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North America

U.S. steel solar module frames have one tenth embodied carbon of Chinese aluminum alternatives

An independent study commissioned by Origami Solar and conducted by Boundless Impact Research & Analytics found that U.S.-made recycled steel module frames show a 90.4% reduction in greenhouse gas emissions compared to traditional virgin material aluminum module frames shipped from China.

Longroad Energy installing U.S.-made First Solar modules in Arizona solar-plus-storage plant

The 220 MWdc solar and 214 MWac / 855 MWh Serrano solar-plus-storage project will also feature Powin’s BESS, Sungrow inverters, and Nextracker trackers.

Gray skies over Californian solar

There may be a global solar boom but a drastic revision of California’s net metering program has ruptured the industry overnight and is affecting everyone from installers to financiers to makers of power electronics, as Tristan Rayner reports.

Group challenges anti-renewables messaging of 50-state policy network

The pro-renewables Energy and Policy Institute has challenged the state-level energy policy work of the State Policy Network, which reports annual revenues of $24 million and combined annual revenues across its 150 think tank members of $188 million.

Sunrise brief: What happens to the IRA under a new administration? 

Also on the rise: California has become rooftop solar and batteries NEM-esis. Renewable energy merger and acquisition opportunities for 2024. And more.

Lyten’s lithium-sulfur batteries to power Chrysler’s Halcyon Concept car

Lyten reports its batteries offer double the energy density of those made from traditional lithium-ion chemistries due to their graphene cell.  

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California has become rooftop solar and batteries NEM-esis

The transition to California’s new net metering, ‘NEM 3.0,’ regime was justified, in part, as a way to support residential energy storage installations but the state policy has pushed rooftop solar off a cliff.

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Solar profits drying up

The Invesco Solar exchange-traded fund (ETF) under-performed the S&P 500 and Dow Jones Industrial Average (DJIA) stock indexes in January 2024. Jesse Pichel, a managing director at Roth Capital Partners, attributes this to logistics and apparent cashflow problems for some solar companies.

Renewable energy merger and acquisition opportunities for 2024

FTI Consulting said incentives in the Inflation Reduction Act could cause a “seismic shift” on the U.S. economy as a whole over the next 12 to 24 months.

Primergy secures $588 million for 408 MW solar project in Texas

Microsoft entered a power purchase agreement for 100% of the plant’s production.

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