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• Energy Storage News: US utilities can leverage VPPs to save billions, Google-commissioned report finds
• New York Times: Backup Power – A Growing Need, if You Can Afford It
• PV-Magazine: NEM 3.0 sparks the growing potential of virtual power plants
• Bloomberg: Why the Fight for ‘Critical Minerals’ Is Heating Up
• Reuters: Israel to boost energy storage with eye on facilitating Sabbath supplies
• PV-Tech: Solar industry reacts to Senate’s vote to remove Biden’s import tax waiver
• Canary Media: Chart – EVs could make up more than a third of global car sales by 2030

Opinion

• Utility Dive: As Shell and other oil and gas majors adopt clean energy strategies, how should electric utilities respond?

Best, Yann

NEM Suit Is On. A lawsuit trying to get NEM 3.0 back to the negotiating table is on. My opinion is that advocates should focus on increasing the value of DER and storage in the home to create revenue upside.

Lease, Loan. Platforming Installer Access. The lease is back, you see that in earnings releases but why? Is it because the systems have gotten too complicated? Is net metering confusing the homeowner and they just want an easy button? Or is it in the interest rate spikes? Leases have never been that accessible or profitable for installers so how can they get platformed for installers in a way that gives consumers more choice?

Cinco De Mayo. Happy 5/5! Send me your recommendations for your favorite tequila

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

• Axios: The tricky politics of the electric vehicle revolution
• PV-Magazine: California utilities commission sued for gouging rooftop solar payments
• Utility Dive: New York Power Authority given broad authority to own, operate, build and finance renewable energy projects
• Bloomberg: Solar Panel Orders Point to Clean Energy Boom From US Climate Law
• Reuters: Exclusive – India amends power policy draft to halt new coal-fired capacity
• Solar Power World: Solar and Storage Industries Institute starts year long project to reform large-scale interconnection practices

Opinion

• Energy Storage News: Australia to begin ‘energy storage target’ tenders this year, details to come in Budget

Best, Yann

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 grid operator says renewables needed to cover peak demand
• Bloomberg: Energy Crisis Prompts Thailand to Accelerate Shift to Renewables
• New York Times: Congress Clashes With Biden Over Tariffs on Illegal Chinese Solar Panels
• PV-Magazine: Solar assets are underperforming expectations by 8%, what is the root cause?
• Axios: COP28 negotiating positions emerge during talks in Germany
• PV-Tech: VPPs to save US utilities up to US$35 billion in next decade
• Energy Storage News: Clean energy groups slam Republicans’ attempt to repeal Inflation Reduction Act
• Canary Media: Are new solar tariffs coming soon? Here’s what you need to know

Opinion

• Utility Dive: Edison International CEO Pizarro backs Western RTO, highlights SCE efforts to prep grid for heavy duty EVs

Best, Yann

Cost Of Success, TBD. John Podesta is absolutely correct. Tax credits have a mission to stimulate a certain investment behavior, hence investment tax credit. Without massive regulatory or government investment available to rebuild an aging grid infrastructure and domestic manufacturing complex, investment tax credits move private dollars towards a goal. The tax code in the United States has always been the business strategy handbook, all the way back to the first pay for service fire department. The manufacturing tax credit, solar ITC and hopefully the storage tax credit will beat the CBO estimates and drive more invested capital than originally thought, that would be the measure of absolute success for the Country and ratepayers.

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: Increased green tax-credit costs are a sign of success, White House’s Podesta says
• Axios: The Supreme Court’s next climate fight
• Bloomberg: Ex-Gunvor Trader Bets on Batteries to Ease Swedish Power Deficit
• Utility Dive: Indiana utilities gain ‘right of first refusal’ to build transmission lines amid MISO buildout
• Solar Builder: Classes begin at new Sustainability Hub green job training center in Chicago
• PV-Tech: 1.1GW worth of solar contracts awarded in NSW renewables tender
• PV-Magazine: Oregon utility’s IRP calls for 400 MW energy storage development

Opinion

• New York Times: Jay Inslee Sees Greener Pastures Ahead

Best, Yann