Opinion
Best, Yann
News
1 Deseret News:
Opinion - Tax credits with a scalpel — how to boost American energy without killing innovation
2 New York Times:
Electricity Prices Are Surging. The G.O.P. Megabill Could Push Them Higher.
3 Utility Dive:
House budget bill would kill 330K solar, storage jobs
4 BLoomberg:
The Missing Engineers
5 Axios:
What to know about rare earths in the China-U.S. trade dispute
6 Reuters:
Five charts on key US electricity and power generation trends
7 Solar Power World:
Crux tax credit marketplace releases first annual report on clean energy investment dynamics
8 Energy Storage News:
US import tariff analysis spells out extent of challenge facing US battery storage industry
9 Canary Media:
Massachusetts grid breakthrough could benefit customers while boosting solar
10 PV-Magazine:
Automated solar permitting bill sails through New Jersey Assembly
Opinions:
11 Solar Builder:
Future of residential solar at risk
Have a great day!
Yann
Opinion
Best, Yann
News
1 BloomBerg:
Senate Begins Putting Its Stamp on Giant Trump Tax, Debt Limit Bill
2 Financial Times:
Chinese battery glut plugs into solar boom to power Pakistan
3 PV-Magazine:
Leading threat to farmland is real estate development, not solar, agricultural analysts say
4 Reuters:
Azerbaijan, BP sign agreements on solar power plant in Karabakh
5 PV-Tech:
National Grid Renewables rebrands to Geronimo Power
6 Energy Storage News:
Powin could cease operations by end of July if ‘present business circumstances do not improve’
7 Canary Media:
In N.C., all eyes on Senator Tillis as IRA tax credits hang in balance
8 Utility Dive:
Why better monitoring of US transformers is a national security imperative
Opinions:
9 New York Times:
Save Us, Senators, From a Very Expensive Mistake
Have a great day!
Yann
Opinion
Best, Yann
News
1 Energy Storage News:
Republican Senator praises energy tax credits during visit to Fluence factory in Utah
2 Canary Media:
The quiet demise of Texas’ anti-renewables legislation
3 Utility Dive:
California’s solar, wind curtailment jumped 29% in 2024
4 PV-Magazine:
Residential loan provider Mosaic issues pause on operations
5 Reuters:
Swiss solar panel maker Meyer Burger files for insolvency for German subsidiaries
6 Axios:
Supreme Court narrows key environmental law's scope in 8-0 ruling
7 PV-Tech:
Waaree Energies secures 586MW US solar module supply deal
Opinions:
8 Washington Post:
Trump is forcing this dirty, costly coal plant to stay open
Have a great day!
Yann
Back To The Basics. Solar has grown so much and the costs are down, why does it still need subsidies? Is literally the oldest, and most idiotic, argument in the playbook. My first solar project that I sold got an ITC worth nearly $3 per watt. Today, the taxpayer provides a tax credit for projects that is far below that. Meanwhile, oil and gas wells get credits and depreciation that has increased over time since the price of the commodity has increased. Oil and gas also get to offset active income which solar does not get to benefit from.
Good For Consumers. Solar will still get built but the costs will hurt businesses and consumers, driving up the cost of electricity for the overall economy to operate. If the government were concerned about lowering the cost of the credit it could look at how to lower the input capex costs burdened by duties and tariffs or even increase domestic manufacturing credits so that manufacturers produced goods with lower costs to the projects claiming the ITC.
DOGE Chimes In. On his last day at DOGE, Elon Musk agrees with me and his view from the past decade, which is if we want a level playing field for energy, it isn’t just about cutting solar credits but all energy tax benefits that far outweigh the cost of solar and underwhelm the comparable value given solar’s position to generate the energy needed for American Energy Dominance.
Smarter Power Electronics. Whether it’s the grid in the US or more recently in Spain, we have to make our power electronics smarter. Inverters can be a more valuable tool to grid operators with ride through capabilities and energy storage with advanced energy management systems (EMS) are a critical damper to grids that need that additional operational intelligence. As a market, especially asset owners, I would urge all you to investigate the reality of enhancing your capabilities with an EMS swap for your storage assets to increase availability and grid value.
Opinion
News
1 Politico:
Musk, Tesla blast GOP plans to end clean energy tax credits in megabill
2 Utility Dive:
Transformer, breaker backlogs persist, despite reshoring progress
3 Bloomberg:
Spain Blackout Blame Game Heats Up as Iberdrola Points to Grid
4 Axios:
More climate tech projects are dying on the vine
5 Reuters:
Record US clean power run rolls on through May
6 PV-Tech:
The hidden digital highways threatening critical solar PV infrastructure
7 Energy Storage News:
Republican Senator praises energy tax credits during visit to Fluence factory in Utah
8 PV-Magazine:
Why Pennsylvania’s efforts to legalize community solar might make a breakthrough
Opinions:
9 Canary Media:
Why the solar industry is counting Ohio’s newest energy law as a win
Have a great day!
Yann
