Interview with SEIA’s Abby Hopper. Tomorrow I host a Q&A with SEIA’s CEO Abby Hopper. You can participate by submitting your questions, the interview will be recorded and published here on Thursday. The time for politics is now and we all have to be on the same page with our talking points.
The Right Messaging. This is the line that the Biden administration should use. We’re not proposing radical solutions, in fact BP is right along with us. Of course the hope is to go much farther but the market has already decided that coal has transitioned to gas and gas is being dumped by industry. The same way that Trump couldn’t save coal, Biden can only accelerate what is already happening. And if he can make everyone believe that oil companies are on board, let’s go!
Holy MISO. The buzz around the SolarWakeup trading desk was that the interconnection queue for MISO is growing and 57GW is now the total active pipeline. Much like the studies announced in the Southwest Power Pool, where transmission studies just announced an $8.5billion price tag for infrastructure upgrades for the interconnection of 14GW of renewables. In reality we likely need as much of the 57GW as we can build and DC should think about how to leverage infrastructure week to make the smart grid work.
Would Disclosures Work? The UN Climate Envoy is backing a plan to make shareholders participate, review and/or vote on corporate climate plans during annual shareholder meetings. In an open market you would think that this is unnecessary as we’ve seen fund managers and investors argue for corporate ESG. If they are not content with the corporate goals and disclosures will they sell their investments? The envoy is arguing that regulated disclosure is required to ensure compliance with stated goals since they are filing to their truth not just opining on hopes on a call.
How To Charge It Up. GM announced hiring of 3,000 new employees to accelerate their EV rollout. We’ve already covered VW, Daimler and others doing similar things in order to catch up with Tesla. California set the benchmark of 100% new cars as EVs by 2035 already but didn’t talk at all about how to charge this additional load given it’s all going to charge in a distributed network. This could be Biden’s secret plan to supercharge solar, in a way to electrify the automotive sector of the coming decade.
I’m Excited. The most exciting part of the new administration for me is how many of you will be working in it. While we may not have enough grey hair in our readership to make one of your the climate czar (maybe) but we have all the intelligence and experience to staff up the climate office, office of legislative affairs and agencies around DC to make sure that solar, storage and DERs are well represented.
- Barron’s: Biden’s Energy Plan Is Only as Ambitious as BP’s
- PV-Magazine: In major shift, the MISO territory has 57 GW worth of big solar projects in its interconnection queue
- Reuters: U.N. envoy Carney backs annual investor votes on company climate plans
- Axios: GM adding 3,000 tech jobs to accelerate electric vehicle push
- Greentech Media: A Rundown of the Down-Ballot Results With Clean Energy Implications
- Utility Dive: ‘The days of FERC being referred to as an obscure agency are over’ – Chatterjee reflects on chairmanship
- GreenBiz: Linking S with E in the renewable energy sector
- CleanTechnica: How Will VP Harris Influence Climate Policy At The White House?
Opinion
Best, Yann
The post This is your SolarWakeup for November 10th, 2020 appeared first on SolarWakeup.com.
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