Wins, Fails and Predictions. New episode of Boots on the Ground lands in your feed later tonight. Abby and I get into the weeds of the Trump admin actions from FCC, 232 and Bulk Power EO. It has been quite an August for the solar industry. This episode brought to you by Cleantech Industry Resources, CIR. Join our sponsors to help support this podcast, the biggest pod in the energy space according to my analysis.
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- Reuters: OpenAI issued warrants worth $5.5 billion in SB Energy, WSJ reports
- PV-Tech: US PV manufacturing: how much capacity will actually be online by 2030?
- Canary Media: Virginia to cut rooftop solar costs with nation-first bulk-buy program
- Utility Dive: PJM drops Oklo advanced nuclear project from interconnection study cycle
- Axios: Six oil takeaways from the Iran war at six months
- Solar Builder: Sol Systems adds to project portfolio with Texas acquisition | Projects Weekly
- Energy Storage News: 18GWh of BESS comes online in July, year-to-date total up 27%
- PV-Magazine: Section 232 tariffs push U.S. module prices to 2023 levels, but analysts see a path back to 30 cents per watt
Opinion
Best, Yann