Something To Talk About. The US pays more than 2x per watt for solar modules compared to the Europe and more than that compared to other markets. And now it seems to me that we may be getting even less in some instances. I’m not saying that all solar panels are weaker and thinner than they were before or even what the spec sheet says, but I think it’s something people are saying and I’m hearing, and certainly something we need to talk about.
Opinion
News
1 PV-Tech:
New tests needed to explain high breakage rates in thin PV module glass – report
2 The Hill:
In Texas, ‘energy dominance’ is the solar industry’s new motto
3 Bloomberg:
Brookfield Makes $1.7 Billion Bet on Power Needs by AI, Data
4 Axios:
How Russia's war on Ukraine reshaped the energy world
5 Reuters:
EIP takes majority stake in BayWa's renewable energy unit
6 Energy Storage News:
Ascend Analytics on the future of ancillary services in ERCOT
7 Canary Media:
Data centers are overwhelming the grid. Could they help it instead?
8 PV-Magazine:
Sunrise brief
Opinions:
9 Utility Dive:
Solar and battery storage will lead new generation in 2025
Have a great day!
Yann
Helping In Solar. Loyal SolarWakeup readers have asked me to share with you the unfortunate and tragic news of the passing of Frederic Dross. A longtime solar pro, Frederic leaves behind a young family and a lifetime of passion for solar innovation. You can find a fundraising page at the bottom of the top story today.
Opinion
News
1 PV-Magazine:
Remembering Frédéric Dross
2 SF Chronicle:
California regulators suggest ending rooftop solar subsidies for homeowners
3 Bloomberg:
UK Urged to Ease Planning Rules to Get Power Grid Ready for 2030
4 New York Times:
The $20 Billion Controversy Over E.P.A. Climate Funds, Explained
6 Reuters:
US sets tariffs for solar panels from Southeast Asian nations
7 PV-Tech:
First Solar sells US$850 million 45X manufacturing credits
8 Energy Storage News:
ESS Inc CEO resigns, potential transaction explored to enable ‘new strategic direction’
Opinions:
9 Utility Dive:
Leveraging surplus interconnection could unleash 800 GW of energy the US needs today
Have a great day!
Yann
Opinion
Best, Yann
News
1 Reuters:
Texas power system set for new clean milestone as winds pick up
2 Solar Builder:
Sunnova lays off 300 employees, focuses on ‘high-margin business’
3 New York Times:
Why Trump’s Clean Energy Rollbacks Could Derail a Factory Boom
4 Utility Dive:
Indiana regulators approve ‘large load’ interconnection rules
5 Axios:
The energy transition took off in 2024, with a major caveat
6 Deutsche Welle:
How Europe is funding its solar boom
7 PV-Tech:
India advises co-location of energy storage with solar PV
8 Energy Storage News:
Modo
9 Canary Media:
States are moving forward with Buy Clean policies despite Trump reversal
10 PV-Magazine:
Solar generation grew by 30% in 2024, says IEA
Opinions:
11 Renewable Energy World:
The US grid has significant flexible load potential, finds Duke study
Have a great day!
Yann
The Domestic Plan. There has been an increase of inbounds that I have gotten for information about domestic modules with and without cells that have volume for 2025. If you are a supplier in this category, let me know so I can stay up to speed.
Opinion
News
1 PV-Tech:
Renewables and co-located storage exist as ‘two business units sharing an address’
2 Renewable Energy World:
MISO wants to fast track energy storage projects. Can participating states interconnect as quickly as CAISO and ERCOT?
3 PV-Magazine:
Massachusetts allows increased demand charges to drive energy storage
4 Bloomberg:
SolarEdge Climbs 40% as Revenue Beat Prompts Short Covering
5 Electrek:
FREYR rebrands after killing its $2.6B Georgia battery factory plans
6 Reuters:
Lightsource bp secured 10 power purchase deals totalling 1.3 GW last year
7 Energy Storage News:
Battery trade association BCI asks Congress to defend US energy storage supply chain
Opinions:
8 Canary Media:
How PJM can get the power that it needs — and fast
Have a great day!
Yann
