Opinion
Best, Yann
News
1 Utility Dive:
'The energy storage decade' - Global market poised to reach 1 TWh by 2030, BNEF finds
2 PV-Tech:
Hanwha buys large stake in REC Silicon, looks to restart US polysilicon production
3 Canary Media:
New transmission tech can easily double clean energy capacity.
4 Will utilities buy it?:
5 Politico:
McCarthy derails Dem plans to vote on social spending bill Thursday
6 Bloomberg:
Satire Tells the Real Business of Solar
7 RMI:
Turning Trash into Treasure
8 PV-Magazine:
A promising new design for shingled solar modules
Opinions:
9 BBC:
How Morocco went big on solar energy
Have a great day!
Yann
Last Call For NEM Petition. CALSSA is looking for 2,000 more signatures for the petition to save solar in California. That means if a third of you reading today’s edition click this link and fill out the info, SolarWakeup could save the day. So do it for me and Bill Walton!
Opinion
News
1 PV-Tech:
US solar module prices expected to normalise following AD/CVD petition verdict
2 Solar Builder:
Solar PV system costs still on the decline in 2021, says NREL
3 Canary Media:
Senate confirms Willie Phillips to FERC, giving Democrats a majority
4 PV-Magazine:
Solar could account for 20% of all U.S. generation by 2050, EIA says
5 Axios:
Extreme weather outruns the world
6 GreenBiz:
The role of private investment in sustainable infrastructure
7 Utility Dive:
California readies $1.4B push to help reach electric vehicle charging, hydrogen refueling goals
Opinions:
8 Bloomberg:
Tesla’s Solar Roof Could Be Headed to a Neighborhood Near You
Have a great day!
Yann
Opinion
Best, Yann
News
1 Reuters:
On a New Hampshire bridge, Biden bets infrastructure beats political headwinds
2 PV-Magazine:
Court throws out Trump trade action on bifacial modules
3 WFMZ:
Titan Advanced Energy Solutions Raises $33 Million Series B Led by HG Ventures to Transform Battery Diagnostics and Management
4 GreenBiz:
What Rivian’s riveting IPO says about the heavy-duty EV transition
5 Utility Dive:
EVs hit 1M sold, are now California's top export as energy transition drives economy - CEC chair
6 Axios:
PR giant vows climate focus and defends work with oil giants
7 Solar Builder:
SunPower debuts virtual power plant deal for customers in Eversource, National Grid territory
8 PV-Tech:
MassMutual, Low Carbon unite to form IPP with 20GW renewables target
9 Canary Media:
The top 10 climate commitments from COP26
Opinions:
10 RMI:
Post COP26—Shortcomings, Positive Outcomes, and What’s Next for the Global South
Have a great day!
Yann
It’s Infrastructure Week. In the largest public infrastructure investment since the highway system, Joe Biden has signed the bill which had bipartisan support including $73billion for grid infrastructure and billions more for electric vehicle charging infrastructure. Totaling over $1.2trillion, these funds will now look for projects, reminiscent of the ARRA stimulus times if you remember shovel ready projects. It’s a huge day for those of us in the solar and storage markets which will also benefit consumers for decades to come.
Will Module Supplies Free Up? The secret petitioners that sought higher taxes on solar to be paid by everyday homeowners are choosing to remain in darkness which should open up supply chain a bit and release some of the cargo that could have been taxed even further if the complaint had been successful. Have you seen any opening of supply yet?
Record Markets. BNEF and S&P are forecasting unbelievable, be yet still underestimating, growth in solar and storage markets. Forecasting is a bit like playing Price is Right, get close without going over but it tends to under forecast the real number because of the incredible tailwinds that are in this energy transition. Electrification will hit transportation, homes, businesses and industrials in a way that will bring all fuels to end in the form of electricity and if you want that electricity to be flexible and reliable, you need energy storage at all intersections on the grid.
Dealer Fees. Are you a solar installer that hates dealer fees? Hit reply if the answer is yes.
Opinion
News
1 Axios:
Biden signs infrastructure bill into law
2 Energy Storage News:
Terawatt-hour of energy storage by 2030
3 Utility Dive:
S&P projects record installation of 71 GW of US wind and solar in 2022 amid rising headwinds
4 Reuters:
Germany's RWE to invest $57 billion as power firms go green
5 RMI:
Colorado’s Role as Climate Leader Hinges on Its Next Steps
6 Canary Media:
Jigar Shah has a new strategy to boost climate tech through DOE loans
Opinions:
7 PV-Magazine:
Solar anti-dumping group said it is weighing options, may refile petitions seeking tariffs
Have a great day!
Yann
