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Markets & Policy

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.

CATL signs electric vehicle battery supply deal with Fisker

The China-based battery maker will supply two different battery types with an initial capacity of more than 5 GWh annually.

SEIA calls for an end to Section 201 tariffs on solar imports

The industry trade group submitted a brief in advance of a November 3 hearing on the effectiveness of the Trump-era Section 201 tariffs.

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When oversized is really the right size

Researchers concluded that wind and solar generation resources that were sized at 1.5x along with three hours of energy storage would meet all but 200 hours of demand scattered throughout any given year.

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Solar Landscape is awarded 46 community solar projects

The award totals just under one-third of all community solar capacity in the second year of New Jersey’s now-permanent community solar program.

Sunrise brief: Regulators axe grid access charge for solar

Also on the rise: Utilities tap batteries for a growing list of grid services, and Amazon backs a transformer-based EV fast charger startup.

Utilities lean on batteries to deliver a growing list of grid services

Most utility-scale battery storage applications handle several roles depending on revenue opportunities or system support requirements. 

Startup Sunday: Amazon funds transformer-based EV fast charger

Also starting up: Leap Photovoltaic turns to 3D printing to slash solar cell production costs, and solar EV startup Sono Motors files for its U.S. IPO.

Arizona regulators axe grid access charge

The decade-old charge is a thing of the past after regulators agreed that solar customers pay their fair share of grid costs.

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