Government Intervention. Looks like some manufacturers are having trouble managing through too much after too little government intervention. In a world where there is a tremendous amount of motion in the module supply chain as it pertains to duties, tariffs, regulations and related laws, many of which are lobbied by the companies that benefit from them are now being hurt by different expectations for enforcement. Customers beware I guess…
- Associated Press: South Korean solar firm cuts pay and hours for Georgia workers as US officials detain imports
- Solar Power World: Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio
- Utility Dive: The week in 5 numbers: Gas valuations soar, but solar leads new capacity
- Bloomberg: Engie Chairman Says AI Demand Propels Solar Despite US Policies
- New York Times: China Suspends Export Controls on More Critical Minerals
- Axios: Nancy Pelosi championed climate as House Democrats’ leader
- Reuters: US urges Europe to stick to oil and gas, not renewables
- PV-Tech: What Sungrow’s Hong Kong IPO suggests about Chinese inverter producer strategies
- Energy Storage News: Plus Power secures US$160 million for New England BESS projects
- Canary Media: Virginia scored the election’s biggest climate win
Opinion
Best, Yann