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This is your SolarWakeup for February 20th 2025

The Domestic Plan. There has been an increase of inbounds that I have gotten for information about domestic modules with and without cells that have volume for 2025. If you are a supplier in this category, let me know so I can stay up to speed. 

  • PV-Tech: Renewables and co-located storage exist as ‘two business units sharing an address’
  • Renewable Energy World: MISO wants to fast track energy storage projects. Can participating states interconnect as quickly as CAISO and ERCOT?
  • PV-Magazine: Massachusetts allows increased demand charges to drive energy storage
  • Bloomberg: SolarEdge Climbs 40% as Revenue Beat Prompts Short Covering
  • Electrek: FREYR rebrands after killing its $2.6B Georgia battery factory plans
  • Reuters: Lightsource bp secured 10 power purchase deals totalling 1.3 GW last year
  • Energy Storage News: Battery trade association BCI asks Congress to defend US energy storage supply chain

Opinion

  • Canary Media: How PJM can get the power that it needs — and fast

Best, Yann

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