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Supply Ramp. What’s the latest on the supply ecosystem and how it will get financed?
Overpaying For Supplies. Insiders are telling me that manufacturers are overpaying for important utility scale solar components, why is that and how design and relationships play a role.
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- Heatmap News: Jared Huffman Wants to See Some Changes to the Senate’s Permitting Bill
- Axios: How the permitting bill could collapse
- PV-Magazine: More than 70% of announced U.S. solar manufacturing expansion plans yet to be financed
- UTility Dive: FERC rejects most of PJM’s large load interconnection plan
- Bloomberg: China’s AI Dominance Rests on Harnessing Excess Energy
- PV-Tech: Risen Energy unveils 730W HJT solar module with anti-glare optical design
- Energy Storage News: Europe’s system integrators move quickly on sodium-ion with CATL – ‘surprised if we aren’t deploying it next year’
- Reuters: New Trump rules will make it harder for farmers to access US funds for energy projects
Opinion
Best, Yann