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This is your SolarWakeup for August 19th

What You Missed in Wakeup Premium. You can now subscribe to Wakeup Premium. If you want to hear a trial episode, send me an email by hitting reply. Yesterday I discussed what was happening in transformers and solar farm repower including a forgotten segment of that market. The entire clip was less than 8 minutes. 

  • PV-Magazine: Clean energy capital expenditures on track for $180 billion in 2026, reports Crux
  • Axios: OpenAI announces massive data center in Ohio with Nvidia guarantee
  • Energy Storage News: Startup Heron Power to build 40GW power conversion manufacturing facility in California
  • Canary Media: California gubernatorial candidate pledges two hours of free power a day
  • Bloomberg: French Power Hits 19-Month High on Tighter Nuclear, Solar Supply
  • PV-Tech: Opportunities remain in US policy landscape, according to Crux
  • Utility Dive: Hyundai unifies vehicle V2X capabilities with AllDayEnergy entity

Opinion

  • Solar Power World: What can Tesla really make in a $10 billion solar factory?

Best, Yann

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