Boots on the Ground. With Yann Brandt and Abby Hopper is out now! Find all the links from Apple Podcast, Spotify and YouTube here! Abby and I will bring you at least 6 episodes while we figure out our hiatus! This episode of Boots on the Ground is sponsored by Cleantech Industry Resources, CIR
In Yesterday’s Premium. I spent the better part of the 10 minute episode breaking down the CoVolt S-1 as a former public company CEO and what it means. A lot of my time is spent reading SEC filings, I love it!, so that I can explain what it means to you as so many of you are investing in public solar companies. Solar EPCs are really hot right now and this S-1 has some interesting tidbits. You can subscribe to Wakeup Premium, your solar intelligence source here.
Batteries As A Pond. Retention pond that is. Should batteries be the buffer that stops grids from feeling the pressure of data centers shutting down by keeping the load going and should the data centers feel secure if the grid goes down by keeping the data center going? Call it a 1 hour redundancy for supply and demand. I think that makes sense for consumers.
- Utility Dive: Data centers can vanish from the grid in seconds; reliability rules need to catch up
- Bloomberg: California Moves Closer to Approve Plug-in Solar
- Axios: Exclusive – Climate group presses Dems to seize on data center backlash
- PV-Tech: PV wafer prices surge, up to 40% in weekly gain
- Solar Power World: Solar panel makers and buyers have mixed feelings on Sec. 232 tariffs
- Energy Storage News: ‘Company wasn’t ready in 2021’: ESS Inc CEO on pivoting away from iron flow batteries to sodium-ion
- Heatmap News: Data Center Moratoria Are ‘Unconstitutional,’ Lawsuits Claim
- Canary Media: Solar delivers as Europe’s power plants struggle amid heat and drought
- PV-Magazine: Silver prices rebound as AI, data centers add to industrial demand
Opinion
Best, Yann