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Markets & Policy

Trump pulls tariff exemption for bifacial panels — again

Proclamation issued Oct. 10 cites impact of imported bifacial panels on U.S. solar manufacturing, while also raising the scheduled fourth-year tariff rate from 15% to 18%. 

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Agrivoltaic project with vertically mounted bifacial panels goes online in Germany

The 4.1 MW array, developed by Next2Sun, was constricted with roughly 11,000 bifacial panels, provided by Chinese manufacturer Jolywood.

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Project Sunlight wants to scale low-income solar nationwide — without subsidies

The end goal of the three-year project is to use market-based financing to install 20 MW of low-income community solar at multifamily affording housing, while trimming 20% off subscribers’ electricity bills. 

Morning Brief: Dominion Energy issues an RFP for 80MW of new solar, Generac acquires Enbala

Also in the brief: Solar installer Sigora Solar acquired California-based Aztec Solar, first-of-a-kind utility plan could transform Southeast grid

Energy Jobs: Tesla dissolves its PR department, plus new execs at Sunrun, Amazon Climate Pledge, Generate, LS Energy and Talesun

Executive moves in solar, storage, cleantech, utilities and energy transition finance.

Utility-scale solar roundup: PV-powered steel from Lightsource, Savion in Ohio and Michigan

Dean Solon, CEO of Shoals: “A lot of people thought that the 100 MW fields were all dead, but those suckers are coming back with a vengeance.”

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Shoals, solar balance-of-system player, had a strong 2020 and sees an even stronger 2021

Dean Solon of Shoals Technologies Group: “The short version is that it’s been a damned good year.” An interview with Shoals covers the growth of large solar projects in the U.S., high AC/DC ratios and the real costs of using cheap components.

New energy transition exit: the Array Technologies IPO

John Tough of Energize Ventures shares an investor’s view of the biggest solar IPO of 2020. It’s the first and largest solar tracking company available to U.S. public markets.

Safe harboring in 2020’s rough waters: three crucial considerations

As it stands today, 2021 will likely be one of the strongest markets for solar equipment manufacturers selling into the U.S. market. A perfect storm of a recovering market post-pandemic, access to cheap capital, and the impending ITC drop-off will create strong, near-term market demand, as well as intense safe harboring activities.

Morning Brief: First-of-a-kind utility plan could transform Southeast grid, energy storage news

Also in the brief: Zinc batteries from Eos, flow batteries from Invinity, residential storage programs from Arizona Public Service and Green Mountain Power.

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