Sunrise brief: U.S. module supply risk is ‘material,’ warns analyst firm
Also on the rise: SEIA urges an end to Section 201 tariffs on solar imports, CATL signs a battery deal with startup EV maker Fisker, and Solar Landscape wins 46 community solar projects in New Jersey.
Another module maker may face WRO enforcement, Roth Capital warns
Given the WRO and the potential anti-circumvention tariff challenges, U.S. module supply risk is material, the analyst firm said in a note to clients.
Sunrise brief: Costs and savings of a home energy storage system
Also on the rise: The White House announces a pared-down framework for its Build Back Better agenda, Tesla orders 45 GWh of EV batteries, and New Jersey makes its community solar program permanent.
Tesla orders 45 GWh of EV batteries from CATL
Reports calculated that the single order would be enough to support production of 800,000 vehicles.
US solar module imports fall 27% in Q3
The largest single-quarter drop in three years comes as the American Solar Manufacturers Against Chinese Circumvention propose greater tariffs against Asian-imported modules.
Honeywell, Duke Energy partner on flow battery test project
The battery, which uses an electrolyte to convert chemical energy into electricity for storage and deployment, will begin testing in 2022 at Duke Energy’s Emerging Technology and Innovation Center in Mount Holly, North Carolina.
Plastic for solar panels?
Three companies are swapping out aluminum and glass in favor of plastic to save weight and add flexibility. We look at the pros and cons.
Sunrise brief: Consumers can drive decarbonization faster than utilities, study says
Also on the rise: Ohio officials approve more utility-scale solar, SCE will add 2,150 MWh of energy storage, and large format modules are headed for standardization in a move driven by a Chinese trade group.
Big modules head for standardization
The China Photovoltaic Industry Association is expected to release a standard for 210mm modules before the end of October.
Sunrise brief: Calculating the economic lift offered by community solar
Also on the rise: Polysilicon prices are likely to stay high as a ‘crazy year’ extends into ’22, Hawaiian Electric is seeking energy and capacity, and the latest landfill-hosted solar array enters service.
