Opinion
Best, Yann
News
1 Politico:
White House lights up Manchin after he crushes Biden's megabill
2 Utility Dive:
FERC orders utilities to fine-tune line ratings to boost transmission efficiency
3 Reuters:
U.S. to face increasing power reliability issues over next 10 years - NERC
4 Axios:
U.S. to face increasing power reliability issues over next 10 years - NERC
5 NY.Gov:
Governor Hochul Announces New Framework to Achieve at Least 10 Gigawatts of Distributed Solar By 2030
6 Canary Media:
Rounding up the year in climate politics
7 PV-Magazine:
GameChange Solar receives $150 million investment by Koch Strategic Platforms
Opinions:
8 Bloomberg:
In Hamburg, Surviving Climate Change Means Living With Water
Have a great day!
Yann
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.
Opinion
News
1 Politico:
Senate that 'sucks' gets a dose of reality from Biden
2 Utility Dive:
Energy transition likely requires market changes, transmission growth, PJM finds
3 Solar Power World:
Biden expected to sign Uyghur Forced Labor Prevention Act, which could further affect solar supply chain
4 Axios:
"Untapped potential" in climate tech investments
5 PV-Tech:
Annual EU solar PV deployment reaches new high of 25.9GW
6 RMI:
Report Release - Headwinds for US Gas Power
7 Energy Storage News:
Europe’s biggest battery project announced by UK subsidiary of Singapore’s Sembcorp
8 Canary Media:
The avoided-cost calculator - The controversial metric at the center of California’s solar net-metering fight
Opinions:
9 PV-Magazine:
California first state to require solar power and batteries in commercial structures
Have a great day!
Yann
Opinion
Best, Yann
News
1 Utility Dive:
Shell, KKR invest in solar + storage as renewable market booms
2 Politico:
'Going very poorly' - Biden can't nail Manchin down on Dems' bill
3 Axios:
Carbon capture firm nabs $30M in VC funds
4 PV-Tech:
US developer Geenex Solar bags funding to advance PV and energy storage pipeline
5 Energy Storage News:
LG Chem, LG Energy Solutions sign recycled nickel deal, invest US$50m in recycling specialist Li-Cycle
6 Renew Economy:
The solar farm where inverters operate all night, doing voltage control for the grid
7 PV-Magazine:
Three solar installations to feed Meta data centers completed in Georgia
Opinions:
8 Solar Power World:
Solar Power World’s Top 10 stories of 2021
Have a great day!
Yann
Opinion
Best, Yann
News
1 Energy Storage News:
FlexGen CEO - 2.1GWh California BESS contract shows the grid transition is here today
2 Canary Media:
California net-metering proposal would decimate rooftop solar market, industry says
3 Utility Dive:
White House unveils EV charging action plan, prepares network rollout guidance for cities, states
4 PV-Tech:
Shell acquiring US solar and energy storage developer Savion
5 Axios:
John Kerry hints at plans for post-COP26 summit
6 Solar Power World:
Illinois can expect solar boom as Adjustable Block Program reopens
7 PV-Magazine:
U.S. residential solar trends, 2021
Opinions:
8 RMI:
A Discussion with Author Bill Nussey on RMI, His Latest Book, and Disrupting the Global Energy Industry
Have a great day!
Yann
