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October 2023

New opportunities for 4-hour-plus energy storage

Energy storage with more than four hours of duration could assume a key role in integrating renewable energy into the U.S. power grid on the back of a potential shift to net winter demand peaks, says the National Renewable Energy Laboratory (NREL).

Solar panel waste is not a significant problem

Solar panel waste will not be a problem because there is so little of it. However, there is a short-term problem in some places because panel deployment is growing fast and recycling is playing catch up.

Sunrise brief: Suniva announces IRA-driven manufacturing, undermining the value of solar tariffs 

Also on the rise: DOE announces $7 billion to kick off seven regional clean hydrogen hubs. Historic agreement accelerates large-scale solar development while minimizing land use impact. And more.

Global solar industry corporate funding grows 55% year-over-year

Through the first nine months of 2023, $28.9 billion of venture capital, public market, and debt financing was injected into solar, said a report from Mercom Capital Group.

Redwood Materials debuts a digital pricing tool to streamline electric vehicle battery recycling

Redwood Materials purchases hybrid and electric vehicle lithium-ion or nickel-metal hydride battery packs to process and reintroduce anode and cathode materials into the domestic market.  

Suniva announces IRA-driven manufacturing, undermining the value of solar tariffs

Six years after petitioning the U.S. government for tariffs to make its products more competitive, U.S.-based Suniva has revealed plans to commence 1 GW of cell manufacturing by spring 2024, followed by an additional 2.5 GW expansion.

Bslbatt introduces high-voltage battery for residential PV

China’s Bslbatt says its new batteries feature individual battery modules with voltages of 102.4 V and a capacity of 52 Ah. They can be stacked in series with two to seven battery modules.

Solar advocates appeal North Carolina net metering cuts

Payment cuts to rooftop solar generation exports were in violation of state law, said the appeal.

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Solar power generation soars in Mexico, southwestern U.S.

In a new weekly update for pv magazine, Solcast, a DNV company, reports that areas across Mexico and Southern Texas saw reduced cloud, leading to 120-130% of average September irradiance.

Corporate investment in climate tech is about more than dollars​​​​​​ 

Energy companies should look for investments that help them break into new markets, new segments of the value chain, or help to future-proof existing assets so that the risk-profile and shareholders’ tolerance for returns ​do​ not have to be the same as their core businesses.

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