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Opinion

Best, Yann

News

1 Axios:

Climate change becomes key theme in Q2 corporate earning calls

2 Solar Power World:

California solar contractors must be aware of new licensing, consumer protection rulings

3 PV-Magazine:

Residential solar pricing down 6.3%, hints of greater drops coming

4 Bloomberg:

Elon Musk’s SolarCity Trial Nears Conclusion With $2 Billion at Stake

5 Reuters:

U.S. declares first Western reservoir water shortage, triggering cuts

6 Energy Storage News:

Powin in multi-gigawatt LFP supply deal with EVE, hopes to see more US-made cells in market

7 Utility Dive:

Michigan regulators push for utility pilots to test how energy storage benefits the grid

8 PV-Tech:

FTC Solar turning to alternative shipping methods as losses forecast to mount in third quarter

Opinions:

9 RMI:

Why Aren’t More Grid-Edge Startups Investable?

Have a great day!
Yann

Opinion

Best, Yann

News

1 Axios:

July breaks record as world's hottest month

2 Los Angeles Times:

Biden wants to create clean energy jobs. Here’s what they might look like

3 Reuters:

Droughts shrink hydropower, pose risk to global push to clean energy

4 CNBC:

How solar power can become a small part of Big Oil’s future

5 Utility Dive:

PSEG unloads fossil fuel plants for $1.9B in push toward decarbonization

6 PV-Tech:

How solar-backed virtual power plants can displace peaker plants

7 Solar Power World:

Swinerton Renewable Energy expands operations with new San Diego headquarters

8 Energy Storage News:

Sungrow to supply 1GW of battery storage equipment for Broad Reach Power Texas projects

9 Canary Media:

Solar High Rollers - Reasons to be cheerful

10 PV-Magazine:

Report shows strong solar+storage market growth… and plenty of room for improvement

Opinions:

11 Bloomberg:

What Are You Willing to Sacrifice to Stop Climate Change?

Have a great day!
Yann

Have a great weekend!

Opinion

News

1 CBS:

New Orleans will require COVID vaccines or negative tests for bars, Superdome and more

2 The Hill:

Pelosi breaks bad news to moderates - No vote on infrastructure this month

3 Energy Storage News:

Stem Inc affirms 2021 guidance despite US$100m loss reported in first quarterly results since public listing

4 Utility Dive:

As Senate passes infrastructure bill, Democrats eye opportunity for more energy spending

5 Bloomberg:

Blackstone to Invest as Much as $500 Million in Solar Firm Array

6 Axios:

Bill Gates pledges $1.5B for climate projects with Energy Department

7 Reuters:

RWE CEO - don't believe in renewable megadeals in next years

8 PV-Tech:

US solar manufacturers secure DOE funding to help develop innovative tech

9 Solar Power World:

Nexamp expands into utility-scale solar development market

Opinions:

10 Canary Media:

We need gargantuan investment in EV charging stations. Where will the money come from?

Have a great day!
Yann

A Budget Resolution. The Senate passed their budget framework which sets up the reconciliation path and the House is expected to do their framework week of August 23^rd. This sets up for the committees to put their language together in time for Biden’s September 15^th deadline. This $3.5trillion spending bill has some goodies in it, we’re talking some real money in this one!

Reading The Infra Bill. Some of you, correctly, pointed out that I was not exuberant about the bipartisan infrastructure bill and that there is also real line item spending for our industry namely $65billion for grid and transmission infrastructure and $7.5billion for EV charging. Not a bad down payment. Also, asking for a friend, do you think transmission includes software enabled energy storage adoption?

News

1 Politico:

Senate adopts budget that paves way for $3.5T spending plan

2 PV-Magazine:

Solar highlights in the Senate’s $3.5 trillion budget proposal

3 Energy Storage News:

‘Tremendous investment’ - US bipartisan infrastructure legislation puts billions into energy storage

4 Canary Media:

California takes bold steps to make electricity the fuel of choice for new buildings

5 Utility Dive:

California utilities, clean energy groups urge CPUC to move quickly following Newsom's emergency call

6 Axios:

Exclusive - Strange bedfellows come together on EV charging

7 PV-Tech:

Shoals Technologies reports record Q2 revenue despite components

8 slide:

9 CleanTechnica:

U.S. Department Of Energy Awards $45 Million To Advance Solar Manufacturing

Opinions:

10 Reuters:

California's clean grid may lean on oil, gas to avoid summer blackouts

Have a great day!
Yann

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