Opinion
Best, Yann
News
1 PV-Tech:
US and China are most attractive renewables markets, but world must decentralise grids – EY
2 Bloomberg:
US Backs Tough Fossil Fuel Phase Down Pledge at Climate Summit
3 New York Times:
Expectations Run High as an Exuberant Lula Speaks at Climate Summit
4 Axios:
G20 agreement clings to 1.5°C target
5 Reuters:
First Solar picks Alabama for new solar factory
6 Energy Storage News:
Energy Vault expands into Europe, green hydrogen and starts building gravity storage system in US
7 PV-Magazine:
Tackling soft costs and crossing “The Chasm” in U.S. residential solar adoption
Opinions:
8 Canary Media:
The used EV market can’t thrive without accurate battery-health data
Have a great day!
Yann
The Next Chapter. Some personal news from my end. After two years as the CFO at FlexGen, I’m heading over to the other side of the business leading our commercial efforts as the Chief Commercial Officer. Energy storage is embarking on a massive growth spurt and with a lot of opportunity there will also be a lot of work to educate the market on how to do it well. Folks often forget that most investors have not commissioned a single battery so part of my responsibility is to make sure that we lead by example in educating customers and market participants alike. As you have in the past, I invite you to join me in my newest challenge and learn with me. I’ll be sure to share my thoughts on what it takes to build a more intelligent and resilient grid. Of course, if you find yourself in Durham, North Carolina, come visit our innovation center.
Opinion
News
1 Bloomberg:
Battery Storage Tops List for Climate Tech Investors - ESG Survey
2 PV-Tech:
Shoals posts record revenue, raises guidance thanks to ‘improving solar market conditions’
3 Reuters:
Carlyle launches European clean energy developer - 'We would rather build'
4 Utility Dive:
State regulators urge PJM to adopt ‘circuit breaker’ to prevent extreme prices in emergencies
5 Energy Storage News:
BlackRock buys US battery storage developer Jupiter Power
6 Canary Media:
Long-duration energy storage to get $350M boost from Dept. of Energy
7 PV-Magazine:
Commerce pushes preliminary solar antidumping tariff decision to December 1, 2022
Opinions:
8 New York Times:
Nobody Cares About Biden's Energy Policy. Great!
Have a great day!
Yann
The Important Climate Talks. When it comes to climate, the relationship between the US market and China’s supply chain is incredibly important. This really is a world is flat issue where supply chains, logistics, demand are all a part of each other and impacts the ability for the world to accelerate the energy transition. A positive move at the G20 with the one on one meeting between the leaders is a step in the right direction.
It’s a Connected System. The energy transition is coming at the moment of continued economic growth and massive electrification. It also comes while climate events are straining the grid in addition to the expansion of generation portfolios including as available resources like wind and solar. So we need supply chains, markets, development, capital and technology providers to work in sync and allow for the greatest investment need and opportunity to work together. At the end of the day, consumers, business and the economy need the power to turn on when it’s asked to do so.
IRA Savings Need Investments. This can’t be understated and should be on the top of your procurement mind heading into 2023. The IRA is a great cost reducer for utility consumers, if the utility makes the appropriate investments. This is a huge add on in demand that may not be completely considered within forecasts or demand for hardware.
Opinion
News
1 New York Times:
U.S. and China Restart Climate Talks
2 Utility Dive:
‘A sobering assessment’ - Large parts of US at risk of outages during extreme weather this winter - NERC
3 Bloomberg:
Big Utilities See Inflation Reduction Act Helping Reduce Customers’ Energy Bills
4 Axios:
Emissions tracking at all-time high as leaders meet at COP27
5 Reuters:
Mexico vows to double renewable energy capacity by 2030
6 PV-Tech:
NSW Electricity Infrastructure Roadmap gets 8GW of renewables and storage applications
7 Solar Power World:
Electriq Power to merge with publicly traded acquisition company TLGA
8 Energy Storage News:
FREYR accelerates US gigafactory plans amidst KKR investment reports
Opinions:
9 PV Magazine:
The role of solar in the Inflation Reduction Act
Have a great day!
Yann
Opinion
Best, Yann
News
1 Reuters:
US West faces power reliability issues from growing use of renewables
2 PV-Magazine:
Solar-plus-storage SEIA code proposals for risk designation receive preliminary ICC approval
3 Utility Dive:
‘Needs more work’- Solar industry remains skeptical of California PUC’s new net energy metering proposal
4 Bloomberg:
Saudi Arabia Says US Ties are Solid as It Defends Oil Policy
5 Axios:
Biden says U.S. "on track" to meet Paris commitment
6 Vox:
How to slash carbon emissions while growing the economy, in one chart
7 PV-Tech:
Maxeon’s Q3 results boosted by distributed generation market in Europe
8 Energy Storage News:
Project Symphony - Western Australia’s biggest virtual power plant goes online
9 Canary Media:
New California rooftop-solar plan drops ‘solar tax,’ but fears remain
Opinions:
10 Solar Builder:
Four takeaways from California NEM 3.0 remix
Have a great day!
Yann
