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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
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  • Oct 14, 2020
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Prelim report investigating California's controlled load shed ID's multiple factors; September EV sales in Germany & Norway encouraging; 

1) CA report IDs causes of load sheds, including: most heat in 35 years; LDCs under-forecasting; gen plant forced outages; lower than anticipated imports; and some poor planning;

2) Germany sold 21,000 EVs in Sept, - 15% mkt share, and Norway sold 9,500 - 61.5% mkt share;

3) Vestas increased its EnVentus onshore wind platform from 5.6 MW to 6 MW w/ 3% more energy output;

4) Generac buying Enbala Power Networks, jumping into Virtual Power Plant game;

5) Pres. Trump to increase panel import tariffs from 15% to 18% in 2021. P. Navarro recently touted the success of program on $8.5 billion worth of imports to date. Over $2 bn has been paid by Americans to increase price of panels, resulting in a decline in the amount of solar projects, which would have created far more jobs;

6) A new study suggests large-scale solar proj's underperforming by about 6.3% relative to forecasts.

 

 

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Matt Chester's picture
Matt Chester on Oct 14, 2020

Pres. Trump to increase panel import tariffs from 15% to 18% in 2021. P. Navarro recently touted the success of program on $8.5 billion worth of imports to date. Over $2 bn has been paid by Americans to increase price of panels, resulting in a decline in the amount of solar projects, which would have created far more jobs;

If there's a change in administration come January, how quickly might those tariffs be reversed? 

Peter Kelly-Detwiler's picture
Peter Kelly-Detwiler on Oct 21, 2020

Very quickly - it will definitely be on the Biden Adminstration's radar screen, as it would create a relativley quick pop in employment while advancing the carbon managmeent agenda.

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