John Fitzgerald Weaver
Virginia governor kills Ford-CATL battery plant, calling it a “front for the Chinese Communist Party”
In recent weeks Glenn Youngkin nixed a Virginia Ford facility after he was informed that companies had decided to invest.
CCA must procure 1,300 GWh of supply to meet last 37 GWh of demand
Peninsula Clean Energy did a grid analysis to understand the cost and electricity demand to match hourly electricity demand with 100% clean energy resources by 2025.
It will take about a year to birth a 2 GW solar module assembly facility
The world’s fourth largest solar manufacturer joins a plethora of U.S. solar manufacturing announcements that have amounted to greater than 40 GW since the signing of the Inflation Reduction Act.
Silicon cost per watt down 96% over last two decades
Since 2004, the volume of polysilicon per watt is down by 87%, and the inflation adjusted price for polysilicon is also down by 76%.
The price of polysilicon has fallen by 54% since August
A slowdown in purchasing in China, along with a massive ramp up of supply, has led to anticipated price declines for polysilicon.
New York to add 25 GWh of energy storage for less than the cost of a slice of pizza
The state expects to save $2 billion a year, while meeting 18% to 25% of current seasonal peak demand, once the total deployed capacity reaches 6 GW by 2030.
All I want for Christmas is 400 GW of solar installed in 2023
For a long time global installation projections have come up short in forecasting solar installation volumes, including a big miss in 2022. Is it possible that we could see outpaced growth in 2023, like we saw in 2022?
Commerce clarifies that recent module manufacturing ruling only applies to four nations
The U.S. Department of Commerce stated unequivocally that companies assembling solar modules outside of southeast Asia were not part of the recent circumvention ruling.
White House releases IRA program guidebook
The guide to the IRA’s investments in clean energy and climate action describes the programs in plain English, with links to the official legal language.
Speculation on lawsuit against Biden’s two year tariff pause
ROTH Capital suggests that Auxin might be readying a set of lawsuits seeking to overturn Biden’s two year suspension of tariffs against circumventing solar companies.
