[New Podcast] Boots on the Ground. Abby and I recorded yesterday to go over the relevant issues ahead of elections next week including a preview of the earnings call questions companies should expect. If you enjoy it, tag us on a Linkedin post and subscribe to our Youtube channel. solarwakeup.com/boots for all the links. Do us a favor and tag us in a Linkedin post if you enjoy the podcast. Here is the YouTube link.
Is AI A Bubble. Compute is worth roughly $30 to $50 per watt according to Elon. We sell power at a few cents per kilowatt hour. Abby and I went at the bubble question from there. Does that gap close, or does capital just leave?
Three Questions Every CEO Faces. Abby played analyst and I play out what CEOs are thinking as they enter their earnings call. 232 cancellations, the FCC inverter rule, increased expenses in forecasts. Swapping an inverter could send you back of the interconnection queue. Is your team ready?
Not A Solar Permitting Bill. Senate leaders say permitting is their first vote back November 9th. Needs 60 votes. But federal land is a small slice of where we actually develop. So what did the trades sign up for? What is actually in it for solar?
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- Latitude Media: Why green groups won’t endorse the Senate permitting deal
- PV-Magazine: U.S. energy storage prices to drop through 2030, but trade risks and supply gaps threaten potential savings
- Reuters: AI scaling race accelerates investments in microgrid technology
- Utility Dive: Clean energy groups, states oppose MISO’s large load-generation study plan
- PV-Tech: Vikram Solar to begin TOPCon cell production in December at Tamil Nadu plant
- Solar Power World: A Q&A with NeoVolta, the latest BESS manufacturer in the United States
- Heatmap News: Anthropic’s IPO Filing Is Worried About Data Center Power, ESG Backlash, and California Wildfires
- Canary Media: Massachusetts sets big battery goals — and the policies to back them up
Opinion
Best, Yann