Opinion
Best, Yann
News
1 Canary Media:
Solar power is a huge success story. A longtime solar champion explains how it happened
2 Axios:
Kimmeridge demands oil companies do more for carbon neutrality
3 Utility Dive:
'Imagine the unimaginable' - How the Pacific Northwest is trying to build a reliable grid in a changing climate
4 Bloomberg:
Australia Extends Solar Dominance With Panel Every 44 Seconds
5 PV-Tech:
Hawaiian Electric to deploy 50,000 rooftop PV systems in bid to reach 2030 target
6 Energy Storage News:
UK developer Harmony Energy’s IPO raises US$251 million for Tesla Megapack rollout
7 PV-Magazine:
Community Choice Aggregation provides leverage for better electricity prices, access to solar
Opinions:
8 GreenBiz:
The business of COP is business
Have a great day!
Yann
Opinion
Best, Yann
News
1 CNN:
Here's what's in the bipartisan infrastructure bill
2 Los Angeles Times:
Newsletter - The future of rooftop solar is up for grabs in California
3 Reuters:
Factbox - What's in Biden's $1.75 trillion 'Build Back Better' package?
4 Canary Media:
Chart - Almost all new power plants being built in the US are renewable
5 RMI:
One Simple Tax Change Could Unlock Critical Clean Energy Infrastructure
6 PV-Magazine:
OpenSolar updates 3D design and sales software
7 Utility Dive:
Officials urge flexibility, transmission upgrades to accommodate storage and DER buildout
8 PV-Tech:
Sunrun sees installs smash through 200MW landmark as it builds inventory ahead of 2022
9 Solar Power World:
Los Angeles solar + storage microgrid to power chargers for city’s 100+
Opinions:
10 Axios:
COP26 first week done, looks pretty good so far — on paper
Have a great day!
Yann
Electrification, Not Generation Transition. This is becoming increasingly obvious to me, the energy transition is not primarily driven by the change of fuel creating electricity but by the fact that the end use of energy is in the form of electricity. Said differently, gas stations are becoming charging stations and stoves are going induction. Once you think about the energy system in this form, end use versus production type, you can see the change in business models that are ahead and allow you to build your solar business beyond the installation into the long term, what will the homeowner do with this self production?
Oil Major Pivot. I’ve said this before but oil companies are getting into electricity markets beyond where they’ve been for decades. This will represent the first time that oil majors and utilities will compete for consumers having stayed on their side of consumer spending for a century without getting in each other’s way. In deregulated markets, oil companies are far more advanced in energy trading than utilities, but within regulated environments, competition will be hard to come by. Bill Gates made the point that some oil companies could fail, which is possible but unlikely in my opinion. The truth in that statement is that electricity could be considered far easier to commoditize than oil or gas.
Your Voice In Solar. We need to make it easier for people to get solar, not harder. Rooftop solar gives everyday Californians the power to control their energy bills and keep the lights on. The Public Utilities Commission will make a decision on net metering on December 10, we must ensure that they see that California supports rooftop solar! It’s easy and only takes 30 seconds to sign here: https://bit.ly/SaveCASolarFriend
A Global Launch. Congrats to the team at OpenSolar for hosting their global launch event and creating version 2.0 of this incredible (and free) design, proposal and project management tool for installers. Check out the recorded event if you missed it.
Opinion
News
1 Utility Dive:
Build Back Better, FERC actions on infrastructure could trigger 'monumental' renewable energy deployments
2 Axios:
Bill Gates - Some oil giants won't make it
3 Reuters:
California, again, leans on natural gas to shore up energy supplies
5 Energy Storage News:
Alberta government offers financial support for energy storage projects alongside oil and gas
6 Canary Media:
COP26 players pledge funding to shut down coal plants
7 PV-Magazine:
Energy efficiency is a good substitute for long-term storage, NREL study says
8 New York Times:
Resources for Teaching About Climate Change With The New York Times
Opinions:
9 RMI:
RMI Reality Check - Proposed Clean Energy Incentives Would Save Electricity Customers
Have a great day!
Yann
Opinion
Best, Yann
News
1 Utility Dive:
Unlocking the Transition - As Tesla, Ford and others invest billions in EVs, will the power system be ready?
2 New York Times:
Poland and 17 other countries to announce a major deal to end coal.
3 Axios:
PG&E agrees to pay $125 million for 2019 Kincade Fire
4 Bloomberg:
Top Solar Firm Longi Says U.S Customs Detained Products
5 Vox:
A new Supreme Court case could gut the government’s power to fight climate change
6 Reuters:
Exxon warns some assets may be at risk for impairment due to climate change
7 Solar Builder:
Navisun acquired by OMERS Infrastructure
8 PV-Tech:
SolarEdge navigates Vietnam factory shutdown to post record solar revenues in Q3 2021
9 RMI:
Good COP, Bad COP? The Hopeful News in COP26…and Beyond
10 Solar Power World:
Months after Texas grid blackouts, renewables await PUC electric market
Opinions:
11 Canary Media:
Small island nations suffer under broken and ‘cruel’ climate finance system
Have a great day!
Yann
