Opinion
Best, Yann
News
1 Reuters:
Clean energy has fans in Trump's America, complicating budget talks
2 Bloomberg:
China Solar Additions Surge to Record in May Ahead of Deadline
3 PV-Magazine:
Mitsubishi announces $3.9 billion investment in U.S. community solar
4 New York Times:
New York Again Embraces Nuclear Power With Plans to Build New Plant
5 Axios:
Ford plows ahead on EV battery factory amid political storm
6 PV-Tech:
Waaree Energies relocates 6GW vertically-integrated manufacturing plant in India
7 Energy Storage News:
NERC report says BESS in ERCOT can improve primary frequency response
8 Canary Media:
Clean energy winners and losers in the Senate’s ‘Big, Beautiful Bill’
Opinions:
9 Utility Dive:
Who should pay to keep Michigan coal plant running past its retirement date?
Have a great day!
Yann
Opinion
Best, Yann
News
1 Reuters:
Clean energy has fans in Trump's America, complicating budget talks
2 Bloomberg:
Solar’s Cheaper Than Gas to Help Power AI, Lazard Says
3 New York Times:
Why Eliminating Coal Could Take a Long Time
4 PV-Magazine:
Minnesota solar industry mourns loss of its five-star general
5 Financial Times:
Solar bankruptcies mount as Congress slashes green energy funds
6 UTility Dive:
‘Shoulder season’ reliability a growing concern in ERCOT, other ISOs
7 PV-Tech:
Suntech faces renewed crisis, initiates pre-restructuring creditor claims
8 Energy Storage News:
Prologis Energy sells 400MW/800MWh BESS in Texas
9 Canary Media:
Could the Senate budget throw a lifeline to energy storage?
Opinions:
10 Politico:
‘Throwing us off a cliff’
Have a great day!
Yann
First Reaction. Not terrible, not great. I.e., for some of us, it’s as bad as it could get, and for others, you can make it work. It’s not over yet, and I’m sorry that you have to deal with this. Unfortunately, elections have consequences, and the hope for bipartisan support for cheap electricity continues to elude us. The macros are all in favor of deploying all the solar we can, but we have to keep working. There will be a lot of GW of solar built if this is the version of the bill that heads to the White House, and energy storage is a decent upside in this version as well. Resi got shafted, which hurts my core, as many of you know, I have a weakness for advocating for distributed solar. Keep pushing, keep fighting.
Opinion
News
1 Bloomberg:
Senate Republicans Release Revised Tax Cuts and Debt Limit Bill
2 New York Times:
Many Hoped Senate Republicans Would Save Clean Energy. They Mostly Didn’t.
3 Reuters:
US Senate Republicans change Trump tax-cut bill, setting conflict with House
4 Utility Dive:
Will ERCOT’s streamlined connect-and-manage approach work for other markets?
5 Solar Power World:
Gov. Gianforte vetoes Montana community solar legislation
6 PV-Tech:
India and Saudi Arabia drive 20% global tracker growth in 2024
7 Energy Storage News:
India’s energy storage story
8 Canary Media:
An Illinois bill seeking to supercharge battery storage failed. Now what?
Opinions:
9 PV-Magazine:
Fixing residential solar’s trust problem
Have a great day!
Yann
Here’s Johnny. Come lately that is. I’ve spent the weekend tempering my annoyance about something that happens all the time, especially in politics. As many of you know, I’ve largely been on the outside when it comes to policy movements in States and Federal affairs but have worked VERY closely with those that are in the weeds to help with messaging and activation when more people are needed. See, in politics, like in business, relationships matter and how you ask to get what you want depends on where you were when you didn’t need anything but the other side may have. So when, over the past few weeks, lone saviors come into DC to make demands on behalf of the solar industry, I get upset because they have the ability to make us all look bad. I won’t call them out, they are reading this and they know who they are, but if you weren’t going to fundraisers and meeting with staff a year ago, didn’t contribute to trade groups with your time AND MONEY, didn’t have dedicated federal affairs staff and lobbyists prior to this showdown, then stay away and let the professionals do their jobs, please. This is particularly the case if you are a large corporation that has profited handsomely over the past decade and absent on all investments to strengthen the solar industry.
Big Florida Win. Thanks to some friends and logical reasoning, I’m a big fan of automated permitting for residential solar, especially with strong standards on waterproofing, flashings and racking. Florida passed a regulation cutting law that the Governor signed that allows for SolarAPP+ to be used statewide, which is a huge win for an industry that needs it. Read about it in Wakeup friend, Justin Hoysradt’s LinkedIn post.
News
1 Axios:
Schumer outlines multi-pronged strategy to save climate law
2 UTility Dive:
GOP lawmakers reiterate asks for clean energy credit tweaks in reconciliation bill
3 Bloomberg:
CATL Shares Clouded by Bleak Outlook After Mega Hong Kong Debut
4 New York Times:
Power Bills Are Squeezing Georgians. Voters Could Do Something About It.
5 Reuters:
China solar industry to address overcapacity challenge but turnaround far off, experts say
6 Solar Builder Magazine:
Ohio Electrical Workers unite to support solar jobs, federal tax credits
7 Canary Media:
Sen. Martin Heinrich of N.M. on trying to save clean energy incentives
8 PV_Magazine:
For rooftop, community solar, ‘we’re all for it,’ ComEd says
9 Time:
What Sunnova’s Bankruptcy Means for the Future of Residential Solar
Opinions:
10 PV-Tech:
25 years to go
Have a great day!
Yann
