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 Utility Dive:
Solar industry group expects some IRS guidance by Feb. 13 on renewable energy tax credits, with more later
2 Time:
The Untapped Solar Power Potential of Big Box Stores
3 Bloomberg:
Why We Shouldn’t Confuse Peak Oil With the Price of Bananas
4 Axios:
The coldest air in the Northern Hemisphere will freeze New England this weekend
5 Reuters:
Big Oil mega-deals would put investors on the spot
6 Solar Builder:
What to see at Intersolar North America 2023
7 PV-Tech:
Top 10 PV module suppliers in 2022 shipped 245GW
8 Energy Storage News:
800MWh of utility-scale energy storage capacity added in the UK during 2022
Opinions:
9 PV-Magazine:
Interest in solar apprenticeship expands in response to IRA
Have a great day!
Yann
Who’s NEXT? It looks promising that Nextracker’s IPO will come out and look pretty good. Pricing in the range of $20-$23 per share implies a relative discount to the tracker peers already in the public markets. The $500million IPO looks to provide the secondary (liquidity) to Flex, it’s current owner. The TPG Rise fund which invested last year, does not appear to be selling their shares according to analyst reports. As a profitable company, leading in it’s segment, Nextracker looks to unlock the public markets in what has been a dry (read closed) IPO market. This could be exactly what the clean tech markets needs to signal that the IRA is ready to unlock the trillions of project capital and that the companies supporting that investment are ready to be worth billions.
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
News
1 Reuters:
Solar tech firm Nextracker aims to raise up to $534.9 mln in U.S. IPO
2 Energy Storage News:
Legacy plant and renewables owner Arclight puts US$150 million into energy storage developer Elevate
3 PV-Magazine:
Global energy industry is at an inflection point, said utility representative
4 Utility Dive:
First Solar brings US manufacturing investment to $4B after selling out of panels through 2025
5 Axios:
Ice storm causes power outages, flight delays from Texas to Tennessee
6 PV-Tech:
Earthjustice and SEIA challenge MISO’s ancillary services restriction
7 Canary Media:
Clean energy is cheaper than coal across the whole US, study finds
8 Bloomberg:
Q4 2022 BI Theme Basket Quarterly Series - Solar
Opinions:
9 Forbes:
How Ranching And Solar Co-Exist In Texas
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 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
