This is your SolarWakeup for May 23rd 2025

Don’t Fall Asleep. While you were sleeping yesterday, the House went and passed a bill that raises the debt by north of $ 20 trillion over the next ten years while also gutting solar tax credits. Not just the ITC but also the consumer tax credit and, by extension, the 45x benefits. You all know this already, but this is an activation button to make sure that what leaves the Senate is in line with what we need as an industry. I’m optimistic that if everyone in the sector reaches out to their Senate offices, we can have an impact and drive the legislation in the right direction.

Opinion

 

Best, Yann

This is your SolarWakeup for May 22nd 2025

Opinion

 

Best, Yann

This is your SolarWakeup for May 20th 2025

Opinion

Best, Yann

This is your SolarWakeup for May 19th 2025

Off To Phoenix. Greetings from the skies as I head to Phoenix for the ACP conference. Of course all the talk will be tariffs and reconciliation bill but also how to make your Capex investments go further, especially in a continuously tight labor market. Software will also keep rearing its head in storage and trackers, look at cyber talk to get louder in the coming weeks. See you out there!

Opinion

Best, Yann