• PV-Tech: First Solar records US$68 million loss in Q3 as it calls 2022 ‘foundational’ year
• PV-Magazine: Three open requests for information from the U.S. Solar Energy Technologies Office
• Solar Power World: IRA credits will boost domestic solar tracker manufacturing
• Bloomberg: Mexico, US Plan Clean-Energy Hub Along Border, AMLO Says
• Reuters: COP27 climate summit to test resolve of world battling war, inflation
• Utility Dive: NextEra says FPL’s speedy Hurricane Ian recovery could cost customers $1.1B
• Energy Storage News: California utility PG&E offers first V2G export rate for commercial EVs
• Canary Media: Heating will be costly this winter, but much less so with a heat pump
• Axios: Bolsonaro’s defeat is a climate turning point

Opinion

• New York Times: To Electrify the United States, We’re Going to Need a Lot More Electricity

Best, Yann

• Utility Dive: National Grid, DOE panelists call for ‘grid-enhancing technologies’ to quickly boost transmission capacity
• Bloomberg: Europe’s First Lithium Mine Agrees to Merge With SPAC
• Reuters: Column: Higher LNG exports may turbocharge U.S. energy transition
• Guardian: ‘It’s got nasty’: the battle to build the US’s biggest solar power farm
• PV-Tech: JA Solar posts US$6.8 billion in revenue for Q3 as it begins N-type module delivery
• Energy Storage News: Arizona utility SRP to arrive at 800MW battery storage by mid-2024 with two new deals
• PV-Magazine: Nearly 4% of U.S. homes have solar panels installed
• Vox: Joe Biden just signed an international climate treaty. And Mitch McConnell voted for it.

Opinion

• Canary Media: It’s time for solar microgrids to replace dirty diesel generators

Best, Yann

• Energy Storage News: Goldman Sachs-backed GridStor buys 2GWh of California projects from Upstream Energy
• Canary Media: Enphase to manufacture solar inverters in US, spurred by new tax credits
• Axios: The UN’s new climate warning
• New York Times: The Climate’s Improved Future
• Reuters: TerraPower, PacifiCorp to study 5 more advanced nuclear reactors
• Solar Builder: Bitcoin mining facility co-locates 87-MW solar farm
• PV-Tech: Sunnova doubles its revenue despite continued net loss

Opinion

• BLoomberg: Sunnova doubles its revenue despite continued net loss

Best, Yann

• Reuters: U.S. Treasury launches industry outreach on clean energy tax credits
• Axios: Climate change “isn’t hippy sh*t,” will affect every line of business
• Bloomberg: Apple Steps Up Plans to Cut Emissions Across Its Supply Chain
• PV-Tech: rPlus Energies nets 400MW/200MW solar-plus-storage PPA in Utah
• Solar Power World: A look inside the solar industry’s newest U.S. factory
• Energy Storage News: Masdar acquires UK battery storage developer Arlington Energy
• Canary Media: 5 charts that shed new light on how people charge EVs at home

Opinion

• PV-magazine: A globalized supply chain is key to cutting costs in solar module manufacturing

Best, Yann