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Commercial Solar Guy

@commercialsolarguy.com

3.5K followers 240 following 5.2K posts

Solar (tech/finance/project) news. Consult/Develop/Construct: https://commercialsolarguy.com/ Editor: https://pv-magazine-usa.com/author/johnweaver/ Professional: https://www.linkedin.com/in/johnfitzgeraldweaver Born 336.74 Cambridge, MA, USA, Earth

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Commercial Solar Guy @commercialsolarguy.com · Jun 14

Thank you Representative Hortman

Taniel @taniel.bsky.social · Jun 14

Melissa Hortman, who was assassinated last night, was the Speaker of the Minnesota House in the 2023-2024 session, when Democrats ran the state government.

That means she had a leading role in shepherding the many landmark reforms that Dems adopted in that period—an important legacy. Brief 🧵.

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Commercial Solar Guy @commercialsolarguy.com · 4h

Distributed, mobile energy storage. The human species is electrifying.

John Hanger @jrfhanger.bsky.social · 5h

Good morning with good news: “Global EV sales topped two million units in a single month for the first time, driven by record-breaking demand across major markets."

2.1 million EVs sold globally in September. Wow!

EV sales are up 26% in Jan-Sept 2025.
rhomotion.com/news/record-... #energysky

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Commercial Solar Guy @commercialsolarguy.com · 5h

All
Hail
The
Data

Commercial Solar Guy @commercialsolarguy.com · 5h

Have always wondered how long a lag from poly/wafer/cell to module and then to plant timings were.

In China, with so much utility scale factory straight to plant type of sales (no storage) - I bet it’s weeks from poly to installed.

***fresssshhhhh***

Lauri Myllyvirta @laurimyllyvirta.bsky.social · 6h

A crystal ball for solar in China? The production minus exports of solar cells tends to predict new installations with a lag. While installations predictably slumped since May with new pricing policy, production has been strong for two months, suggesting pick up in installations.

Commercial Solar Guy @commercialsolarguy.com · 5h

First steel up baby! Feels good.

:)

Commercial Solar Guy @commercialsolarguy.com · 7h

Just saying, but this image totally looks like the sun rising over a ravine or the forest or something.

Hugh McKellar @maddogeco.bsky.social · 7h

Does this help

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Commercial Solar Guy @commercialsolarguy.com · 7h

Article did note the time, which usually represents a 5 or 15 minute chunk of time. I’m certain it’s a relatively small amount of electricity.

Commercial Solar Guy @commercialsolarguy.com · 7h

#woot!

Commercial Solar Guy @commercialsolarguy.com · 8h

You can buy decades of electricity for a bit of morning work…

Duncan Jones (aka Merrion) (he/him) @duncanjonesmerrion.bsky.social · 8h

600W bifacial solar panels for €98 is very decent!

solarboss.ie/products/ja-...

For context, a wooden fence panel costs about half that and will not last a wet week in Ireland.

JA Solar 600W n-type Bifacial Double Glass Half-Cell MBB Traceable LB

High Power Output (600W) : The JA Solar 600W module delivers an exceptional power output, making it an ideal choice for residential, commercial, and industrial applications. N-Type Cell Technology: Th...

solarboss.ie

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Commercial Solar Guy @commercialsolarguy.com · 16h

fuck, I’m sorry

“Officials said panel flew ~20 feet before striking woman. She was rushed to the hospital…she later died.”

“As of Monday morning, peak wind gusts during storm were 42 mph in Brooklyn…solar panels were recently added by Best Energy Power.”

Systems designed for 125 mph or higher.

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Commercial Solar Guy @commercialsolarguy.com · 16h

So is it actually not cancelled?

‘The fate of a 6.2-GW cluster of solar energy projects in western Nevada is uncertain following the Bureau of Land Management’s decision to break the group into individual projects for review’

www.rtoinsider.com/117067-inter...

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Commercial Solar Guy @commercialsolarguy.com · 19h

‘UAMPS paying US$13.6/kW-month, no escalation for battery storage capacity…if third-party demonstrates project costs impacted by tariffs after 01/01/2025, Longroad can amend price up to US$14.14/kW-month, increase of 4.7%…solar energy price of US$35.45/MWh…Longroad fined US$21,970/day if late’

Longroad Energy signs Utah BESS offtake deal, tariff-related price adjustments could increase cost by 4.7%

Longroad Energy signed a solar-plus-BESS PPA with Utah's UAMPS, though potential tariff adjustments may increase project costs by 4.7%.

www.energy-storage.news

Commercial Solar Guy @commercialsolarguy.com · 19h

‘October 10th, 19.30…electricity prices New South Wales, Australia, reached Market Price Cap AU$20,300/MWh (US$13,307/MWh), battery storage capturing market event…coal units out/reduced plus transmission outages limiting inbound resources…triggered lack of reserve event…later, pricing was -$600/MWh’

New South Wales electricity prices hit AU$20,300/MWh cap as battery storage captures volatility

On 10 October, electricity prices in New South Wales, Australia, reached the Market Price Cap of AU$20,300/MWh (US$13,307/MWh).

www.energy-storage.news

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Commercial Solar Guy @commercialsolarguy.com · 19h

‘T1 Energy making investment in Talon Energy, taking minority stake…T1 TOPCon solar cell capacity of 5 GW/year expecting completion in Q4…Talon Energy has a TOPCon 4.8 GW cell factory under development, also expecting completion Q4’26…Talon has initiated perovskite R&D’

9.8GW! T1 Energy Expands U.S. Solar Cell Production Capacity|Manufacturing|Solarbe Global

On October 10, U.S. photovoltaic manufacturer T1 Energy announced via its official website that it has made a strategic investment in solar cell developer T ...

www.solarbeglobal.com

Commercial Solar Guy @commercialsolarguy.com · 1d

“And who knows? 2027 and 2028 could be worth the wait if a terawatt of TOPCon capacity in China needs to be retrofitted for the next-big-thing!”

Commercial Solar Guy @commercialsolarguy.com · 1d

‘China PV equipment suppliers see 70% decline in new order intake – more than 35,000 reduction in headcount…Incumbent complacency & new-entrant fantasy led to big company growth, less strategy…2026 will see strong declines in revenues for most PV equipment suppliers’
terawatt-pv.com/china-pv-equ...

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Commercial Solar Guy @commercialsolarguy.com · 1d

Onsite in Millis.

Working on a carport, two rows with foundations, third row fully excavated, and fourth row has asphalt being cut this morning. Stone work stopped because rain was beginning to push dirt into the hole.

Lots of steel onsite. We’ll start standing it soon.

Commercial Solar Guy @commercialsolarguy.com · 1d

Let the units break apart easily into individual platforms that know how to home their way back together.

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Commercial Solar Guy @commercialsolarguy.com · 1d

(the vegetables in this case being behind the meter, vertical, floating, and solar).

@solarchase.bsky.social - solar on tiny little boats:)

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Commercial Solar Guy @commercialsolarguy.com · 1d

Kinda how I cook dinner. Buy *all* the vegetables that I like, then throw them all into a pan together to cook at a low temperature…and I’m happy with it.

Very logical.

‘1.87 MW…supply 70% of gravel plant’s electricity, covering ~4.65% of lake surface…4 meter wide rows…improved water quality’

World’s ‘1st’ Vertical Floating Solar PV Plant, In Germany

German clean technology company SINN Power GmbH has switched on what it says is the world’s 1st vertically installed floating solar PV project with 1.87 MW inst

taiyangnews.info

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Commercial Solar Guy @commercialsolarguy.com · 1d

‘the company’s latest 2-piece rivet solution, which consists of a rivet pin and a tubular metal collar, uses a rivet gun that automatically locks the connection and cuts off excess pins without any torque adjustment needed afterward’

GameChange Solar Introduces Rivet-Based Mounting Alternative

Connecticut, US-based PV tracker and fixed-tilt racking system provider GameChange Solar recently introduced its rivet-based module mounting option for its Geni

taiyangnews.info

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Commercial Solar Guy @commercialsolarguy.com · 1d

‘forecast 2060, solar 47% of world’s electricity, up 5X vs 2024…China’s <50% share of global solar capacity peaks next year, before decreasing…distributed capacity additions to exceed utility-scale in Europe & North America in 2030s, China by 2040s…50% co-located solar+storage by 2050, vs 2% today’

Solar power’s ‘meteoric’ rise, growth of distributed solar and battery co-location among key DNV energy trends

The world is on pace to exceed 3TW of cumulative solar installations by the end of the year, according to a report from DNV.

www.pv-tech.org

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Commercial Solar Guy @commercialsolarguy.com · 1d

‘Australia’s 10 biggest battery storage projects – and what they are paid to do…nearly eight years since the first big battery storage project - Hornsdale battery…100 MW/129 MWh…now nearly 50 big batteries operating across Australia, largest 15X Hornsdale’

reneweconomy.com.au/australias-1...

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Commercial Solar Guy @commercialsolarguy.com · 1d

Australia: ‘1 GW/5 GWh supermodel building out…fourth stage eight-hour configuration, likely 250 MW/2,000 MWh that will take total capacity to more than 1 GW, 5 GWh…Combining a solar plant & a big battery can deliver 16 hours of firmed energy each day…lowest cost marginal megawatt that combination’

reneweconomy.com.au

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Commercial Solar Guy @commercialsolarguy.com · 1d

The Australia includes an incentive though, but yeah. Our solar modules on residential projects cost the same amount of the whole Australia project.

Commercial Solar Guy @commercialsolarguy.com · 1d

‘Earlier this year, a fire at Moss Landing, one of the largest battery storage plants in the world, burned for days, leading to the evacuation of over 1,000 residents.

But these incidents are increasingly rare: a report in 2024 found that the number of fires was at its lowest level since 2016.’

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