BBB Right Back. BBB is hitting some barriers with Manchin on issues like child tax credits, family leave and offshore drilling. While Lindsey Graham things that the bill is dead, we’ll have to wait for the new year to see if the Senate can get it done.
Making Markets Drive Behavior. PJM has one of the lowest penetration rates of energy storage and that’s because the power markets aren’t creating the revenue opportunity that align with the technical grid operation needs. That will change, whether through PJM directly or FERC orders 2222 and 841. Homeowners, businesses and grid scale storage will be matched to generation connections.
ClimateTech Boom. The energy transition is a change of how energy is used, moved and generated. The transition infrastructure will move trillions of dollars in the US alone over the next decades but it will require the build up of companies and platforms that make the electrons move a success. There will also be hundreds of billions invested in the creation of these businesses and as the article portrays, climate tech investment is surging.
All About The Interconnect. Homes have grid connections, substations relay through a connection and generators have land and grid interconnects to deliver energy. That’s the 20th century version of a skyscraper with load/force control only happening at either end of the chain, otherwise known as dispatching and demand side management. Looking forward, just like New York’s newest skyscrapers which have blow out floors half way up, the grid is going to add dampers, or load management within transmission and distribution networks. Homeowners will not only lower their demand, they have the ability to store energy, produce energy or shift their demand to other times. This is no longer a top down/bottom up grid, it’s all about the inside out serving the outside in.
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Build Back Better Draft. Looks like a toss-up on the Senate being able to pass BBBA before the end of the year and Manchin isn’t showing his cards. Reality is that BBBA is going to be needed based on what’s going on at the State level in CA and FL.
California’s Drafting Error. Much like Formula 1 taking the title from Hamilton and giving it to the whiny driver by changing the rules, California is picking winners and losers with their draft of the NEM 3.0 policy. It’s hard to imagine that the road to 100% clean energy includes $60 per month charges to homeowners that install solar on their homes. The fight will continue and the Governor should be getting involved because the fight against climate change and a resilient grid includes robust inclusion of DERs financed by homeowners across the State.
Talking Cyber. This is an undiscovered topic and one we will dig into more and more. Cybersecurity and the overlap with the hardware that controls the smart homes, especially in aggregate, through virtual power plants or at the grid level will need to be a focus for many of our companies that are seeking to get smarter about the FERC and NERC policies that overlap with State requirements.
Holiday Season. The team behind the scenes at SolarWakeup are working hard to bring a newer version of the buyer’s group back in play, saving residential solar installers more money than ever before. Also, heading into 2022, if you’re budgeting for digital advertising, SolarWakeup has spaces to get your word out, reach out to our team to reserve marketing opportunities going into the new year.
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