This is your SolarWakeup for November 10th

Receipts Week On Boots. Democrats took both chambers, Kansas and Texas flipped, and the letter signers lost their seats. Abby and I graded last week’s predictions, then got into permitting moving after everyone called it dead, Texas promising a data center moratorium, and the tariff math nobody wants to discuss. Including…

Texas Just Turned Blue. The incoming governor pledged a moratorium on new data center approvals until the legislature acts. Union labor, water, NDAs, tax subsidies all on her list. Abby and I worked through what the fastest-growing solar market in America should be asking for now.
Forty-One Out Of Forty-Two. Data center referendums went down almost everywhere they appeared. I dug into the one that passed, in Harwood, North Dakota, and came out with a number that reframes every siting fight ahead: 96% of America sits outside any city jurisdiction.
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 Opinion

Best, Yann