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05.06.19 Grid Edge 6

Paradise Lost: Reimagining the California Dream With Community Microgrids

The accelerating deployment of electric vehicles will make it easier to build extreme-weather-resilient microgrids encompassing entire communities.

by John Sarter

05.06.19 Policy 3

How much do renewables mandates contribute to rate increases?

What the Renewed Debate Over Costs of Renewable Energy Policy Is Missing

On this week’s Energy Gang: We look at a controversial report on renewables targets from the University of Chicago.

by Stephen Lacey

Trends in Utility-Scale Solar: Tariff Anxieties Wane as ITC Planning Waxes

GTM Squared

Trends in Utility-Scale Solar: Tariff Anxieties Wane as ITC Planning Waxes

The U.S. solar industry, like the wind sector before it, is plotting its strategy for making maximum use of fading federal tax credits—and then thriving in a post-subsidy world.

by Emma Foehringer Merchant | May 6, 2019

05.03.19 Policy 52

Inslee's proposal would require 100 percent clean electricity by 2035.

Inslee Launches National Climate Plan, Inspired by Recent Success in Washington State

But Beto O’Rourke beat him to the punch. The clean energy policy horse race has begun.

by Julian Spector

In many regards, batteries are safer to install than rooftop solar, the author says.

May 16, 2019 Grid Edge

10 Mistakes I’ve Made Selling and Installing Battery Storage Systems

14 by Barry Cinnamon

May 20, 2019 Solar

Questions About Tesla’s ‘Low-Cost Solar’ Announcement

5 by Max Aram

Siemens CEO Joe Kaeser is going big on e-mobility and storage.

May 8, 2019 Wind

Siemens to Spin Off Gas and Power Division, Merge It With Wind Turbine Supplier SGRE

13 by Karl-Erik Stromsta

05.13.19 Fossil Fuels

Gas Plant Rejection Brings the Energy Transition Home to Indiana

58 by Julian Spector

05.14.19 Solar

WoodMac: Solar Plants Cheaper Than Natural Gas ‘Just About Everywhere’ by 2023

50 by Karl-Erik Stromsta

05.10.19 Wind

Floating Offshore Wind Holds Promise for Vertical-Axis Turbines

44 by Jason Deign

05.03.19 Policy 8

Democrats seek to keep up with the greens.

Beto O’Rourke’s Climate Policy and How Green Democrats Need to Be

The latest episode of Political Climate looks at O’Rourke’s comprehensive climate plan and the pushback it received from progressive members of his own party.

by Julia Pyper

05.02.19 Solar 2

First Solar Slips to Q1 Loss but Sees ‘Tremendous Momentum’ in Global Solar Market

U.S. solar giant to restructure its engineering, procurement and construction business after struggling to contain costs in the first quarter of 2019.

by Emma Foehringer Merchant

05.02.19 Regulation & Policy 5

New York has abundant wind and hydro resources upstate, but is struggling to move off fossil fuels in the populous south.

New York’s Grid Operator Grapples With the Energy Transition

State grid operator NYISO’s Power Trends 2019 report highlights the challenge of integrating energy storage and DERs into wholesale markets, and of building a novel carbon-pricing program.

by Jeff St. John

05.02.19 Residential Solar 0

The residential solar financing market has become intensely competitive, with thin margins.

Spruce Finance Gets Second Act as Owner and Operator of Home Solar Assets

Having exited the residential solar loan and origination market last year, California-based Spruce has shifted to buying existing portfolios of projects.

by Emma Foehringer Merchant

05.02.19 Energy 8

U.K. emissions from electricity generation have fallen by 50 percent since 2013.

UK Government Committee Backs Net-Zero Climate Goal for 2050

The U.K.‘s Committee on Climate Change said the country should achieve net-zero carbon emissions by midcentury, but red tape is holding back renewables development.

by Jason Deign

05.02.19 Wind 5

New Mexico is a promising market for wind development but lacks transmission capacity.

New Mexico Utility PNM to Buy Renewable-Linked Transmission Project From Pattern

The Western Spirit transmission line would bring more than 800 megawatts of new wind energy westward to bigger markets like California, with a scheduled completion date in 2021.

by Karl-Erik Stromsta

China Poised to Dominate EV Battery Manufacturing

GTM Squared

China Poised to Dominate EV Battery Manufacturing

With 90 manufacturers and several gigafactories in the works, China is well positioned to cement its supremacy in electric vehicle battery production.

by Julia Pyper | May 2, 2019

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

Dissecting the Role of Community-Choice Aggregators in California’s Integrated Resource Plan

GTM Squared

Dissecting the Role of Community-Choice Aggregators in California’s Integrated Resource Plan

Community-choice aggregators, not utilities, will be responsible for most of the 12 GW of carbon-free generation California needs by 2030—a shift that’s opened a complex set of conflicts with the state’s utility regulator.

by Jeff St. John | May 2, 2019

05.01.19 Energy Storage 7

Arizona's long, hot days present challenges for renewables — and opportunities for energy storage.

APS Stands Behind Storage Expansion Plans in Wake of Battery Facility Fire

The investigation to determine the cause of an Arizona fire is still underway, but utility APS is not backing down from its ambitious plans for energy storage.

by Julian Spector

05.01.19 Research & Analysis 1

Several markets where the top five inverter vendors lost market share in 2018 were also the year’s highest growth markets.

Research Spotlight

The Top 5 Inverter Players Saw Their Combined Market Share Slip by 6% Last Year

The industry’s leading suppliers have commanded more of the market each year since 2013, but 2018 was different.

by Lindsay Cherry and Chloe Holden

05.01.19 Solar 23

After several years of positive signs for global emissions, the trend is again heading in the wrong direction.

Industry Perspective

The Solar Singularity: 2019 Update (Part 3)

Renewables, storage and electric vehicles are at the beginning of a decades-long boom. In the final installment of his series, author Tam Hunt asks whether it will be enough to save the planet.

by Tam Hunt

04.30.19 Solar 19

Newly Profitable Enphase ‘Turns a Corner’ as Expanding Product Suite Gains Ground

Enphase shares surged Wednesday after the once-troubled microinverter maker solidified its return to profitability despite fierce competition from archrival SolarEdge.

by Jeff St. John

04.30.19 Technology 4

PV prices have fallen sharply over the past year, but are expected to rise throughout 2019.

Longi and JinkoSolar Announce Big Monocrystalline Capacity Increases

Analysts say the PV industry will continue shifting to higher-efficiency monocrystalline products, and China’s Longi is not letting go of its first-mover advantage.

by Emma Foehringer Merchant

04.30.19 Regulation & Policy 14

Wyoming accounts for 40 percent of U.S. coal production, making the industry politically powerful.

PacifiCorp Proposes Replacing Wyoming Coal Plants With Renewables and Storage

For the first time, the Berkshire Hathaway-owned utility has outlined a plan that could save customers money by retiring coal plants early. But it faces a challenge in Wyoming’s new coal protection law.

by Jeff St. John

Upcoming Events

04.30.19 Grid Edge 47

There were 5 million EVs on the road worldwide at the beginning of the year.

Industry Perspective

The Solar Singularity: 2019 Update (Part 2)

The biggest question mark for the clean energy future is the pace of electric vehicle adoption, writes Tam Hunt.

by Tam Hunt

It’s Time for Hard Conversations on Storage Safety

GTM Squared

It’s Time for Hard Conversations on Storage Safety

The U.S. energy storage industry’s positive track record on safety has kept conversations on the topic out of the spotlight. That’s going to have to change.

by Julian Spector | April 30, 2019

04.30.19 Solar 8

Voluntary procurement by utilities and corporations is driving growth in the U.S. utility solar project pipeline.

Research Spotlight

How the US Solar Industry Will Weather the ITC Phasedown

Utility solar is competitive with new gas plants across the U.S., and will increasingly be the lowest-cost option in key states for wind energy, says Wood Mackenzie Power & Renewables.

by Mike Munsell

04.30.19 Solar 102

Tesla Embraces New Solar Strategy But Analysts Remain Skeptical

Can a solar roof with a very low down payment reverse Tesla’s deteriorating solar business? Some analysts are less than convinced.

by Eric Wesoff

04.30.19 Policy 5

What can the climate and clean energy movement learn from the original New Deal and World War II mobilization?

Origins of the Green New Deal and What Happens Next

Political Climate sits down with Green New Deal architects Rhiana Gunn-Wright, Demond Drummer and Zack Exley for an in-depth interview on the sweeping—and evolving—plan.

by Julia Pyper

04.29.19 Energy Storage 22

Gov. Andrew Cuomo has made energy storage a key pillar of his future energy strategy.

New York’s Energy Storage Incentive Could Spur Deployment of 1.8GWh

The Empire State has charted a path that would transform it into a top-tier global storage market by 2025.

by Julian Spector

04.29.19 Other Energy 2

Kathy Hannun talks to Emily Kirsch on the Watt It Takes podcast.

Watt It Takes: Why This Founder Dug Into Home Geothermal

Kathy Hannun talks about spinning out a ground-source geothermal heating and cooling startup.

by Stephen Lacey

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Floating Solar Excels Where Land Is Scarce, and That's a Lot of Places

SunPower Fleshes Out Future Vision as an Energy Services Company

Questions About Tesla's 'Low-Cost Solar' Announcement

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

How Facebook's Predictive Grid Map Can Identify African Off-Grid Market Opportunities

10 Mistakes I've Made Selling and Installing Battery Storage Systems

APS Stands Behind Storage Expansion Plans in Wake of Battery Facility Fire

New York's Energy Storage Incentive Could Spur Deployment of 1.8GWh

Southern California Edison Picks 195MW Battery Portfolio in Place of Puente Gas Plant

EDP and Engie Team Up to Conquer Offshore Wind

GE's Record-Breaking 12MW Offshore Wind Turbine Wins Backing of Swedish Utility Vattenfall

Wind Living in Solar's World: A Strategy for the US Wind Industry

Floating Solar Excels Where Land Is Scarce, and That's a Lot of Places

SunPower Fleshes Out Future Vision as an Energy Services Company

Questions About Tesla's 'Low-Cost Solar' Announcement

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

Beyond the PPA: A Company’s Guide to Renewable Energy Procurement

How Corporations Can Embrace Distributed Energy Like Never Before

2019 State of Demand-Side Energy Management in North America

Paradise Lost: Reimagining the California Dream With Community Microgrids

What the Renewed Debate Over Costs of Renewable Energy Policy Is Missing

Trends in Utility-Scale Solar: Tariff Anxieties Wane as ITC Planning Waxes

Inslee Launches National Climate Plan, Inspired by Recent Success in Washington State

10 Mistakes I’ve Made Selling and Installing Battery Storage Systems

Questions About Tesla’s ‘Low-Cost Solar’ Announcement

Siemens to Spin Off Gas and Power Division, Merge It With Wind Turbine Supplier SGRE

Gas Plant Rejection Brings the Energy Transition Home to Indiana

WoodMac: Solar Plants Cheaper Than Natural Gas ‘Just About Everywhere’ by 2023

Floating Offshore Wind Holds Promise for Vertical-Axis Turbines

Beto O’Rourke’s Climate Policy and How Green Democrats Need to Be

First Solar Slips to Q1 Loss but Sees ‘Tremendous Momentum’ in Global Solar Market

New York’s Grid Operator Grapples With the Energy Transition

Spruce Finance Gets Second Act as Owner and Operator of Home Solar Assets

UK Government Committee Backs Net-Zero Climate Goal for 2050

New Mexico Utility PNM to Buy Renewable-Linked Transmission Project From Pattern

China Poised to Dominate EV Battery Manufacturing

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

Dissecting the Role of Community-Choice Aggregators in California’s Integrated Resource Plan

APS Stands Behind Storage Expansion Plans in Wake of Battery Facility Fire

The Top 5 Inverter Players Saw Their Combined Market Share Slip by 6% Last Year

The Solar Singularity: 2019 Update (Part 3)

Newly Profitable Enphase ‘Turns a Corner’ as Expanding Product Suite Gains Ground

Longi and JinkoSolar Announce Big Monocrystalline Capacity Increases

PacifiCorp Proposes Replacing Wyoming Coal Plants With Renewables and Storage

The Solar Singularity: 2019 Update (Part 2)

It’s Time for Hard Conversations on Storage Safety

How the US Solar Industry Will Weather the ITC Phasedown

Tesla Embraces New Solar Strategy But Analysts Remain Skeptical

Origins of the Green New Deal and What Happens Next

New York’s Energy Storage Incentive Could Spur Deployment of 1.8GWh

Watt It Takes: Why This Founder Dug Into Home Geothermal