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North America

In which states does solar matter most?

Not all solar projects are created equal — a new report from Clearloop, Downstream Strategies and WattTime outlines the areas in the country where development would make the biggest difference in reducing emissions and cleaning the grid.

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Hemlock Semiconductor becomes vertically integrated polysilicon maker

The U.S. polysilicon manufacturer has acquired DuPont’s trichlorosilane business, in a move that will help it cut production costs and control supply.

Funding energy innovation should be a national priority — how about $25 billion a year?

Two new reports see federal R&D dollars for energy innovation as critical for driving the economy’s post-Covid recovery and keeping the U.S. competitive and on the leading edge of the global energy transition. 

US solar racking industry is innovating and consolidating

With installers and developers needing to squeeze every kilowatt-hour out of every roof and project, racking and trackers are the unsung heroes that secure and tilt panels while maximizing output and protecting wiring and other gear.

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North America’s first lithium-ion battery recycling hub is coming to New York

Li-Cycle, a Canadian battery recycling firm, has chosen Rochester as the home for its planned $175 million recycling facility, which promises to deliver recycled battery materials, beyond just lithium-ion, at market scale.

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Energy Jobs: First Solar, Enel X, CELI, 7X Energy, National Grid, Terabase, i1 Energy, 8minute

Executive, career and boardroom moves in solar, storage, cleantech, utilities and energy VC.

How does the US retire 236 GW of coal and 1,000 gas peaker plants?

Victory in the economic realm (increasingly the case with solar, solar-plus-storage and wind) is no guarantee of market victory if the regulations are stacked against renewables.

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FERC’s new DER rule to pry open big opportunities for solar, storage

“This is a game changer,” Ravi Manghani, Wood Mackenzie’s head of solar said of the new rule, which many say will help make the grid more resilient, sustainable and affordable.

Morning Brief: House Committee on Un-American Activities goes after EPA

Also in the brief: Nextracker to supply Shanghai Electric with more than 1 GW of trackers, plus Enel X, LG Chem and Smart Charge Hawaii.

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Ensuring no barriers to renewables in wholesale markets — ‘We’re all learning by doing’

Another report from the virtual Solar Power International microconference: Industry jargon flies as SPI takes on the imperative of getting solar, wind and storage into wholesale markets, while stakeholders try to find the right balance between flexibility and reliability, and state and federal jurisdiction.

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