The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here

• Time: In Puerto Rico, a Small Town Takes Climate Action Into Its Own Hands
• Axios: UN report – Window for limiting global warming is closing
• Energy Storage News: DOE Loan Programs Office chief Jigar Shah on US’ ‘more aggressive’ climate change stance
• PV-Magazine: U.S. on track to make it only halfway towards 2030 Paris Agreement targets
• Utility Dive: ISO-NE overvalues fossil fuel plants, reducing grid reliability, Sierra Club says, citing Synapse report
• Reuters: EU proposes extending energy crisis measure to curb gas demand
• PV-Tech: Dialogues with global PV buyers: On module selection, pricing and traceability
• Canary Media: Here’s video proof that solar panels can be recycled

Opinion

• Bloomberg: California’s Terrible Deluge Hides a Silver Lining

Best, Yann

Recycling Means Repowering. For the past decade, recycling processes and startups looked to create traction in a limited market and this post isn’t about recycling it’s about what is causing solar panels to need it. Some 15 years ago, I bid on a project in Central Florida, a PPA with a municipal utility that ended up going to SunEdison for ~14cents per kWh. That project and many like them were built with ~220watt modules and are now on path to be repowered with new modules. More importantly, the entire installed solar base is an opportunity to increase the value to the grid, including adding storage in addition to the repowering. Stay tuned to this market…

The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here

• Utility Dive: FERC works ‘feverishly’ on transmission reform, with near-term focus on interconnection rule
• PV-Magazine: Potential savings from new electric transmission reached decade peak in 2022
• PV-Tech: MGE and WEC Energy Group’s subsidiaries purchase 465MW solar and battery storage centre in Wisconsin
• Grist: As millions of solar panels age out, recyclers hope to cash in
• Washington Post: Inside the impending fight over solar tariffs on Capitol Hill
• Solar Power World: New California bill aims for more solar over parking lots and along highways
• Energy Storage News: EU greenlights BCI’s investment in new BESS platform Eku Energy

Opinion

• Bloomberg: Europe’s Green Protectionism Will Worsen its Energy Security

Best, Yann

For Real This Time. LAST DAY March Madness Bracket. Games kick off today at noon. There is no cost to enter and you can know as much about NCAA as me to make your picks, i.e. no knowledge required. Login to your ESPN account or click here and find the SolarWakeup group. The winner gets to write this column about the topic of your choice. Feel free to forward this to your colleagues and friends in the industry as well. (If you want proper shout outs while leading, make sure to pick a name that identifies you)

The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here

• Bloomberg: Big Solar Boom Is Coming for State That Doesn’t Have Much of It
• NPR: Activists spread misleading information to fight solar
• Utility Dive: Renewables industry could address commodities squeeze with vertical integration – McKinsey
• Reuters: Factbox – What’s in the EU’s green industrial plan?
• PV-Tech: Solar module recycling firm Solarcycle bags US$30 million to expand capacity
• Axios: BlackRock CEO “walks tightrope” on climate risk investing
• Canary Media: California incubator aims to raise $30M to back climate startups
• PV-Magazine: Californians continue to actively oppose NEM 3.0

Opinion

• Energy Storage News: Two-thirds of European gigafactory projects at risk of delay or cancellation – study

Best, Yann

Some SVB Thoughts. For the past week, the ups and downs of the SVB coaster have been in the background of the headlines that stated the obvious, solar/storage/renewables is booming. Here’s what I would say, since this is not the platform to get into the theories on what caused SVB to fail, to those that haven’t yet experienced the ups and downs of the solar market. If you ever try to bring an investor through the door for your project, you’ll find that one firm trashes your ideas while another loves it and funds it. Keep calm, carry on, and find your aligned partner. Next week we’ll talk about the capital finding homes in storage, or those trying to turn storage models into solar models.

For Real This Time. LAST DAY March Madness Bracket. Games kick off today at noon. There is no cost to enter and you can know as much about NCAA as me to make your picks, i.e. no knowledge required. Login to your ESPN account or click here and find the SolarWakeup group. The winner gets to write this column about the topic of your choice. Feel free to forward this to your colleagues and friends in the industry as well. (If you want proper shout outs while leading, make sure to pick a name that identifies you)

The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here

• Reuters: Texas solar boom turns to battery dash as grid pain looms
• Bloomberg: The Commodities Billionaire Betting on Power Lines for the Energy Transition
• Automotive World: Connected Energy’s second life storage systems complete one of the UK’s largest EV fleet charging
• Utility Dive: NERC issues alert, recommendations to solar resources following inverter-based grid disturbances
• PV-Tech: Leeward Renewable Energy secures US$180 million financing for solar project in Texas
• Energy Storage News: US installed almost as much battery storage in 2022 as previous two years combined

Opinion

• PV-Magazine: Can the U.S. fill its domestic solar supply chain gaps?

Best, Yann