New Boots on the Ground, now shorter. Abby and I trimmed the format down to make it more listener-friendly. Have you noticed the difference? solarwakeup.com/boots
Speed to power is the real bottleneck. Oracle had every permit in place and still couldn’t build — because there wasn’t enough power to the site. How many other projects are sitting in that same spot right now?
Rack density is about to 10x. Today’s chips run around 130kW per rack; in the 2030s we’re talking one megawatt. What does that do to solid-state transformers, DC architecture, and storage?
>Trump treats permitting like a trade. Stalled solar and wind projects, in his view, are the price Democrats pay for gas and oil permitting wins. What else is actually in that bill and how does it get done? Abby and I discuss on the podcast
Permitting reform won’t happen before the election. After November, expect a budget deal, tax extenders, and maybe the Defense Authorization Act to move in the lame duck.
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- Canary Media: The Senate wants to pass a permitting reform bill. So what’s the holdup?
- Bloomberg: Trump’s Offer for More Solar Comes With a Catch
- Heatmap News: Which AI Models Use the Most Energy?
- Reuters: Exus acquires large US solar projects from ibV Energy in data center hot spots Louisiana and Wisconsin
- Axios: Tesla Semi meets $6 diesel
- Solar Builder: Energy Vault adds gigawatt-scale BESS acquisition to portfolio | Projects Weekly
- PV-Tech: Anti-stockpiling rules ‘critical’ ahead of Section 232 tariffs on polysilicon imports to the US
- Energy Storage News: ‘Huge pipeline of opportunities’ as Middle East energy storage financing seeks bankability, revenue certainty
- Latitude Media: Does the market finally have an opening for solid-state transformers?
Opinion
Best, Yann