Cheap is the new clean. If you haven’t gotten the memo, solar is about to be blamed for the rise in electricity prices and for the lack of resilience, i.e. the side effects of the lack of new generation being built with record demand growth. Every statement about solar, from every company, in every press release needs to include the fact that solar is the cheapest option available and would still be significantly cheaper if paired with storage. This is true with incredible taxation on the cost of solar when compared to what our neighbors in Canada, Mexico and Europe pay for solar components. All the while the industry has lowered costs, built amazing factories in all parts of the United States and responded to legacy price signals. The reality is that solar could be sooo much cheaper if we actually wanted to regulate the power market for cheap, resilient and clean. Don’t take my word for it, capitalism, i.e. corporate procurement is saying this exact thing.
- Canary Media: Majority of Americans want a big power grid and more cheap, clean energy
- Solar Power World: California bill to remove tax on IRA solar benefits now on governor’s desk
- Reuters: US power line builders facing multi-state slog without federal help
- UTility Dive: Blackstone to pay $1B for 620-MW Pennsylvania natural gas plant
- Bloomberg: China Seeks Feedback on Revised Rules for Polysilicon Energy Use
- PV-Tech: Nexamp secures US$350 million financing from Macquarie
- Energy Storage News: Chinese BESS players still hope to supply US in FEOC policy environment
Opinion
Best, Yann