Oil Driving Renewables? This isn’t the first headline hyping the shift to renewables and it certainly feels good but let’s remember that the solar that’s being built today was thought of years ago. The key question is whether this is a step change moment to make renewables, namely solar and storage, more profitable. The gas commodities haven’t moved like oil, in fact they’re as low as ever and based on last week’s headlines could be going lower. So the view is that solar and storage is faster and cheaper but perception remains that gas is more reliable.Â
NERC Alert. If you’re not in tune with NERC Alerts, get smart of them. And now you know where the money is flowing, because large load losses can cause quite the issue in the grid that relies on stability like humans do on gravity and tension.Â
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- New York Times: The Global Oil Crisis Seems to Be Helping One Industry – Renewable Energy
- Bloomberg: Biggest US Grid Must Redesign to Cope With AI Boom, CEO Says
- UTility Dive: AEP eyes exit from PJM, SPP over slow generation interconnection
- Renewable Energy World: NERC issues Level 3 Alert to address ‘immediate risks’ data center loads pose to the grid
- Solar Builder: Shoals opens battery manufacturing mega facility in northern Tennessee
- Reuters: Microsoft may shelve 2030 clean energy target as AI lifts power use, Bloomberg News reports
- PV-Tech: Corporate solar financing more than doubles to US$11.1 billion in Q1 2026
- PV-Magazine: U.S. inverter market faces policy, supply headwinds despite safe harbor pipeline
- Energy Storage News: Fortescue’s chairman says AI and battery storage ‘healed’ Australian mining grid in nanoseconds
Opinion
Best, Yann
The post This is your SolarWakeup for May 7th appeared first on SolarWakeup.com.
