Opinion
Best, Yann
News
1 Politico:
'Trust is a hard thing' - Manchin blows up Dem momentum
2 PV-Magazine:
SEIA calls for an end to Section 201 tariffs on solar imports
3 Utility Dive:
Xcel first utility to adopt net zero carbon target across gas and electric operations, CEO says
4 Bloomberg:
Bezos, Ikea and Rockefeller Promise Billions for Climate
5 Axios:
India's long road to "net zero"
6 New York Times:
PG&E says it faces a federal inquiry and $1.15 billion in losses over the Dixie fire.
7 Reuters:
Britain to fund $3 billion worth of green investments in developing economies
9 Solar Power World:
Here are all the expected testimonies for Wednesday’s ITC hearing on solar panel tariff extension
Opinions:
10 Solar Builder:
Assessing Massachusetts’ ConnectedSolutions Distributed Battery Program – what works, what could improve
Have a great day!
Yann
Creating Version 2. My friends at OpenSolar have decades of resi solar experience and now, after years of the free proposal tool for installers, are deploying Version 2.0. You can catch the release on November 3rd, I’ll definitely be tuning in.
Opinion
News
1 Utility Dive:
Biden proposes $550B in 'historic' clean energy, climate spending with Build Back Better framework
2 Politico:
Buttigieg - ‘We’re the closest that we’ve ever been’ to passing infrastructure and spending bills
3 CNN:
G20 agrees on key climate goals around global warming limits and coal financing, but lacks firm commitments
4 Bloomberg:
Biden's Economic Plan Cuts U.S. Emissions By More Than a Gigaton
5 Axios:
Biden's climate leadership is on the line at COP26
6 PV-Magazine:
Arizona regulators axe grid access charge
7 Reuters:
Freezing wind turbines expansion in France would be 'mistake' - Engie CEO
8 PV-Tech:
China submits ‘disappointing’ NDC to the UN that commits to 1.2TW of renewables by 2030
9 Canary Media:
Leaders must set course for net-zero energy at COP26. What tech do we need to get there?
Opinions:
10 New York Times:
Will Glasgow Be the Climate Breakthrough We Need?
Have a great day!
Yann
Build Back Better, For Ten Years. The White House released the tax credits in the Build Back Better budget reconciliation. Climate related policies represent $555billion and clean energy tax credits are front and center. A ten year extension of the ITC remains with a plethora of support for the infrastructure improvements that we are all in the middle of creating.
A Storage IPO. Congrats to the team at Fluence for an incredibly successful IPO and first day of trading. It represents the future of the grid transition is with energy storage. Here’s to a rising tide for all in the sector.
Creating Version 2. My friends at OpenSolar have decades of resi solar experience and now, after years of the free proposal tool for installers, are deploying Version 2.0. You can catch the release on November 3rd, I’ll definitely be tuning in.
Opinion
News
1 Washington Post:
New budget deal marks the biggest climate investment in U.S. history
2 Bloomberg:
Siemens Joint Venture Fluence Energy Climbs After IPO Exceeds Goals
3 New York Times:
Old Power Gear Is Slowing Use of Clean Energy and Electric Cars
4 Axios:
First look - Mike Bloomberg and the next climate summit
5 PV-Tech:
US solar asset underperformance worsened over last decade, prompting P50 estimate concerns
6 RMI:
Financing 1.5°C - In a Booming ESG market, the SEC Has Some Questions
7 Canary Media:
COP26 - Why this climate summit matters and what it can achieve
8 PV-Magazine:
New Jersey makes its community solar program permanent
Opinions:
9 Solar Power World:
More than half of global utility solar projects planned in 2022 threatened by supply chain issues
Have a great day!
Yann
Closing A Deal. As COP26 comes up quickly, Joe Biden is looking to close a deal as opposed to THE deal he may have been hoping for. In a game of whackamole, the President is having to negotiate 50 separate deals and can’t afford to lose a single vote, threatening one on the left for every notch he gives to the moderates.
Conservation Of Energy, The Delivery Can Change. The headlines, as oil and gas CEOs come to DC, is that fuel companies are in denial. That may not be false, but sometimes lost in the summary is what is really happening to the market. We all learned about conservation of energy in physics class so let’s translate that concept to the energy transition within transportation and homes. Energy will still be consumed to drive or cook you meal, the method of delivery is changing from fuel to electrons. The power availability will remain the same and possibly the only thing changing is the location of the fuel need, i.e. from a gas stove to a gas power plant. So take a step back and realize that while the fuel mix in generation is changing, it’s a unique change from the bigger transition happening in how that energy is being delivered. That’s the transition that is creating a new grid that is far more dynamic, complex and constantly expanding and contracting.
Getting To Glasgow. Not since Paris has a COP been this hyped up in importance. The outcome be could maintain the global focus on fighting climate change and how to adapt to the evolving market opportunity.
Opinion
News
1 Politico:
Liberal frustration imperils quick Dem social spending deal
2 Reuters:
Investors on board as U.S. oil majors dismiss wind and solar projects
3 Utility Dive:
AEP to sell Kentucky operations to Liberty for $2.85B and use proceeds for renewables, transmission
4 New York Times:
Ahead of a U.N. climate summit, Democrats push to secure policies Biden can promote.
5 Axios:
Nor'easter slams East Coast with flooding rain and powerful winds
6 PV-Tech:
Enphase reports record revenue as price hikes offset ‘dynamic’ supply
7 Energy Storage News:
California’s ‘biggest hybrid renewable power plant’ under construction, Clearway says
8 PV-Magazine:
Solaria wins a round in its solar shingle patent case against Canadia
Opinions:
9 Canary Media:
Gigawatts of solar could be built in the open land around U.S. interstate highways
Have a great day!
Yann
