NY’s renewable mega mandate passes the House, Trump’s “Dirty Power Plan”: pvMB 6/20/19
Hello and welcome to the Thursday morning brief! Boy do we have a packed brief for you, where we’ll be looking at NEXTracker reaching 20 GW of trackers, SEIA calling for an extension of the ITC, 1 GW of US clean energy projects auctioned at NYSE and more!
Solar, storage and wind can keep us on track as far as 2030
This year’s New Energy Outlook report by Bloomberg New Energy Finance predicts renewables can keep us on track for less than two degrees of global heating for the next decade. But after that, other technologies will have to do their bit.
Is the U.S. solar market slipping towards merchant?
As contract lengths shorten, U.S. solar developers and investors are relying more and more on sales of power in the spot market as the future.
The Sunshine State finally delivers on its name
WoodMac has upped its forecast for 2019 with Florida and Texas starting to deliver on their potential, as the U.S. solar market returns to its growth path.
The Pope, big oil and bankers are talking carbon taxes
Pope Francis held a closed door meeting at the Academy of Sciences with the CEOs of oil firms and investment firms to address climate change, with a group committing to support an “economically meaningful” carbon price.
Florida Supreme Court rules in favor of utility solar development
Judges have unanimously ruled that Florida Power and Light is allowed to rate base $863 million for eight solar projects built in 2017 and 2018, as in 2016 state regulators had already approved it.
Fate of Washington polysilicon plant hinges on Trump, Jinping meeting
REC Silicon has delayed full shutdown of its Moses Lake polysilicon operation until mid July as President Trump and his Chinese counterpart are scheduled to hold talks in Osaka in two weeks’ time.
Roth: Bifacial tariff exemption to drive down U.S. module prices
The investment banking firm expects an increase of bifacial imports from Southeast Asia, and says that this could drop U.S. average selling prices below 40 cents per watt.
Bifacial beats Trump’s tariffs
Federal trade authorities have ruled that bifacial solar modules are no longer subject to the Section 201 ruling, which currently apply a 25% tariff to most solar modules imported to the United States.
Net metering analysis: When utilities attack, go big
Aurora Solar ran 45 million simulations to determine the effects on ROI for owners of residential solar due to specific changes in net metering policies and billing structures, and offers market-specific design guidance to maximize said ROI.
