Inverter Supply Chains. I worry about this one and worry about the lack of concern from the broader market. Whatever happens at the DC level could range from disruptive to market altering but any situation will cause headaches for the market. The growth of domestic manufacturing will have to come from players that are subpar and not ready for primetime while the larger folks have learned their lessons with scaling power manufacturing. My point being, you should get ahead of this now.
- PV-Tech: European PV inverter manufacturing: defying global trends through regional production
- Bloomberg: As US Residential Solar Industry Craters, Florida Bucks Trend
- Utility Dive: PJM board proposes backstop capacity auction, data center curtailment plans
- Reuters: Big Tech takes on power project risk to avoid forecast jump in prices
- Energy Storage news: Inside the container: looking at CATL’s sodium-ion Tener’s specs
- Canary Media: Solar-powered EV carshare pilot launches in Massachusetts
- PV-Magazine: MN8 Energy to acquire Greenbacker for $375 million, creating 6 GW renewable energy platform
Opinion
Best, Yann