New Boots on the Ground. Abby and I would love your feedback and a LinkedIn post to help spread the word. solarwakeup.com/boots
Trump export ban. The logic is lower domestic prices, but some experts warn of long-term ramifications for US diesel access. We’ve been here before — lifting the oil export ban back in 2014-2015 is part of what got us the ITC extension. Are we coming full circle on energy policy?
A North Carolina gas premature. Duke Energy’s 255MW request was denied because the data center demand behind it hasn’t actually materialized yet. How many other “approved” pipelines are running ahead of real demand?
Newsom signed data center bills, including one requiring data centers to share wildfire cost liability tied to transmission risk. That kind of cost-sharing has never applied to solar generation. Could that change too?
Capex really an IRA story? PV Magazine says yes — I’m not so sure it’s that simple. FEOC, the FCC rule, prior trade cases, 232’s minimum import price — which one’s actually doing the work?
Want the full story on all of this? Subscribe to the SolarWakeup Daily Brief at solarwakeup.com/join, and we’re looking for fun places to record another episode of Boots on the Ground if you’re interested in sponsoring that!
- Utility Dive: California tightens oversight of data center energy use, grid costs
- PV-Magazine: IRA-stimulated U.S. solar manufacturing capex to reach $12.2 billion by end 2026
- Canary Media: Duke Energy wants to build a new gas plant. Regulators said not so fast.
- New York Times: A Departing U.N. Chief’s Dire Warning on Climate Change
- Axios: Trump backs ban on diesel exports
- PV-Tech: Madison Energy launches 1GW DER community initiative
- Energy Storage News: Sunrun and Tesla deliver record 580MW to California grid amid heatwave
Opinion
Best, Yann