Senators Chime In. According to at least 4 democrat senators, they want some assurances that the White House will change their behavior towards renewables. Full reaction in today’s Daily Brief.
Enphase Kicks Off Earnings. Rough day given the undertone of the struggling residential market but highlights in SST and storage opportunities. Why has the company taken so long to get out of a resi only posture? Stock down 15% after hours as of this writing.
The Weekly Wakeup. SolarWakeup now has a weekly edition exclusively on LinkedIn. You can subscribe here. It highlights the top items from the Wakeup Daily Briefing that premium subscribers get daily access to.
Get The Wakeup Daily Brief. Was this email forwarded to you, subscribe here. We also have a premium deep dive called the Wakeup Daily Brief that you can sign up for at solarwakeup.com/join
[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.
- Heatmap News: Exclusive: Public Support for Data Centers Has Slightly Recovered
- UTility Dive: CISA promises proactive critical infrastructure defense in new strategic plan
- Axios: Key Senate Democrats set high bar for permitting bill support
- Energy Storage News: Software stack complexity and the push for interoperability standards in US BESS
- PV-Magazine: Solar industry coalition opposes $67 billion Dominion-NextEra merger as proposed
- Bloomberg: World Bank Report Puts $11.4 Billion Price on Off-Grid Solar
- Latitude Media: The residential VPP playbook for crossing the ‘credibility gap’
- Solar Power World: California is still without a functioning community solar program
- Canary Media: Ford’s new EV pickup will come with more affordable home-power backup
Opinion
Best, Yann