ACP Recap. I spent the last two days in Minneapolis at the ACP show and it was great to see many of you. The show had good traffic but seemed down from last year, notably missing were many of the wind companies and even light booth from the tracker companies. Energy storage definitely led the show, service providers, engineers and OEMs were represented while all the talk centered around load growth and need for resilience. It helped that ERCOT had another peak pricing event that saw energy storage top of some much needed resilience. What did you think of the show?
Talks On Trade. US and China representatives are meeting in DC to talk about the global trade landscape while President Macron of France visited China to talk about cleantech, with a picture of Macron and Xi standing with all of the storage OEM CEOs circulating social media platforms.
Opinion
News
1 Bloomberg:
The Power Industry Is Quickly Becoming One Big AI Play
2 Axios:
U.S. and China hold climate talks in Washington
3 Solar Builder:
Nevados earns top marks in independent ranking of solar trackers
4 PV-Magazine:
Global solar manufacturing sector now at 50% utilization rate, says IEA
5 Wall Street Journal:
The Global Solar Power Boom Is Driving a Surge in Silver Demand
6 New York Times:
Biden Looks to Thwart Surge of Chinese Imports
7 Reuters:
Summer power prices seen surging for Texas, falling in California
8 Canary Media:
Here’s where the Biden admin wants to build new power lines — ASAP
Opinions:
9 Renewable Energy World:
Cyber attacks - The ever-changing and evolving threats facing renewables
Have a great day!
Yann
Opinion
News
1 Utility Dive:
High interest rates hit renewable energy harder than natural gas
2 Bloomberg:
China’s Solar Panel Giants Say Prices Are Near the Bottom
3 New York Times:
Giant Batteries Are Transforming the Way the U.S. Uses Electricity
4 Reuters:
Project delays are holding back clean power installation, report says
5 PV-Tech:
Italy bans solar on agricultural land
6 Renewble Energy World:
Investment in manufacturing of clean energy technologies surges
7 Energy Storage News:
Lightshift Energy deploying 50MW of community BESS in Massachusetts for utility group
8 Canary Media:
Looming power grid rules could make or break the US energy transition
Opinions:
9 PV-Magazine:
Solar to contribute over 60% of new U.S. electricity generation in 2024
Have a great day!
Yann
Opinion
News
1 Bloomberg:
EU Says Ready to Use All Trade Tools to Defend Against China
2 New York Times:
European Oil Giants Consider Shifting Their Listings to the U.S.
3 PV-Magazine:
Accelerated declines in solar cell prices since late March
4 Reuters:
US utility Allete goes private in $6.2 billion deal
5 Electrek:
WattEV opens US’ first megawatt charge station with 1.2MW speeds and solar
6 Axios:
China's clean tech in focus ahead of U.S. meeting
7 PV-Tech:
REC Silicon to ship polysilicon from Moses Lake plant in Q2
8 Canary Media:
The growing clean energy backlog, in five charts
Opinions:
9 Utility Dive:
Replacing a Talen Energy coal-fired power plant with battery storage is infeasible - PJM
Have a great day!
Yann
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
