Factory Set to Elevate the United States in the Clean Energy Race


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Maxeon IBC Solar Factory USA will scale clean energy with high-efficiency interdigitated back contact panels, DOE-backed manufacturing in Albuquerque, utility-scale supply, domestic production, 3 GW capacity, reduced imports, carbon-free electricity leadership.

 

Key Points

DOE-backed Albuquerque plant making high-efficiency IBC panels, 3 GW yearly, for utility-scale, domestic solar supply.

✅ 3 GW annual capacity; up to 8 million panels produced

✅ IBC cell efficiency up to 24.7% for utility-scale projects

✅ Reduces U.S. reliance on imported panels via domestic manufacturing

 

Solar energy stands as a formidable source of carbon-free electricity, with the No. 3 renewable source in the U.S. offering a clean alternative to traditional power generation methods reliant on polluting fuels. Advancements in solar technology continue to emerge, with a U.S.-based company poised to spearhead progress from a cutting-edge factory in New Mexico.

Maxeon, initially hailing from Silicon Valley in the 1980s, recently ventured into independence after separating from its parent company, SunPower, in 2020. Over the past few years, Maxeon has been manufacturing solar panels in Mexico, Malaysia, and the Philippines, as record U.S. panel shipments underscored rising demand.

Now, with backing from the U.S. Department of Energy's Loans Programs Office, Maxeon is preparing to commence construction on a new facility in Albuquerque in 2024, amid unprecedented growth in solar and storage nationwide. This state-of-the-art factory aims to produce up to 8 million panels annually, featuring the company's interdigitated back contact (IBC) technology, which has the capacity to generate three gigawatts of power each year. Notably, the entire U.S. solar industry completed five gigawatts of panels in 2022, making Maxeon's endeavor particularly ambitious and aligned with Biden's proposed tenfold increase in solar power goals.

Maxeon's presence in the United States holds the potential to reduce the country's reliance on imported panels, particularly from China. The primary focus will be on providing this advanced technology for utility departments, where pairing with increasingly affordable batteries can enhance grid reliability while shifting away from residential and commercial rooftops.

Maxeon has achieved a remarkable milestone in solar efficiency, with its latest IBC technology boasting an efficiency rating of 24.7%, as reported by PV Magazine.

This strategic move to the United States could be a game-changer, not only for Maxeon's success but also for clean power generation in a nation that has traditionally depended on external sources for its supply of solar panels, as energy-hungry Europe turns to U.S. solar equipment makers for solutions. Matt Dawson, Maxeon's Chief Technology Officer, emphasized the importance of achieving the lowest levelized cost of electricity with the lowest overall capital, a feat that China has accomplished in recent years due to the strength of its supply chain. As energy independence becomes a global concern, solar manufacturing is poised to expand beyond China, with Southeast Asia already showing signs of growth, and now the United States and possibly Europe, including Germany's solar boost during the energy crisis, following suit.

 

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"World?s Most Powerful? Tidal Turbine Starts Pumping Green Electricity To Onshore Grid

O2 Tidal Turbine delivers tidal energy in Orkney, Scotland, supplying grid-connected renewable power via EMEC and enabling green hydrogen production, providing clean electricity with predictable generation from strong coastal currents.

 

Key Points

A 2 MW, grid-connected tidal device in Orkney that delivers clean power and enables EMEC green hydrogen production.

✅ 2 MW capacity; powers ~2,000 UK homes via EMEC grid

✅ Predictable renewable output from strong coastal currents

✅ Enables onshore electrolyzer to produce green hydrogen

 

“The world’s most powerful” tidal turbine has been hooked up to the onshore electricity grid in Orkney, a northerly archipelago in Scotland, and is ready to provide homes with clean, green electricity, even as a major UK offshore windfarm begins supplying power this week.

The tidal turbine, known as the O2, was developed by Scottish engineering firm Orbital Marine Power. On July 28, they announced O2 “commenced grid connected power generation” at the European Marine Energy Centre (EMEC) in Orkney, meaning it's all set up and providing energy to the local power grid, similar to another Scottish tidal project that recently powered nearly 4,000 homes.

The 74-meter-long (242-foot) turbine is said to be “the world’s most powerful” tidal turbine. It will lay in the waters off Orkney for the next 15 years with the capacity to meet the annual electricity demand of around 2,000 UK homes. The 2MW turbine is also set to power the EMEC’s land-based electrolyzer that will generate green hydrogen (hydrogen made without fossil fuels) that can also be used as a clean energy source, in a UK energy system that recently set a wind generation record for output.

“Our vision is that this project is the trigger to the harnessing of tidal stream resources around the world and, alongside investment in UK offshore wind, to play a role in tackling climate change whilst creating a new, low-carbon industrial sector,” Orbital CEO, Andrew Scott, said in a press release.

Tidal energy is harnessed by converting energy from the natural rise and fall of ocean tides and currents. The O2 turbine consists of two submerged blades with a 20-meter (65-foot) diameter attached to a turbine that will move with the shifting currents of Orkney’s coast to generate electricity. Electricity is then transferred from the turbine along the seabed via cables towards the local onshore electricity network, a setup also being used by a Nova Scotia tidal project to supply the grid today.


This method of harnessing energy is not just desirable because it doesn't release carbon emissions, but it’s more predictable than other renewable energy sources, such as solar or Scotland's wind farms that can be influenced by weather conditions. Tidal energy production is still in its infancy and there are relatively few large-scale tidal power plants in the world, but many argue that some parts of the world could potentially draw huge benefits from this innovative form of hydropower, especially coastal regions with strong currents such as the northern stretches of the UK and the Bay of Fundy in Atlantic Canada.

The largest tidal power operation in the world is the Sihwa Lake project on the west coast of South Korea, which harnesses enough power to support the domestic needs of a city with a population of 500,000 people. However, once fully operational, the MeyGen tidal power project in northern Scotland hopes to snatch its title.

 

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UK to fast-track vital grid connections

UK Grid Connection Fast-Track would let the Energy Secretary instruct network operators and National Grid ESO to accelerate substation upgrades and transmission links for Tata's gigafactory, electric arc furnaces, and ready-to-build renewable projects.

 

Key Points

A UK plan letting the energy secretary fast-track grid connections via priority substation and transmission upgrades.

✅ Prioritizes substations and lines for strategic projects

✅ Supports Tata gigafactory and electric arc furnace conversions

✅ Complements Ofgem queue reforms and National Grid ESO changes

 

The UK energy secretary could be handed powers to fast-track connecting electricity-hungry projects, such as Jaguar Land Rover’s owner Tata’s planned electric battery factory, to the grid, under plans being discussed between government and regulators as part of the government’s green industrial revolution strategy.

Amid concerns about supply delays of up to 15 years in hooking up large schemes, the Guardian understands the move would allow Claire Coutinho to request that energy network companies accelerate upgrades to substations and power lines to connect specific new developments.

It is understood that the government and the regulator Ofgem have told National Grid’s electricity systems operator that they are “minded” to adopt its grid reform proposals to change the model for connections, which now moves at a pace set by each network operator.

A source said: “Foreign investors need assurances that, if these things are going to be built, then they can be hooked up quickly. There are physical assets, like substations and cross-Channel cables that transmission companies will need to build or upgrade.”

The government is belatedly attempting to tackle a logjam that has resulted in some developments facing a 10- to 15-year wait for a connection to the grid. Ofgem announced on Monday plans to remove “zombie” projects from the queue to connect up to speed up those ready to produce renewable power for the grid, with wind leading the power mix.

Although no equivalent queue exists for those looking to take power from the grid, ministers and officials are concerned that large projects could struggle to secure final investment and proceed without guarantees over their connection to the electricity supply.

Sources said changes to the rules had been proposed with several big projects in mind: Tata’s new £4bn electric battery factory, expected to be built in Somerset; and the switch to electric arc furnaces at Britain’s biggest steelworks at Port Talbot in south Wales, also owned by the Indian group.

The £1.25bn plan from British Steel, which is owned by China’s Jingye, to replace two blast furnaces at Scunthorpe steelworks, with an electric arc furnace at the north Lincolnshire plant and another at a site in Teesside, North Yorkshire, has also formed part of the proposals. Negotiations over the closure of blast furnaces at Port Talbot and Scunthorpe are expected to lead to thousands of job losses.

All three projects are likely to involve significant investment from the UK government, where a state-owned generation firm has been touted as a cost-saving option, alongside the companies’ overseas owners.

Britain has 10 distribution network operators, including National Grid and Northern Powergrid, which operate monopolies in their regions and handle transmission of power from the grid to end users.

Sources said the move could be announced as soon as this month, and may be included within the “connections action plan”, a broader overhaul of Britain’s network connections.

The plan, which is expected to be announced alongside the chancellor’s autumn statement next week, will rebalance the planning system to help speed up the connection of new solar and windfarms to the grid, as the biggest offshore windfarm begins UK supply this week.

 

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New investment opportunities open up as Lithuania seeks energy independence

Lithuania Wind Power Investment accelerates renewable energy expansion with utility-scale wind farms, solar power synergies, streamlined permits, and grid integration to cut imports, boost energy independence, and align with EU climate policy.

 

Key Points

Lithuania Wind Power Investment funds wind projects to raise capacity, cut imports, and secure energy independence.

✅ 700-1000 MW planned across three wind farms over 3 years

✅ Simplified permitting and faster grid connections under new policy

✅ Supports EU climate goals and Lithuania's 2030 energy independence

 

The current unstable geopolitical situation is accelerating the European Union countries' investment in renewable energy, including European wind power investments across the region. After Russia launched war against Ukraine, the EU countries began to actively address the issues of energy dependence.

For example, Lithuania, a country by the Baltic Sea, imports about two-thirds of its energy from foreign countries to meet its needs, while Germany's solar boost underscores the region's shift. Following the start of the Russian invasion in Ukraine, the Lithuanian Government urgently submitted amendments to the documents regulating the establishment of wind and solar power plants to the Parliament for consideration.

One of Lithuania's priority goals is to accelerate the construction and development of renewable energy parks so that the country will achieve full energy independence in the next eight years, by 2030, mirroring Ireland's green electricity target in the near term. Lithuania is able to produce the amount of electricity that meets the country's needs.

Ramūnas Karbauskis, the owner of Agrokoncernas Group, one of the largest companies operating in the agricultural sector in the Baltic States, has no doubt that now is the best time to invest in the development of wind power plants in Lithuania. The group plans to build three wind farms over the next three years to generate a total of about 700-1000 MW of energy, and comparable projects like Enel's 450 MW wind farm illustrate the scale achievable. With such capacity, more than half a million residential buildings can be supplied with electricity.

According to Alina Adomaitytė, Deputy General Director of Agrokoncernas Group, the company plans to invest 1-1.4 billion Euros in wind power plants in three different regions of Lithuania.

"Lithuania is changing its policy by simplifying the procedure for the construction and development of wind and solar parks. This means that their construction time will be significantly shorter, unlike markets facing renewables backlogs causing delays. At present, the technologies have improved so much that such projects pay off quickly in market conditions," explains Adomaitytė.

Agrokoncernas Group plans to build wind farms on its own lands. This has the advantage of allowing more flexibility in planning construction and meeting the requirements for such parks.

"Lithuania is a very promising country for wind parks. It is a land of plains, and the Baltic Sea provides constant and sufficient wind power, and lessons from UK offshore wind show the potential for coastal regions. So far, there are not many such parks in Lithuania, and need for them is very high in order to achieve the goals of national energy independence," says the owner of the group.

According to Adomaitytė, until now the Agrokoncernas Group companies have specialized in agriculture, but now is a particularly favorable time to enter new business areas.

"We are open to investors. One of the strategic goals of our group is to contribute to the green energy revolution in Lithuania, which is becoming a strategic goal of the entire European Union, as seen in rising solar adoption in Poland across the region."

In addition to wind farms, Agrokoncernas Group is planning the construction of the most modern deep grain processing plant in Europe. This project is managed by Agrokoncernas GDP, a subsidiary of the group. The deep grain processing plant in Lithuania is to be built by 2026. It will operate on the principle of circular production, meaning that the plant will be environmentally friendly and there will be no waste in the production process itself.

 

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California Takes the Lead in Electric Vehicle and Charging Station Adoption

California EV Adoption leads the U.S., with 37% of registered electric vehicles and 27% of charging locations, spanning Level 1, Level 2, and DC Fast stations, aligned with OCPI and boosted by CALeVIP funding.

 

Key Points

California EV adoption reflects the state's leading EV registrations and growth in private charging infrastructure.

✅ 37% of U.S. EVs, 27% of charging locations in 2022

✅ CALeVIP funding boosts public charging deployment

✅ OCPI-aligned data; EVs per charger rose to 75 in CA

 

California has consistently been at the forefront of electric vehicle (EV) adoption, with EV sales topping 20% in California underscoring this trend, and the proliferation of EV charging stations in the United States, maintaining this position since 2016. According to recent estimates from our State Energy Data System (SEDS), California accounts for 37% of registered light-duty EVs in the U.S. and 27% of EV charging locations as of the end of 2022.

The vehicle stock data encompass all registered on-road, light-duty vehicles and exclude any previous vehicle sales no longer in operation. The data on EV charging locations include both private and public access stations for Legacy, Level 1, Level 2, and DC Fast charging ports, excluding EV chargers in single-family residences. There is a data series break between 2020 and 2021, when the U.S. Department of Energy updated its data to align with the Open Charge Point Interface (OCPI) international standard, reflecting changes in the U.S. charging infrastructure landscape.

In 2022, the number of registered EVs in the United States, with U.S. EV sales soaring into 2024 nationwide, surged to six times its 2016 figure, growing from 511,600 to 3.1 million, while the number of U.S. charging locations nearly tripled, rising from 19,178 to 55,015. Over the same period, California saw its registered EVs more than quadruple, jumping from 247,400 to 1.1 million, and its charging locations tripled, increasing from 5,486 to 14,822.

California's share of U.S. EV registrations has slightly decreased in recent years as EV adoption has spread across the country, with Arizona EV ownership relatively high as well. In 2016, California accounted for approximately 48% of light-duty EVs in the United States, which was approximately 12 times more than the state with the second-highest number of EVs, Georgia. By 2022, California's share had decreased to around 37%, which was still approximately six times more than the state with the second-most EVs, Florida.

On the other hand, California's share of U.S. EV charging locations has risen slightly in recent years, as charging networks compete amid federal electrification efforts and partly due to the California Electric Vehicle Infrastructure Project (CALeVIP), which provides funding for the installation of publicly available EV charging stations. In 2016, approximately 25% of U.S. EV charging locations were in California, over four times as many as the state with the second-highest number, Texas. In 2022, California maintained its position with over four times as many EV charging locations as the state with the second-most, New York.

The growth in the number of registered EVs has outpaced the growth of EV charging locations in the United States, and in 2021 plug-in vehicles traveled 19 billion electric miles nationwide, underscoring utilization. In 2016, there were approximately 27 EVs per charging location on average in the country. Alaska had the highest ratio, with 67 EVs per charging location, followed by California with 52 vehicles per location.

In 2022, the average ratio was 55 EVs per charging location in the United States, raising questions about whether the grid can power an ongoing American EV boom ahead. New Jersey had the highest ratio, with 100 EVs per charging location, followed by California with 75 EVs per location.

 

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BESS: A Clean Energy Solution NY Needs

New York BESS advance renewable energy storage, boosting grid reliability and resilience with utility-scale projects, strict safety oversight, and NYPA leadership to meet 6,000 MW by 2030 and 1,500 MW by 2035 targets.

 

Key Points

New York BESS are battery storage projects that balance the grid, enable renewables, and meet strict safety rules.

✅ State targets: 6,000 MW by 2030; 1,500 MW by 2035.

✅ NYPA 20-MW project eases congestion, boosts reliability.

✅ FDNY, NYC DOB, and state agencies enforce stringent safety rules.

 

In the evolving landscape of renewable energy, New York State is making significant advancements through the deployment of Battery Energy Storage Systems (BESS), a trend mirrored by Ontario's plan to rely on battery storage to meet rising demand today. These systems are becoming a crucial component in the shift towards a more sustainable and clean energy future, by providing a solution to one of renewable energy's most significant challenges: storage.

BESS plays a critical role in bridging the gap between energy generation and consumption, and many utilities see benefits in energy storage across their systems today, too. During periods of surplus generation, such as sunny or windy conditions conducive to solar and wind power production, BESS captures and stores excess electricity. This stored energy can then be released back into the grid during times of high demand or when generation is low, ensuring a consistent and reliable energy supply.

Governor Kathy Hochul's administration has been proactive in harnessing this technology. In a landmark move, the state inaugurated its first state-owned, utility-scale BESS facility in Franklin County's Chateaugay, and similar utility procurements, such as SDG&E's Emerald Storage solution, underscore market momentum, signifying a major step towards bolstering New York's BESS infrastructure. This facility, featuring five large enclosures each housing over 19,500 batteries, signifies the beginning of New York's ambitious journey towards expanding its BESS capabilities.

Environmental advocates, including the New York League of Conservation Voters, have lauded these developments, viewing them as essential to meeting New York's climate goals, and they point to community-scale deployments such as a Brooklyn low-income housing microgrid as tangible examples of equitable resilience, too. Currently, New York's BESS capacity stands at approximately 291 megawatts. However, Governor Hochul has set forth bold targets to escalate this capacity to 1,500 megawatts by 2035 and even more ambitiously, to 6,000 megawatts by 2030. Achieving these targets would enable the powering of 1.2 million homes with clean, renewable energy.

"Battery storage is pivotal for the reliability of our electric grid and for the phasing out of pollutive power plants that harm our communities," remarked Pat McClellan, NYLCV’s Policy Director. The implementation of BESS is deemed vital for New York to attain its statutory climate mandates, including achieving 70 percent renewable energy by 2030 and 100 percent clean energy by 2040.

Safety and regulatory oversight are paramount in the proliferation of BESS facilities, especially in densely populated areas like New York City. The state has introduced stringent regulations, overseen by both the NYC Fire Department and the NYC Buildings Department, with state and federal governments also playing a crucial role in ensuring the safe deployment of these technologies, and best practices from jurisdictions focused on enabling storage in Ontario's electricity system can inform ongoing refinements as well.

In a significant announcement last August, Governor Hochul underscored the necessity of state oversight on BESS safety issues. She announced the formation of a new Inter-Agency Fire Safety Working Group tasked with examining energy storage facility fires and safety standards. This group, comprising six state agencies, recently unveiled its findings and recommendations, which will undergo public review.

Governor Hochul emphasized, "The battery energy storage industry is pivotal for communities across New York to transition to a clean energy future, and comprehensive safety standards are critical." The state's proactive stance on adopting these recommendations aims to safeguard New York’s transition to clean energy.

The completion of the Northern New York Energy Storage Project, a 20-MW facility operated by the New York Power Authority, marks a significant milestone in New York's clean energy journey. This project, aimed at alleviating transmission congestion and enhancing grid reliability, serves as a model for integrating clean energy, especially during peak demand periods, as other regions, such as Ontario, are plunging into energy storage to address looming supply crunches.

Located in a region where over 80% of electricity is generated from renewable sources, this project not only supports the state's clean energy grid but also accelerates New York's energy storage and climate objectives. Governor Hochul expressed, “Deploying energy storage technologies enhances our power supply's reliability and resilience, further enabling New York to construct a robust clean energy grid.”

As New York State advances towards its ambitious energy storage and climate goals, the development and deployment of BESS are critical. These systems not only enhance grid reliability and resilience but also support the broader transition to renewable energy sources, including emerging long-duration storage projects that expand flexibility, marking an essential step in New York's commitment to a sustainable and clean energy future.

 

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California allows electric school buses only from 2035

California Electric School Bus Mandate 2035 sets zero-emission requirements, outlines funding, state reimbursement, fleet electrification, infrastructure, and cost estimates, highlighting exemptions for frontier districts and alignment with clean transportation and climate policy goals.

 

Key Points

California's 2035 policy requires all new school buses be zero-emission, with funding and limited rural exemptions.

✅ Mandates zero-emission purchases for new school buses from 2035

✅ Estimates $5B transition cost with state reimbursement support

✅ Frontier districts may apply for 5-year extensions

 

California Governor Gavin Newsom has signed a new legislation requiring that from 2035, all newly ordered or contracted school buses must be zero-emission, a move aligned with California's push for expanded EV grid capacity statewide.

The state estimates that switching to electric school buses will cost around five billion dollars over the next decade, a projection reflecting electric bus challenges seen globally. That is because a diesel equivalent costs about 200,000 dollars less than a battery-electric version, as highlighted by critical analyses of California policy. And “the California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state.”

There are about 23,800 school buses on the road in California. About 500 are already electric, with conversion initiatives expected to expand the total, and 2,078 electric buses have been ordered.

There are – as always- exceptions to the rule. So-called “frontier districts,” which have less than 600 students or are in a county with a population density of less than ten persons per square mile, can file for a five-year extension, drawing on lessons from large electric bus fleets about route length and charging constraints. However, they must “reasonably demonstrate that a daily planned bus route for transporting pupils to and from school cannot be serviced through available zero-emission technology in 2035.”

Califonia is the fifth US state to mandate electric school buses, and jurisdictions like British Columbia are deploying electric school buses as well. Connecticut, Maryland, Maine, and New York implemented similar legislation, while California continues broader zero-emission freight adoption with Volvo VNR electric trucks entering service across the state.

 

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