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The Rise of Performance-Based Regulation and Other Policy Developments

Connecticut cuts net metering; Washington, D.C. proposes a new DER authority; Colorado passes an energy storage bill; and more.

by Julia Pyper | May 11, 2018

Solar Software Summit 2018: Watch the Entire Event On-Demand

GTM Squared

Solar Software Summit 2018: Watch the Entire Event On-Demand

GTM Squared members get exclusive access to the industry’s leading event devoted to the solar software ecosystem.

by Nicholas Rinaldi | May 10, 2018

05.07.18 Manufacturing 0

Suniva's creditors will auction off its goods.

Suniva Is Being Carved Up and Sold for Parts

The company’s creditors have permission to auction its assets.

by Emma Foehringer Merchant

Polls: Nevadans Want Energy Choice, Americans Don’t Want Solar Tariffs

GTM Squared

Polls: Nevadans Want Energy Choice, Americans Don’t Want Solar Tariffs

Recent polls show strong support for renewable energy in the U.S.

by Julia Pyper | April 28, 2018

04.27.18 Policy 8

The Trump administration is looking to use a Cold War-era defense act to shore up coal and nuclear.

Energy in Trump’s America: Who’s Picking Winners and Losers Now?

In this episode of the Political Climate podcast, we debate picking favorites in the energy space, and whether or not the Climate Solutions Caucus is political greenwashing.

by Julia Pyper

04.26.18 Manufacturing 14

Tax reform played a role in First Solar's decision-making.

First Solar to Open a New US Manufacturing Plant

The 1.2-gigawatt factory will produce the company’s Series 6 thin-film PV modules, which are exempt from the solar tariffs plaguing competitors.

by Julia Pyper

04.20.18 Markets & Policy 38

New Bipartisan Legislation Would Repeal Trump’s Solar Tariffs

“I don’t know what good can possibly come as a consequence of stifling the growth of solar power.”

by Julia Pyper

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What Does 100 Gigawatts per Year of Solar Look Like?

GTM Squared

What Does 100 Gigawatts per Year of Solar Look Like?

As developed markets moderate growth, emerging markets “are just getting started.”

by Emma Foehringer Merchant | April 20, 2018

04.19.18 Manufacturing 1

Trump's tariffs are shifting the U.S. solar manufacturing landscape.

The Trumpian Politics Behind SunPower’s Planned Purchase of SolarWorld USA

On this week’s Energy Gang podcast: Trump wanted a win, so SunPower gave him a win.

by Stephen Lacey

04.18.18 Manufacturing 6

Purchasing SolarWorld will give SunPower a comprehensive product offering.

SunPower CEO: SolarWorld Acquisition ‘Aligns Us’ With the Trump Admin

SunPower makes a “bold bet” that investing in American manufacturing will free the company from painful tariffs.

by Julia Pyper

04.18.18 Manufacturing 8

SunPower is vying for SolarWorld's American assets.

SolarWorld Asked Trade Officials to Exclude SunPower From Tariffs. Now SunPower Is Buying SolarWorld

“There was obviously a huge conflict of interest when they wrote support for excluding SunPower’s technology but not others.”

by Stephen Lacey, Julia Pyper, Emma Foehringer Merchant

04.18.18 PV Modules 11

Technology and innovation drive the next generation of PV solutions.

Bifacial Plus Tracking Boosts Solar Energy Yield by 27 Percent

Recent testing shows bifacial PERC modules can significantly increase energy yields.

by GTM Creative Strategies

04.04.18 Wind Markets & Policy 11

Chinese-made wind products potentially subject to tariffs made up 25 percent of U.S. imports in 2017.

Trump Targets Chinese Wind, Battery and EV Imports, With Limited US Impact

Solar products were not included on the administration’s list of products that could be subject to new tariffs.

by Julia Pyper

04.04.18 Solar Finance & VC 3

After years of slow spending on early-stage cleantech startups, a new VC firm thinks it's time to jump in.

Congruent Ventures Wants to Prove That Early-Stage Cleantech VCs Can Make Money

The firm will only invest in young companies working on sustainability challenges.

by Julian Spector

03.30.18 Manufacturing 9

Jinko is the first major Chinese manufacturer to set up shop in America in the wake of Trump's tariffs.

JinkoSolar Confirms $50M Investment in US Factory to Make Tariff-Free Solar Panels

NextEra is the counterparty for up to 2.75 gigawatts of PV over four years. Will other foreign solar giants follow suit?

by Jeff St. John

03.29.18 Markets & Policy 8

The U.S. polysilicon industry still awaits a solution to trade issues.

Struggling US Polysilicon Producers Are a Forgotten Casualty in the Solar Trade War With China

Polysilicon production, once dominated by America, has been taken over by China. It’s a direct consequence of tariffs and failed negotiations.

by Emma Foehringer Merchant

How Tariffs Will Raise Balance-of-System Costs for Solar and Storage Projects

GTM Squared

How Tariffs Will Raise Balance-of-System Costs for Solar and Storage Projects

Sure, battery and module prices are on a downward trajectory. But what about the rest of the system?

by Emma Foehringer Merchant | March 21, 2018

03.21.18 Markets & Policy 3

The EU is one of several parties demanding compensation for new US solar safeguard measures.

US Rejects EU Solar Tariff Alternative at the WTO

Refusing the European Union’s request leaves the door open for retaliatory measures.

by Julia Pyper

03.20.18 Manufacturing 19

Without an exclusion, SunPower says it will have to follow through on planned layoffs.

SunPower: Tariff Exclusion Would Free Funds to Open New US Solar Manufacturing Facilities

Tom Werner said SunPower’s plan to establish new U.S. manufacturing plants—if granted a tariff exclusion—would create “hundreds” of jobs.

by Julia Pyper

03.08.18 Policy 12

The president said aggressive foreign trade practices are an

Trump’s Steel, Aluminum Tariffs Create ‘Another Headache’ for Renewables

Higher commodity prices could increase the levelized cost of energy for U.S. renewable power plants by potentially up to 5 percent.

by Julia Pyper

The live broadcast of Blockchain in Energy Forum 2018.

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Watch the Live Broadcast From Blockchain in Energy Forum 2018

Watch experts talk about bringing blockchain to the energy world. Become a GTM Squared member to get the live broadcast and video on demand!

by Nicholas Rinaldi | March 8, 2018

03.02.18 Utility-Scale Solar 10

First Solar is developing a road map to drastically increase its production capacity.

First Solar Speeds Ahead as Tariffs Hinder the Competition

Exempted from solar tariffs, the thin film manufacturer is focused on working through a multi-year backlog.

by Julian Spector

03.01.18 17

Tariffs are expected to cause solar racking system prices to spike.

Steel and Aluminum Tariffs Could Add 2 Cents per Watt to Utility-Scale Solar Projects

“That is a significant added cost, especially on top of the job-killing solar tariffs.”

by Julia Pyper

03.01.18 Solar-Plus-Storage 6

The company will add battery systems to its commercial solar offerings.

SunPower Turns to Energy Storage for Growth in Tough Times

The veteran manufacturer has gained some early traction in the commercial solar-plus-storage space.

by Julian Spector

02.28.18 Manufacturing 5

This shows creditors have confidence in the company, the CEO said.

SolarWorld Americas Receives $5 Million Loan

So is domestic manufacturing on the rebound after all?

by Julia Pyper

NextEra Looks to Add Batteries to Its Existing Solar Fleet

Portuguese Oil Firm Galp Becomes Major Solar Player With 2.9GW Deal

Capital Dynamics Buys 400MW Eland From 8minute, Continues US Solar Spree

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

Carmakers Ask Europe to Introduce Mandatory EV Charging Infrastructure Targets

Bernard McNamee, Trump-Appointed FERC Commissioner, Announces Resignation Plan

2019 Was the Year Everything Changed for Utilities and Energy Storage

California Finalizes Plan Shifting Key Energy Storage Incentive Toward Blackout Resilience

Trump Administration Lowers Import Tariffs on Chinese Batteries

EDPR and Engie Join Forces With Aim to Rank Among Top 5 Offshore Wind Developers

Inside New York's Push to Be 'Center of Gravity' for US Offshore Wind

Three-Quarters of New US Generating Capacity in 2020 Will Be Renewable, EIA Says

Behind the Buzzword: A Brief History of Energy ‘Resiliency’

10 Rooftop Solar and Storage Predictions for the Next Decade

3 Predictions for US Renewables and Storage Markets in 2025

How Utilities Can Boost Resiliency With Priority Communications Access

A New Chapter for the North American Wind Market

Outcome-Based Solutions for Distributed Energy Resource Management

Manufacturing

The Rise of Performance-Based Regulation and Other Policy Developments

Solar Software Summit 2018: Watch the Entire Event On-Demand

Suniva Is Being Carved Up and Sold for Parts

Polls: Nevadans Want Energy Choice, Americans Don’t Want Solar Tariffs

Next-Generation Energy Technologies Are Constrained by Outdated Markets. Here’s How to Fix Them

Energy in Trump’s America: Who’s Picking Winners and Losers Now?

First Solar to Open a New US Manufacturing Plant

New Bipartisan Legislation Would Repeal Trump’s Solar Tariffs

How to Solve America’s Transmission Woes, According to 4 Former FERC Chairs

Google and NV Energy Invent a New Genre: The Corporate Solar-Plus-Storage Deal

Once a Laggard, Utility Co-Op Tri-State Now Seeks to Become ‘Leader’ in Energy Transition

What Does 100 Gigawatts per Year of Solar Look Like?

The Trumpian Politics Behind SunPower’s Planned Purchase of SolarWorld USA

SunPower CEO: SolarWorld Acquisition ‘Aligns Us’ With the Trump Admin

SolarWorld Asked Trade Officials to Exclude SunPower From Tariffs. Now SunPower Is Buying SolarWorld

Bifacial Plus Tracking Boosts Solar Energy Yield by 27 Percent

Trump Targets Chinese Wind, Battery and EV Imports, With Limited US Impact

Congruent Ventures Wants to Prove That Early-Stage Cleantech VCs Can Make Money

JinkoSolar Confirms $50M Investment in US Factory to Make Tariff-Free Solar Panels

Struggling US Polysilicon Producers Are a Forgotten Casualty in the Solar Trade War With China

How Tariffs Will Raise Balance-of-System Costs for Solar and Storage Projects

US Rejects EU Solar Tariff Alternative at the WTO

SunPower: Tariff Exclusion Would Free Funds to Open New US Solar Manufacturing Facilities

Trump’s Steel, Aluminum Tariffs Create ‘Another Headache’ for Renewables

Watch the Live Broadcast From Blockchain in Energy Forum 2018

First Solar Speeds Ahead as Tariffs Hinder the Competition

Steel and Aluminum Tariffs Could Add 2 Cents per Watt to Utility-Scale Solar Projects

SunPower Turns to Energy Storage for Growth in Tough Times

SolarWorld Americas Receives $5 Million Loan