Opinion
Best, Yann
News
1 PV-Magazine:
This Biden era law has spurred $240 billion in clean energy investment and 170,000 jobs
2 Solar Power World:
Final IRS rules released on IRA direct pay and transferability
3 Axios:
White House moves to stem wave of Chinese EVs
4 Reuters:
The Netherlands shines as key European energy transition driver
5 Heatmap:
Why the SEC’s New Climate Rules Matter
6 Canary Media:
A new Energy Department program aims to recycle wind turbine magnets
Opinions:
7 Utility Dive:
To expand EV charging, merge the gas station and electrify-everything models
Have a great day!
Yann
Opinion
Best, Yann
News
1 Utility Dive:
NERC to file inverter-based resource rule revisions with federal regulators
2 PV-Tech:
EU to support solar manufacturing in face of “very fragile situation”
3 Axios:
Exclusive - New push to cut short-lived climate pollutant emissions
4 Reuters:
EU cannot close borders to solar imports, energy chief says
5 Energy Storage News:
US DOE allocates US$366 million to 17 projects in Energy Improvements in Rural or Remote Areas programme
6 PV-Magazine:
The path beyond 5 TW of solar
7 Bloomberg:
John Kerry, the Forrest Gump of Climate, Bows Out
Opinions:
8 Heatmap:
A Carbon Tax Is Back on the Table
Have a great day!
Yann
Some Stats For You. Electricity demand in 2022 was up 0.5% and grids are estimating a growth rate of 2-5% over the next ten years. But did you know that data centers will use 6% of energy demand in two years? Did you know that your ChatGPT query uses 9 times more energy than your google search? The CCA in Silicon Valley estimates it’s load to double by 2035. All of this will put enormous pressure on planners to figure out a way to say yes to growth opportunities because no Governor wants to hear that a data center didn’t come to their State because no connection was available.
Opinion
News
1 Utility Dive:
IRA implementation is still suffering from regulatory uncertainty, executives say
2 Heatmap News:
Electricity Demand Is Surging for the First Time Since the 1990s
3 Bloomberg:
Europe’s Unusually Mild Winter Is Set to Extend Into March
4 Politico:
EU presses countries to rescue drowning solar industry
5 Axios:
EPA tries the Goldilocks route on power plants
6 Solar Power World:
Senate Democrats ask Treasury to require American-made wafers for solar panel domestic content bonus
7 Energy Storage News:
UK’s Harmony Energy expects ‘attractive returns’ in 2024 as BESS trading conditions improve
8 PV-Magazine:
Alberta lifts moratorium on renewable energy projects
Opinions:
9 Reuters:
Yellen vows to work for closer ties, work on green energy in visit to Chile
Have a great day!
Yann
Happy Friday! Question for you, would you drive a Chinese car? Would your siblings, parents or kids?
Biden’s Energy Market. I don’t quite understand the politics of not taking credit for the energy independence the Country is currently benefitting from but I assume it has to do with young Americans upset with the lack of climate change progress. If you had the audience, how would you tell the President to talk about energy today?
News
1 Heatmap News:
Biden Knows Tariffs Won’t Stop Chinese EVs
2 Reuters:
Biden nominates two Democrats, one Republican to federal energy regulator
3 New York Times:
Biden’s Energy Balancing Act
4 Canary Media:
Two major New York offshore wind projects are back on track
5 Utility Dive:
Crypto miners, Biden administration appear to reach agreement over energy data collection
6 PV-Tech:
Polysilicon exports to China lowest since 2011 due to US import laws – Bernreuter
7 Axios:
Six different countries facing same climate risks
8 PV-magazine:
Shell to sell 25% of its U.S. solar assets, said Reuters
Opinions:
9 Energy Storage News:
The reasons why investors are busy buying BESS developers in the UK and Germany
Have a great day!
Yann
