March Madness. It’s back for another year, you can join your fellow SolarWakeup readers in this year’s March Madness bracket challenge. Click here for the Men’s bracket and click here for the Women’s tourney, password is solar, and you guess the bracket. Winner as always gets to write the content for a day.
Storage And Solar Key. With all of the demand for more energy and the inability to move faster on more transmission while getting towards faster deployment of data centers, we need the energy from solar generation and the grid flexibility from energy storage to keep the US economy moving in the right direction. As folks pointed out, solar and wind, are already a majority of the peak daytime generation in CAISO and ERCOT on many days, plus solar can be built quicker than anything else. The energy storage capacity allows for more expansion and contraction of the grid within the generation that is being built. This all comes together as the key component to unlock economic dominance with American energy.
News
1 Utility Dive:
Southwest Power Pool could need $263B generation investment by 2050
2 New York Times:
The Man Behind the Republican Case for Clean Energy
3 Canary Media:
A new way to power data centers
4 Bloomberg:
Partners in $2.2 Billion Deal to Buy California Gas Plants
5 Axios:
BYD could give EV market its DeepSeek moment
6 Reuters:
Innovators prime creaky US power grid to lift higher loads
7 PV-Tech:
France decreases 2035 solar PV target to 90GW
8 Energy Storage News:
AEMO Services sees ‘four drivers for success’ in Australia’s energy storage tenders
Opinions:
9 PV-Magazine:
Eliminating tax credits would reduce solar and wind deployment by half, says Brattle
Have a great day!
Yann
March Madness. It’s back for another year, you can join your fellow SolarWakeup readers in this years March Madness bracket challenge. Click here, password is solar, and you guess the bracket. Winner as always gets to write the content for a day.
Thought of the Day. As everyone in DC talks about needing energy for the demand spike caused by electrification, crypto, AI, data centers etc. I have been thinking about an interesting (in my mind) data point about solar. 99% of projects have the energy sold to a customer, not only on day 1 but for most of the projects for 20+ years. Imagine if real estate or even traditional power plants transacted that way. The demand for solar is so high that our power plants have a customer base for life
News
1 New York Times:
Want Cheap Power, Fast? Solar and Wind Firms Have a Suggestion.
2 Financial Times:
Dark clouds dull US rooftop solar prospects
3 PV-Magazine:
Rooftop solar saved California ratepayers $1.5 billion last year, finds report
4 Bloomberg:
Energy Chief Praises Research Hub That Trump Once Sought to Ax
5 Utility Dive:
Santee Cooper wants to sell its unfinished reactors. What happens next?
6 Axios:
Ukrainian CEO warns Europe against Russian gas revival
7 Reuters:
China power generation dips in Jan, Feb for only third time since the 1990s
8 PV-Tech:
Copenhagen Infrastructure Partners raises €12 billion in fifth renewables fund
9 Energy Storage News:
UK government sets 8-hour minimum for LDES cap-and-floor scheme
10 Canary Media:
Ohio Supreme Court weighs high-stakes solar permitting case
Opinions:
11 Renewable Energy World:
A ‘powered up’ day at CERAWeek
Have a great day!
Yann
Opinion
Best, Yann
News
1 New York Times:
Hope for a Trump Energy Boom Is Marred by Anxiety About Tariffs
2 Bloomberg:
Clean Tech Stocks Rise as Germany Marks €100 Billion for Climate
3 PV-Magazine:
Community solar giants Perch Energy, Arcadia announce merger
4 Utility Dive:
MISO overstates transmission plan benefits by excluding Invenergy project
5 Reuters:
Italy's grid operator Terna to invest 23 billion euros over 10 years
6 PV-Tech:
Terabase raises US$130 million to scale up automated project
8 Renewable Energy World:
One year after winning DTECH’s Initiate startup spotlight, Pearl Street gets acquired
Opinions:
9 Canary Media:
Can clean energy break records despite Trump?
Have a great day!
Yann
Opinion
Best, Yann
News
1 Utility Dive:
IRA credits and energy demand continue to drive renewables investments
2 Reuters:
Exclusive - BP seeks to sell 50% of solar unit to strategic partner, bids due in June, document shows
3 New York Times:
E.P.A. Targets Dozens of Environmental Rules as It Reframes Its Purpose
4 Canary Media:
Trump admin says it’s ‘terminated’ $20B green bank in latest escalation
5 Axios:
Fervo moves toward IPO despite Trump climate storm
6 PV-Tech:
Adapture Renewables acquires 110MW solar-plus-storage project in Colorado
7 Energy Storage News:
Cypress Creek Renewables secures US$133 million for 200MW Texas BESS
Opinions:
8 PV-Magazine:
New York authority approves first Build-Ready program solar project
Have a great day!
Yann