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The Photo voltaic Power Industries Affiliation (SEIA) put out a narrative yesterday that caught my consideration. The title of the group’s article was “America’s New Position at COP29: World Photo voltaic Champion.” My first thought was, “Nice, the US is doing one thing good on photo voltaic at COP29.” My subsequent thought was, “Wait, how can SEIA declare US management on photo voltaic when Donald Trump has simply been elected once more?” Nicely, for now, I suppose we will have a good time the large photo voltaic successes of the Biden administration, and even return a long time, and we will even nonetheless hope that Trump gained’t throw a grenade on the US photo voltaic business.
“Clear power has performed a central position in these negotiations and is usually checked out as one of many high options to battle local weather change. Final yr at COP28, 200 nations pledged to triple international renewable power capability by 2030, an bold goal with a decent deadline,” SEIA writes.
“As world leaders collect in Baku, Azerbaijan for COP29, the Photo voltaic Power Industries Affiliation (SEIA) is attending for the primary time, lending its voice and experience to this pressing dialog. Alongside its international counterparts, SEIA will provide steerage on the best way to proactively and responsibly handle the rising renewables business, from strengthening provide chains and opening worldwide markets to securing essential minerals and increasing storage adoption.”
Ah, nicely, right here we go — we’re speaking about sensible recommendation on provide chain issues! For positive, SEIA has experience on these sorts of issues, because the US has been one of many greatest patrons and installers of photo voltaic panels on the planet. It may possibly definitely provide steerage to many smaller nations. Moreover, completely different areas of the nation have included a whole lot of power storage to assist combine photo voltaic, and SEIA has built-in the storage matter into its personal work far more.
“The USA is the second largest photo voltaic adopter on this planet and goes to play a essential half in reaching the COP28 objective to triple renewable power capability,” SEIA provides.
“To satisfy this objective, international renewable power capability must develop to 11 terawatts and about 60% can come from international photo voltaic capability. To remain on monitor, over the subsequent six years the USA wants to put in an additional 30 gigawatts of photo voltaic capability over present expectations. If the world reaches this objective, U.S. photo voltaic will symbolize about 9% of worldwide renewable power capability.
“This goal is achievable as a result of the U.S. photo voltaic market has been booming for the reason that Inflation Discount Act handed two years in the past. Since then, photo voltaic module manufacturing has quadrupled, deployment has surged, and, over the subsequent 5 years, the U.S. photo voltaic and storage business is anticipated so as to add at the least 200 GW of recent photo voltaic capability, almost the identical quantity of photo voltaic that we at the moment have put in in the present day.”
Sure, certainly, nicely … let’s once more hope that Trump doesn’t attempt to crush the Inflation Discount Act (IRA). It’s unclear what is going to occur in that regard, since Trump has been extraordinarily pro-fossil fuels up to now and loves to speak trash about renewable power. Additionally, whereas the Inflation Discount Act by no means would have been handed by Republicans and Republican members of the Home and Senate voted in opposition to it, it’s now funding main manufacturing and provide chain tasks in several states throughout the nation, and it may very well be political suicide for a few of these members of Congress to kill it. So, if I needed to wager cash on it, I’d guess that Republicans in Congress gained’t pull the plug on the IRA. Let’s hope they don’t….
“The Inflation Discount Act has completed extra to broaden home manufacturing than some other piece of laws in American historical past and that’s serving to to speed up the politics of the power transition.”
That is what I’ve been saying. Although, sadly, I haven’t seen it stated almost sufficient. It’s nice to see SEIA appearing daring (if we will name it that) and telling it how it’s.
“Round 70-80% of all IRA investments have flowed to conservative districts and photo voltaic enjoys broad, bipartisan help. President-elect Donald Trump has a chance to advertise American management overseas and showcase the expansion of home manufacturing throughout COP.”
Increase. There we go. Will the Republican Congresspeople representing these districts be prepared to cancel the IRA? I believe and hope not.
To shut, right here’s somewhat extra from SEIA on what it plans to do at COP29:
“Commerce associations like SEIA even have an essential position to play at COP. Because the business consultants, SEIA will spotlight the alternatives for renewable power and catalyze the motion behind it. SEIA will advocate for investments in scaling photo voltaic around the globe, and collaborative commerce insurance policies that make sure the high-quality infrastructure made in America is out there to bolster every nation’s photo voltaic journey — and finally create a extra sustainable, safe, and protected world.
“This yr’s COP comes at a essential second. Photo voltaic and storage proceed to interrupt information and beat expectations, however tripling capability would require tangible outcomes and strengthened worldwide collaboration. SEIA is able to cleared the path for U.S. business by constructing strategic partnerships, collaborating on worldwide coverage, and laying the inspiration for photo voltaic and storage to energy economies all around the globe.”
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