Opinion
Best, Yann
News
1 Solar Builder:
Community solar is primed for energy storage
2 Solar Power World:
Koch Industries subsidiary buys utility-scale solar installer DEPCOM Power
3 Energy Storage News:
Wells Fargo makes first tax equity investment into US solar-plus-storage market
4 The Hill:
Democrats push tax credits to bolster clean energy
5 PV-Magazine:
Duke Energy and clean energy advocates come to terms on new net metering rates in North Carolina
6 PV-Tech:
kWh Analytics launches new solution aimed at providing additional revenue for solar assets
7 RMI:
Private Financial Institutions Are Stepping In to Decarbonize Steel
8 Canary Media:
How to turn trash into treasure - Put solar panels over landfills
Opinions:
9 Utility Dive:
'A long way to go' - How ConEd, Xcel and 4 other utilities are helping cities meet big EV goals
Have a great day!
Yann
Market Making For Renewables. As FERC orders 2222 and 841 make its way through rule making, we’ve already seen that energy storage and DERs are providing new revenue streams in the market. In many ways, storage lets asset owners commoditize the generation source and no longer exporting the energy when its made but when its most valuable. If we learned anything during the Texas winter storm is that ancillary services can be incredibly valuable and that hedges for renewables are actually must deliver contracts. From here I expect that we will see more folks opting for merchant over hedges and many more revenue streams for storage to come. Those revenue streams will accelerate renewables development that no longer needs the off take agreement to get the project to NTP.
Best Use Land Value. The Real Deal has land value in upstate New York going up at the best use case for solar development. Seems to me that all of those land owners are then moving to my neighborhood in Florida.
A Job That Never Opens. A few months ago Adam Browning from Vote Solar announced his departure which means we now have a job opening that has never existed in the 17 years that I’ve been in solar. You can apply to be the executive director of Vote Solar which is a great way to earn a living. So if this job is for you, you can read about it and apply here. If you apply and get the job, I expect a board nomination in return!
Opinion
News
1 PV-Magazine:
Renewables deserve better approaches to resource adequacy - ACORE
2 Axios:
Cautious hope for CO2 capture after "false starts"
3 Utility Dive:
8 states, DC urge FERC to reject EEI, Eversource call to drop competition for transmission projects
4 New York Times:
Can New York Really Get to 100% Clean Energy by 2040?
5 The Hill:
Stacey Abrams nominated to board of solar energy firm
6 The Real Deal:
Manhattan luxury market logs best Thanksgiving week ever
Opinions:
7 RMI:
What We’re Learning about Corporate Climate Ambition
Have a great day!
Yann
Opinion
Best, Yann
News
1 PV-Magazine:
ITC says that Section 201 tariffs should be extended
2 Bloomberg:
China Fund Manager Reaping 109% Is a Die-Hard Renewables Fan
3 Axios:
Department of Interior proposes raising cost of drilling on public lands
4 Energy Storage News:
Software and batteries can enable energy industry’s ‘Amazon Prime Plus moment’
5 Utility Dive:
North Carolina regulators give Duke 4 months to craft carbon reduction plan
6 PV-Tech:
DNV aims to boost cyber security in energy sector through Applied Risk acquisition
7 Solar Power World:
Florida legislature considers ending solar net metering
Opinions:
8 Canary Media:
What 24/7 carbon-free energy can achieve over the long term
Have a great day!
Yann
Happy Thanksgiving! As we enter the homestretch with early holidays this year, today will be the only edition of SolarWakeup this week. Of course, we’re staying tuned with the House passing the Build Back Better Act which makes us all turn to the Senate and see what Manchin and Synema agree to, if anything. Enjoy your holidays and have a great Thanksgiving.
Opinion
News
1 New York Times:
What’s in the $2.2 Trillion Social Policy and Climate Bill
2 Grist:
The House just passed the biggest climate spending bill ever
3 Axios:
Poll - 52% of Americans say they've experienced effects of global warming
4 Bloomberg:
Texas Plans to Become the Bitcoin Capital, Vulnerable Power Grid and All
5 Utility Dive:
Storage paired with renewables sees highest financial return with 2-hour batteries, Berkeley lab finds
6 Solar Builder:
The market speaks - Corporate energy buyers want 90 percent carbon-free electricity by 2030
7 PV-Tech:
Macquarie to buy majority stake in French solar platform Apex Energies
8 Canary Media:
New transmission tech can easily double clean energy capacity. Will utilities buy it?
Opinions:
9 PV-Magazine:
Here’s why you need to support California net metering
Have a great day!
Yann
