7 Things Worth Reading This Week (6/9/23)

EnergySage has trotted out their 2023 assessment of the panel manufacturing industry and found that the top three global manufacturers by solar panel shipment GW capacity are LONGi, Trina Solar, and Jinko Solar. They found that Canada and US are gaining traction in capacity with the largest US companies being First Solar, Q CELLS, and Solar4America.

SolarEdge released a solar-attached EV management solution for C&I. Its goal is to optimize interactions between facility solar generation, stationary battery storage, and large-scale EV charging, accounting for grid and infrastructure limitations. The solution relies on Wevo Energy’s software to manage and optimizes the EV charging process.

The Intercharge podcast has featured some pretty relevant industry issues lately: the state of the “perfect” lithium-ion battery and where its headed, the flow of money needed across renewable projects, the role of virtual power plants in managing energy demand in real-time, and what Energy Vault can do to solve industry energy storage issues.

The Senate has introduced two new bills for consideration that help incentivize transmission infrastructure construction and improve the efficiency of the process: The Grid Resiliency Tax Credit Act to establish a 30% ITC for qualifying electric power transmission line property and grid-enhancing technologies and The Facilitating America’s Siting of Transmission and Electric Reliability Act that would streamline FERC’s backstop siting authority, allowing it to authorize National Interest Electric Transmission Facilities.

Clean energy advocates are critical of FERC’s recent efforts to address the backlog of renewables projects seeking access to the grid. The consensus seems to be that they are working on the edges without getting to the heart of the problem. Advocates argue that their key proposals have already been implemented and that potential factors driving grid connection delays are outside of the scope of FERC’s proposed rule (like grid operators struggle re hiring experienced engineers to process grid connection requests).

In the third of a ten-part (and second portion of a 3 part series) SunCast/SolarAcademy solar conversation solar industry veteran Jon Bonanno and Ted Thomas, founder of Energized Strategies and former chair of the Arkansas Public Service Commission, examine the benefits of transactions, specifically hydro resources and market opportunities. The video is below.

In this ninth of nine excerpts from a SunCast/SolarAcademy solar conversation between solar industry veterans Jon Bonanno, Kerim Baran, and CEO of Caelux Scott Graybeal, Scott describes how their approach to both the tech and how they position their potential competitors differs from others in the perovskite space. The video is below.