This is your SolarWakeup for October 29th

Granholm Has Thoughts. One of the OG solar governors, Governor turned Secretary Granholm says that Congress should pass the permit reform bill now and to hesitate playing the, let’s see what else we can get game.
NXT Earnings. Nextpower reported earnings yesterday, alongside General and Google, for issues relevant to our market. They had strong execution, as they usually do for reasons I explain in the Daily Brief. Their claim is that 20% of their bookings are now non-tracker, i.e. eBos and storage. They don’t expand on bookings but stated on the call that it was ‘well over 1x’. Stock is up slightly after hours.
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.
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[New Podcast] Boots on the Ground. One of the best episodes yet, if you haven’t listened yet, now is the time. 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. 

 Opinion

Best, Yann