Going Big. If you were on the show floor yesterday afternoon you may have seen some activity at the CATL booth. That was us, at FlexGen, entering into a 10GWh, 3 year supply agreement for energy storage systems. In this world for energy storage demand, the focus is to bring product availability to the portfolios deploying capital through projects while the supply is very limited. Like solar panels, there are haves and have nots and with this deal, we’re hoping to satisfy a significant amount of that demand.
Opinion
News
1 Energy Storage News:
Supply chain issues constraining US energy storage industry growth, says BloombergNEF
2 PV-Tech:
IRA impact not felt until 2024 while module supply will remain constricted in the short-term – WoodMac
3 Bloomberg:
California Blackout Risk Prompts Produce Plant to Build Its Own Grid
4 New York Times:
Senate Ratifies Pact to Curb a Broad Category of Potent Greenhouse Gases
5 Vox:
Why all Americans should be paying attention to Puerto Rico’s power grid
6 Reuters:
U.S. Senator Manchin unveils energy bill that some Democrats slam
7 Solar Power World:
sonnen launches new VPP in California without utility partnerships
8 Canary Media:
6 clean energy companies that are ramping up US manufacturing
Opinions:
9 PV-Magazine:
Dual-purpose solar makes a greater impact
Have a great day!
Yann
Opinion
Best, Yann
News
1 Bloomberg:
Top Federal Energy Regulator Sees Mounting Challenges for US Power Grids
2 E&E News:
Why solar ‘tripping’ is a grid threat for renewables
3 LA Times:
Solar fee may push Californians to flee the grid, Sunrun CEO says
4 Utility Dive:
Texas drives record growth in US energy storage market in Q2, despite challenges - report
5 Axios:
Time launches platform to help companies tackle climate change
6 PV-Tech:
Inflation Reduction Act dominates conversations at RE+ tradeshow
7 Energy Storage News:
Terra-Gen closes US$1 billion financing for second phase of world’s largest solar-plus-storage project
8 PV-Magazine:
American-Made Solar Prize pitch showcase at RE+
Opinions:
9 Canary Media:
Why does Duke Energy’s carbon plan shortchange solar?
Have a great day!
Yann
Opinion
Best, Yann
News
1 New York Times:
What I Saw as the Country’s First National Climate Adviser
2 Axios:
Three massive storms slam U.S. and Japan, each with climate change ties
3 Canary Media:
Solar is lifeline in Puerto Rico after Hurricane Fiona knocks out power
4 PV-Magazine:
A new era of made-in-USA solar
5 Bloomberg:
A Solar Fee Risks Pushing Californians to Exit Grid, Sunrun Says
6 Reuters:
Global climate goals threatened by lack of clean tech collaboration – IEA
7 PV-Tech:
IRA incentives causing biggest legal uncertainty in US solar PV sector
8 Utility Dive:
FirstEnergy CEO Strah retires suddenly as the company eyes asset sales
Opinions:
9 Energy Storage News:
Is the German utility-scale energy storage market set to take off?
Have a great day!
Yann
Safe Travels. I hope everyone shares the excitement about SPI that I have right now. Here are some things I’m thinking about as I board the plane for Anaheim.
Supply, Supply, Supply. We’re entering a time of haves and have nots for development pipeline. With tricky supply chains and demand exceed manufacturing capacity, not every purchaser will be able to get what they need at the price they want. Keep in mind that the entire world is electrifying and adding renewable energy, plus the auto industry is interested in batteries as well.
News
1 Solar Power World:
California cities and counties now required to switch to instant, online residential solar permitting by 2024
2 Axios:
Hurricane Fiona brings "catastrophic" flooding, power outages to Puerto Rico
3 Solar Builder:
DroneBase debuts standardized solar asset ratings as part of nationwide service
4 PV-Tech:
SunPower invests in solar dealers Renova Energy, EmPower Solar
5 Canary Media:
How solar donors can cut the power bills of low-income families
6 Utility Dive:
US Senate passes bill to maximize EV battery recycling for federal fleet vehicles
7 PV-Magazine:
Start-up plans solar manufacturing in disadvantaged communities
8 Bloomberg:
The Affordable Electric Vehicle Is Still Mostly Fantasy
Opinions:
9 New York Times:
Nuclear Power Still Doesn’t Make Much Sense
Have a great day!
Yann
