This is your SolarWakeup for January 28th 2025
Opinion
News
1 New York Times:
Oil Companies Embrace Trump, but Not 'Drill, Baby, Drill'
2 Bloomberg:
Germany Fears Battery Boom Will Aggravate Power Grid Congestion
3 Canary Media:
Why we don’t need to worry too much about the latest grid battery fire
4 PV-Magazine:
Greenbacker secures nearly $1 billion for New York’s largest solar project
7 Energy Storage News:
NineDot closes US$65 million for 20 New York BESS projects
Opinions:
8 Utility Dive:
Achieving AI dominance through competitive power markets
Have a great day!
Yann
This is your SolarWakeup for January 27th 2025
Power Plants Must Be Built. I agree with Trump on this, we have to use all of our available legislative and regulatory powers to build more power plants. If it has land and a customer for the energy, we need to build it. Over the past 2 decades our energy demand has increased 9% and over the next 20 years it will increase a projected 55%. That kind of growth with aging infrastructure is a deploy now, now, now time for our grid and economy. AI clusters, like Stargate, can’t be built without the infrastructure and power plants it will take to keep them operating and if we can advantage onsite power plants, then let’s push that forward. Here’s a great slide of what that looks like from NextEra Energy’s investor presentation this past week.
News
1 Utility Dive:
Trump plans to use emergency powers to fast-track generation co-located with AI
2 Bloomberg:
Trump Seizes Wartime Powers in Battle for More Fossil Fuels
3 Reuters:
Trump's high-wire act to transform US power grid won't be easy
4 PV-Tech:
JinkoSolar subsidiary files patent infringement lawsuit against LONGi
5 Renewable Energy World:
California just debunked a big myth about renewable energy
6 Energy Storage News:
China reaches over 70GW of BESS, DC block prices ‘stable’
7 Canary Media:
Chart - The biggest clean energy projects built in the US last year
8 PV-Magazine:
Loan guarantee of $1.7 billion to help U.S. producer scale clean hydrogen
Opinions:
9 New York Times:
Trump Has Now Made His Energy Project Clear
Have a great day!
Yann
This is your SolarWakeup for January 24th 2025
Opinion
News
1 PV-Magazine:
Republican Congress members support retaining clean energy tax credits
2 Solar Power World:
Solar Battle of the Bands returns to Intersolar next month
3 Bloomberg:
AI’s $100 Billion Stargate Venture Touted by Trump Will Tap Solar Power
4 Utility Dive:
State utility regulators, 4 governors urge FERC to lower PJM capacity price cap
5 New York Times:
The Dissonance of Climate Promises at Davos
6 Reuters:
US clean power groups turn to longer deals to finance growth
8 Energy Storage News:
FlexGen secures US$75 million financing, focuses on increasing bankability
9 Canary Media:
Illinois considers state incentives for transmission projects
Opinions:
10 Renewable Energy World:
A solar trade group is ‘deeply disappointed’ in New York’s latest budget proposal. Here’s what it wants
Have a great day!
Yann
This is your SolarWakeup for January 22nd, 2025
Opinion
News
1 Utility Dive:
Trump taps Mark Christie to lead FERC, replacing Willie Phillips
2 Bloomberg:
China Solar Firms Face a Year of Reckoning as Losses Mount
3 New York Times:
Trump Says He Intends to Impose 10% Tariffs on Chinese Imports on Feb. 1
4 Reuters:
Australian government pledges $1.24 billion in green aluminium push
5 Renewable Energy World:
Treasury issued new domestic content bonus guidance just before Biden’s exit
6 Energy Storage News:
Modo
7 Canary Media:
Trump freezes Inflation Reduction Act and infrastructure-law funding
8 PV-Magazine:
S&P Global
Opinions:
9 PV-Tech:
What Trump’s executive orders mean for US solar PV
Have a great day!
Yann
This is your SolarWakeup for January 21st, 2025
Opinion
News
2 New York Times:
Trump Promises Tariffs on Canada and Mexico, and Paves Way for Further Trade Action
3 Reuters:
Trump withdraws from Paris climate agreement, again
4 BLoomberg:
France’s 2024 Power Grid Was 95% Fossil Free as Nuclear, Renewables Jumped
5 PV-Tech:
PV downturn laid bare in Chinese preliminary 2024 financials
6 Solar Builder:
Palmetto raises over $1.2 billion to back LightReach financing
7 Renewable Energy World:
Doug Burgum, Trump’s pick for public lands boss, questions reliability of renewable power
8 Energy Storage News:
UK government considering non-firm grid access for energy storage as part of REMA
Opinions:
10 Utility Dive:
The 47th presidency offers hope for permitting reform
Have a great day!
Yann
This is your SolarWakeup for January 20th, 2025
Opinion
News
1 Bloomberg:
Giant Batteries Are Transforming the World’s Electrical Grids
2 Reuters:
Trump upended trade once, aims to do so again with new tariffs
3 Energy Storage News:
Fire at Moss Landing plant in California
4 Utility Dive:
FERC approves SPP’s Markets+ Western power market, plus 3 other open meeting takeaways
5 Axios:
Fed pulls out of global climate change group before Trump inauguration
6 ABC News:
Solar farms are booming in the US and putting thousands of hungry sheep to work
7 PV-Tech:
US attorneys urge leaders to safeguard IRA ahead of Trump inauguration
8 Solar Power World:
2025 solar, storage and electrification predictions
9 Canary Media:
Without enough utility power, California EV-truck depots try microgrids
10 PV-Magazine:
Energy Department closes $1.2 billion in loans to Puerto Rico power producers
Opinions:
11 New York Times:
As the World Warms, Davos Braces for Political Drama
Have a great day!
Yann
This is your SolarWakeup for January 17th, 2025
Much Ado About Hearings. Let’s start by saying what should be obvious, nominating hearings are not an indication of policy to come. At best they give you a glimpse of what a nominee thinks at the top of mind but it is left without influence and policy staff having vetted the intention. Governor Burgum made for an interesting hearing for the solar industry which he called intermittent, true but false with the side of batteries. But then he went to the problem, America needs more energy (1), in order to win the AI race (2), for national security (3), the grid is stretched and at a breaking point of instability (4) and permitting reform has to happen (5). "We've got to get to work in permitting reform and speeding permitting right now." I personally think he listened to my podcast episode of Good Energy with SEIA’s Stephanie Bosh and Colin Silver where I kind of (exactly) said these things.
News
1 Bloomberg:
US Needs More Electricity to Win AI Race, Says Trump Energy Czar
2 Axios:
Trump nominee Chris Wright to lay out top 3 goals as energy secretary
3 Reuters:
Trump's Interior Department nominee says boosting energy key to US security
4 New York Times:
Energy Dept. Backs $22 Billion in Loans to Reshape U.S. Power Grids
5 PV-Magazine:
Wholesale electricity prices lower and more stable in 2024
6 Solar Builder:
Domestic Content Safe Harbor cost percentage updates vs. original percentages
7 PV-Tech:
Leeward, Google sign 724MW solar PV PPA in Oklahoma
8 Energy Storage News:
Partners Group investing €400 million in German BESS platform ‘green flexibility’
9 Canary Media:
Sonnen, Solrite to offer free batteries and solar to Texas homeowners
Opinions:
10 Solar Power World:
New DOE roadmap calls for detailed interconnection queue data in every state
Have a great day!
Yann
This is your SolarWakeup for January 16th, 2025
Chris Wright Goes To Washington. Liberty CEO met the Senate yesterday as he goes through the nomination process to become the next Secretary of Energy. Mr. Wright went with the all of the above energy talking point and recognized the enormous need for power that our Country has. Wright was introduced by Senator Hickenlooper of Colorado with the caveat that while the nominee is a zealous advocate for oil and gas, he is also a scientist that is open to discussion. My take is that the best thing that could happen is a bit of the inverse of the Biden era. Vocal support for oil and gas while regulations and demand fuel the solar market. If you remember, oil and gas production is at an all-time high as we speak.
News
1 New York Times:
Chris Wright, Trump’s Energy Pick, Is Quizzed on Climate and Clean Energy
2 Utility Dive:
US could deploy up to 84 GW of renewables on federal land by 2035
3 Axios:
Trump's "drill, baby, drill" problem
4 Reuters:
Trump's energy department pick calls for more LNG and nuclear power
5 Renewable Energy World:
VPP adoption is growing in the US, but not nearly fast enough
6 Solar Power World:
Gov. Hochul unveils $1 billion proposal to combat climate crisis in New York
7 Energy Storage News:
Masdar, EWEC launch world-biggest 24/7 solar PV and battery project in Abu Dhabi
8 PV-Magazine:
Utility-scale solar developer Origis Energy secures $1 billion investment
Have a great day!
Yann
This is your SolarWakeup for January 15th, 2025
Opinion
News
1 Solar Builder:
Four Chinese wafer, ingot makers banned from U.S., added to UFLPA Entity List
2 Reuters:
UAE's Masdar announces $6 bln project to deliver reliable clean power
3 Utility Dive:
PJM’s proposal to unlock unused interconnection capacity gains broad support
4 BLoomberg:
Abu Dhabi’s Masdar Seeks US Acquisitions to Hit Green Power Goal
5 PV-Tech:
China reviewing expiry of anti-dumping measures on solar polysilicon from US and South Korea
6 Renewable Energy World:
“Speed and scale” - Biden signs landmark executive order to accelerate AI, clean energy infrastructure
7 Energy Storage News:
Neoen begins permitting for 1.6GWh BESS selected in Canada’s biggest-ever procurement
8 Canary Media:
SSAB quietly pulls out of $500M green steel award negotiations
Opinions:
9 PV-Magazine:
Anti-solar backlash in Michigan stymies solar expansion
Have a great day!
Yann
This is your SolarWakeup for January14th, 2025
Opinion
News
1 Reuters:
Trump's likely first moves on US energy policy
2 NPR:
How batteries are already changing the grid
3 Axios:
Southern California faces rare fire warning
4 PV-Magazine:
Global cleantech investment expected to surpass fossil fuels for the first time in 2025
5 Bloomberg:
European Power Prices Rise as Wind Forecast Is Revised Down
6 PV-Tech:
Waaree Energies acquires Enel Green Power India
7 Renewable Energy World:
PJM all over again? Changes at MISO signal potential for high prices at upcoming capacity auction
8 Utility Dive:
Will the success of Biden’s clean energy policies impede Trump’s agenda?
Opinions:
9 Energy Storage News:
Year in Review - EPC Burns & McDonnell on energy storage innovation, workforce and Trump
Have a great day!
Yann
