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Opinion
News
1 Utility Dive:
The urgently needed ‘no regrets’ approach to big batteries, green hydrogen and grid reliability
2 New York Times:
The Shift to Renewable Energy Is Speeding Up. Here’s How.
3 Reuters:
The Shift to Renewable Energy Is Speeding Up. Here’s How.
4 Wall Street Journal:
New China Rule Threatens to Disrupt U.S. Solar Ambitions
5 Axios:
Critical climate thresholds may be nearer than thought - study finds
6 PV-Tech:
How federal and Georgia state support enabled Qcells’ vertically integrated 3.3GW facility
7 Solar Power World:
Duke Energy seeks 4-GW expansion on renewable energy program
8 PV-Magazine:
New Mexico law seeks solar on every roof, and an EV charger in every garage
9 Energy Storage News:
‘We’re not anti-solar’ - California’s controversial NEM 3.0 welcomed by residential ESS providers
Opinions:
10 Bloomberg:
Don’t Let Shein Be the Model for China’s Solar Power Boom
Have a great day!
Yann
The Coming EV Rush. This has the potential to upend the grid transition even faster than previously predicted. There are dozens of brand name models on the market now and a bit of a price war is breaking out. That will only make EV consumers more likely to make a jump over to instant torque. Many of the other barriers to entry have started to be eliminated: charging, range, societal norm and of course operating cost. The EV adoption in the US lags the EU by 3x or more, and this price decrease could become an accelerant. Once this happens, which isn’t a question of if, but when, what will the grid need in terms of build out of new generation and flexibility. We’ll see new rate schedules, pricing signals, infrastructure investments and more. Like I’ve said in the past, the energy transition isn’t about how energy is made but how it’s used.
The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here
Opinion
News
1 Axios:
Ford cuts Mustang Mach-E prices amid EV competition
2 Reuters:
German cabinet approves EU emergency measures to push renewables expansion
3 PV-Magazine:
Building new solar projects is less expensive than operating existing coal plants
4 Bloomberg:
Europe’s Fossil Fuel Use Is Set to Plummet in 2023, Report Says
5 Solar Industry:
Meta In Line for 195 MW of Solar in Texas
6 PV-Tech:
Canadian Solar to add 14GW of wafer and cell manufacturing capacity in China
7 Energy Storage News:
US developer Hecate Energy gets US$550 million credit facility for renewables, energy storage
Opinions:
8 Utility Dive:
Cybersecurity and Infrastructure Security Agency’ public-private collaborative to focus on energy, water
Have a great day!
Yann
The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here
Opinion
News
1 Time:
Clean Energy Investment Sets $1.1 Trillion Record, Matching Fossil Fuels For the First Time
2 PV-Magazine:
Trade policy, supply chain murk waters for utility solar growth
3 Utility Dive:
ISO-NE to begin dispatching growing fleet of ‘front-of-meter’ solar resources in boost to reliability
4 The Hill:
In the wake of hurricane destruction, Biden is supporting Puerto Rico’s clean energy transition
5 Bloomberg:
Even $370 Billion in US Incentives Won’t Solve All of Solar’s Struggles
6 Energy Storage News:
US utility Xcel to put Form Energy’s 100-hour iron-air battery at retiring coal power plant sites
7 PV-Tech:
Tesla 2022 solar installs inched up to 348MW
8 Canary Media:
Green steel startup Boston Metal raises $120M for its fossil-free tech
Opinions:
9 Reuters:
EU must answer U.S. clean energy subsidies, commissioner says on Washington visit
Have a great day!
Yann
Happy Friday. Wrapping up the week that started 2023 with an interesting, and timely, blog post from Bill Gates about the grid and transmission. With trillions of dollars looking to deploy into the transition, we need to get the interconnection and pricing signals done right. Have a great weekend and send me your top news and ideas for next week!
The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here
Opinion
News
1 Bill Gates:
The surprising key to a clean energy future
2 Bloomberg:
Blackstone Sees Inflation Accelerating Pivot Away From Fossil Fuels
3 Energy Storage News:
US battery supply chain investments reach US$92 billion since Biden took office
4 PV-Magazine:
Minnesota voting on 100% clean electricity today, 10% solar by 2030
5 Reuters:
U.S. lawmakers seek repeal of Biden solar tariff waiver
6 Bloomberg:
China Mulls Protecting Solar Tech Dominance With Export Ban
7 Utility Dive:
Demand for Tesla storage products exceeds supply as Q4 deployments rise 152% to 2.5 GWh
8 Solar Builder:
JFK Airport to be home to largest rooftop terminal solar array in the U.S.
Opinions:
9 Canary Media:
Here’s a plan for cutting US demand for lithium by up to 90%
Have a great day!
Yann
