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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 assume we will have fun the massive 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 function in these negotiations and is usually checked out as one of many prime options to battle local weather change. Final yr at COP28, 200 international locations pledged to triple international renewable power capability by 2030, an bold goal with a good 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 supply steering on the best way to proactively and responsibly handle the rising renewables business, from strengthening provide chains and opening worldwide markets to securing vital minerals and increasing storage adoption.”
Ah, nicely, right here we go — we’re speaking about sensible recommendation on provide chain issues! For certain, 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 will possibly definitely supply steering to many smaller nations. Moreover, totally different areas of the nation have included quite a lot of power storage to assist combine photo voltaic, and SEIA has built-in the storage matter into its personal work far more.
“America is the second largest photo voltaic adopter on the earth and goes to play a vital half in reaching the COP28 purpose to triple renewable power capability,” SEIA provides.
“To fulfill this purpose, international renewable power capability must develop to 11 terawatts and about 60% can come from international photo voltaic capability. To remain on observe, over the subsequent six years the US wants to put in an additional 30 gigawatts of photo voltaic capability over present expectations. If the world reaches this purpose, U.S. photo voltaic will symbolize about 9% of world renewable power capability.
“This goal is achievable as a result of the U.S. photo voltaic market has been booming because the 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 predicted so as to add at the least 200 GW of recent photo voltaic capability, practically the identical quantity of photo voltaic that we at present have put in right now.”
Sure, certainly, nicely … let’s once more hope that Trump doesn’t attempt to crush the Inflation Discount Act (IRA). It’s unclear what’s going to occur in that regard, since Trump has been extraordinarily pro-fossil fuels previously 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 towards 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 performed extra to develop home manufacturing than another 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 practically 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 assist. President-elect Donald Trump has a chance to advertise American management overseas and showcase the expansion of home manufacturing throughout COP.”
Growth. 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 a bit extra from SEIA on what it plans to do at COP29:
“Commerce associations like SEIA even have an essential function to play at COP. Because the business specialists, 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 accessible 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 vital 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 muse for photo voltaic and storage to energy economies all around the globe.”
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