Opinion
Best, Yann
News
1 Bloomberg:
Pope Leo XIV Might Be the Climate Champion We Need
2 Politico:
Johnson targets smaller tax package with $1.5T in spending cuts
3 Reuters:
Republican US lawmakers voice support for IRA energy tax credits
4 Utility Dive:
PJM, utilities urge FERC to dismiss call for colocation settlement talks
5 Solar Power World:
Energy storage developer Hecate Grid rebrands as Fullmark Energy
7 Energy Storage News:
Virginia governor vetoes energy storage legislation
8 Canary Media:
New California bill would undo some 20-year rooftop solar contracts
Opinions:
9 PV-Magazine:
Sunrun posts positive cash generation, rises on Q1 earnings report
Have a great day!
Yann
Greetings From Munich. Intersolar still shows up in droves. Some 15+ convention halls filled with booths covering every imaginable angle of the solar and storage markets. My first Intersolar, in Freiburg, was also a large show, this one gives credibility to the enormous financial impact that solar has on the world and its importance to the energy infrastructure. When we look at the blackout in Spain last week, which looks to have started due to a trip on a large power plant, we’ll start to see how other flexible resources can be used to ramp up and holdover during grid instability moments.
Opinion
News
1 PV-Tech:
‘Rocky road ahead’ for US solar, SEIA CEO warns
2 Utility Dive:
Texas renewables restrictions could increase power prices by 14% in 2035
3 NBC:
Puerto Rico governor under fire as federal funds for solar projects are stalled
4 Reuters:
US tariffs, Europe slowdown reshape global solar panels trade
5 Solar Power World:
Sunrun launches new solar/storage subscription that ‘flexes’ with changing power needs
6 Energy storage News:
SolarPower Europe forecasts 45% CAGR for battery storage to 2029, urges policymakers to do more
7 PV-Magazine:
Tariffs reshape project economics for U.S. energy storage
Opinions:
8 Axios:
Why cars will never be smartphones on wheels
Have a great day!
Yann
Opinion
Best, Yann
News
1 Utility Dive:
Trump proposes slashing DOE budget by $19.3B
2 PV-Magazine:
SolarEdge rebounds on Q1 earnings surprise
3 Bloomberg:
Buffett Handing Complicated Climate Legacy to Berkshire Energy Head
4 Axios:
AI development's other challenge besides power
5 New York Times:
Trump Is Picking New Climate Fights With States. Here’s Why.
6 Reuters:
Trump funding cuts force layoffs at US renewable energy research lab
7 Energy storage news:
OCI Energy on 4-hour Texas BESS and what US-China tariffs mean for procurement
Opinions:
8 PV-Magazine:
Floating PV needs policy and incentives to realise considerable potential
Have a great day!
Yann
Our Latest Quarter. On Thursday I spoke to the market about FTC Solar’s latest quarter and the progress were making in our execution. Our revenues continue to steadily rise as many of you recognize the technology that FTC makes has improved labor efficiency and innovates on many fronts. With our team rising to the occasion and growing, we’re in a great spot to keep up the momentum. The business is made up of the innovative 1P tracker and our amazing team, you can find both in Munich this week at the Intersolar show, booth A5.131. If you need to get in touch with someone from my team, just let me know.
Opportunity To Invest. The latest headlines from Dominion Energy show the opportunity that’s ahead for all the businesses in the energy sector. Strong financial performance by the utility, driven by the growth in energy demand, which is just at the start of the capex investments that so many businesses are planning to make show that our economy is inextricably tied to energy access.
News
1 PV-Magazine:
FTC Solar revenue jumps 58% in Q1
2 Reuters:
Dominion beats quarterly estimates on Virginia, South Carolina power demand
3 Utility Dive:
Corning increased solar Michigan facility investment to $1.5B
4 Bloomberg:
Buffett Exit to Lift Energy Executive Abel to Berkshire CEO
5 Axios:
New report sees corporate climate risk tripling by 2050
6 PV-Tech:
Stonepeak acquires stake in Repsol’s 777MW US solar-plus-storage portfolio
7 Energy Storage News:
Cygni Energy opens 4.8GWh BESS assembly plant in Hyderabad, India
8 Canary Media:
Chart - Clean energy dominated global power construction in 2024
Opinions:
9 New York Times:
What Australia’s Vote Means for Climate in a Major Coal Economy
Have a great day!
Yann
