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A Primer on the Energy Transition

Our guide, plus a webinar, on the dynamics shaping the energy transition.

by Emma Foehringer Merchant | March 7, 2019

03.07.19 Fossil Fuels 8

If it passes, the bill's long-term popularity will hinge on how much consumers have to pay for it.

New Mexico Senate Passes 100% Carbon-Free Electricity Target

It still needs to pass the House, but the governor has already endorsed it. The state’s largest utility has too.

by Julian Spector

03.07.19 People 0

Terry Jester talks with Emily Kirsch for the Watt It Takes podcast series.

Watt It Takes: Terry Jester Reflects on Four Decades of Solar

This week on Watt It Takes, Solpad CEO Terry Jester brings 40 years of solar experience to startups.

by Stephen Lacey

03.07.19 Fossil Fuels 0

Fuel security does not equal grid resilience, the authors argue.

Industry Perspective

As Extreme Weather Forces Coal to Falter, Where Will Resilience Come From?

From bitter cold in North America to historic heatwaves in Australia, coal simply won’t provide the grid resilience federal officials claim subsidies would provide.

by Mike O’Boyle and Silvio Marcacci

We look at the past and future of Tesla's battery and solar business.

March 12, 2019 PV, EV, & Storage

What’s Up With Tesla Energy?

28 by Stephen Lacey

March 15, 2019 Electric Vehicles

Elon Musk at Model Y Reveal: ‘This Is the Year of the Solar Roof and Powerwall’

54 by Eric Wesoff

Converting the coal plants isn't expected to be overly expensive because a lot of the existing infrastructure can be reused.

March 18, 2019 Energy Storage

Germany Looks to Put Thermal Storage Into Coal Plants

47 by Jason Deign

Backers say the costs of the nuclear bill are worth the benefits.

03.12.19 Nuclear

Pennsylvania Nuclear Bailout Bill Draws Fire From Ratepayer, Natural Gas and Enviro Groups

154 by Jeff St. John

03.15.19 Electric Vehicles

Elon Musk at Model Y Reveal: ‘This Is the Year of the Solar Roof and Powerwall’

54 by Eric Wesoff

Renewables are now competitive with coal, even when including energy storage.

03.21.19 Fossil Fuels

Study: Fossil Fuel Generation Has No Business Case in Australia

51 by Jason Deign

03.07.19 Markets & Policy 15

At least one developer is confident a program expansion is forthcoming.

Community Solar Booms in Illinois, Sparking Fears of a Bust

Solar developers see a massive growth opportunity in Illinois, but also looming risk.

by Kevin Stark

03.06.19 Off Grid/Energy Access 2

More than $1.2 billion has been invested since 2016.

Report: Investment in Off-Grid Energy Access Totals $1.7B Through 2018

A new Wood Mackenzie Power & Renewables report highlights the strategic business case for bringing off-grid energy to the billion-plus people who lack grid power.

by Jeff St. John

03.06.19 Smart Homes/Smart Buildings 4

The technology helps to improve energy efficiency and productivity.

Industry Perspective

How Indoor Space Sensing Makes Buildings Smart and More Efficient

Buildings expert Joe Aamidor profiles use cases for indoor space sensing technology.

by Joseph Aamidor

03.06.19 Solar 3

California and Florida saw economic benefits from the residential and commercial energy improvements program.

Report: PACE Brought Annual $134M to California, $51M to Florida Over Last 5 Years

A USC report lays out the macroeconomic benefits associated with one lender’s PACE financing.

by Emma Foehringer Merchant

03.06.19 Utility-Scale Solar 3

A conversation on the Latin American solar market with NEXTracker.

The Risks and Rewards of Latin America’s Solar Boom

A podcast interview with two of the most in-the-know people on the Latin American solar market.

by Stephen Lacey

03.06.19 Utilities 4

Distribution system operators say they need money to adapt to distributed generation.

European Distribution System Operators Seek Cash for Grid Transformation

DSO infrastructures were not designed to connect significant generation assets at the edge of the network, an industry groups warns.

by Jason Deign

03.05.19 Policy 9

Midwestern states embrace a bold clean energy agenda.

Minnesota and Wisconsin Join Movement to Shift to a 100% Carbon-Free Grid

Governors in Minnesota and Wisconsin want to get rid of carbon emissions from the electricity sector. Illinois lawmakers want to do it with only renewables.

by Julian Spector

06.28.18 PODCASTS

Are Fugitive Methane Emissions Offsetting the CO2 Benefit of Natural Gas?

This week’s Energy Gang podcast is all about gas.

by Stephen Lacey

the
ENERGY
GANG A GTM PODCAST

03.05.19 Fossil Fuels 17

A new bill in Montana aims to buoy the imperiled Colstrip coal plant.

As Coal Retires, a Montana Bill and a South Dakota Utility Push to Keep It Alive

A state law under consideration would allow NorthWestern Energy to charge customers for future costs tied to a threatened coal plant.

by Emma Foehringer Merchant

03.05.19 Grid Optimization 3

In this podcast, we revisit how to price and integrate distributed resources.

What the Heck Should We Do With All These Distributed Resources?

This week on The Interchange podcast: taking stock of DERs from the utility perspective.

by Stephen Lacey

03.05.19 Energy Storage 23

Energy storage is moving out of pilot-scale projects and into grid planning conversations around the country.

US Energy Storage Broke Records in 2018, but the Best Is Yet to Come

The groundbreaking installations came from business as usual, rather than in response to extreme events.

by Julian Spector

California’s Complicated Path to Changing Its Resource Adequacy Rules

GTM Squared

California’s Complicated Path to Changing Its Resource Adequacy Rules

Regulators, utilities and community-choice aggregators agree the state’s approach to capacity procurement needs to change—but they don’t agree on how to get there.

by Jeff St. John | March 4, 2019

03.04.19 Wind Projects 2

Equinor’s spar-buoy concept is the only floating wind foundation that has so far been deployed at commercial scale.

Equinor Forges Ahead on Both Offshore Wind and Oil Drilling

The recently rebranded firm is pursuing a floating wind project in South Korea and a major oil find in Norway.

by Jason Deign

03.04.19 Policy 70

Capacity market reform was a primary driver of the legislation.

New Illinois Bill Targets 100% Renewable—Not Just Clean—Electricity by 2050

Getting to 100 percent renewables is “not just a pie-in-the-sky idea,” according to supporters.

by Julia Pyper

There's a fundamental shift occurring in today's energy system as the industry moves away from thermal resources toward clean resources like wind and solar.

GTM Squared

GTM Squared Live! An Energy Transitions Roundtable

GTM Squared’s quarterly roundtable will discuss the economics, policies and technology trends shaping the energy transition.

by Emma Foehringer Merchant | March 4, 2019

Upcoming Events

03.04.19 Policy 41

States are already working to advance the principles of a Green New Deal, although the ingredients may vary.

Industry Perspective

The Green New Deal Is Like Cilantro

Vote Solar’s Adam Browning argues that the federal debate about a Green New Deal overlooks an avenue for real progress.

by Adam Browning

The Dynamics of China’s Rapidly Expanding EV Charging Market

GTM Squared

The Dynamics of China’s Rapidly Expanding EV Charging Market

Recent research paints a disjointed picture of China’s EV charging market, where infrastructure is being deployed at a breakneck pace and yet there isn’t nearly enough to keep up with demand.

by Julia Pyper | March 4, 2019

03.01.19 Policy 4

Jay Inslee announced he's running for president in 2020.

Jay Inslee Announces Presidential Run on a Climate and Clean Energy Platform

The governor of Washington pitched his climate-centric candidacy from the site of a Seattle solar installation.

by Emma Foehringer Merchant

03.01.19 Markets & Policy 0

The long-term fundamentals are there for the solar industry to succeed, says this CEO.

Industry Perspective

A Solar CEO’s 2019 Forecast: More Complexity, New Investors and Continued Growth

Sol Systems CEO Yuri Horwitz shares a view from the front lines of the solar sector.

by Yuri Horwitz

03.01.19 Residential Solar 36

Tesla was intent on selling solar exclusively at its 100-plus Tesla stores and online.

What Happens to Tesla’s Solar Business as Retail Stores Close and Sales Go Online?

Another nail in the SolarCity coffin. And a profit warning for Q1.

by Eric Wesoff

03.01.19 Networking/AMI 0

Itron Reports 2018 Loss, as Supply Constraints Outweigh Silver Spring Synergies

Supply chain headwinds and low margins for its device business overcome Itron’s growth in networking, software and its acquisition of Silver Spring Networks.

by Jeff St. John

02.28.19 Electric Vehicles 12

Can Tesla make a profit selling the Model 3 at $35,000?

Tesla Finally Makes a $35,000 Model 3 Available, Shifts All Sales Online

Tesla is shutting down “many of its stores.”

by Eric Wesoff

Intersolar 2019 Is Canceled -- Update Your Calendars

Report: PACE Brought Annual $134M to California, $51M to Florida Over Last 5 Years

PV Evolution Labs Splits From DNV GL

Elon Musk at Model Y Reveal: ‘This Is the Year of the Solar Roof and Powerwall’

Vistra Energy Cements Top Spot Among Residential Retail Electricity Providers

Here's What We're Tracking at DistribuTech

24M Unveils 'Dual Electrolyte' Battery Tech to Unlock Higher Energy Density

AMS Breaks 2 Gigawatt-Hours in Grid Services

India's Energy Storage Market Is Finally Starting to Grow

Wind to Surpass Hydro as No. 1 US Renewable Power Source in 2019

Looming Supply Chain Crunch Threatens US Wind Energy Boom

Global Wind Market to Add 65GW per Year to 2027

Intersolar 2019 Is Canceled -- Update Your Calendars

Report: PACE Brought Annual $134M to California, $51M to Florida Over Last 5 Years

PV Evolution Labs Splits From DNV GL

Renewables May Prove Cheaper Than 96% of Coal Plants Worldwide by 2030

The Key to Unlocking ‘Renewables as Baseload’ Is the Control System

A Look at Chevron’s Dip Into Clean Energy Investing

Value of Technology and Material Choice for PV Modules

4 DSM Strategies Your CCO Will Love

Data Analytics: Helping Utilities Identify Power Theft and Reduce Costs

A Primer on the Energy Transition

New Mexico Senate Passes 100% Carbon-Free Electricity Target

Watt It Takes: Terry Jester Reflects on Four Decades of Solar

As Extreme Weather Forces Coal to Falter, Where Will Resilience Come From?

What’s Up With Tesla Energy?

Elon Musk at Model Y Reveal: ‘This Is the Year of the Solar Roof and Powerwall’

Germany Looks to Put Thermal Storage Into Coal Plants

Pennsylvania Nuclear Bailout Bill Draws Fire From Ratepayer, Natural Gas and Enviro Groups

Elon Musk at Model Y Reveal: ‘This Is the Year of the Solar Roof and Powerwall’

Study: Fossil Fuel Generation Has No Business Case in Australia

Community Solar Booms in Illinois, Sparking Fears of a Bust

Report: Investment in Off-Grid Energy Access Totals $1.7B Through 2018

How Indoor Space Sensing Makes Buildings Smart and More Efficient

Report: PACE Brought Annual $134M to California, $51M to Florida Over Last 5 Years

The Risks and Rewards of Latin America’s Solar Boom

European Distribution System Operators Seek Cash for Grid Transformation

Minnesota and Wisconsin Join Movement to Shift to a 100% Carbon-Free Grid

Are Fugitive Methane Emissions Offsetting the CO2 Benefit of Natural Gas?

As Coal Retires, a Montana Bill and a South Dakota Utility Push to Keep It Alive

What the Heck Should We Do With All These Distributed Resources?

US Energy Storage Broke Records in 2018, but the Best Is Yet to Come

California’s Complicated Path to Changing Its Resource Adequacy Rules

Equinor Forges Ahead on Both Offshore Wind and Oil Drilling

New Illinois Bill Targets 100% Renewable—Not Just Clean—Electricity by 2050

GTM Squared Live! An Energy Transitions Roundtable

The Green New Deal Is Like Cilantro

The Dynamics of China’s Rapidly Expanding EV Charging Market

Jay Inslee Announces Presidential Run on a Climate and Clean Energy Platform

A Solar CEO’s 2019 Forecast: More Complexity, New Investors and Continued Growth

What Happens to Tesla’s Solar Business as Retail Stores Close and Sales Go Online?

Itron Reports 2018 Loss, as Supply Constraints Outweigh Silver Spring Synergies

Tesla Finally Makes a $35,000 Model 3 Available, Shifts All Sales Online