Wednesday, February 3, 2016

US SOLAR INDUSTRY EXPECTED TO GROW 60% THIS YEAR: IHS.

US solar installs to reach 15Gw this year. 50Gw commercial, utility-scale pipeline through '19.

El from clean/renewable power est. to grow 9% this year in US.

Clean/renewable 64% of 16.4Gw new powergen in US last year. Wind ~8Gw, ~2Gw solar. New natgas power 5.9Gw. Coal 3Mw. Installed non-hydro clean/renewable power capacity now over 108Gw, more than 107Gw of nuclear. Not all rooftop solar is counted by agencies.

Global wind industry record 62Gw installs in '15. China 29Gw, US 8.6Gw, Germany 3.7Gw, India, Brazil each 2.6Gw.

Europe offshore wind installs up more than double in '15 to 3Gw. Will likely be less this year. Est. 20Gw installed by '20. 11Gw now.

EV sales to surge: Goldman Sachs.

Blackrock closed Euro275M clean/renewable power fund.

Korea Exim Bank raised $400M from green bond.

Amendment to Senate energy bill gives DOE flexibility in funding energy storage research.

Sunrun got $250M new finance.

Bangchak buying Sun Ed (SUNE) Japan assets. $81M for 13Mw solar plant in operation, 27Mw in construction, 158Mw in development.

Gamesa turbine order for 200Mw wind project in Mexico. Online by yearend.

Vestas 56Mw wind turbine order from Poland. Farm online in 3Q16. Also 1Gw deal in Pakistan.

17Mw 3-yr-old wind farm in Romania sold for $1.28M/Mw.

First Solar (FSLR) turned on 155Mw solar (2 plants) in Australia. ~$440M cost. $231M public finance.

Samsung, partner got C$180M finance for 50Mw solar project.

California suing S Cal Gas over LA methane leak.

Exxon move to block bid for climate transparency.

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