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This is your SolarWakeup for December 4th

Data Center Forecast. What forecast for load growth makes the most sense? BNEF in today’s top story says 106GW but ERCOT alone says 25GW by 2031 (overall growth of 70GW though). Yet the rate cases point to potentially much more. 

  • Utility Dive: U.S. data center power demand could reach 106 GW by 2035: BloombergNEF
  • PV-Magazine: Utilities can manage data center demand with focused tariffs and rate design
  • Bloomberg: Trump Makes Next Move to Revoke New England Wind Farm
  • Axios: China blowing past world on renewables and EVs
  • Reuters: India’s clean energy firms seek better weather data as rules tighten
  • Inside Climate News: Alabama Regulators Approve Two-Year Electric Rate Freeze and Two Solar Projects for a Meta Inc. Data Center
  • Energy Storage News: ABB acquires Gamesa Electric power electronics division for undisclosed sum
  • Canary Media: After Ohio’s landmark decisions on HB 6 utility scandal, what’s next?

Opinion

  • PV-Tech: Buyers should exercise ‘caution’ as solar component prices rise, says Intertek CEA

Best, Yann

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