This is your SolarWakeup for September 28th

Who’s Going to Yotta? Should I go? I’m considering heading to Vegas for the expo.
Clearing up my data center stance. Under 1% of voters will decide their ballot on this issue per a New York Times poll, but the pricing flexibility and multiples it’s driving for solar are real. What happens to both if the hype turns into a bubble?
Oracle files force majeure in New Mexico. Fully permitted, ready to build — except they can’t get gas pipeline approval to fuel it. Is power access, not construction, becoming the real bottleneck for AI everyone should be watching?
Module pricing jumps roughly 40%. Modules prices are going up, but how much? With FEOC, the executive order, 232, and domestic inverter costs stacking up, where does that get absorbed if not offtaker pricing?

Texas hits 474GW in requests. ERCOT’s all-time peak is 91 gigawatts. Does that number change how Abbott’s moratorium plays out?
Watching Senate Elections. There are the races that define the Senate but then there are the races that make us wonder where the electorate is more broadly. What happens if TX governor flips or the Senate seat in Kansas that hasn’t voted for a dem in nearly 100 years.
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. 

Opinion

Best, Yann