First Reaction. Not terrible, not great. I.e., for some of us, it’s as bad as it could get, and for others, you can make it work. It’s not over yet, and I’m sorry that you have to deal with this. Unfortunately, elections have consequences, and the hope for bipartisan support for cheap electricity continues to elude us. The macros are all in favor of deploying all the solar we can, but we have to keep working. There will be a lot of GW of solar built if this is the version of the bill that heads to the White House, and energy storage is a decent upside in this version as well. Resi got shafted, which hurts my core, as many of you know, I have a weakness for advocating for distributed solar. Keep pushing, keep fighting.
- Bloomberg: Senate Republicans Release Revised Tax Cuts and Debt Limit Bill
- New York Times: Many Hoped Senate Republicans Would Save Clean Energy. They Mostly Didn’t.
- Reuters: US Senate Republicans change Trump tax-cut bill, setting conflict with House
- Utility Dive: Will ERCOT’s streamlined connect-and-manage approach work for other markets?
- Solar Power World: Gov. Gianforte vetoes Montana community solar legislation
- PV-Tech: India and Saudi Arabia drive 20% global tracker growth in 2024
- Energy Storage News: India’s energy storage story
- Canary Media: An Illinois bill seeking to supercharge battery storage failed. Now what?
Opinion
Best, Yann