Energy Storage News: ‘Tremendously important market for storage’: US BESS integrator FlexGen on its start of European operations Wall Street Journal: First Solar Sales Fall …
Inverter Rule Deployed. Just as I wrote about my concerns on the inverters, the FCC came out with a rule about inverter production. Somewhat going further …
Inverter Supply Chains. I worry about this one and worry about the lack of concern from the broader market. Whatever happens at the DC level could …
A Premium Launch. Next month, after 14 years, I’ll be launching a limited size premium distribution of the SolarWakeup commentary. Consider it a micro consulting view …
We’re Back! Heading into the Summer finale, SolarWakeup is back to full-time scheduling, which means 3-4 episodes a week to bring you the meaningful news of …
Axios: Robotaxi infrastructure draws investor rush Utility Dive: US data center electricity use could more than double by 2030 – report Solar Power World: SEIA …
Axios: Pawlenty’s theory of the case for solar success Utility Dive: Renewables remain cheapest lcoe risinglazard Bloomberg: China to Impose Consumption Tax on Solar and …
The Slaughter Precedent. I made some of my viewpoints known about the impacts of the Slaughter decision a few weeks back but now you have the …
Inflationary Loss Of Tax Credits. The loss of the ITC causes the increase of off take cost by something like $20-$30 per MWh depending on where …
The Cost Of Inaction. What happens when cost of solar goes up $20-$30/MWh? Does it slow development? Construction? Legal work? All the while reducing more work …
