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CleanTechnica•about 2 months ago

Epsilon Advanced Materials Anticipates EV Batteries For 1 Million US-Made EVs Per Year … Are They Nuts?

•Epsilon Advanced Materials, an Indian firm, plans to supply graphite anode material for 1 million US-made electric vehicles annually by 2030.
•This commitment indicates a significant ramp-up in domestic EV battery component supply, supporting US manufacturing targets and potentially lowering battery costs.
•The increased availability of critical EV battery materials is expected to accelerate EV adoption, leading to substantial growth in electricity demand for charging infrastructure and related industrial loads.

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Energy Storage News•about 2 months ago

Plus Power secures US$160 million for New England BESS projects

•Plus Power secured US$160 million in tax equity from Morgan Stanley for two battery energy storage system (BESS) projects.
•The projects are located in Massachusetts and Maine, indicating active BESS development in the New England region.
•This successful financing highlights the growing attractiveness and bankability of BESS investments, likely leveraging IRA tax credits.

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CleanTechnica•about 2 months ago

Long-Term Sales Trends from 7 Top Selling Electric Vehicles in USA — CHARTS

•The article details long-term sales trends for top-selling electric vehicles in the USA, indicating sustained growth in EV adoption.
•This consistent growth in EV sales signals a significant and expanding long-term electricity demand driver for the grid.
•For developers and IPPs, this trend points to increasing opportunities for new generation capacity (especially renewables and storage) and associated transmission infrastructure investments.

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CleanTechnica•about 2 months ago

Tesla Dropped to 41% of US EV Sales in Q3 — Who Rose?

•Tesla's market share in US EV sales dropped to 41% in Q3, indicating a maturing and diversifying EV market with other automakers gaining significant traction.
•The sustained growth and diversification of EV sales signal a continuous and increasing demand for electricity, impacting long-term load forecasting and grid infrastructure planning for developers and large power consumers.
•Increased competition among EV manufacturers will likely accelerate fleet electrification initiatives for large commercial and industrial consumers, driving demand for widespread and reliable charging infrastructure and associated power supply.

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Energy Storage News•about 2 months ago

Xcel Energy plans 600MW ‘US Midwest’s largest BESS project’ in Minnesota

•Xcel Energy plans to develop a 600MW battery energy storage system (BESS) at the Sherco Energy Hub in central Minnesota, making it the largest BESS project in the US Midwest.
•This significant utility-scale storage deployment will enhance grid reliability and flexibility within the MISO region, potentially stabilizing energy prices and reducing peak demand charges for large power consumers.
•The project signals a strong market commitment to large-scale BESS, creating substantial opportunities for developers in co-located renewable + storage projects, BESS component supply, and related services, while also highlighting the need for robust interconnection and transmission planning.

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CleanTechnica•about 2 months ago

Tesla To Buy $2 Billion In LFP Batteries From Samsung SDI, GM Project Slowed

•Tesla has committed to a $2 billion purchase of LFP batteries from Samsung SDI, indicating strong demand for this battery chemistry in the EV and potentially grid storage sectors.
•Samsung SDI's plans for a US battery manufacturing facility are facing significant delays due to ongoing trade and tariff uncertainties in Washington.
•A GM project, likely related to battery supply or EV manufacturing, has been slowed, underscoring broader supply chain and policy-related challenges in the battery industry.

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CleanTechnica•about 2 months ago

Another Clean Community Solar Power Plant Replaces A Derelict Brownfield…What’s Not To Like?

•The US solar industry is actively transforming derelict brownfield sites into new community solar power plants.
•This trend repurposes contaminated land into valuable assets, providing local clean energy generation.
•The economic viability of developing solar on brownfields is likely supported by existing policy incentives, such as those under the IRA.

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Utility Dive•about 2 months ago

IRA was hobbled by slow deployment, Biden staffers say in new report

•A new report from Biden staffers indicates that the Inflation Reduction Act (IRA) experienced slower-than-anticipated clean energy deployment due to various hurdles.
•The report identifies specific policy and regulatory obstacles that hindered project development and investment certainty for developers and IPPs under the IRA.
•It proposes actionable strategies for a future administration to accelerate clean energy deployment, suggesting potential reforms to overcome identified bottlenecks.

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Energy Storage News•about 2 months ago

Samsung SDI ramps ESS battery manufacturing in US to 30GWh, Tesla deal talks reported

•Samsung SDI is significantly expanding its US energy storage battery manufacturing capacity to 30GWh by the end of 2026.
•This ramp-up reflects a strategic pivot towards ESS due to sluggish EV demand, suggesting increased domestic supply and potential for more competitive pricing for grid-scale and behind-the-meter storage projects.
•Reported deal talks with Tesla for battery supply highlight strong market demand for large-scale ESS solutions and potential for major partnerships to secure supply.

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Utility Dive•about 2 months ago

Trade, policy ‘headwinds’ push First Solar to boost US production

•First Solar is significantly expanding its US manufacturing footprint, adding 3.7 GW of annual finishing capacity by December 2026.
•This expansion is a direct response to trade and policy 'headwinds,' likely including incentives from the Inflation Reduction Act (IRA) and tariffs on imported modules.
•Increased domestic solar module production offers developers and large power consumers a more secure and resilient supply chain, potentially mitigating price volatility and geopolitical risks.

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POWER Magazine•about 2 months ago

Uncertainty Gives Way to Urgency: Latest Treasury Guidance Signals the Time is Now to Get Solar Projects Underway

•The 'One Big Beautiful Bill Act (OBBBA)' initially created significant regulatory uncertainty for renewable energy developers.
•Recent August guidance from the Treasury Department has clarified regulatory concerns, transforming market sentiment from uncertainty to urgency for solar projects.
•The guidance signals that now is a critical time for developers and decision-makers to accelerate their solar initiatives.

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CleanTechnica•about 2 months ago

Loss of EV Tax Credit Hit Hyundai & Kia Hard in October

•The expiration of the $7,500 US EV tax credit led to a significant drop in October EV sales for Hyundai and Kia, following a rush to purchase in Q3.
•This demonstrates strong consumer price sensitivity to EV incentives, directly impacting the pace of transportation electrification.
•Policy changes, such as the availability or disappearance of tax credits, can cause substantial volatility in EV adoption rates.

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CleanTechnica•about 2 months ago

First Solar Expands CdTe Solar Cell Manufacturing Footprint In US

•First Solar is constructing a new 3.7 GW CdTe solar cell manufacturing facility in the US.
•This expansion significantly boosts domestic thin-film solar module supply, enhancing supply chain security and reducing reliance on foreign imports for US projects.
•Increased availability of US-made CdTe modules supports projects aiming for domestic content bonuses under the Inflation Reduction Act (IRA) and can contribute to more stable module pricing.

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Utility Dive•about 2 months ago

Xcel Energy rolls out $60 billion capital spending plan

•Xcel Energy plans a massive $60 billion capital expenditure, including 7.5 GW of renewables, 3 GW of gas generation, and 1.9 GW of energy storage, signaling significant market opportunities for developers and equipment providers.
•The plan includes 1,500 miles of high-voltage transmission and $5 billion for wildfire mitigation, addressing critical grid modernization, reliability, and interconnection challenges across Xcel's service territories.
•This substantial investment indicates a strong utility commitment to decarbonization and grid resilience, driving demand for new generation, storage, and transmission projects, and offering new PPA opportunities for large power consumers.

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Utility Dive•about 2 months ago

US has onshored full solar supply chain: SEIA

•The U.S. now possesses a complete domestic solar supply chain, from silicon ingots and wafers (with Corning's Michigan factory) to finished modules.
•This onshoring reduces reliance on foreign imports, potentially stabilizing solar component costs and improving supply chain predictability for developers and large power consumers.
•The development strengthens eligibility for domestic content incentives under the IRA, enhancing project economics and reducing risk for IPPs and large energy users seeking renewable power.

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CleanTechnica•about 2 months ago

New Online Cost Calculator Aims To Rebuild EV Sales In The US

•An online cost calculator is being launched to boost US EV sales following the expiration of federal tax credits.
•The initiative aims to counter a downturn in the EV market, indicating a need for new strategies to drive consumer adoption.
•Successful promotion of EVs could indirectly increase future demand for charging infrastructure and grid capacity, impacting planning for developers and large power consumers.

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Energy Storage News•2 months ago

US battery materials and BESS firm Redwood raises US$350 million Series E

•Redwood Materials secured US$350 million in Series E funding to significantly scale its critical battery materials and energy storage businesses.
•This investment signals a strengthening domestic supply chain for battery components, potentially leading to increased availability and more competitive pricing for BESS projects.
•The expansion of battery materials and energy storage operations supports accelerated deployment of BESS, offering enhanced grid flexibility, resilience, and new opportunities for developers and large power consumers.

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Energy Storage News•2 months ago

South Korean government investment in US BESS developer ‘reflects shared commitment to reliable, affordable power’

•US BESS developer Peregrine Energy Solutions secured US$130 million in investment, notably including capital from the South Korean Ministry of Environment.
•This significant international funding signals strong confidence in the growth and profitability of the US battery energy storage market for developers.
•Increased capital for BESS developers will likely accelerate the deployment of storage projects, enhancing grid reliability and potentially stabilizing energy prices for large power consumers.

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Energy Storage News•2 months ago

US battery storage financing ‘has become more challenging’

•US battery energy storage system (BESS) project financing has become more challenging, according to industry experts.
•This trend likely translates to higher capital costs and increased risk for BESS projects, potentially impacting project viability and PPA pricing for developers.
•Large power consumers seeking BESS solutions or stable PPA rates may face longer development timelines and less favorable terms due to financing hurdles.

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Energy Storage News•2 months ago

‘Developers don’t want geopolitical risks’: Fluence talks up US domestic content strategy

•Fluence, a major energy storage OEM, is emphasizing a US domestic content strategy to help developers mitigate geopolitical supply chain risks.
•This strategy aims to provide greater supply chain stability and potentially cost predictability for energy storage projects, driven by developer demand and policy incentives.
•Developers and IPPs are increasingly prioritizing domestic sourcing to de-risk projects, meet policy requirements (e.g., IRA), and secure financing advantages.

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