New Boots on the Ground is out. Most of this episode digs into the permit bill, and Abby and I have plenty to say about where it’s headed. Have you listened yet? solarwakeup.com/boots
Permit bill could ride a spending package. Standalone passage looks very unlikely, but a year-end omnibus could carry it alongside tax extenders and maybe the ITC. What would Republicans want badly enough to make that trade?
FlexGen’s One Touch Commissioning gets the spotlight. Building a digital twin in the lab means fewer surprises in the field. Is factory-built becoming the standard for storage, the way quality standards are driving for eBOS?
Earnings season kicks off around the 22nd. Nextracker usually goes first, and then we’ll get earnings for the 2ish weeks thereafter. It takes time to develop book closing processes but there are some strategic reasons to pick your dates.
Perovskites aren’t commercial yet, but trade fears are. Tandem PV claims under 1% degradation and low-to-mid-thirties efficiency. Where would you put your factory dollars: TOPCon, HJT, or perovskites?
Want the full story on all of this? Subscribe to the SolarWakeup Daily Brief at solarwakeup.com/join — and if you or your company want to sponsor the newsletter or Boots on the Ground, reach out. We’re looking for a few great partners.
- PV-Magazine: Inside the six-week commissioning of a 160 MW Texas battery
- Axios: Energy prices loom large in key Senate, House races
- PV-Tech: Quality issues raise PV systems’ LCOE more than 20% – HelioVoltaReuters:
- Utility Dive: Constellation, Google strike 890-MW nuclear deal in PJM
- Solar Power World: Balcony solar laws classify the technology as household appliances
- Energy Storage News: Mixed stock market listing fortunes for energy storage technology firms ESS Inc, ZincFive and InoBat
- Canary Media: Diesel prices are rising worldwide. So are electric truck sales.
Opinion
Best, Yann