This special interest group is for professionals to connect and discuss all types of carbon-free power alternatives, including nuclear, renewable, tidal and more.

Peter Kelly-Detwiler's picture
Principal, NorthBridge Energy Partners, LLC

Peter Kelly-Detwiler has nearly 30 years of experience in the area of electric energy, retail power, and distributed energy assets. Mr. Kelly-Detwiler provides strategic expertise in the areas of...

  • Member since 2015
  • 120 items added with 40,208 views
  • Dec 6, 2022
  • 225 views

1)    US Department of Commerce finds a number of Chinese solar manufacturers circumventing tariffs by assembling equipment in Cambodia, Malaysia, Thailand, and Vietnam. Some large Chinese manufacturers unaffected. Final determination next May. 
2)    EU expresses concern over US domestic content policy for batteries and EVs, and issue discussed during Biden-Macron summit. Biden reassures, "tweaks” can be made.  
3)    With $4.7 bn in IRA resources for plugging abandoned hydrocarbon wells, states identify 120,000 locations.
4)    PJM to apply "first ready first serve" review process to interconnection queue, aggregating proposals and assigning related system upgrade costs to clusters per FERC-approved plan. New projects must wait to early 2026. 
5)    CAISO projects $1.2 benefit from EIM Day-Ahead market, w/ final market proposal by early Dec, decisions by all participants by February, and beginning of voluntary market operations by 2024. 
6)    E-trucks are here: Tesla Semi tractor trailer truck delivered to PepsiCo. Renault deliveres e-truck to Coke, and Daimler Freightliner eCascadias delivered to Penske Truck Leasing and Cisco. 
7)    Hyundai Motor and LG Energy Solution look at jointly building two battery plants in Georgia, at 35 GWh each.
8)    Vietnamese automaker VinFast ships 1st batch of VF8 electric SUVs to US, w/deliveries due end of year. 
9)    China Three Gorges Corporation and Goldwind Technology roll out 16 MW offshore wind turbine - the largest in the world - but competitor CCS Haizhuang is set to unveil 18 MW turbine by mid-month.

Discussions
Matt Chester's picture
Matt Chester on Dec 6, 2022

US Department of Commerce finds a number of Chinese solar manufacturers circumventing tariffs by assembling equipment in Cambodia, Malaysia, Thailand, and Vietnam. Some large Chinese manufacturers unaffected. Final determination next May. 

While the IRA is looking to ramp up U.S. production to make up for slowed down Chinese imports, those manufacturing facilities will be some time away and we have to be careful not to let the naer-term solar installations in the U.S. slow down. This is a trick scenario that definitely necessitates some nuance. 

Peter Kelly-Detwiler's picture
Peter Kelly-Detwiler on Dec 7, 2022

True - and it takes some significant time to truly build out an efficient supply chain.  The good news is that some of the larger Chinese solar suppliers were not found to be involved and their supply will still likely flow (though perhaps at a premium).

Get Published - Build a Following

The Energy Central Power Industry Network is based on one core idea - power industry professionals helping each other and advancing the industry by sharing and learning from each other.

If you have an experience or insight to share or have learned something from a conference or seminar, your peers and colleagues on Energy Central want to hear about it. It's also easy to share a link to an article you've liked or an industry resource that you think would be helpful.

                 Learn more about posting on Energy Central »