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This is your SolarWakeup for November 3rd 2025

An Election Ask (Voting Continues). I need your help so I can be reelected to the SEIA board and represent you during this important moment of SEIA and the solar industry. Voting continues! If you are not the contact person, please find the person at your company that gets the SEIA emails and ask them to make sure they vote today and pick me for the at-large seat. 

  • New York Times: Why the Price of Electricity Is Spiking Around the Country
  • Bloomberg: Green Investors Enjoy Huge Returns as Stock Market Powers Through Trump’s Attacks
  • Utility Dive: US has onshored full solar supply chain: SEIA
  • Axios: New York takes next steps on nuclear power
  • Reuters: First Solar sales top estimates, company to open another US factory
  • Energy Storage News: Wisconsin utilities opt for solar-plus-storage project acquisitions over ‘debt-like PPAs’
  • Canary Media: Illinois lawmakers just passed another big clean-energy bill
  • PV-Magazine: Solar wafer prices stable, with emerging downward pressure despite policy interventions

Opinion

  • PV-Tech: What does the upcoming Section 232 on polysilicon need to answer?

Best, Yann

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