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This is your SolarWakeup for May 1st

Negative Rates. West Texas gas is negative which means that the cost of storage is greater than the demand for the commodity. Basically generators are choosing between paying for storage or how much they pay for buyers. 

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  • Axios: Where the energy shock is turned upside down
  • Bloomberg: The AI Boom Is Cushioning the US Economy From Iran War Impact
  • UTility Dive: Senators vow to block permitting reform over Trump’s renewables obstruction
  • Reuters: First Solar’s quarterly sales rise on higher solar panel demand
  • PV-Tech: Indian PV manufacturer Inox Solar acquires Boviet Solar’s US module assembly operations
  • Energy Storage News: US administration ‘must make it easier to get things built,’ DOE chief of staff says
  • Canary Media: Two California bills would push utilities to get more out of their grids

Opinion

  • PV-Magazine: Solar Manufacturing USA 2026: Production and technology at the heart of U.S. solar

Best, Yann

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