Last Call For NEM Petition. CALSSA is looking for 2,000 more signatures for the petition to save solar in California. That means if a third of you reading today’s edition click this link and fill out the info, SolarWakeup could save the day. So do it for me and Bill Walton!

• PV-Tech: US solar module prices expected to normalise following AD/CVD petition verdict
• Solar Builder: Solar PV system costs still on the decline in 2021, says NREL
• Canary Media: Senate confirms Willie Phillips to FERC, giving Democrats a majority
• PV-Magazine: Solar could account for 20% of all U.S. generation by 2050, EIA says
• Axios: Extreme weather outruns the world
• GreenBiz: The role of private investment in sustainable infrastructure
• Utility Dive: California readies $1.4B push to help reach electric vehicle charging, hydrogen refueling goals

Opinion

• Bloomberg: Tesla’s Solar Roof Could Be Headed to a Neighborhood Near You

Best, Yann

• Reuters: On a New Hampshire bridge, Biden bets infrastructure beats political headwinds
• PV-Magazine: Court throws out Trump trade action on bifacial modules
• WFMZ: Titan Advanced Energy Solutions Raises $33 Million Series B Led by HG Ventures to Transform Battery Diagnostics and Management
• GreenBiz: What Rivian’s riveting IPO says about the heavy-duty EV transition
• Utility Dive: EVs hit 1M sold, are now California’s top export as energy transition drives economy – CEC chair
• Axios: PR giant vows climate focus and defends work with oil giants
• Solar Builder: SunPower debuts virtual power plant deal for customers in Eversource, National Grid territory
• PV-Tech: MassMutual, Low Carbon unite to form IPP with 20GW renewables target
• Canary Media: The top 10 climate commitments from COP26

Opinion

• RMI: Post COP26—Shortcomings, Positive Outcomes, and What’s Next for the Global South

Best, Yann

It’s Infrastructure Week. In the largest public infrastructure investment since the highway system, Joe Biden has signed the bill which had bipartisan support including $73billion for grid infrastructure and billions more for electric vehicle charging infrastructure. Totaling over $1.2trillion, these funds will now look for projects, reminiscent of the ARRA stimulus times if you remember shovel ready projects. It’s a huge day for those of us in the solar and storage markets which will also benefit consumers for decades to come.

Will Module Supplies Free Up? The secret petitioners that sought higher taxes on solar to be paid by everyday homeowners are choosing to remain in darkness which should open up supply chain a bit and release some of the cargo that could have been taxed even further if the complaint had been successful. Have you seen any opening of supply yet?

Record Markets. BNEF and S&P are forecasting unbelievable, be yet still underestimating, growth in solar and storage markets. Forecasting is a bit like playing Price is Right, get close without going over but it tends to under forecast the real number because of the incredible tailwinds that are in this energy transition. Electrification will hit transportation, homes, businesses and industrials in a way that will bring all fuels to end in the form of electricity and if you want that electricity to be flexible and reliable, you need energy storage at all intersections on the grid.

Dealer Fees. Are you a solar installer that hates dealer fees? Hit reply if the answer is yes. 

• Axios: Biden signs infrastructure bill into law
• Energy Storage News: Terawatt-hour of energy storage by 2030: Bloomberg NEF forecasts boom in installations
• Utility Dive: S&P projects record installation of 71 GW of US wind and solar in 2022 amid rising headwinds
• Reuters: Germany’s RWE to invest $57 billion as power firms go green
• RMI: Colorado’s Role as Climate Leader Hinges on Its Next Steps
• Canary Media: Jigar Shah has a new strategy to boost climate tech through DOE loans

Opinion

• PV-Magazine: Solar anti-dumping group said it is weighing options, may refile petitions seeking tariffs

Best, Yann

Infrastructure Week Czar. Biden has brought in New Orleans Mayor Landrieu to lead the infrastructure bill implementation. The bill included $73billion for the power grid and $47billion for climate resiliency, both of which are close to Landrieu’s life experiences. 

A Holiday Gift. SolarWakeup is working with as many of our friends to make Christmas come early for our readers, stay tuned to special emails coming your way to see how we’re going to make it an amazing end of the year for you.

A Solar Apprenticeship Program. IREC and SEIA are developing an apprenticeship program and want your input, register here to learn more.

Save California Solar. Governor Newsom wants to hear from you on why the solar industry is important to you. CALSSA has made that easy for you, please sign the letter and send it to your friends by going to savecaliforniasolar.org

• Axios: COP26 climate deal calls for historic shift from fossil fuels
• Politico: Senate likely to take up social spending bill in December as Dem slog continues
• Reuters: Insurers plan to up ramp up private market investments, BlackRock says
• The Hill: Biden taps former New Orleans mayor Landrieu to spearhead infrastructure
• PV-Tech: Array Technologies buys STI Norland in US$652m deal to create ‘world’s largest tracker company’
• PV-Magazine: PV distributor Soligent to be acquired by City Electric Supply
• Canary Media: Google and others have committed to 24/7 carbon-free energy. What does that mean?

Opinion

• Bloomberg: Forget the Words of This COP26 Deal. Follow the Money

Best, Yann