North America

Enphase says its inverter lead times are ~13-15 weeks, even with dedicated manufacturing lines for components. Two new long term contracts expect to turn on in Q3 and Q4 ’19, lowering lead times to ~6-8 weeks.

Australian lithium developer Neometals has taken its lithium‐ion battery recycling technology to the floor at a pilot plant in Canada. SGS Canada has been contracted to construct and operate the pilot at its Lakefield facility, and handle both the front-end feed preparation and hydrometallurgical processing/refining stages.

The growing market for tracker-mounted solar within the U.S. commercial and industrial market is being driven squarely by mammoth utility bills that often include time-of-use charges and total demand charges. Single-axis and double-axis systems are being deployed on warehouses, at agricultural facilities, factories, mines, landfills, carports, and other sites, often with a payback of only a few years, equipment sellers say.

While U.S. senators Ed Markey and Alexandria Ocasio-Cortez introduce a resolution for a clean energy package, legislation has been tabled in six states aiming to implement 80-100% clean energy by 2050 or earlier.

Maxwell, which specializes in supercapacitors, will become a wholly-owned subsidiary of Elon Musk’s business.

Elon Musk’s company is seeing tremendous success with its EVs and global manufacturing, and dramatically scaling its energy storage deployment, but the Solar Roof is still not being widely deployed.

Bifacial solar panel performance has become such a hot pursuit this year that there are now at least four competing field test sites ramping up in the United States, each matching a different set of trackers and panels. The four test projects include DNV GL, Soltec, NREL and Sandia, and initial data is expected by late 2019, once a year’s data has been collected.

SolarEdge has recently purchased an Italian EV system manufacturer, a South Korean battery maker, an Israeli UPS producer, internally developed a virtual power plant grid service, and now they’re working with Google to integrate energy management tools into Google Assistant.

NREL has released an report which, for the first time, highlights utility scale energy storage costs with various methods of tying it to solar power: co-located or not, and DC- vs AC-coupled.

According to Rocky Mountain Institute corporations have signed contracts for 2.8 GW of solar in the United States this year, a gigawatt more than the deals signed in all previous years combined.