This is your SolarWakeup for May 31st, 2024
Opinion
News
1 PV-Magazine:
Research shows wind and solar produce tens of billions in U.S. health benefits per year
2 Utility Dive:
US data center electricity demand could double by 2030, driven by artificial intelligence - EPRI
3 Bloomberg:
SoftBank-Backed SB Energy Seeks at Least $500 Million
4 Axios:
Industrialized countries meet $100B climate finance pledge, two years late
5 Reuters:
Brookfield enters deal to buy France's Neoen for $6.6 billion
6 PV-Tech:
Maxeon posts US$14.9 million losses in delayed Q1 ’24 results
7 Renewable Energy World:
No, clean energy isn’t driving up power costs
8 Energy Storage News:
Europe passes Net-Zero Industry Act amidst mixed fortunes for local battery gigafactories
9 Canary Media:
California regulators torpedo popular plan to boost community solar
Opinions:
10 Los Angeles Times:
Column - Gavin Newsom is a climate champion. Why did he just crush community solar?
Have a great day!
Yann
This is your SolarWakeup for May 30th, 2024
Opinion
News
1 Utility Dive:
New Colorado law requires Xcel VPP program by February with performance-based tariff
2 Bloomberg:
The US Can't Be Protectionist and World Leader
3 Axios:
Biden pushes to tame — and expand — carbon credit markets
4 Reuters:
Texas set to smash clean and dirty power output records in 2024
5 PV-Tech:
Michigan Public Service Commission to retain control over renewable energy permitting
6 Canary Media:
School districts receive $900M from EPA to fund electric school buses
7 PV-Magazine:
DOE funding available for distributed energy resource operations software
Opinions:
8 Renewable Energy World:
How batteries help keep Texas lights on during extreme weather
Have a great day!
Yann
This is your SolarWakeup for May 29th, 2024
Opinion
News
1 Heatmap:
Tom Steyer Is Baffled By Warren Buffett’s Oil Bets
2 Reuters:
Energy Capital Partners to acquire Atlantica for $2.56 bln
3 Utility Dive:
As storage interconnection requests jump 540 GW, DOE and other experts weigh how to get things moving
4 San Francisco Chronicle:
California is about to side with PG&E — again — this time to kill community solar projects
5 Bloomberg:
Omers Said to Explore Selling Stake in Texas Renewable Energy Firm
6 PV-Tech:
Italy - Utility-scale solar grows 373% in Q1 2024
7 Energy Storage News:
National Battery Strategy - Australia targets ‘globally competitive producer’ status by 2035
8 Canary Media:
Better real-time data for the country’s congested transmission lines
9 PV-Magazine:
Battery energy storage tariffs tripled; domestic content rules updated
Opinions:
10 Renewable Energy World:
Advocates see missed opportunities as Virginia lags its neighbors in clean energy manufacturing
Have a great day!
Yann
This is your SolarWakeup for May 28th, 2024
Good Everything Forever. The solar industry lost its most unapologetic supporter yesterday and I lost a good friend. Some of you knew that through SolarWakeup, I had one of the most unlikely friendships with Bill Walton. From the very first time we met at SPI a decade ago, spending two hours in the press room where he diligently asked every question about solar he could think of, to the random words of encouragement he would send at random times. Few things brightened my day as much as those hellos at 7:01am and if the newsletter wasn’t published, Bill was the first and often only person to make sure everything was okay. I say this to give you my time with Bill and how was the most amazing human and everyone that met him has a similar experience with him. Bill reminded people of a time of joy, whether it was remembering watching a game with their dad or seeing him at a Grateful Dead concert, Bill was always full of life. We’re going to miss you Bill! Good Everything Forever…enjoy the party with Jerry.
News
1 New York Times:
Bill Walton, N.B.A. Hall of Famer and Broadcasting Star, Dies at 71
2 Utility Dive:
Batteries saved Texas consumers $683M during 2-day January freeze - Aurora Energy Research
3 Bloomberg:
China’s Falling Emissions Signal Peak Carbon May Already Be Here
4 Axios:
Buttigieg says climate change is affecting transportation
5 PV-Tech:
BNEF - Solar and wind capacity to reach 31TW in 2050
6 Energy Storage News:
Kern County progresses Avantus’ 2GW California battery storage and solar project
7 Heatmap News:
Biden’s Long Game on Climate
Opinions:
8 PV-Magazine:
Energy security in renewables-based systems
Have a great day!
Yann
This is your SolarWakeup for May 23rd, 2024
Opinion
News
1 Semafor:
Price wars, infrastructure hurdles hurt China’s solar industry
2 Bloomberg:
Texas to Face Heat Index of 110F in Late Spring Test for Power Grid
3 Reuters:
US says tariff increases on Chinese EVs, batteries and chips to start Aug. 1
4 Latitude Media:
Geothermal startups are suddenly raising a lot of money
5 Energy Storage News:
Chile opens land bidding for 13GWh of storage projects in Northern regions
6 Canary Media:
California bill would undo rules making it hard for schools to go solar
7 PV-Magazine:
Market impacts from the recent flurry of solar policy actions
8 Utility Dive:
Investing in green companies
Opinions:
9 New York Times:
Biden and Big Oil Had a Truce. Now, It’s Collapsing.
Have a great day!
Yann
This is your SolarWakeup for May 21st, 2024
SolarWakeup Tax Credit Transfers? Should SolarWakeup get into the tax credit transfer craze? I feel like we could crowdfund some deals here.
Storage Analytics Webinar. Many of you are deep in building a battery portfolio or doing diligence to do so. Controls and the software platform give you the insights to keep the battery on, detect any issues that you may have and analyze how to increase performance. You can catch that webinar and register here.
News
1 Utility Dive:
Clean energy tax credit market poised to grow amid new transferability rules
2 Bloomberg:
Giant Hail Is the Weather Threat Keeping Insurers Up at Night
3 Renewable Energy World:
RWE acquires nearly 600 MW of new projects
4 Energy Storage News:
InfraVia acquires Dutch/Belgian developer Giga Storage
5 Heatmap:
It Was a Big Week for the Power Grid
6 Canary Map:
Puerto Rico’s rooftop solar boom is at risk, advocates warn
7 PV-Magazine:
Trends in residential solar finance, equipment and maintenance
Opinions:
8 Solar Builder:
City officials need to stop excessive solar fees
Have a great day!
Yann
This is your SolarWakeup for May 20th, 2024
Energy Access Capitalism. If your house lost access to the grid, would the price go down? If your house access to the grid was capped at a certain load, usage or time of use, would the value go down? With all real estate, that’s now one of the issues to contend with. If you own a distribution centre, and can’t get the grid access for EV charging, the rent will be lower.
News
1 Bloomberg:
Banks Warn of Growing Energy-Related Risks in Mortgage Portfolios
2 Renewable Energy World:
Treasury, IRS issue additional guidance on domestic content bonus
3 PV-Tech:
DOC opens AD/CVD investigation into Southeast Asian solar cells
4 Solar Builder:
Carlyle Group invests in Sungage Financial, will buy $450 million in resi solar loans
5 CNET:
Climate Change Is Making Rooftop Solar More Valuable, Research Shows
6 Utility Dive:
ISO-NE proposes transmission planning changes to boost states’ ability to reach environmental goals
7 Solar Power World:
Latest NC Clean Energy report finds utilities concerned about load growth
8 Canary media:
Chart - Global clean energy manufacturing, by the numbers
Opinions:
9 PV-Magazine:
The U.S. multi-pronged approach to onshoring solar manufacturing
Have a great day!
Yann
This is your SolarWakeup for May 17th, 2024
Opinion
News
1 PV-Magazine:
Bifacial solar module tariffs reinstated
2 Bloomberg:
Texas Power Grid Sees Several Days of Supply Strain
3 Utility Dive:
25 GW of new solar to boost summer grid reliability, but extreme heat poses widespread risks - NERC
4 Reuters:
Japan's Honda raises electrification investment to $65 bln through FY2030
5 PV-Tech:
LBNL - residential solar PV installations remain flat since NEM 3.0 in California
6 RTO Insider:
NY Energy Storage Industry Seeks Faster Path Forward
7 Renewable Energy World:
The United States surpasses 5 million solar installations
8 Energy Storage News:
UK system operator reassessing ‘outdated’ Capacity Market de-rating factors for storage
9 Canary Media:
TVA’s local solar program is about to get its biggest project yet
Opinions:
10 Yale Climate:
‘Turning point in energy history’ as solar, wind start pushing fossil fuels off the grid
Have a great day!
Yann
This is your SolarWakeup for May 16th, 2024
Opinion
News
1 Bloomberg:
Texas Is Warned of Blackout Risk as Sun Sets This Summer
2 Utility Dive:
AEP Ohio proposes data center, crypto financial requirements amid 30 GW in service inquiries
3 New York Times:
Despite Billions in Investments, Biden Trails in Arizona and Georgia
4 Axios:
DeSantis signs bill wiping climate change references from Florida law
5 Reuters:
The inside story of Elon Musk’s mass firings of Tesla Supercharger staff
6 PV-Tech:
Tigo Energy reports ‘more stabilised environment’ and consistent results in Q1 2024
7 Solar Power World:
AD/CVD Round 2 - Southeast Asian solar panel players will again be investigated for unfair practices
8 Energy Storage News:
Japan’s ‘increasing need, coupled with policy support’ for battery storage entices US investor Stonepeak
Opinions:
9 PV-Magazine:
U.S. government doubles tariff rates on PV cell imports from China to 50%
Have a great day!
Yann
This is your SolarWakeup for May 15th, 2024
Quick Take. Biden increased 301 tariffs, with right concepts. Delaying storage to 2026 to give the industry room to create a domestic supply chain and removing tariffs on the equipment needed to build solar factories in America.
Little Big Wins. Solar trade advocates fought behind the scenes to shape these wins that have big impacts, thank you.
Taking Names. Tomorrow you can watch the preliminary hearing for the latest trade AD/CVD trade case. I won’t post the agenda with who’s testifying in favor of destroying America’s solar market but you can watch the proceedings or login to the EDIS system and see the agenda. In case you want to take names and prioritize your partners, but that’s up to you.
Heading North. Sending this from the usual 37,000 feet as I spend a few days in two of my favorite cities, DC and Annapolis. Always great to get some summertime Chesapeake sunshine!
Hats Off To AJR. I got to spend last night with my two sons at an AJR concert, the first concert for my youngest. Amazing show and highly recommend to any fellow AJR fans reading this.
News
1 Axios:
Clean tech becomes latest move in U.S.-China chess match
2 Associated Press:
Biden hikes tariffs on Chinese EVs, solar cells, steel, aluminum — and snipes at Trump
3 Bloomberg:
Biden’s China Tariffs Leave Space For Key Solar Machinery
4 Reuters:
Meme stock squeezes and new tariffs shake up US solar sector - Maguire
5 PV-Tech:
Silicon Ranch to build 110MW Tennessee PV project with electricity co-op
6 Energy Storage News:
Puerto Rico - Regulator approves 360MW plan to accelerate battery storage deployments
7 Canary Media:
Plug Power lands $1.7B DOE loan guarantee to boost hydrogen production
8 PV-Magazine:
Two approaches to save net metering in Puerto Rico
Opinions:
9 Utility Dive:
Clean energy groups praise FERC transmission order but want more reform
Have a great day!
Yann
