Opinion
Best, Yann
News
1 Axios:
Climate tech's parity challenge
2 Bloomberg:
Why US Power Stations Are Vulnerable Targets for Attacks
3 Reuters:
Canada aims to speed up new projects with critical minerals strategy
4 New York Times:
Qatar Extends Its Natural Gas Dominance at Russia’s Expense
5 PV-Tech:
Air Products, AES to build Texas green hydrogen project powered by 1.4GW of solar and wind
6 Energy Storage News:
NREL
7 PV-Magazine:
American-Made Solar Prize round 6 semifinalists announced
Opinions:
8 Utility Dive:
Federal legislation completely changed the energy landscape. How do states take advantage of it?
Have a great day!
Yann
Opinion
Best, Yann
News
1 Reuters:
U.S. utilities to triple battery storage capacity by 2025 -EIA
2 Time:
The Overlooked Solar Power Potential of America's Parking Lots
3 LA Times:
One week until California decides the fate of rooftop solar
4 Utility Dive:
US power and utility M&A value falls 29% to $37.9B so far this year amid macroeconomic pressures- PwC
5 Bloomberg:
India Unveils $30 Billion Plan to Upgrade Grid for Clean Power
6 Axios:
Powerful "Greenland Block" may yield extreme weather through December
7 Energy Storage News:
Europe to hit 9.3GWh of residential battery storage by end of 2022
8 PV-Magazine:
Brookfield Renewable company acquires 21.6 MW community solar portfolio in Maine
Opinions:
9 PV-Tech:
US solar assets ‘are not meeting performance expectations’, kWh Analytics says
Have a great day!
Yann
Opinion
Best, Yann
News
1 Energy Storage News:
FlexGen puts first BESS into service in 40MW buildout for North Carolina cooperatives
2 Utility Dive:
On-peak wholesale power prices this winter expected to be more than 60% higher in some regions, EIA warns
3 New York Times:
Renewables Will Overtake Coal by Early 2025, Energy Agency Says
4 Reuters:
Two solar developers vie for Enel's assets in Chile –sources
5 DCist:
D.C. Council Advances Solar Bill Despite Equity Concerns
6 Canary Media:
Biden admin seeks $3B to fund rooftop solar+batteries in Puerto Rico
7 PV-Magazine:
Transmission needed to carry wind power from the central U.S. eastward, DOE finds
Opinions:
8 Bloomberg:
The Grid Is Under Attack From Snipers, Hackers and Hurricanes
Have a great day!
Yann
Smart Home Circularity. NRG is buying Vivint Smart Home, the former parent of Vivint Solar before the solar unit was spun out as a stand-alone. You’ll recall that Sunrun acquired Vivint Solar a few years ago. Of course, NRG had previously entered the home solar market with their acquisition of Roof Diagnostics creating NRG Home Solar. Particularly interesting because smart home giant, ADT, acquired Sunpro earlier this year and created ADT Solar. AAA, the road-side giant, also entered the smart home business with an alarm company acquisition a few years ago to create AAA Smart Home. In some ways it’s about selling more things to consumers in the same visit, home alarm, solar, retail energy. The stickier contract the better. Question is, where are AT&T and Comcast with the same concept?
Congrats To Tigo. Tigo is going public via merger with a Roth Acquisition Corporation. The transaction has some unique concepts with less dilution than typical SPAC transactions and is expected to close in Q2 of 2023.
SEIA’s Energy Storage Division. I had the pleasure of being in DC for the SEIA board meeting yesterday and am excited to tell you all that I was elected as the Chair of the Energy Storage Division. This is an important time in the market, many in the solar industry are buying their first battery, investing billions of dollars thanks to the acceleration in the market from the IRA and amazing foundation created by the solar industry. The Solar+ Decade requires that we all work in perfect coordination and getting projects to work for the grid and consumers across the Country.
Opinion
News
1 Axios:
NRG Energy to buy Vivint Smart Home for $2.8 billion
2 Solar Builder:
Tigo Energy is going public after ‘business combination’
3 Utility Dive:
10 must-read utility sector stories from 2022
4 Bloomberg:
Forrest Adds CWP’s Energy Assets in Australia Renewables Rush
5 Reuters:
Global renewable capacity growth set to double over next five years, says IEA
6 PV-Tech:
US looks to accelerate solar deployment on public land in the West, 1GW planned in Arizona
7 Energy Storage News:
Lithium battery pack prices go up for first time since BloombergNEF began annual survey
8 PV-Magazine:
Solar anti-circumvention ruling will not damage short-term module supply, but UFLPA might
Opinions:
9 New York Times:
Could Biden’s Climate Agenda Trigger a New Trade War?
Have a great day!
Yann
