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Opinion

Best, Yann

News

1 Reuters:

Data centres to drive energy storage 'boom cycle' in next five years, UBS says

2 New York Times:

China’s Green Triumph

3 Bloomberg:

Battery Companies Join Forces to Deploy Sodium-Ion Power Systems

4 Utility Dive:

Constellation Energy looks to demand response to accommodate load growth

5 PV-Tech:

Sunrun’s ‘storage-first’ strategy sees green shoots in Q3

6 Energy Storage News:

India

7 PV-Magazine:

SunPower to acquire Ambia Solar, bolstering residential market share ahead of tax credit shift

Opinions:

8 Canary Media:

Rising electric bills helped spur a Democratic upset in rural Virginia

Have a great day!
Yann

Government Intervention. Looks like some manufacturers are having trouble managing through too much after too little government intervention. In a world where there is a tremendous amount of motion in the module supply chain as it pertains to duties, tariffs, regulations and related laws, many of which are lobbied by the companies that benefit from them are now being hurt by different expectations for enforcement. Customers beware I guess…

Opinion

News

1 Associated Press:

South Korean solar firm cuts pay and hours for Georgia workers as US officials detain imports

2 Solar Power World:

Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio

3 Utility Dive:

The week in 5 numbers

4 Bloomberg:

Engie Chairman Says AI Demand Propels Solar Despite US Policies

5 New York Times:

China Suspends Export Controls on More Critical Minerals

6 Axios:

Nancy Pelosi championed climate as House Democrats' leader

7 Reuters:

US urges Europe to stick to oil and gas, not renewables

8 PV-Tech:

What Sungrow’s Hong Kong IPO suggests about Chinese inverter producer strategies

9 Energy Storage News:

Plus Power secures US$160 million for New England BESS projects

10 Canary Media:

Virginia scored the election’s biggest climate win

Opinions:

11 PV-Magazine:

SEIA

Have a great day!
Yann

Opinion

Best, Yann

News

1 Politico:

Democrats show early signs of winning energy messaging war

2 Utility Dive:

US installed nearly 26 GW of new generating capacity from January to August

3 Bloomberg:

Election Shocks Underscore Power Bills as New Political Risk

4 New York Times:

Leaders at Climate Summit Skipped by U.S. Stress Consensus

5 Axios:

Trump's focus on cultural issues amid high energy bills zaps Republicans

6 Reuters:

Planet in peril

7 PV-Tech:

European PV module prices stabilise ‘at the bottom’ in October

8 Energy Storage News:

Spain allocates €840 million funds for storage projects, passes grid resilience decree

Opinions:

9 Canary Media:

One North Carolina company’s plan for keeping rooftop solar going

Have a great day!
Yann

Opinion

Best, Yann

News

1 Axios:

How new Virginia, New Jersey governors will deal with energy

2 Solar Builder:

Homeowners brace for AI energy strain

3 PV-Tech:

South Africa to add 28.7GW of new solar PV generation capacity by 2039

4 Energy Storage News:

Aggressive pricing and emerging C&I models reshape India’s energy storage outlook

5 Utility Dive:

CPower says its load relief more than doubled, to 38 GWh

6 Canary Media:

In a boost for offshore wind, New Jersey elects Mikie Sherrill

7 PV-Magazine:

Illinois to add 3 GW of batteries, saving consumers $12 billion over 20 years

Opinions:

8 Reuters:

Paris accord will defeat fossil fuels – eventually

Have a great day!
Yann

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