South America's Largest Solar Project

Quite the contrast this week.

While Yahoo News reported, "The head of the International Energy Agency issued a stark warning to long-term investors, arguing against investing in international oil and gas companies because of mounting reputational risks and concerns that fossil fuel investments will soon become stranded assets"...

Two Tigercomm clients opened the biggest #solar project on the South American continent.

We're glad to be part of the rising tide, driven by the likes of Daniel Shugar of Nextracker Inc. and Carlos (Ucho) Barrera and Atlas Renewable Energy.

Muito bom!

You might have seen this Washington Post story, “The Underbelly of Electric Vehicles,” which takes a critical view of EV production’s impact on people and the planet. It’s worth unpacking because it reflects several under-appreciated realities of generating attention from national media outlets.

At Tigercomm, we’re often approached by people seeking PR help, wanting us to pitch national stories. Effective corporate communications blends traditional news story generation with content marketing – a combination of both “owned” content and “earned” media.

As a lot of you know, we convene quarterly roundtables for podcasters, journalists, and investors in the cleantech space. Today, I get the privilege of talking to Tim Montague, who has achieved some serious milestones in his cleantech coverage.

This article was originally published on CleanTechnica.

#Cleantechers, The New York Times’ David Wallace Wells is out with a fascinating piece, “Clean Energy Is Suddenly Less Polarizing Than You Think.” The headline writer should have swapped in “Surprisingly” for “Suddenly,” to better reflect the writer's views. But I quibble.

I think Mr. Wallace-Wells is correctly spotting the trend line, but I fear he sees it as longer than it really is. We're still a long way from pulling clean energy back from the culture wars into apolitical, mainstream business. Then again, 10 years of working on this frustrating problem might have infected me with too much skepticism. Only time will tell. 

Mixing both insights from the piece and some personal observations, here’s what seems certain in the home stretch of Q1 ’23: 

1.) The party-line vote on the landmark Inflation Reduction Act (IRA) was not heavily weaponized in the 2022 election cycle.

2.) Much of the IRA’s spending is in the form of tax credits, designed to resist unwinding by hostile, headline-seeking politicians carrying water for the fossil fuel lobby.

3.) Despite some early chest pounding by now-Speaker Kevin McCarthy and Rep. Cathy McMorris Rodgers, House conservatives have not gone after the IRA via the DOE Loan Guarantee Program – at least not yet.

4.) #Renewableenergy factories and power plants are being largely built in politically conservative, “red” areas. People in those communities heavily associate clean energy with President Biden, whom they despise.

5.) Building #wind and #solar farms is increasingly difficult.

6.) A handful of anti-clean energy operatives are working to stoke local opposition. They're a significant but supplemental factor. Each has past and/or present ties to the fossil fuel lobby.

7.) Clean energy has spent the last 10 years under-investing in its public case making, particularly in rural communities.

There’s a growing recognition that we have to change that last point. Speed and scale will go a long way in determining our collective fate.

The good news is that more and more, it’s our hands on the steering wheel. Let’s drive forward, and fast.

https://lnkd.in/eD7ngWyV

#Cleantechers, one of the best things about my job is getting a close look at technologies with world-changing potential. Rondo Energy's "Heat Battery" is one of them.

The Heat Battery is the brainchild of past and current client, John O'Donnell. For a decade, this brilliant inventor has patiently evangelized that the world can store #renewableenergy-generated heat much more cost effectively than electricity from wind and solar.

By using basic bricks to store heat, Rondo's opened a path to rapidly decarbonizing heavy industries that traditionally require lots of heat, steam and power – creating a massive carbon pollution footprint.

As John told David R. Baker of Bloomberg in this story: "If you want to get to scale fast, it had better be boring — you’d better not have material science to prove.... We’ve combined stuff the world knows how to make at scale.”

Let's roll.

#Cleantechers - Few electrons in the universe will move differently because I'm named as a finalist with honorable mention for the Cleanies' "Trailblazer" award.

Don't get me wrong, I'm happy I got that far. My mom will be thrilled. My kids might nod their heads (Ashlyn Casey). Maybe my wife will say "good job" this weekend before telling me to clean out the dog run.

But I think there's bigger significance here that's worth pointing out. I remember when clean economy was so nascent that an awards program would have been laughable.

We know times have changed because:
1.) This award program actually exists.
2.) There's enough momentum and growth in our sectors that companies and people apply/submit others for consideration. Lots of them.
3.) People actively compete to win.

It's super gratifying to see clean economy continue to expand. Bigger trade shows, increased association budgets and award programs are all leading indicators. That is what's worth celebrating.

Congrats to winners Marion Hill, Chris Perron, Michael Eckhart and co-honorable mention Janani Ramkumar.

Also, John Engel and Julia Pyper for winning their respective categories.

In our podcast, Scaling Clean, we seek usable insights on building and running successful companies from the cleantech CEOs, investors and the people who advise them. Our RE+ interview with EDPR’s Tom Weirich didn’t fit our usual format (only 15 mins), but it sure was fun. Tom’s written what I’m confident is the first history of cleantech history. “We Took the Risk” profiles “OCs,” (“Original Cleantechers”), men and women who were real pioneers whose shoulders we’re all standing on in our work today. For us, though, the book’s subtitle is key: “The stories behind the early risk takers in the U.S. Renewable energy industry and the leadership traits that made them a success.” [Emphasis added]. 
 
Here are the qualities Tom noticed these OCs shared:
 
- Be the First
- Audacity
- Curiosity
- Connector
- Adventurous
- Foresight
- Adaptable
- Grit
- Enterprising
- Social entrepreneurship
- Servant leadership
- Innovation
- Persistence

Cleantechers, below I share some first impression takeaways from Tuesday’s election results. I offer these through the lens of my time in politics (25 years) but detached from any opinion I have about candidates or political views. These thoughts are offered strictly from a communications mechanics perspective, with the hopes that it’s of use to fellow clean economy communicators in your work going forward.

We can’t say it enough: the Inflation Reduction Act is a landmark moment for our climate, and the clean economy and homeowners stand to benefit. When the bill was first passed, Tigercomm’s whiz researcher Jamie Meckley compiled a list of explainers for us to read. We know we’re still trying to make sense of the way these funds will be allocated, so we’re sharing that list with you in case it’s useful in your own research.

I got to talk with Renewable Energy World’s John Engel about our recent paper, “We’re the People We’re Waiting For,” along with SOLV Energy CEO George Hershman. I loved what George said, and I encourage you to listen to at least his half of the episode. 

Zachary Shahan of CleanTechnica honored us by running our recent white paper, “We’re the people we’re waiting for,” and interviewed us for his CleanTech Talk podcast. 

Before publishing this paper, I had to change its subhead from “Angry about Joe Manchin? Take a number,” to what you read above.

Many working for the clean economy transition are now relieved by the senator from West Virginia because his change of mind has enabled the hugely significant climate bill to become a reality. 

It would be a tragic mistake for us to put our feet up, figuring all’s well that ended well. Let’s be clear: This climate reconciliation bill almost didn’t happen. It’s smaller than it could have been.

Note: this article was updated in August 2022 to reflect recent changes in the industry.

The Global Clean Energy Investment Landscape

The cost of renewable energy continues to become more competitive with fossil fuels as LCOE drops. Following passage of tax cut legislation at the end of 2017, Greentech Media reports, "Much of the conversation in clean energy circles…has revolved around a potential shrinking of the tax equity market -- which accounts for between 40 percent and 60 percent of finance for individual solar and wind projects -- because of the reduction in value of renewables credits." According to Greentech Media, however, it appears that - so far at least -  corporate America is showing "continued interest in direct renewables investments." 

Energy storage is a central, even crucial, component in the transition to a clean energy economy.

We're honored to be mentioned as one of the 65 most innovative U.S. #cleanenergy companies that are based in Virginia by Futurology Life.

That work's easier when you have the best #team in the business: Melissa Baldwin, John Shaw, Phoebe Lease, Jamie Meckley, Bridgette Borst Ombres, Nathaniel Schub, Sera Mahdavi, MA, Gretchen Casey and Dylan Gasperik (for one more day!)

Nearly every independent analyst is forecasting that during the next three decades cleantech sectors – and solar in particular – will experience double-digit growth. For those who work in or follow these sectors closely, that’s probably not news to them. But for me, it’s been an honor to compete in those arenas for the past two decades – playing a role in getting to this point by serving a host of Tigercomm’s clients across solar, wind, energy storage, EVs and other sustainability-focused industries.

The launch of Canary Media is terrific news for the cleantech industry. My hat is off to Eric Wesoff, David Roberts, Jeff St. John, GTM alumni, and the entire team they've assembled. We need good journalism now more than ever, especially climate-focused reporting. Eric and his team have delivered it for decades. It's reassuring to know that won't stop now.

We have this recent piece in Renewable Energy Magazine speculating on what clean energy trade shows and conferences will look like as the country emerges from COVID. H/T to Editor Dan McCue.

Nat Schub and I enjoyed talking with CleanTechnica’s podcast host, Mike Barnard, to discuss the importance of the micromobility (MM) industry and our analysis of its public affairs programs. A year in the making, the analysis was a pre-pandemic snapshot of an exciting sector that’s evolving and growing.

What do these people have in common? Leading light Texas Governor Greg Abbot, Fox News windbag Tucker Carlson, Mensa member (and former DOE Sec.) Rick Perry, corrupt former BLM Director William Perry Pendley, and an anonymous propagandist at the Wall Street Journal’s editorial page. 

By Mike Casey and Noah Ginsberg

What were cleantech leaders thinking in 2017?

Earlier in the year, Tigercomm conducted a Cleantech Leaders Survey to shed light on the major trends that leading cleantech executives are seeing in the industry. All the participants were current CEOs, presidents, board members, or managing directors of leading cleantech companies. These views were gathered before passage of the major tax bill; nonetheless, we believe their insights remain relevant and illuminating, given the tax bill’s minimal impact on the companies these leaders run.

Returning visitors to the Tigercomm blog will likely notice that something is different here: Tigercomm has rebranded our blog. Previously known as “ScalingGreen,” we are excited to bring you future content and insights from “ScalingClean.”

A recent article in the Financial Times yet again drives home the fact that dirty energy, particularly coal, "has no future."

See below for video of Chris Brown of Vestas, keynoting the opening session on day two of WINDPOWER 2017, concluding today in Anaheim, CA. According to Brown, who is completing his tenure as Chair of the American Wind Energy Association (AWEA), the next five years will be the "best five years of your life" for the wind power industry. Brown adds: "So along with the success that we've been having, if you've become afraid, then I say good! Welcome to life as an energy industry disruptor." And Brown notes that "critics criticize...but ask yourself, why do those critics pay attention to us? Because we're a threat, because we're winning." A few more quotes from Brown's excellent speech:

In energy markets across the country, from Texas to California to New Jersey and states like Iowa in between – electricity generated from renewables is rapidly becoming cheaper than fossil fuel generation. The increasing cost advantage of renewable energy has become a talking point for clean energy and climate change advocates. It’s also become a selling point for businesses looking to identify markets where its easiest and most beneficial to heavily invest in renewables.

Chris Brown, chairman of the board of the American Wind Energy Association and president of Vestas-American Wind Technology, Vestas’ North American business unit, has a piece in the Austin American-Statesman that explains very well why wind power is winning in Texas and across America. A few key points worth highlighting include:

Over at The Guardian, Vestas' CEO Anders Runevad argues convincingly that "the future belongs to clean energy." Not surprisingly, given that that Vestas bills itself as "the global leader in wind energy," Runevad focuses on wind power, as opposed to other forms of clean energy. Among other things, Runevad argues that:

A new INDIEGOGO video by Green Commuter explains, "every year American spend nearly a week stuck in traffic," which takes time away from other important stuff and adds to environmental pollution. To address this problem, Green Commuter has "developed an App that allows you to use our own fleet of Tesla Model X for van pools during commuting hours and as a car share the rest of the time." This is both "affordable" and "environmentally friendly," and given that the vehicles are used efficiently, "we can afford to make our rates one of the lowest in the industry." In the end, the goal is "saving the planet as well as saving your dollar."

We recently had a chance to speak with Haruumi Shiode, founder and CEO of a startup called Nature, Inc. This company’s focus is on improving residential demand management, and specifically through the use of smart controls for window-mounted or through-wall air conditioners. These types of A/C units are very common in parts of the United States like the northeast, where 58% of households with air conditioning have them. According to Shiode, Nature’s goal is to make it easy for people to save energy – and money – by allowing them to control their room air conditioners remotely.

The great folks at DeSmogBlog have yet another excellent piece up, this one looking at "How Propaganda (Actually) Works." Here's an excerpt, followed by a few possible lessons for the clean energy industry.

Last fall, we highlighted great work by the Checks and Balances Project (C&BP) watchdog group on the fossil-fuel-funded front group, the National Black Chamber of Commerce (NBCC), which has been a vociferous opponent of clean energy and climate solutions.  We also wrote about C&BP's October 28, 2015 lawsuit against the Arizona Attorney General’s Office and Arizona Corporation Commission (ACC), demanding immediate access to public records on Commissioner Bob Stump’s taxpayer-funded smartphone.

We've been beating the drum for several years about the need for cleantech to play "full contact" against the fossil fuel lobby. Back in December 2010, for instance, Tigercomm Founder and President Mike Casey argued that the growing success of solar and wind power had caused "dirty energy industries [to spend] significant resources to harden the marketing and sales environment against cleantech's success." Casey related key lessons learned from a panel of cleantech communicators convened during the 2010 Solar Power International (SPI) trade show:

Recently, we summarized a fascinating, 132-page report by Citi, which confirmed (yet again) that switching from fossil fuels to clean energy makes sense not just environmentally, but also economically. Now, we've put together an easy-to-read, easy-to-share infographic, highlighting the key findings from Citi's report. If you're interested in receiving the infographic, just click on the image below, provide us with your contact information, and we'll email it to you right away. Thanks!

We thought that a quick guide to a few cleantech podcasts would be helpful for communicators, analysts, investors and industry professionals who want to stay on top of this dynamic, far-flung sector. Here are a few that jumped out at us; please let us know if there are others you listen to and would recommend in the comments below.

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Recently, speakers at the Conservative Clean Energy Summit discussed their support for renewable energy, with a particular emphasis on solar power. Important arguments made at the summit by leading conservative voices included:

by Mike Casey, Tigercomm President

For years, we've watched as the entrenched, increasingly antiquated, but politically-well-connected and heavily-subsidized dirty energy industry has attempted to slander wind, solar and other clean energy sources as...well, basically lame in every way.  One of the dirty energy folks' implicit themes has been that, somehow, fossil fuels are uniquely suited to fulfilling the American Dream, while clean energy is some sort of alien force that is inherently more suited to "socialist" Europe than to the "capitalist" United States. Of course, nothing could be further from the truth, which is why it's great to see articles like the one by Jigar Shah and Raj Pannu in Fortune on how green energy is, in fact, quintessentially "red, white and blue." Here are a few great lines that jumped out at us.

UPDATE 9/17: Please click here to read why we are downgrading Gov. Chris Christie from "B" to "D" on our report card.

by Mike Casey

By Lowell Feld, Guest Columnist

Is your state benefiting from, or missing out on, the national solar power boom that's well underway (note: click on the map to enlarge). That question is at least partly answered by the new Solar Means Business Report, released this morning by the Solar Energy Industries Association (SEIA). Among other things, the report finds that the "average price of a completed commercial [solar] PV project in Q2 2014 has dropped by 14 percent year over year and by more than 45 percent since 2012." That's great news, of course, and a continuation of the long-term trend which has seen solar power costs fall by 99% since 1977 - a trend that's continuing.