The Cost Of Inaction. What happens when cost of solar goes up $20-$30/MWh? Does it slow development? Construction? Legal work? All the while reducing more work from the tax equity bankers and their consultants. This is part to the conversation we’re having about the ITC but some headlines in action.
Deeper On Shoals IP Case. In today’s deeper dive, there’s some messaging from the parties that I want to try to dissect having spoken to some folks close to it. Shoals won the IP case on their BLA eBOS system. Voltage is now prohibited to sell it without security being posted in the form of bonds. The alternative design is really irrelevant to this case. If Voltage releases another eBOS system, it’s kind of like saying a donkey is a replacement for a horse. A new product is a new product, doesn’t mean it’s the same thing, it’s just a new thing.
Summer Programming. Starting next week, I will be working from different time zones, aka on vacation. SolarWakeup may be a bit more sporadic but I’m sure we’ll find the time to keep you up to date. Since no young solar pros have asked to ghost write for me, I will remain available to keep you posted with my opinions on the solar news of the day. Apologies in advance for some reduced publications.
- Utility Dive: Analysts expect rising PPA prices as clean energy tax credits phase out
- PV-Tech: Solar PV LCOE ticks marginally upwards in 2025, reaching US$44/MWh – IRENA
- New York Times: Energy Dept. Orders Data Centers to Tap Backup Power
- Axios: Polis defends data centers as Colorado juggles energy demands
- BUsiness Insider: Autonomous construction bots are building the solar infrastructure behind Meta’s massive Hyperion data center
- Reuters: Britain scraps planning consultation requirement to speed major infrastructure projects
- Energy Storage News: Calculating state of charge (SOC) in BESS
Opinion
Best, Yann