WORLD-GEN June/July 2018

PUBLISHER’S LETTER 3 As renewables age into retirement, next up in the energy batter’s box is fusion power. MIT, Commonwealth Fusion Systems and ENI are carrying out fusion experiments leading to the development of alternative energy. Fusion is completely sustainable and is potentially inexhaustible. Their work complements ITER currently under construction in France as the world’s largest fusion experiment. Also, in the on-deck batter’s circle are TAE Technologies in California who raised over $500 million and General Fusion in Vancouver, BC who recently commissioned the world’s largest plasma injector, page 4. World-Gen covered Li Zhenguo, president of Longi Solar, at a press conference during Bloomberg’s New Energy Finance 2018 Summit in New York City. He predicts 90 percent of the industry will be using bifacial technology in the next three to five years on page 6. Lyn Corum writes from California that on May 3, the California Public Utilities Commission released its “Green Book.” The “book” only asks questions rather than make recommendations. It starts with the premise that current policy shifts are reshaping California’s electricity markets, without a plan on page 8. Andrew Slaughter of the Deloitte Center for Energy Solutions writes about a new study “Supercharged: Challenges and Opportunities in Global Battery Storage Markets.” He explores eight market drivers and four barriers on page 9. Lee Graham of IHS Markit identifies eight trends in solar. He sees 20 countries surpassing 500 solar megawatts; bifacial and half cell technologies gaining a stronger foothold and E.V.’s paving new synergies on page 10. GTM Research and the Energy Storage Association issued a report on home energy storage systems deployed for Q1, 2018. Changing net-meter rules and increased customer interest drove the residential market on page 11. Five international agencies issued a report on energy targets for 2030 as part of the Sustainable Development Goals (SDG7). Renewables are making impressive gains in the electricity sector but transportation and heating which account for 80 percent of consumption are not matching gains. See page 12. John Moran looks at the energy employment market and contrasts coal and solar jobs. He details the decline of coal mining jobs to 55,000 in the US and the reasons why. In contrast, solar jobs employ over 200,000, growing over 123 percent between 2009-2015. He’d like to see coal miners retrained for solar and wind installations on page 13. Marlene Motyka, Class of 2017, proclaims that businesses are outpacing government on addressing climate change. The number of companies with carbon footprint goals has jumped to 61 percent in 2018. Almost 60 percent of businesses generate some portion of their electricity on-site using renewables, cogens and battery storage. See page 14. Hanan Fishman, CEO of Alencon, explains the benefits of electromagnetic solutions. The ability to isolate a troubled solar array while the whole solar storage system continues is an example of a huge benefit. He summarizes other benefits on page 15. Jing Tian, Class of 2018, updates Trina Solar on page 16. WORLD-GENERATION JUNE/JULY 2018 WORLD-GENERATION 521 FIFTH AVENUE • SUITE 1700 NEW YORK, NY 10175 212.292.5009 • flanagan@world-gen.com PUBLISHER’S LETTER pg. 3 FASTTRACKTO FUSION POWER BY DAVID L.CHANDLER pg. 4 LONGI SOLAR PREDICTS BY DICK FLANAGAN pg. 6 CALIFORNIA’S ELECTRICITY MARKET INTRANSITION BY LYN CORUM,CLASS OF 2003 pg. 8 THE BATTERY STORAGE SOLUTION BY ANDREW SLAUGHTER pg. 9 SOLARTRENDSTO WATCH BY LEE GRAHAM pg. 10 WOODMAC SEES NEW HIGHS BY GTM RESEARCH & ESA pg. 11 TRACKING SDG7 BYTIM HURST pg. 12 FROM COALTO SOLAR: A FAMILY AND A NATION BY JOHN MORAN pg. 13 DELOITTE SURVEYS BY MARLENE MOTYKA,CLASS OF 2017 pg. 14 ALENCON DEVELOPS BY HANAN FISHMAN pg. 15 BACK ON CAMPUS BY JINGTIAN,CLASS OF 2018 pg. 16 Dick Flanagan flanagan@world-gen.com Copyright 2018 by The Flanagan Group, Inc. All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means without written permission of the publisher. Membership held in the National Press Club, Washington, DC TABLE OF CONTENTS