Opinion
Best, Yann
News
1 Politico:
Solar trade woes cast a pall over Biden’s climate goals
2 The Hill:
Left warns Pelosi they'll take down Biden infrastructure bill
3 Reuters:
Tariffs, seizures expose U.S. solar industry's vulnerability to imports
4 Axios:
The energy crises roiling Europe and China — and beyond
5 Energy Storage News:
Fluence files for IPO
6 Utility Dive:
FERC approves PPL acquisition of Narragansett Electric from National Grid
7 Solar Power World:
Meyer Burger plans to build 400-MW capacity solar module assembly factory in U.S.
8 PV-Magazine:
GAF Energy completes work on rooftop solar manufacturing facility
Opinions:
9 Bloomberg:
Democrats Need a Carbon Tax and a Coal Miner Buyout
Have a great day!
Yann
Opinion
Best, Yann
News
1 Washington Post:
Some Chinese solar-panel manufacturers have stopped shipping to the U.S. over tariff concerns, installers say
2 Axios:
This week is crunch time for Biden's climate agenda
3 Reuters:
China calls WTO ruling 'dangerous' in solar cell row with U.S.
4 PV-Magazine:
SEIA warns of a solar industry ‘death blow’ as Commerce weighs tariffs
5 Utility Dive:
PPL makes 'small' investment to gain insight into 'innovative' $2.5B SOO Green transmission project
6 PV-Tech:
174 Power, Total Energies break ground on behind-the-meter solar plant in Texas
7 Solar Power World:
California conservation organizations continue pushing for net metering preservation
Opinions:
8 Energy Storage News:
‘UK gas price shock highlights need for energy storage’
Have a great day!
Yann
Infrastructure Bill, First Or Last? Pelosi went on the Sunday shows yesterday and said that the bipartisan infrastructure bill was going to pass the House this week. While the bill doesn’t have the ITC extension it has billions for energy transition funding including EVs and transmission. There will be a bit of a showdown between the progressives and the leadership, though some members of the republican caucus have said that they would support the bill. How Pelosi plans to put pressure on the caucus and Senate for the budget bill is the bigger trick, one which she has not telegraphed yet. With the debt ceiling in play, it would be the forcing issue within their own house to get something done.
FERC Reviews Texas Freeze. FERC published their report on what happened over the multi-day power stress event caused by freezing temperatures in mid-February. It also includes some 28 recommendations, some of which should be put in place prior to next winter.
Going Long Storage. It’s not just about investing in storage but also investing in long duration storage technologies. The technologies are coming to market and now getting support from the team at DOE that also lead the SunShot initiative over the past decade plus. With longer duration technologies showing early signs of success, their interoperability with storage software will create the first marks of their bankability. As we’ve seen with early solar tech, lab to reality is one challenge but also getting project capital approval is another.
Making Storage Run. Taking bankability into storage has multiple levels. The battery is only one part of the equation, getting it to run as desired to the designed use case with inverters and power electronics is another. The most underappreciated technical challenge is the controls and software that actually tell the battery what to do, based on what the trader/owner and grid operator want. This intersection between hardware and software is the energy storage tech bankability challenge that is just getting to the surface but we will talk about much more.
Opinion
News
1 Politico:
Pelosi says infrastructure bill will pass this week — but hedges on timing
2 Axios:
Preventing the next Texas power crisis
3 PV-Magazine:
Long-duration flow battery tech wins DOE funding
4 Weather Channel:
PG&E Charged with Involuntary Manslaughter in California's Zogg Fire that Killed Four People
5 New York Times:
How Democrats Could Shrink Their $3.5 Trillion Budget Bill
6 Reuters:
Fortum CEO - We can boost renewables expansion firepower
7 PV-Tech:
California’s US$15bn climate action package signed but spending on energy deferred until 2022
8 Energy Storage News:
Gore Street, Pacific Green prepare to build 156MW of UK grid-scale battery storage projects
Opinions:
9 Utility Dive:
PJM cities to FERC - It's time for the MOPR to go
Have a great day!
Yann
Opinion
Best, Yann
News
1 Reuters:
EXCLUSIVE White House backs plan for renewable energy industry tax partnerships
2 PV-Magazine:
SRP signs PPA for 440+ MW of solar capacity
3 Bloomberg:
Top Oil Trader Vitol Jumps Into Electric-Vehicle Fleet Business
4 New York Times:
Here’s What’s Behind Europe’s Surging Energy Prices
5 Axios:
The road to COP26 gets slightly easier
6 PV-Tech:
Generac launches new microinverter line
Opinions:
7 Canary Media:
Should Google and Microsoft focus on sourcing their own 100% clean power or cleaning up the dirtiest grids?
Have a great day!
Yann
