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2 weeks ago | 
reutersevents.com | Neil Ford
U.S. solar, wind and battery developers depend heavily on imports of highly processed critical minerals from China, making them particularly sensitive to an escalating global tariff war under the Trump administration. On April 4, China placed export restrictions on rare earth elements as part of a sweeping response to U.S. President Donald Trump's tariffs, squeezing supply to the West of minerals used to make a wide range of goods in energy, defence, and electronics.
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2 weeks ago | 
pv-magazine-usa.com | Neil Ford
From pv magazine 04/25Many U.S. electricity buyers have used PPAs to run on clean power, filling gaps by buying renewable energy certificates generated by clean power operators. Such corporate and institutional sustainability goals drove 42% of the solar and wind power capacity installed in the United States between 2014 and 2023.
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4 weeks ago | 
reutersevents.com | Neil Ford
Soaring power demand from U.S. data centres has accelerated interest in new micro-reactors that can be factory-built and trucked to operating sites. Microreactors are small modular reactors (SMRs) with generating capacity of 20 MW or below. Larger SMRs rely on full transmission grid integration while microreactors can be deployed faster, in smaller increments and closer to the point of use.
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1 month ago | 
reutersevents.com | Neil Ford
Tariffs and funding overhauls by the Trump administration are set to raise energy storage prices and hit short term deployment as domestic manufacturing capacity falls short. The U.S. energy sector is being hit by a series of import tariffs that could impact growth.
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1 month ago | 
reuters.com | Neil Ford
Tariffs and funding overhauls by the Trump administration are set to raise energy storage prices and hit short term deployment as domestic manufacturing capacity falls short.
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1 month ago | 
reutersevents.com | Neil Ford
The rapid uptake of AI and cloud computing is rapidly increasing U.S. electricity demand and raising the need for 24/7 power supply solutions. Solar, wind and battery storage have dominated new power installations but data centers need a steady supply of power both day and night, requiring either dispatchable power plants or a combination of generation technologies. The growing use of electric vehicles will also require more overnight power supply as owners take advantage of lower power prices.
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2 months ago | 
reutersevents.com | Neil Ford
Big Tech interest is helping to restart mothballed reactors and driving investment in small modular reactors (SMRs). Constellation Energy plans to restart the 837 MW Three Mile Island Unit 1, which had been idle for five years, to support a 20-year PPA with Microsoft announced in September to supply data centers in the mid-Atlantic region.
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Dec 4, 2024 | 
reuters.com | Neil Ford
Trump tariffs and antidumping duties are set to slow U.S. solar power growth and American manufacturing gaps will remain. December 5 - The thriving U.S. solar sector is bracing itself for higher costs following pledges by President-elect Donald Trump to hike tariffs and new antidumping duties imposed by the U.S. Commerce Department on imports from Southeast Asia, where most U.S. solar developers have sourced their modules.
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Dec 3, 2024 | 
reutersevents.com | Neil Ford
The thriving U.S. solar sector is bracing itself for higher costs following pledges by President-elect Donald Trump to hike tariffs and new antidumping duties imposed by the U.S. Commerce Department on imports from Southeast Asia, where most U.S. solar developers have sourced their modules. On November 25, Trump said he would impose "an additional 10% tariff, above any additional tariffs" on imports from China, as well as a 25% tariff on imports from Canada and Mexico.
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Nov 13, 2024 | 
reuters.com | Neil Ford
Image: REUTERS/Brian Snyder Purchase Licensing Rights, opens new tabSummarySurging demand from tech groups in Texas has accelerated a bullish solar and storage market but grid bottlenecks have created a wide range of wholesale price forecasts. November 14 - The impact of new data centers and computing facilities on the solar and storage market is exemplified in Texas.
