This is your SolarWakeup for May 12th 2025

GREAT PROGRESS MADE! With US and China delegations meeting in Geneva over the weekend, the White House is touting that great progress has been made towards resetting trade relations between the two largest trading partners on the globe. There are few things that could be as catalyzing towards restarting the US economy as certainty on this topic and alongside the bipartisan infrastructure and CHiPS acts rebuilding amazing domestic infrastructure. With the IRA contributing enormous solar manufacturing gains towards American Energy Dominance, we could be on the way to getting back on track. 

Opinion

Best, Yann