Energy Project Cuts
- Axios: Trump announces U.S. stake in Trilogy Metals, Alaska mining road permits
- PV-Tech: OpenSolar raises US$13.1 million to advance AI platform
- Energy Storage news: Italy’s ‘exceptionally competitive’ first MACSE energy storage auction concludes, procuring 10GWh
- Canary Media: New England’s final coal plant shuts down years ahead of schedule
- PV-Magazine: Operational issues hit returns in one in five battery storage projects, report finds
Opinion
Best, Yann