Kansas Is The Tell. A Democrat up three in a state Trump carried by sixteen. Abby and I put our Senate numbers on the record before the votes. If Kansas flips, Texas and Ohio follow. So is 52 really 54?
They Signed The Letter. The Republicans who signed on to save the tax credits and then voted against them are on the ballot. Kiggins, Bresnahan, Miller-Meeks. Abby and I went down the list. Do voters actually notice the gap?
Ratepayers Get A Check. NiSource is promising customers $1.75 billion in savings because Amazon, Google and Microsoft are building in its territory. No legislation required. Abby and I asked the obvious question. Is this the model, or just regulated-state math?
The Wakeup Weekly. SolarWakeup now has a weekly edition exclusively on LinkedIn. You can subscribe here. It highlights the top items from the Wakeup Daily Briefing that premium subscribers get daily access to.
Get The Wakeup Daily Brief. Was this email forwarded to you, subscribe here. We also have a premium deep dive called the Wakeup Daily Brief that you can sign up for at solarwakeup.com/join
[Election Preview] Boots on the Ground. A new episode of Boots on the Ground is out where Abby and I discuss our predictions on today’s election, if you haven’t listened yet, now is the time. If you enjoy it, tag us on a Linkedin post and subscribe to our Youtube channel. solarwakeup.com/boots for all the links. Do us a favor and tag us in a Linkedin post if you enjoy the podcast. Here is the YouTube link.
- Politico: How mad are voters about data centers? Watch these races.
- Reuters: Sectors bracing for a pivot as US midterm elections loom
- PV-Magazine: White House promotes T1 Energy’s Texas solar manufacturing push ahead of supply chain ruling
- Energy Storage News: Trump bulk power equipment ban sparks industry pushback: ‘Let’s not reinvent the wheel’
- Barron’s: Fluence Energy Stock Drops on Leadership Overhaul
- Heatmap News: New Modeling Finds Permitting Bill Would Likely Cut Emissions
- Utility Dive: Exelon eyes $8B in energy storage, partly to address PJM supply crunch
- Axios: America’s changing power grid faces a powerful El Niño
- PV-Tech: Tax insurance after OBBB: Policies cost more, but the market is turning back towards buyers
Opinion
Best, Yann