Could 100% RPS Become The New Standard In Up To Six States?

By Frank Andorka, Senior Correspondent

Managing Editor Yann Brandt has done a masterful job since the midterm elections of highlighting the victories clean energy advocates won around the country, and he has rightly suggested that the momentum for clean energy is becoming more overwhelming every day (except in places like Arizona, which makes absolutely no sense whatsoever).

But an article from the Center for American Progress, a progressive think tank, suggest the news might be even better than even Yann and I think it was.

In the article, writer Christy Goldfuss highlights six new governors who campaigned strongly on dealing with climate change and won election. That’s not even the most exciting part, however. What’s most exciting to me is that three of those governors have pledged to work toward a 100% clean energy transition between 2030 and 2050 in their states. Currently, only two states (California and Hawaii) have 100% goals – but if the governors Goldfuss highlights stick to their pledges, that may not be the case for long.

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J.B. Pritzker, who won election in Illinois, comes into a good situation already. With the Future Energy Jobs Act already on the books and strong actions by the state’s energy agency already to carve out a solar future, a 100% goal is certainly within reach. And with a new Democratic legislature in place, expect Pritzker to succeed in his goals. Here’s hoping, anyway.

Gretchen Whitmer, Michigan’s newly minted governor elect, spent her campaign talking about setting up an Office of Climate Change to examine the effects of climate change on her state (something we need in my home state of Ohio, too) and has committed to a 100% clean energy transition as well. With utilities that have moved in the direction of shedding their coal generation by 2040, the state appears to be on the path to clean energy as well.

Finally, Tony Evers, who unseated longstanding Wisconsin Governor Scott Walker, has pledged to join the U.S. Climate Alliance, which is a group of states committed to upholding as many tenets of the Paris Climate Accords as possible. He, too, has committed to transitioning the state to 100% clean energy. From my perspective, he has the most uphill battle of any of the new governors. But given Wisconsin’s progressive past, I’m confident he’ll make it work.

There’s other good climate-related news in the article, too, but this post is getting too long. Go read Goldfuss’ piece. You’ll be glad you did.

More:

6 New Governors Who Will Lead the Way on Climate Action

Consolidation Comes To Energy Storage Market As NantEnergy Buys Sharp Properties

By Frank Andorka, Senior Correspondent

For those of us who love the solar industry, storage is the next frontier. If we can figure out how to marry solar + storage, then the rest of the market opens up and mass adoption arrives in a big green wave.

But much like the solar module manufacturing segment of the industry, there are too many battery manufacturers out there in the market. To allow companies to make money and thrive – meaning keeping innovation and breakthrough ideas alive – consolidation is a critical part of that equation.

So when a company like NantEnergy, which currently focuses on zinc-air batteries, purchases the lithium-ion technology arm of Sharp Electronics, some of us sign with relief and suggest that this kind of consolidation will actually move the industry forward rather than make it take a step back.

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What makes me even more sanguine about this purchase is that NantEnergy appears to be keeping the entire staff of Sharp’s Energy System and Services Group on board, including its founder Carl Mansfield, who will join NantEnergy as a vice president. In other words, they have decided not to pretend they have all the answers and recognize that there is intelligence and innovation to be found in places other than within their insular four walls.

Mansfield himself recognizes the importance of this approach, too. He’s quoted in the release as saying this:

“The SmartStorage team continually aims to make energy storage accessible, affordable and simple for our customers, guaranteeing that performance will be delivered,” Carl Mansfield said. “NantEnergy’s proven technologies will enable us to offer new SmartStorage products and expanded capabilities in the future. I have ultimate confidence in the direction and promise of SmartStorage and NantEnergy, and I look forward to working with a leadership team that shares my passion for growing and innovating in the energy storage market.”

I have great hopes for this consolidation not only to work, but to thrive because NantEnergy isn’t trying to put its own stamp on what had already been a successful business venture. Here’s hoping they give Mansfield the autonomy necessary to continue growing this side of the business so all of us in the solar industry, including NantEnergy, can benefit from his expertise.

SolarEdge Moves Into The Energy Storage Business

By Frank Andorka, Senior Correspondent

In the ever-competitive microinverter business, even the slighest innovation or acquisition can tip the scales in favor of one company or another. SolarEdge is hoping its acquisition of a majority stake in a South Korean lithium-ion battery maker will give it just such an edge.

SolarEdge announced that it has entered into definitive agreements to acquire a major stake in Kokam Co., Ltd. Headquartered in South Korea, Kokam is a provider of Lithium-ion battery cells, batteries and energy storage solutions.

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“Our technological innovation combined with Kokam’s world-class team and renowned battery storage solutions, will enable seamless integration with our current solutions, taking us a further step toward making solar installations smarter and more beneficial.”

“The acquisition of Kokam will enable us to grow our offering, adding already proven battery storage to our product portfolio,” said Guy Sella, CEO, Chairman and Founder of SolarEdge. “Our technological innovation combined with Kokam’s world-class team and renowned battery storage solutions, will enable seamless integration with our current solutions, taking us a further step toward making solar installations smarter and more beneficial.”

The acquisition of approximately 75% of outstanding equity shares of Kokam reflects an aggregate investment of approximately $88 million, including related transaction expenses. The transaction is subject to customary closing conditions and is expected to close in the coming weeks.

Over time, the Company intends to purchase the remaining outstanding equity shares of Kokam that are currently listed on the Korean over the counter exchange through open-market purchases and otherwise, eventually resulting in Kokam becoming a wholly-owned subsidiary of SolarEdge.

As battery storage becomes more commonplace in the residential sector, microinverters will have to become micro-storage devices as well. SolarEdge’s major competitor Enphase has moved aggressively in this realm, prompting moves like today’s announcement from the other side.

Watch for this battle to continue to heat up.

Duke Energy Plans To Invest $500 Million In Energy Storage

By Frank Andorka, Senior Correspondent

It may not seem like much. After all, it only works out to 37.5 MWh per year. But Duke Energy’s decision to invest $500 million for energy storage in conjunction with its solar portfolio in the Carolinas is still big, given the utility’s ongoing love/hate relationship with solar energy.

The investment will take place over 15 years and will increase battery capacity in North Carolina from its current 15 MW capacity and in South Carolina, well – right now you need a microscope to see its battery storage, so any increase would be immense.

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“Duke Energy is at the forefront of battery energy storage, and our investment could increase as we identify projects that deliver benefits to our customers,” said Rob Caldwell, president, Duke Energy Renewables and Distributed Energy Technology. “Utility-owned and operated projects in North Carolina and South Carolina will include a variety of system benefits that will help improve reliability for our customers and provide significant energy grid support for the region.”

This week, the company filed for a Certificate of Public Convenience and Necessity with the North Carolina Utilities Commission for a solar facility in the Hot Springs community of Madison County as part of a microgrid project.

The Hot Springs Microgrid project will consist of a 2-megawatt (AC) solar facility and a 4-megawatt lithium-based battery storage facility. The microgrid will provide a safe, cost-effective and reliable grid solution for serving the Hot Springs area, and provide energy and grid support to all customers. The project will defer ongoing maintenance of an existing distribution power line that serves the remote town.

The Hot Springs project is part Duke Energy’s Western Carolinas Modernization Project, which involves on-going conversations with community partners to help advance a cleaner energy future for the region. It includes closing a half-century-old, coal-fired power plant in Asheville in 2019. The plant will be replaced with a cleaner natural gas-fired plant and distributed energy resources like solar power and battery storage.

Duke Energy’s long-term solar strategy has traditionally been a “solar for me but not for thee” formulation, building large-scale utility solar farms it controls while both subtly (and not-so-subtly) undermining rooftop solar in the Carolinas.