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This is your SolarWakeup for May 2nd 2025

Intersolar Europe. Are you heading to Munich for Intersolar? I will be there alongside my FTC Solar colleagues to talk about all things smart trackers and how we’re aggressively rewriting the roadmap for helping asset owners to get their trackers to work smarter for them. Reach out if you’ll be in town!

  • Reuters: Spain’s grid denies dependence on solar power to blame for blackout
  • Bloomberg: Brookfield Weighs US Manufacturing Investment Following Tariffs
  • Axios: From subs to bases, “climate change crap” has consequences for U.S. military
  • CNBC: First Solar stock plunges as CEO says Trump tariffs pose ‘significant economic headwind’
  • PV-Tech: Hanwha to buy REC Silicon for US$88.8 million, shareholders criticise ‘lowball’ offer
  • Wall Street Journal: Solar-Panel Installer Sunnova Prepares for Bankruptcy Filing Within Weeks
  • Utility Dive: Policy uncertainty could trigger ‘recession’ for renewables, analyst says
  • Energy Storage News: Fluence to provide BESS for NTR’s grid-forming Finland project
  • Canary Media: North Carolina factories and mills cool on clean energy transition
  • PV-Magazine: Legislators call for increased transparency with PJM

Opinion

  • New York Times: Climate Change Urgency Has Declined. The Green Transition Hasn’t.

Best, Yann

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