Grid Edge

Solar 5
Job losses and the availability of tax equity are among the industry's near-term concerns.
Industry Perspective

Renewable Energy Remains One of America’s Most Attractive Investment Options

Investors who know the renewables market best believe its brightest days are still to come, writes Gregory Wetstone.

by Gregory Wetstone
Energy Storage 4
What Sparked the Arizona Battery Fire? LG Chem Has a Different Version

What Sparked the Arizona Battery Fire? LG Chem Has a Different Version

The battery maker disagrees with the conclusion that a defective cell triggered a chain reaction. GTM digs into the dispute.

by Julian Spector
Grid Optimization 22
What Really Caused California’s Blackouts?

What Really Caused California’s Blackouts?

This week on The Energy Gang podcast, a deep dive into the grid-management dynamics that caused California’s grid problems.

by Stephen Lacey
Solar 4
First Solar's 141MW Luz del Norte plant in Chile is tapping a new revenue stream: grid services.

First Solar Is Being Paid to Help Balance Chile’s Electric Grid — With a Solar Plant

Intermittent renewable plants can offer grid services, too. But will this model make sense in other, less peculiar markets?

by Jeff St. John
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Solar 9
The Solar Singularity: 2020 Update (Part 1)
Industry Perspective

The Solar Singularity: 2020 Update (Part 1)

Will the COVID-19 pandemic slow the energy transition? Author Tam Hunt takes a look in this year’s update to his annual Solar Singularity series.

by Tam Hunt
Grid Edge 16
In addition to demand response, power plants that have remained online have made CAISO's job easier this week.

Consumers Are Playing a Big Role in Keeping the Lights On in California This Week

After the first rolling blackouts in 20 years, California’s utilities asked customers to curb their power consumption. Many said yes.

by Jeff St. John
Grid Edge 1
Solar-centric microgrid venture aims to deliver megatons' worth of carbon reduction in North America.

Schneider Electric and Huck Capital Launch ‘Energy-as-a-Service’ Microgrids for the Mass Market

A new company, GreenStruxure, will pitch no-money-down solar, storage and backup power for small and medium-size C&I customers.

by Jeff St. John
Energy Storage 3
By the time the results of the fire investigation were released last month, many industry changes were already underway. (Image: APS)

How the Energy Storage Industry Responded to the Arizona Battery Fire

Arizona Public Service’s battery fire could have slowed the U.S. storage market. That hasn’t happened.

by Julian Spector
Grid Edge 226
California may see rolling blackouts for weeks to come, grid operator CAISO warns.

California’s Shift From Natural Gas to Solar Is Playing a Role in Rolling Blackouts

California’s grid operator warns that the state has become overly reliant on power imports: “The rest of the West is hot too.”

by Jeff St. John
Power grids of the future may consist largely of the same wires and transformers they've used for the past century. But they will be operated in a completely different way.
SquaredGTM Squared

5 Grid Edge Mega Trends in 2020

This special 25-page report examines five mega-trends driving the energy transformation at the grid edge, how these trends are being realized today and how much further they have to go.

by Jeff St. John |
Energy Storage 56
Old power plants in California have shut down, but new sources of firm carbon-free capacity have yet to arrive at scale.

Western Heat Wave Tests California’s Clean Grid Transition

The intense weather catches California’s electricity system in a transformation from old power sources to new.

by Julian Spector
Grid Edge 10
The Economic Case for Electrifying Everything

The Economic Case for Electrifying Everything

This week on The Energy Gang, we discuss how electrification could yield millions of jobs, plus BP’s big pivot and PSEG’s big outage flop.

by Stephen Lacey
Grid Edge 34
The Current System of Electric Billing No Longer Makes Sense
Industry Perspective

The Current System of Electric Billing No Longer Makes Sense

Here are some suggestions for fixing it.

by Dan Seif
Energy 1
The ‘Climatetech’ Hype Cycle: Buy, Sell or Hold?

The ‘Climatetech’ Hype Cycle: Buy, Sell or Hold?

This week on The Interchange podcast, we wager on six different industries at different levels of hype.

by Stephen Lacey
Grid Edge 6

Utilities at an ‘Inflection Point’: Portland General Electric CEO

PGE’s Maria Pope talks to GTM about COVID-19, net-zero targets and the evolution of the U.S. utility model.

by Karl-Erik Stromsta
Rising Stars Are Shaking Up the Residential Storage Market
SquaredGTM Squared

Rising Stars Are Shaking Up the Residential Storage Market

But there’s still no consensus on how companies report progress in the sector.

by Julian Spector |
Grid Edge 19
Many trucks are parked for more than six hours a day, which means they could rely on Level 2 chargers.
Research Spotlight

WoodMac: 54,000 Electric Trucks on US Roads by 2025

That’s a 27-fold increase over today’s fleet, and the expansion of charging infrastructure will be nearly as dramatic.

by Kelly McCoy
Energy Storage 15
Generac, the Backup Generator Giant, Launches Souped-Up Home Solar-Storage System

Generac, the Backup Generator Giant, Launches Souped-Up Home Solar-Storage System

Compared to home battery rivals Tesla and Sunrun, Generac is focused on offering extra oomph for customers concerned about reliability.

by Jeff St. John
Energy 10
BP has promised to stop exploring for oil in new countries and rapidly ramp up its low-carbon investments.
Industry Perspective

2030 Is the New 2050: The Oil Industry Begins to Unwind

BP’s plan to reduce oil production is seismic because of what it says about the decade past and the decade to come, the authors write.

by Tom Steyer and Bill McKibben
Grid Edge 39
Why Doesn’t Load Flexibility Have the Same Incentives as Energy Storage?
Industry Perspective

Why Doesn’t Load Flexibility Have the Same Incentives as Energy Storage?

Load flexibility can deliver the same value as behind-the-metter batteries at a much lower cost, the author writes.

by John Powers
Policy 10
Seba believes technology disruptions in the next 10 years will have a profound impact on human civlization.

How Distributed Energy Could Help Usher In a New ‘Age of Freedom’

On this week’s Political Climate, we speak to futurist and entrepreneur Tony Seba about the emergence of a new world order based on decentralization and why the 2020s will be “the most disruptive decade in history.”

by Julia Pyper
Energy 2
The Boston Common in wintertime. Utility Eversource is studying geothermal technologies for low-carbon heating.

Massachusetts Pilot Project Offers Gas Utilities a Possible Path to Survival

Utility Eversource is partnering on Boston-area district geothermal pilots as the state contemplates a gas-free future for buildings.

by Justin Gerdes
Grid Edge 1
ChargePoint, whose backers include Chevron, operates the world's largest network of EV chargers.

ChargePoint Raises Another $127M as EV Charging Wars Heat Up

Latest round brings ChargePoint’s total funding to $660 million, as it competes with deep-pocketed rivals such as BP Chargemaster and Shell’s Greenlots.

by Jeff St. John
Energy Storage 8
A 300 kW/1,200 kWh installation in New Jersey is one of the early projects Eos uses to show market traction. (Photo: Eos)

Zinc Battery Startup Eos Kept Afloat in a Lithium-Ion World. Is It Ready for the Public Markets?

Even with deeper pockets, New Jersey-based Eos faces a tough battle against today’s dominant battery technology.

by Julian Spector
Energy 28
Germany's Uniper plans to convert some of its gas storage and generation facilities to hydrogen. (Credit: Uniper)

Who Will Own the Hydrogen Future: Oil Companies or Utilities?

Utilities NextEra, Iberdrola and Uniper have all launched recent forays into green hydrogen, challenging a sector dominated by oil companies.

by John Parnell