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CleanTechnica•about 19 hours 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•2 days 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•3 days 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•3 days 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•3 days 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•3 days 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•4 days 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•4 days 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•4 days 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•6 days 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•7 days 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•8 days 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•8 days 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•14 days 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•14 days 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•16 days 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•16 days 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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