The Marathon Continues. And the tax credit extension will create a fortune.
News
1 Utility Dive:
Solar tax credit extension would add 82 GW by 2030, SEIA forecasts
2 Greentech Media:
ERCOT’s Wild Summer Is Over. Solar Looks Like the Winner
3 Solar Power World:
SPI panel - Customer acquisition shouldn’t be an afterthought in community solar development
4 Axios:
The UN climate summit highlighted a massive divide
5 PV-Magazine:
CATL announces its first energy storage system for the US market
6 PV-Tech:
Engie buys 25MW/22MWh solar-plus-storage pipeline in Massachusetts
7 Bloomberg:
Electric Car Owners May Not Love Solar Panels So Much After All
8 Los Angeles Times:
These fish-killing gas plants were set to close. California may throw them a lifeline
Opinions:
9 GreenBiz:
The new language of climate change - Trillions
Have a great day!
Yann
Best Headline Of The Year. American farmers are pivoting to solar power to pay the bills.
PURPA. Saying the quiet part out loud. EEI is coming for the cheap solar generation that is paying for the headline above!
News
1 Axios:
American farmers are pivoting to solar power to pay the bills
2 Greentech Media:
FERC Proposal Brings New Threat to Already-Suffering PURPA Solar Markets
3 EDF:
Is the oil and gas industry serious about climate?
4 PV-Tech:
SPI 2019 - SEIA sets US solar install targets at 20% of electricity generation by 2030
5 Bloomberg:
Cheap Gas Is Killing Nuclear, Green Power May Finish the Job
6 Rocky Mountain Institute:
The Climate Opportunity of Clean Energy Portfolios
7 Utility Dive:
CAISO to develop a regional day-ahead market for renewables after participant push
Opinions:
8 GreenBiz:
The energy transition is coming on fast, but not fast enough
Have a great day!
Yann
Welcome to SPI 2019. Let’s set some realistic expectations this week. Unlike prior years the column will be limited this week. Why? I have a day job and I am going to try and take a step back throughout the week to digest what is happening. If there are important news or events, I’ll make note of them.
News
1 Greentech Media:
The Solar Industry Wants a Tax Credit Extension. Should It Get One?
2 Solar Power World:
Our picks for the top can’t-miss events at SPI
3 Axios:
Global renewable energy growth bounces back in 2019
4 GreenBiz:
How employee activists inspired Amazon's Climate Pledge
5 Grist:
‘We’re not alone’ Thousands of NYC students join Greta’s climate strike
6 PV-Magazine:
FERC moves to gut PURPA
7 Vox:
12 excuses for climate inaction and how to refute them
Opinions:
8 PV-Tech:
Brexit cannot avert the ‘fundamental issue’ of energy transition, event told
Have a great day!
Yann
Renewable Prime Day. Within 10 years, Amazon will be getting 100% of its energy from renewable sources. I’ll predict right now that this will happen in 5 or less years. By 2040, Amazon expects to be carbon neutral which is a bold goal given the massive number of miles the retailers moves every day.
The Scale Expands. Rivian is the EV startup you’ve seen driving around with their electric SUV. Earlier this year they got an investment from Amazon and now you know why. Amazon will be ordering 100,000 electric vans that should start delivering in 2021 which means Rivian needs to learn to manufacture at Tesla scale tomorrow. This also makes the Amazon electrification effort more interesting.
1.6 GW. Google entered into massive solar and wind contracts, continuing the trend for corporates into renewable procurement.
What’s Next. If Google and Amazon want to have a network effect for renewables, they should double down on renewable policy. The billionaires have the ability to see and sustain a massive policy campaign to get to 100RE for everyone including their employees, vendor’s employees and customers. Today is Climate Strike day and is the right time for the Beyond Coal campaign to be duplicated in solar.
News
1 GreenBiz:
Why Amazon's plan to buy 100,000 EVs is huge and hard
2 CBS:
Amazon promises to use only renewable energy in a decade
3 The Verge:
Google makes ‘biggest corporate purchase’ of renewable energy ahead of climate strikes
4 Greentech Media:
Trump Gets Manufacturing Win as Hanwha Q Cells Opens US Solar Factory
5 Tampa Bay Times:
How conservatives in Florida can get in the game on renewable energy
6 Rocky Mountain Institute:
Performance-Based Regulation - Getting Down to Business Model Reform in Colorado
7 Politico:
POLITICO New York Energy
8 Utility Dive:
FERC oversight battle heats up as Colorado regulators blast Tri-State petition
Opinions:
9 Axios:
Senate Democrats allege Trump administration has buried 1,400+ climate studies
Have a great day!
Yann
