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Clean Power. Whether we want to generate the energy we need for load growth with solar and wind, or replace peaker plants with energy storage, these companies will be in Minneapolis this week. It’s a competitive landscape for batteries and of course you should run your batteries on FlexGen’s operating system, where you’ll find me at the booth most of the week. If you have any fun events that I should know about, let me know.

All About Configurations. So much of solar, wind and storage is how many different combinations of OEM, PCS, solar plant controls, and power plant controls in each ISO/RTO. Getting everything to talk to each other and do what you need for revenue generation while gathering data in a safe way for your analytics is the biggest challenge coming to the market that has the lowest capex of your total investments. Give that some thought as you walk the trade show this week.

Opinion

News

1 Utility Dive:

4-hour batteries best replacements for aging Maine peaker plants - study

2 PV-Magazine:

Sunnova earnings dip, unrestricted cash grows as it mends balance sheet

3 Canary Media:

CleanCapital’s Zoe Berkery has no time to waste

4 Axios:

Biden exempts EV metal from climate law sourcing rule

5 Reuters:

Factbox - EU probes on Chinese subsidies and imports

6 MIT:

Three takeaways about the current state of batteries

7 Energy Storage News:

Natron Energy starts manufacturing ‘50,000+ cycle-life’ sodium-ion batteries at Michigan factory

8 Solar Power World:

Inverter insights - Repowering older solar projects

Opinions:

9 Bloomberg:

A Clean Technology Trade War Shows How Empires Fall

Have a great day!
Yann

Opinion

News

1 Reuters:

Dominion planning to power 15 more data centers in 2024

2 Renewable Energy World:

Prices remain reasonable at MISO 2024 capacity auction- except in one zone

3 Canary Media:

Tesla won the EV charging race. So why’s it gutting its Supercharger team?

4 Bloomberg:

Sunnova Evaluating Options for Deeply Discounted Debt, CEO Says

5 Energy Storage News:

Plus Power secures US$82 million tax equity investment for Arizona BESS

6 PV-Tech:

US shingle provider GAF Energy opens 250MW manufacturing plant in Texas

7 Heatmap News:

The Best Idea From Today’s Big Oil Hearing

Opinions:

8 PV-Magazine:

First Solar beats revenue expectations in Q1 earnings, policy tailwinds emerge

Have a great day!
Yann

Opinion

News

1 Utility Dive:

AEP faces 15 GW of new load, driven by Amazon, Google, other data centers - interim CEO Fowke

2 Energy Storage News:

G7 nations set 1500GW global energy storage target for 2030

3 Bloomberg:

Sunnova Energy Huddles With Adviser on Balance Sheet Options

4 Axios:

PG&E seeks KKR deal to help fund California wildfire prevention

5 Reuters:

Microsoft, Brookfield to partner on renewable energy projects

6 Solar Bilder:

The eclipse’s path of totality as seen in solar PV monitoring data

7 PV-Tech:

Matrix Renewables, Hyundai sign 147MW solar PPA in Texas

8 Renewable Energy News:

New Jersey seeks fourth round of offshore wind farm proposals as foes push back

Opinions:

9 PV-Magazine:

Virginia General Assembly passes pro-solar legislation

Have a great day!
Yann

Opinion

News

1 Bloomberg:

PG&E in Talks with KKR to Sell Minority Stake in Power Unit

2 Axios:

Department of Energy dives into promises and perils of AI

3 PV-Magazine:

CATL presents EV battery with 1,000 km range

4 New York Times:

Hydrogen Offers Germany a Chance to Take a Lead in Green Energy

5 Reuters:

China, US to hold climate meetings in Washington in May

6 PV-Tech:

Philippines to add 2GW of installed solar capacity in 2024

7 Renewable Energy World:

Minnesota saw 54% zero-carbon power in 2023, hitting clean energy milestones

8 Energy Storage News:

Natron Energy starts manufacturing ‘50,000+ cycle-life’ sodium-ion batteries at Michigan factory

Opinions:

9 Utility Dive:

Solar tariffs are in the spotlight again. Our current approach isn’t the answer.

Have a great day!
Yann

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