首席执行官Mike Hall;和ilan gutherz，政策和战略的副总裁，Borrego.Solar
The election results are in, and Joe Biden will become the 46th U.S. president. Like many in our industry, we expect the incoming Biden-Harris administration to adopt a strong clean energy and climate agenda that will stand in stark contrast to the harmful policies and actions of the outgoing administration. The new momentum for clean energy and climate action is already leading to thousands of pages of speculation and advice for the new administration about what issues it might tackle first, and how it might make up for the time lost over the past four years.
In our view, three potential areas for action stand out as the most important for accelerating progress on clean energy in the Biden presidency: trade policy, wholesale market reforms, and Environmental Protection Agency (EPA) emission rules for generators and vehicles. Unlike extensions to the federal Investment Tax Credit or a federal tax on carbon, progress in these areas does not require congressional action. Given the expected makeup of the next Congress, the industry is significantly more likely to see the benefit of changes in these areas as the Biden team takes the reins in Washington.
第一个去应该是前所未有的关税，特朗普政府对进口的太阳能电池和模块施加。These tariffs have levied a hidden, de facto tax on the entire industry, raising prices for solar power, slowing the industry’s growth, and turning U.S. allies and solar manufacturing hubs like Taiwan, South Korea and Canada (whose imports are also taxed) into collateral damage because of the outgoing administration’s obsession with punishing China. The module tariffs have benefitted a small number of U.S. module manufacturers (many of which are owned by multinational corporations), while hurting the American manufacturers that supply racking, inverters and other components, as well as tens of thousands of local electricians and laborers whose installation jobs have been put on hold because of this policy.
Biden is expected to quickly relieve FERC’s current chair, James Danly, of his responsibilities. This would be a good start. But the commission could make even more progress unwinding current anti-renewables policies with a clear pro-free-market majority. (Commissioner Chatterjee, who will likely be a “swing vote” on the five-member commission, has in some instances moved to open doors to new technologies, but in others has voted to increase market barriers for clean energy.) With a new chair and a less conservative commission, FERC could reverse its controversialminimum offer price rule (MOPR)policy; open new dockets to revise outdated interconnection rules delaying gigawatts of clean energy from coming online; and expand access to wholesale markets for distributed clean energy resources.
FERC could also adopt a favorable stance toward regional energy markets that decide to incorporate carbon pricing. By forcing fossil generators to internalize the negative costs of carbon emissions, regional carbon pricing implemented through the energy markets could boost clean energy and correct one of the biggest hidden subsidies propping up the fossil fuel industry around the country.
Finally, the Biden administration’s EPA could take two important actions to tilt the balance away from fossil fuels and toward clean energy.
首先，EPA可以重新审视发电厂和石油和天然气业务的排放规则，旨在迫使这些行业采用最佳实践来减少碳排放。虽然奥巴马政府的调节电厂排放的方法是最终被conservative U.S. Supreme Court，拜登EPA可以清新看待这个问题，并将最污染的发电机设置在脱碳或退休的更坚定路径上。
Second, EPA could ramp up fuel economy standards for cars and trucks, providing new incentives to electrify transportation. While increasing the ramp rate on EV adoption would not directly affect the competitiveness of renewables or energy storage, electrifying transportation and heating could more than double the demand for electricity, cutting carbon while growing the available pie for our industry. In addition, preparing for widespread EV deployment will necessitate significant grid upgrades and modernization, which could help to unlock many of the current interconnection bottlenecks keeping distributed clean energy from reaching its full potential.
Mike Hall是Borrego的原始创始人之一，自2009年以来，该公司担任CEO。他是在博格罗的奥克兰办事处。Ilan Gutherz has been with Borrego since 2016, and currently leads Borrego’s policy and business development efforts across the U.S. He is based in Boston.