LG – A Global Solar Manufacturer Exits the Business
LG has been a leading brand of solar modules in the US, and less so, world-wide for over a decade now. I noticed them enter the market in 2010, along with so many new entrants that year at the Solar Power International in Los Angeles. When I saw that LG, Samsung, and Hyundai among others were making a big splash at that trade show, it was a clue that the market would be dramatically changing and growing. Through the first half of that decade we not only saw continued geometric growth of the industry, but jaw-dropping price decreases. Those price decreases helped fuel industry growth, but also herlded the failure of many good American companies that could not cut costs and survive (RIP Evergreen, UniSolar, Stirling Energy, NanoSolar, Solyndra, Day4, SpectraWatt, etc.) At that time, we had just begun our relationship with Sunpower, based in San Jose, CA, which had been in the solar industry since 1985, and has been consistently recognized as the highest efficiancy and quality.
I was surprised to see LG walk away from the solar sector since they have such a good reputation, a good product, significant market share, and some of the greatest electronics manufacturing expertise on the planet. If they can’t make good profit with all those advantages going for them, what does that say about the industry as a whole? The low cost of multiple giant Asian solar manufacturers, the difficulties produced by Chinese dumping (substantiated by the FTC, and a basis for tariffs), and the consumer expectation that solar will continue to decrease in price, have combined to create difficult market conditions for manufacturers.
The official announcement from LG cites supply chain issues, and increasing materials and logistics costs. https://www.solarpowerworldonline.com/2022/03/lgs-advice-to-u-s-installers-as-it-exits-solar-panel-manufacturing/
As recently as last year, LG was forecasting growth and continuing to commit to the sector. https://www.lg.com/global/business/solar-blog/solar-market-trend
Sunpower has been able to weather the difficulties present in this market through growth, cost-cutting, price decreases, outside investment, and various restructuring over the years. Sunpower is not the least expensive product on the market, far from it. We feel that going with the highest quality company, with a track record of reliability and consistency, is the best way to make this solar investment for your home.
PNNL in Washington Running Large Smart Grid Simulation
The Pacific Northwest National Lab in Richland is running a Smart Grid simulation and implementiing it on their campus and also in Spokane’s Eco District in conjunction with Avista, the electrical utility there.
In general, the ability to coordinate between the consumer’s needs and ability to provide power with distributed generation and storage, and the utilities needs and costs on the variable wholesale power market, will make the grid more efficient, cleaner, and less expensive for everyone. The study is linked below, and we view this progress as key to allowing individuals to maximize their economic returns from installing solar while having the greatest possible reduction of carbon emissions and other pollution.
PNNL Researchers are estimating consumer savings nationally as $50 Billion per year, and reducing energy output equivalent to 180 coal fired power plants. What a gross disgusting waste and what a tremendous opportunity for improvement – let’s do it!
We are hopeful for progress along these lines, especially in conjunction with Electric Vehicles. In the meanwhile, the best thing you can do is to install a grid-tied pv system on your home or business today. That will save you money now, and give your home the foundation to take best advantage of whatever energy policies are coming our way.
https://www.pnnl.gov/news-media/how-smart-electric-grid-will-power-our-future
More Oil On Our Hands
New Orleans Shows Need for Distributed Renewable Energy and Storage
There Is No Moderate Response to Climate Change
David Roberts recently wrote that we will either make radical changes to shape our future, or radical changes beyond our control or ability to avoid will be visited upon us. He is a clear writer and interesting observer of climate issues, you can see his article and other work here:
https://www.canarymedia.com/articles/there-is-no-such-thing-as-moderate-climate-policy/
The only responses that accomplish what we need are rapid installation of clean electricity generation, early retirement of as many fossil fuel consuming equipment, and electrification of as much of the economy as possible. It is incumbent on each of us to analyze how we can lead fulfilling healthy lives while radically reducing our gasoline and overall energy consumption. Your quality of life does not necessarily depend on your energy consumption, and the energy your family does need can be provided with clean renewable resources.
Solar Tours Return – Jefferson Solar Tour July 31
We are resuming our solar educational events beginning with the Jefferson Solar Tour 2021. This will be an outdoor event with an optional indoor presentation. The solar tours have traditionally been regarded as valuable events bringing updated information and the opportunity to speak with homeowners to learn about their first hand experiences with solar.
This will be a free outdoor and indoor optional in-person event at 10 am until 1 pm, starting at the Power Trip Energy building at 83 Denny Avenue in Port Townsend. Starting at 10 am will be a Spin Your Meter Backwards presentation which can be considered Solar 101 with a focus on local regulations, the state of grid-tied solar technology, and incentives. Limited refreshments will be provided, please bring your own cup. Please bike, drive electric, or carpool if you can. One or two additional homes TBD will be available for viewing in Port Townsend.
Oregon Takes a Clean Energy Policy Lead, Even Among Neighboring West Coast States
The Oregon legislature has now enacted a 100% carbon-free electricity standard by 2040, including 80% by 2030 and 90% by 2035.
This fits our simplified strategy of 1) Electrify everything, 2) Make as much clean electricity generation as quickly as possible, 3) Use that electricity as efficiently as possible, 4) decommission all carbon emitting power generation as soon as possible.
Texas Grid Regulators Have Recommended Winterizing Resources Many Times, No Requirements Though
As it turns out, the winter storm and historic outages in Texas have been predicted and warned against for decades. However there has been little regulatory requirement for utilities, generators, or grid operators to take action. Texas Was Warned a Decade Ago Its Grid Was Unready for Cold (yahoo.com)
I found this discussion on The Energy Gang podcast regarding the Texas outages to be enlightening. Of note this was Jigar Shah’s second to last appearance on The Energy Gang; he was hired by the Dept of Energy Loan Office, which is very good news for renewable energy companies trying to bridge the gap and scale their innovations up to market. https://www.bloomberg.com/news/articles/2021-03-03/jigar-shah-to-run-u-s-energy-office-that-backed-tesla-solyndra
Regarding the Texas grid failure, and its much less regulated grid, we will be learning much over the coming months, and it will be interested to see how those monthly electric bills work out for people. You can anticipate there will be plenty of greed and corruption on public display.
Our vision is to avoid the worst of what we saw in Texas by promoting clean renewable and distributed energy generation. The more grid-tied arrays are at the point of use, the better off everyone will be, not only the owners of those arrays saving money on their bills. Ultimately the entire grid will become more stabile and less reliant on centralized energy sources and those that control them.
5 KW Sunpower array in Chimacum on Jefferson PUD Grid, July 2020
Lithium Batteries Experiencing Tremendous Growth in Market
Lithium battery production have been on a strong growth curve for many years and is poised for ten-fold increase development in the near term with support of the current administration and significant venture capital investments across the industry.
According to Gene Berdichevsky, CEO of Sila Nano, and formerly Tesla employee #7, there is currently about 285 GWh of annual production capacity for lithium batteries. He states there is an additional 2000 GWh of production capacity under development that will be complete within the next 5 years. Gene was recently interviewed by Shayle Kann on The Interchange. Sila Nano is itself building a plant that will provide anode materials for up to 100 GWh of lithium batteries annually targeted for the EV market, and sufficient for about one million vehicles per year. https://www.forbes.com/sites/alanohnsman/2021/01/26/sila-nano-hauls-in-590-million-to-make-materials-for-better-electric-car-batteries/
While we recognize there are issues with the procurement of lithium and other materials, there are groups addressing the issues currently, and it appears that the use of electric motors and lithium batteries is currently the best practice for all ground transportation, be it personal vehicles, freight, or rail.
Here at Power Trip and for all of us in Washington State, we are installing batteries, though there is still no economic impetus for batteries in conjunction with your solar array. While the percentage of our clients that initially state they want batteries is increasing, after we conduct an analysis of their energy needs, we usually determine the most sensible path is to install as much solar as possible up to the amount of energy you use, make certain you are using an electric vehicle as much as possible rather than buying and burning gasoline, and make other improvements in energy efficiency and emergency preparedness prior to considering a lithium battery installation.
Solar Spring Enhanced by Sunpower $500 Rebate
We are happy to be able to offer a $500 from Sunpower on projects ordered by March 31, 2021. Rebate will come after project completion in the form of a pre-paid VISA card from Sunpower.
3/17/2021 Note – Some details: Available on New Sunpower Equinox AC systems, minimum size 2.8 KW.