Boots on the Ground. With Yann Brandt and Abby Hopper is out now! Find all the links from Apple Podcast, Spotify and YouTube here! Make sure you subscribe today, apparently Abby and I had very interesting takes on 232. This episode of Boots on the Ground is sponsored by Cleantech Industry Resources, CIR
Shoals Wins Court Case. A court victory many years in the making for eBos giant, Shoals Technologies, as the company wins in trade and federal court against offshore competitor, Voltage. In this era of domestication, discussed here and on Wakeup Premium, buyers need to start thinking more strategically about what the landscape could and should look like.
A Need For Transmission? We spend all our time thinking about generation and demand (solar/gas/wind/AI etc) but why do we rarely talk about the grid and grid operations, pricing signals that need to also keep up with the growth and innovation happening on either end of the line?
- PV-Magazine: Shoals awarded more than $96 million in damages in patent dispute with Voltage
- PV-Tech: Trump bans foreign power equipment over national security risks
- Canary Media: New York’s grid is struggling to handle the heat
- Utility Dive: Data center load made up 9% of PJM wholesale costs so far in 2026: market monitor
- Bloomberg: Solar Boom Sweeps Across Africa as Rooftop Demand Takes Off
- Solar Power World: California bill could make remote solar inspections possible statewide
- Energy Storage News: Ford Energy’s grid-scale BESS product: an analysis
Opinion
Best, Yann