3 Cents Of Headwind. We live in a funny time, several days after the 232 proclamation, this version of the Sunshot team proclaims a 3 cent per kWh utility solar target by 2030.
Negotiating Offtaker Agreements? I want to hear from you and see what you’re getting from off takers post 232 and expected Capex increases.
Some News. You may or may not have seen some career updates from me but you can catch it on my LinkedIn here.
- PV-Magazine: Subsidies aside, DOE targets $0.03 per kWh solar to undercut fossil fuels by 2030
- Utility Dive: Caterpillar sales surpass $20B as generators for data centers take off
- Financial Times: Rooftop panels in cities cannot replace solar farms
- Bloomberg: A Solar Eclipse Will Flip the Off Switch on Europe’s Solar Farms
- Axios: The U.S. just had its hottest month on record
- Reuters: Solar industry grapples with cutting its growing waste stream
- PV-Tech: SEG Solar commissions 4GW HJT module assembly plant in Texas
- Energy Storage News: Energy Vault signs 1.25GW AI data centre power infrastructure agreement in Texas
Opinion
Best, Yann