From the Magazine

Beyond the PPA

Contract lengths are getting shorter and hedges are replacing PPAs in the Texas solar market. Are we headed toward a future of merchant solar?

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Opportunities, as seen from above

The United States’ solar market is growing again this year, and it is expected to accelerate further in 2020 and 2021, with heavy construction continuing through the end of 2023. For PV module suppliers, the different market segments require varying strategies for success.

Supersized solar in the Midwest

Long seen as a slow region for solar deployment, the U.S. Midwest has seen an explosion of project development in recent years. And while there is still a lot of speculation and uncertainty, one way or another this region is going to see major development.

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PG&E and the future of U.S. utilities

California utility Pacific Gas & Electric’s bankruptcy points to a crisis not only at the company, but in the business model for utilities in the United States. And it is far from clear what will come next.

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Inertia, frequency regulation and the grid

The old system of regulating frequency on electricity grids with the help of the inertia provided by large spinning masses is under threat by the rise of wind, solar, and batteries. But what will replace inertia-based control, and how will the transition work?

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Clean energy versus gas

Solar and energy storage, either on their own or as part of clean energy portfolios, are showing that they can compete with natural gas in the United States. But will regulators wake up to this reality before half a trillion dollars worth of future stranded assets are built?

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California’s solar and wind integration challenge

As a leader in the global energy transition, California is putting some of the highest levels of solar and wind on its grid in the world to date. And while the state’s grid operator has made some progress, the integration of these resources is currently limited not by physics, but by market rules and operational practices.

Made in the USA

In the wake of the Section 201 tariffs, the United States is seeing a minor renaissance in solar module manufacturing. However, in terms of why this is happening, the tariffs are only one part of a more complicated story.

Trump’s trade wars

Trade has become a major issue for the U.S. solar industry under the Trump Administration. But while the market navigates tariffs and higher prices, the U.S. economy may be a greater casualty.

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Synergy or conflict?

EVs and solar: As the electric vehicle market begins to take off, many are hoping that this technology will be complementary to solar PV. And while the potential is there, a closer look shows that there are many unanswered questions, and there is still a lot of work to be done.

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