Utility Dive: Clean energy, gas generation in PJM may take longer to come online than expected – report Politico: Why Biden needs California to build more solar Bloomberg: Indian Renewables May Get Costlier Reuters: US grid operators PJM, MISO team up to study power transfer capability PV-Tech: Solaredge inverters shipments up again quarterly to 946MW Energy Storage news: Netherlands’ ‘non-firm’ grid connections and lower fees could double BESS deployments Canary Media: Batteries are taking on gas plants to power California’s nights PV-Magazine: Energy transition needs batteries… and more bat ..read more

ACP Recap. I spent the last two days in Minneapolis at the ACP show and it was great to see many of you. The show had good traffic but seemed down from last year, notably missing were many of the wind companies and even light booth from the tracker companies. Energy storage definitely led the show, service providers, engineers and OEMs were represented while all the talk centered around load growth and need for resilience. It helped that ERCOT had another peak pricing event that saw energy storage top of some much needed resilience. What did you think of the show? Talks On Trade. US ..read more

Utility Dive: High interest rates hit renewable energy harder than natural gas: Wood Mackenzie Bloomberg: China’s Solar Panel Giants Say Prices Are Near the Bottom New York Times: Giant Batteries Are Transforming the Way the U.S. Uses Electricity Reuters: Project delays are holding back clean power installation, report says PV-Tech: Italy bans solar on agricultural land Renewble Energy World: Investment in manufacturing of clean energy technologies surges Energy Storage News: Lightshift Energy deploying 50MW of community BESS in Massachusetts for utility group Canary Media: Looming power grid ..read more

Bloomberg: EU Says Ready to Use All Trade Tools to Defend Against China New York Times: European Oil Giants Consider Shifting Their Listings to the U.S. PV-Magazine: Accelerated declines in solar cell prices since late March Reuters: US utility Allete goes private in $6.2 billion deal Electrek: WattEV opens US’ first megawatt charge station with 1.2MW speeds and solar Axios: China’s clean tech in focus ahead of U.S. meeting PV-Tech: REC Silicon to ship polysilicon from Moses Lake plant in Q2 Canary Media: The growing clean energy backlog, in five charts Opinion Utility Dive: Replacing a Tal ..read more

Clean Power. Whether we want to generate the energy we need for load growth with solar and wind, or replace peaker plants with energy storage, these companies will be in Minneapolis this week. It’s a competitive landscape for batteries and of course you should run your batteries on FlexGen’s operating system, where you’ll find me at the booth most of the week. If you have any fun events that I should know about, let me know. All About Configurations. So much of solar, wind and storage is how many different combinations of OEM, PCS, solar plant controls, and power plant controls in e ..read more

Reuters: Dominion planning to power 15 more data centers in 2024 Renewable Energy World: Prices remain reasonable at MISO 2024 capacity auction- except in one zone Canary Media: Tesla won the EV charging race. So why’s it gutting its Supercharger team? Bloomberg: Sunnova Evaluating Options for Deeply Discounted Debt, CEO Says Energy Storage News: Plus Power secures US$82 million tax equity investment for Arizona BESS PV-Tech: US shingle provider GAF Energy opens 250MW manufacturing plant in Texas Heatmap News: The Best Idea From Today’s Big Oil Hearing Opinion PV-Magazine: First Solar beats ..read more

Utility Dive: AEP faces 15 GW of new load, driven by Amazon, Google, other data centers – interim CEO Fowke Energy Storage News: G7 nations set 1500GW global energy storage target for 2030 Bloomberg: Sunnova Energy Huddles With Adviser on Balance Sheet Options Axios: PG&E seeks KKR deal to help fund California wildfire prevention Reuters: Microsoft, Brookfield to partner on renewable energy projects Solar Bilder: The eclipse’s path of totality as seen in solar PV monitoring data PV-Tech: Matrix Renewables, Hyundai sign 147MW solar PPA in Texas Renewable Energy News: New Jersey seeks fourt ..read more

Bloomberg: PG&E in Talks with KKR to Sell Minority Stake in Power Unit Axios: Department of Energy dives into promises and perils of AI PV-Magazine: CATL presents EV battery with 1,000 km range New York Times: Hydrogen Offers Germany a Chance to Take a Lead in Green Energy Reuters: China, US to hold climate meetings in Washington in May PV-Tech: Philippines to add 2GW of installed solar capacity in 2024 Renewable Energy World: Minnesota saw 54% zero-carbon power in 2023, hitting clean energy milestones Energy Storage News: Natron Energy starts manufacturing ‘50,000+ cycle-life’ sodium-ion ..read more

Tax Equity Transfers. Tax equity transfers are a game changer for monetization of the valuable tax credits but there’s a minor wrinkle. Typically when tax equity was in play, it was either funded at NTP or bridged by the construction loan since the takeout financing was in place. With credits, takeout funding is a bit more flexible and nuanced. So here’s the question to the SolarWakeup think tank, who’s doing the best structure and funding tax equity bridges from NTP to commercial operation for the tax credits? If you are, send those names this way so I can help connect both sides of the ..read more

Ready For Battery Primetime? We’re still in April and ERCOT is already putting peak notices into effect and California warns of blackouts. How well is your battery performing and what are you most concerned about? I’d love to hear from you and understand what you look at in the morning when running your battery. Tracker Bonanza. Nextracker opened additional manufacturing line in Pittsburgh, Array Technologies hosted the Secretary of Energy at their factory opening in New Mexico and Nevados expanded capacity in Texas. There’s a drive for new capacity in the tracker market and it’s ri ..read more