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Opinion

Best, Yann

News

1 CNBC:

Goldman says battery storage, hydrogen and other clean energy stocks are where investors should be

2 Utility Dive:

Justice Department, FTC urge FERC to expand competition for building new transmission, deny utility exclusivity

3 Bloomberg:

Transcript - Why We Need to Build a More Robust Power Grid

4 Axios:

Climate change is a secret driver of inflation

5 PV-Tech:

REC Silicon’s planned Moses Lake reopening underpinned by Inflation Reduction Act, CEO says

6 Energy Storage News:

ESS Inc ramps iron flow battery production capacity to 500MWh, signs 12GWh Australia deal

7 PV-Magazine:

Solar industry eyes 50 GW of manufacturing capacity by the end of this decade

8 Reuters:

U.S. climate win may distort global net-zero race

Opinions:

9 RMI:

Four Ways the Inflation Reduction Act Speeds the Shift to a Cleaner, More Affordable Energy Future

Have a great day!
Yann

Opinion

Best, Yann

News

1 New York Times:

Wall Street Doesn’t Hate This Spending Bill

2 Politico:

How drought threatens the power grid

3 Reuters:

Californians urged to cut power use during extreme heat

4 Renew Economy:

BlackRock to push battery limits and new markets with eight hour storage and inertia

5 Utility Dive:

New ERCOT CEO Pablo Vegas must address soaring energy costs, market observers say

6 Energy Storage:

Swiss fund manager SUSI acquires 100MW Texas BESS development portfolio

7 PV-Magazine:

Shoals reports record Q2 revenue, profit despite challenges

Opinions:

8 Canary Media:

Buckle up

Have a great day!
Yann

Biden Signs The IRA. Time to develop, fund and build. Get to work! Personal plug, if you need energy storage integration, come find me at RE+

Situational Awareness. Europe continues to struggle with its grid performance during heat wave events. The French nuclear fleet is significantly undergenerating it’s usual performance causing the Country to lose the top export spot in the EU.

News

1 Politico:

Biden signs sweeping climate and health care bill into law

2 Utility Dive:

Solar developer Nexamp to lead National Grid interconnection pilot

3 Bloomberg:

Solar Giant Hanwha Weighs US Expansion With Massive New Facility

4 Vox:

The US finally has a law to tackle climate change

5 PV-Tech:

Shoals beats ‘challenging environment’ with record revenue and profit in Q2

6 Energy Storage News:

BlackRock commits AU$1 billion capital for Australian battery storage developer’s 1GW buildout

7 Canary Media:

How Puerto Rico could call on rooftop solar to avoid blackouts

8 PV-Magazine:

Generac to dispatch residential energy storage and services for APS

Opinions:

9 Reuters:

Analysis - U.S. renewables investors see Senate bill sparking gold rush

Have a great day!
Yann

Biden To Sign IRA. You can read my extended thoughts on the IRA if you missed it this weekend, here.

Opinion

News

1 ABC:

Biden to sign major health, climate and tax bill Tuesday at White House ceremony

2 Energy Storage News:

What the Inflation Reduction Act can do for energy storage, a lawyer’s viewpoint

3 Bloomberg:

California Seeks More Time to Overhaul Rooftop-Solar Subsidy

4 Politico:

Buying an electric vehicle? Might want to pay up fast.

5 Utility Dive:

Utility leaders hail clean energy tax incentives as House sends historic climate bill to Biden’s desk

6 Axios:

Saudi Aramco posts record quarter for profitability

7 PV-Tech:

RWE’s renewables unit returns to profitability, company invests US$2 billion in H1

8 PV-Magazine:

Over 3 GW of solar panels have been held in US customs under forced labor law

Opinions:

9 Solar Builder:

Demand and response

Have a great day!
Yann

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