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Balance of Systems

Sunrise brief: One year after passage of the IRA, the renaissance has begun 

Also on the rise: Domestic content guidance on solar cells and structural steel. Siemens to open U.S. utility-scale solar inverter factory. And more.

Siemens to open U.S. utility-scale solar inverter factory

An 800 MW annual production capacity facility will manufacture string inverters.

Clearway to procure 2 GW of solar trackers from Nextracker

The U.S.-made trackers will supply a portion of Clearway’s solar development pipeline across 17 states.

Nextracker opens dedicated assembly line for tracker components

The company announced the start of production at an Asteelflash manufacturing line in California to produce self-powered controllers, high voltage power supply, and more.

Private investments in clean energy and manufacturing top $270 billion

While the U.S. has the financial capacity, technology and human capital, the question is whether government policy will allow for the clean energy infrastructure to be built out fast enough to achieve clean energy dominance.

Sunrise brief: Solar decommissioning plans for 36 U.S. states 

Also on the rise: FERC’s proposed rule would harm consumers and the energy transition, DOE announces over $450 million for solar-plus-storage in Puerto Rico and Nextracker to deliver 3 GW of trackers to Leeward Renewable Energy.

Nextracker to deliver 3 GW of trackers to Leeward Renewable Energy

Leeward’s portfolio of 25 wind, solar and energy storage facilities across the United States totals about 2.7 GW of generating capacity, and the company reports that it has another 1.9 GW contracted and 20 GW under development and construction across 100 projects.

Enphase lowers revenue guidance as U.S. residential solar stagnates

The microinverter provider is slipping in share price as revenues dip. It announced a $1 billion stock buyback program.

Array Technologies to secure domestically made steel from new mill in Texas  

The tracker manufacturer is partnering with Lock Joint Tube to manufacture domestically sourced steel tubes for utility-scale solar projects to serve the burgeoning Texas market.

Solar powers manufacturing of concrete utility poles

The solar installation is enabling Valmont to create utility transmission and distribution poles at scale with lower greenhouse gas emissions.

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