It’s About Saving Economies. The gravity of the work we’ve been doing has always been an undertone to our pitch. Reading this week’s headlines you see how close to blackouts California is in the midst of a heat wave, grid operations are also stretched to the limits in ERCOT and MISO. Europe is also dealing with unstable fuel supply with ongoing aggression by Russia. Every solar panel and battery, matched with local resources like demand response needs to work in tandem so that not only is a capacity reserve on the generation side but also a more resilient and intelligent flexibility on the demand side of the grid.
Development And Supply. There is insatiable demand and unlimited capital for solar and storage projects. The issue that slows deployment is in approvals, interconnections, and availability for supply. One of the things that will come out at SPI is that procurement is not based on a single project or portfolio, instead focusing on filing out the entire business plan of development over multiple years.
Politics Still Misses The Point. Meanwhile the California legislature is trying to stop community solar, right when the grid and consumers are benefiting most from solar.
Opinion
News
1 Barron’s:
European Natural Gas Prices Spike as Russia Keeps Pipeline Closed Indefinitely
2 Axios:
California warns power outages "very possible" as heat strains supply
3 Utility Dive:
California exempts energy storage from subdivision rule to accelerate deployment
4 Bloomberg:
World Spending on Cables Will Have to Rival Solar and Wind Power
5 Reuters:
California power grid threatened by record heat wave as wildfire risk rises
6 PV-Tech:
Reliance Industries buys 80% stake in US solar software company SenseHawk
7 Energy Storage News:
CATL, Narada among top performers in DNV’s 2022 ‘Battery Scorecard’
8 PV-Magazine:
Residential solar to add 340,000 workers in five years, says U.S. installer survey
Opinions:
9 Canary Media:
As the wealthy go electric, who will pay for aging gas infrastructure?
Have a great day!
Yann
Opinion
Best, Yann
News
1 New York Times:
California swelters through a Labor Day heat wave, stretching its electricity resources.
2 New Jersey Monitor:
New PSEG boss takes over with an eye on wind and solar
3 Utility Dive:
California legislature aims for 90% clean electricity by 2035 as part of sweeping climate package
4 Bloomberg:
California Avoids Blackouts With Bigger Test Ahead as Heat Looms
5 Wall Street Journal:
Sheep Are the Solar Industry’s Lawn Mowers of Choice
6 Axios:
Historic heat wave intensifies in the West as grid concerns mount
7 Reuters:
Colombia miners should focus on renewable energy minerals, says Petro
8 PV-Tech:
Faster permitting could bring nearly 1TW of solar and wind to construction in three years
9 Energy Storage News:
Competition for battery cells between EV and energy storage sectors to ease from 2024, CEA says
10 PV-Magazine:
Sunnova to develop solar and storage “micro-utility” in California
Opinions:
11 Canary Media:
California faces big power challenges — even if Diablo Canyon stays open
Have a great day!
Yann
Opinion
Best, Yann
News
1 Utility Dive:
Coal advocates warn NERC is underestimating plant retirements by about 68 GW, threatening reliability
2 Reuters:
California lawmakers extend life of nuclear plant, approve slate of climate bills
3 PV-Magazine:
Despite supply challenges, solar panel shipments grew 32% last year
4 New York Times:
Amid Heat Wave, California Asks Electric Vehicle Owners to Limit Charging
5 CNBC:
Amazon took all U.S. solar rooftops offline last year after flurry of fires, electrical explosions
6 Axios:
Ocean heat reached all-time high in 2021, report finds
7 PV-Tech:
California lawmakers pass community solar bill as they look to exploit IRA incentives
8 Energy Storage News:
European energy majors Equinor, Uniper get involved in flow battery investment and pilot project
9 Canary Media:
Hawaii just got rid of coal power for good
Opinions:
10 Bloomberg:
Surging Copper Demand Will Complicate the Clean Energy Boom
Have a great day!
Yann
It’s September! It’s been 3 years since our last SPI/RE+ in Utah. I was still running a solar racking company which had just been acquired. This year, I join many of you at RE+, but as an exhibitor, showing off the amazing work we’re doing in energy storage at FlexGen and the industry is fresh off the biggest climate related policy victory in the history of, well ever. It is also going to be the 10 year anniversary of SolarWakeup and as subdued as that celebration may be, I thank the original 37 subscribers and the 4 of you that unsubscribed on day 1. We’ve done some fun stuff together in the past decade and we’ll do a lot more in the future. Big new things to come, in the industry and right here. Please do say hello if we see each other at RE+, it’ll be great to be together again.
Opinion
News
1 New York Times:
Gov. Jay Inslee Is Taking a Well-Earned Climate Victory Lap
2 Axios:
U.S. solar factories prepare for liftoff
3 PV-Magazine:
Solar industry was held back in the first half of 2022, but now the floodgates are opened
4 Utility Dive:
DOE launches $10.5B Grid Resilience and Innovative Partnerships Program
5 Bloomberg:
Europe’s Energy Crisis Dampening Corporate Deals for Clean Power
6 Grist:
The electric vehicle boom could bring lithium mines back to North Carolina
7 Energy Storage News:
California zoning exemption granted to enable ‘even more rapid’ energy storage deployment
Opinions:
8 Canary Media:
When — and how — should you talk to your kids about climate change?
Have a great day!
Yann
