New Boots on the Ground is coming from construction sites. Abby and I are planning in-person interviews as we head into RE+. Want to be part of one?
Red Sea shipping risk is a real cost problem now. If the Houthi situation worsens, diesel costs rise, ships reroute around the Cape, and pressure builds on an already-overloaded Panama Canal. What does that do to your battery container timelines?
232 import quotas just landed. Non-PO-related module imports are effectively closed off, and I still expect the minimum import price to rise by Q1. Is your supply chain positioned for that shift, or still betting on the workaround?
PPA rates are higher than they were five years ago — but not more flexible. I don’t expect that to change until data center approvals resume after the midterms. What’s your pipeline assuming happens between now and November 3rd?
Commerce is picking winners on 232 tariff rebates. Invest in a new cell factory, get a rebate — unless you’re FEOC-linked. Who does that leave out?
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.
- New York Times: Rooftop solar is slumping right now, but Mary Powell sees a bright future.
- Reuters: India’s Waaree Energies to merge Indosolar into company in near-$100 million deal
- Utility Dive: Efforts to curb data center speculation gain ground across the US
- Bloomberg: NYC Pensions Eye Private Markets in $5 Billion Green Allocation
- Axios: Chicago mayor proposes 12-month moratorium on new data centers
- PV-Tech: Price of US solar module imports up more than 40% since Section 232 tariffs
- Energy Storage News: How transferability and US-China tensions are transforming US BESS and renewables financing
- Latitude Media: Exclusive – Heinrich proposes 30% credit for long-haul transmission
- PV-Magazine: How to make renewables auctions resilient to supply chain shocks
Opinion
Best, Yann