Opinion
Best, Yann
News
1 Axios:
Here come the EVs
2 New York Times:
Truck Makers Face a Tech Dilemma
3 Bloomberg:
Solar Power Is Winning From the Energy Crisis. Wind Is Losing
4 Utility Dive:
Reliability concerns drive need for energy market design reforms, but regions diverge in FERC proceeding
5 PV-Tech:
Invenergy receives approval for 300MW solar, 165MW battery storage project in Wisconsin
6 Solar Power World:
Origis Energy purchases 750 MW of solar panels direct from First Solar
Opinions:
7 Canary Media:
Putin’s war will drive a faster shift to clean energy
Have a great day!
Yann
Opinion
Best, Yann
News
1 Axios:
McConnell - Biden needs to "take the shackles" off U.S. energy production
2 New York Times:
We Are Wasting Time on These Climate Debates. The Next Steps are Clear.
3 Utility Dive:
Clean energy sector eyes window for passing federal tax breaks amid challenge of high energy prices
4 PV-Magazine:
Solar anti-circ investigation may not be determined by Commerce until late August, said ROTH
5 Reuters:
Tesla, Block and Blockstream to mine bitcoin off solar power in Texas
6 Solar Power World:
New Florida milestone highlights the value of apprenticeships for the solar industry
7 Energy Storage News:
Redwood Materials already gets 6GWh of lithium batteries per year for recycling
Opinions:
8 RMI:
If Washington Is Serious About US Competitiveness, It Needs to Go on Offense
Have a great day!
Yann
Opinion
Best, Yann
News
1 Axios:
Earth's CO2 levels to hit alarming milestone
2 Reuters:
Special Report - U.S. solar expansion stalled by rural land-use protests
3 New York Times:
Britain bets on nuclear power in its plan to boost energy independence.
4 Utility Dive:
MISO finds broad benefits to building $10.4B of transmission projects to support 53 GW of clean energy
5 PV-Tech:
Engie North America bolsters US solar pipeline by acquiring Photosol assets
6 Energy Storage News:
SDG&E’s 2045 decarbonisation roadmap - California needs 40GW of BESS and 4x electricity capacity
7 PV-Magazine:
250MW solar project planned for former West Virginia coal mine
Opinions:
8 RMI:
Ten Climate Fixes to Catch Up in the Race to Cut Emissions
Have a great day!
Yann
DC Can’t Get Enough Tariffs. Each of the last three administrations sitting in the White House has added or reupped tariffs on solar, the addiction to the policy is bipartisan. The problem is twofold, first it doesn’t work. Second, the investigation and threat of tariff with an unknown cap is worse than the tariff itself in most cases. In all cases, the tariffs don’t do anything to actually create an industry like manufacturing and mostly harm those that need to use the product. In solar, the tariffs cost all taxpayers more through tax credits, slow the pace of job growth in every aspect of the ecosystem and hardly improve the assembly value chain. It’s easy to say that Biden has done nothing for solar when the last administration did far worse and had no expectation to be helpful. So let’s drop that talking point because it’s simply flawed and weak to argue. Instead let’s talk about what would help create the local ecosystem ripe for upstream manufacturing and that’s tax credits or expanded deductions. As the former CEO of a domestic manufacturer that was impacted by tariffed commodity in aluminum, the key incentive that would have helped us grow even more was a tax credit for direct factory labor. Instead of deducting the hourly wage for the business, let direct labor costs in the factory be a credit to the tax liability. And that’s an idea that goes beyond solar, it’s a driver that would help manufacturing in all sectors especially with shipping costs where they are today.
Opinion
News
1 PV-Tech:
Nearly all US solar companies expecting ‘severe or devastating impact’ of anti-circumvention investigation
2 Axios:
White House climate adviser - "We can no longer wait" to cut emissions
3 New York Times:
The End of the (Pipe)line? Germany Scrambles to Wean Itself Off Russian Gas
4 Canary Media:
Carbon removal now ‘unavoidable’ part of fighting climate change, UN says
5 Reuters:
Britain plans nuclear power, offshore wind to boost energy independence
6 Energy Storage News:
European action plan to accelerate growth of battery value chain
Opinions:
7 PV-Magazine:
Could “hot carrier” solar cells break the theoretical efficiency limit?
Have a great day!
Yann