The Cost of Growth. The rise of capacity cost is palpable and I think it may get worse. It’s the incremental MW/GW that raises the cost of every other GW in the auction because everyone wants to be the most valuable last power in the stack so everyone gets a piece. As demand grows, everyone wins on the generator side and loses on the consumer side of the ledger.
- Utility Dive: Data centers were 40% of PJM capacity costs in last auction: market monitor
- Axios: New branches of the AI power tree are starting to grow
- PV-Magazine: Big Tech turns to solar and storage to bypass grid bottlenecks
- Canary Media: PJM needs flexible data centers. Here’s a blueprint.
- San Francisco Chronicle: California bill would help renters lower electricity bills by easing rules for plug-in solar panels
- PV-Tech: HASI, Sunrun joint venture targets 300MW of residential renewable energy capacity
- Solar Power World: Pegasus acquires commercial solar racking manufacturer Aerocompact’s North American division
- Energy Storage News: Battery storage fire in Upstate New York involved unauthorised system, mayor says
Opinion
Best, Yann