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California identifies key development zones in its latest grid plan that will intensify competition and help whittle out speculative projects, market experts said.
Industry Insight
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Ammonia may help solve hydrogen's transport, storage problem
Nov 30, 2022
Hydrogen faces challenges as a fuel but conversion to ammonia, which is easier to move and store, may form part of the solution.
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Spain's bulging solar pipeline heaps pressure on permitting
Nov 23, 2022
Spain's solar market is thriving on surging demand from corporate power buyers but developers need faster permitting and a clearer market outlook to reduce delays and fulfil renewable energy goals.
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EU wind targets under threat from volatile costs
Nov 16, 2022
Europe's power authorities must index wind contracts to rising component costs and speed up permitting to limit the impact on wind farm construction, industry officials said.
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U.S. wind outlook lifted by tax breaks for long duration storage
Nov 16, 2022
Tax incentives for long duration energy storage in the U.S. Inflation Reduction Act speed up wind build potential and aid developers in choppy wind regions and congested grids.
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EU solar suppliers call for help as U.S. piles on domestic aid
Nov 9, 2022
European manufacturers are calling for more help to scale up production and manage soaring energy costs, viewing U.S. support measures with envy.
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U.S. wind-storage set to surge after tax credits unlock income
Nov 2, 2022
New tax credits will spur wind plus storage projects in high wind penetration markets and congested networks as developers seek to hike revenues and optimise grid capacity, experts said.
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U.S. must spend on ports, work with Europe to launch floating wind
Nov 2, 2022
The U.S. will need to invest in East and West Coast ports and manufacturing and cooperate with Europe to achieve its floating wind cost targets, industry experts said.
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Hydrogen as a backup for renewables remains a distant proposition
Nov 2, 2022
Hydrogen fueled power plants could function as a back up to intermittent renewables, but it will take time, a coordinated effort, and money to research and build the necessary infrastructure.
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Hydrogen heating plans receive lukewarm reception
Nov 2, 2022
Plans to use hydrogen as a domestic heating fuel face skepticism but proponents say hydrogen boilers can complement other low-emission solutions.
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U.S. solar tax credits hike factory activity but supply lines limit growth
Oct 26, 2022
The U.S. Inflation Reduction Act boosts the business case for new solar factories but builders are awaiting clarity on domestic content thresholds and wafer and cell lines will need work, company directors said.
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U.S. tax credits set to spur bigger wind farms, new siting strategies
Oct 19, 2022
New tax incentives will reward larger turbines and more projects near disadvantaged communities but the pace of permitting and manufacturing growth will be key, industry experts said.
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U.S. must mass-produce floating wind, curb sea risks to hit targets
Oct 19, 2022
The Biden administration's ambitious floating wind cost target of $45/MWh will require high volume manufacturing, infrastructure funding and inventive sea maintenance, industry experts said.
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U.S. storage tax credit opens up new markets for developers
Oct 12, 2022
Tax credits in the U.S. Inflation Reduction Act will accelerate storage installations near urban areas and offer greater revenue potential for projects coupled with solar, industry experts said.
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EU caps wind revenues above costs but national limits could bite
Oct 5, 2022
European Union limits on renewable energy revenues will trim excess profits in Germany and on unhedged assets and national limits could disrupt investment plans, experts warn.
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EU demand cut brings further risks to wind, solar profits
Oct 5, 2022
Eclipsed by EU limits on power revenues, demand reduction mandates may have a greater impact on wind and solar operators exposed to lower prices.