Abby Did What??? New episode of Boots on the Ground is out now, you can catch it at solarwakeup.com/boots or your favorite podcast app. Dont miss out on what Abby was up to this weekend, and of course our thoughts on FCC, 232, and the bulk power EO. This episode brought to you by Cleantech Industry Resources, CIR. Join our sponsors to help support this podcast, the biggest pod in the energy space according to my analysis.
Today’s Premium. I go through today’s rundown and give my thoughts on the MISO large load rule making and what it means for the storage market. Subscribe at solarwakeup.com/join
News
1 Utility Dive:
Large loads face reliability requirements under MISO proposal
2 Semafor:
Solar surpasses coal in China, becomes top power source
3 Bloomberg:
Data Centers, Reviled in the US, Win Support in Brazil’s Presidential Election
4 Reuters:
SoftBank-backed SB Energy files for US IPO as AI turbocharges infrastructure demand
5 Solar Power World:
Waaree to upgrade former Meyer Burger solar panel plant in Arizona
6 PV-Magazine:
U.S. adds record 20 GWh in new energy storage in Q2, SEIA and Benchmark report
7 ESG Today:
Aligned Climate Capital Launches $500 Million Distributed Solar and Storage Fund
9 Energy Storage News:
SK On signs 18GWh reciprocal LFP supply deal with NeoVolta Power for US-made battery storage
Opinions:
10 Canary Media:
Fervo and Google sign world’s largest deal for next-gen geothermal power
Have a great day!
Yann
Wins, Fails and Predictions. New episode of Boots on the Ground lands in your feed later tonight. Abby and I get into the weeds of the Trump admin actions from FCC, 232 and Bulk Power EO. It has been quite an August for the solar industry. This episode brought to you by Cleantech Industry Resources, CIR. Join our sponsors to help support this podcast, the biggest pod in the energy space according to my analysis.
Today’s Premium. Find out how company warrants work and why SB Energy did a deal with OpenAI that includes them. Subscribe at solarwakeup.com/join
News
1 Reuters:
OpenAI issued warrants worth $5.5 billion in SB Energy, WSJ reports
2 PV-Tech:
US PV manufacturing
3 Canary Media:
Virginia to cut rooftop solar costs with nation-first bulk-buy program
4 Utility Dive:
PJM drops Oklo advanced nuclear project from interconnection study cycle
5 Axios:
Six oil takeaways from the Iran war at six months
6 Solar Builder:
Sol Systems adds to project portfolio with Texas acquisition | Projects Weekly
7 Energy Storage News:
18GWh of BESS comes online in July, year-to-date total up 27%
8 PV-Magazine:
Section 232 tariffs push U.S. module prices to 2023 levels, but analysts see a path back to 30 cents per watt
Opinions:
9 New York Times:
Section 232 tariffs push U.S. module prices to 2023 levels, but analysts see a path back to 30 cents per watt
Have a great day!
Yann
A Look At Bess Details. A nice tutorial of the parts and pieces of a BESS box in today’s top story. Certainly a good high level primer on what could get regulated.
Today’s Premium. I get into some of the nuance of data center economics and how generators are becoming part of the solar and storage equation. Subscribe at solarwakeup.com/join
News
1 Solar Power World:
Who controls what in a BESS? Understanding the BMS, PCS and EMS
2 Axios:
Scoop - U.S. close to striking "massive" deal for Venezuelan oil fields
3 Canary Media:
America’s big but uncertain gas boom
4 Heatmap News:
Fracking Was Never as Unpopular as Data Centers
5 PV-Magazine:
Global PV additions forecast to reach 638 GW in 2026
6 Utility Dive:
Duke Energy Florida asks to punt on rate for large load customers
7 Bloomberg:
Chinese Solar Giant Longi Reports Deeper Net Loss in First Half
8 PV-Tech:
Spain will require 80% energy consumption from data centres to be renewables
Opinions:
9 Energy Storage News:
BESS Industry Buzz - hot takes, analysis and unofficial news from across the sector
Have a great day!
Yann
Boots on the Ground. With Yann Brandt and Abby Hopper is out now! Find all the links from Apple Podcast, Spotify and YouTube here! Make sure you subscribe today, apparently Abby and I had very interesting takes on 232. This episode of Boots on the Ground is sponsored by Cleantech Industry Resources, CIR
Shoals Wins Court Case. A court victory many years in the making for eBos giant, Shoals Technologies, as the company wins in trade and federal court against offshore competitor, Voltage. In this era of domestication, discussed here and on Wakeup Premium, buyers need to start thinking more strategically about what the landscape could and should look like.
News
1 PV-Magazine:
Shoals awarded more than $96 million in damages in patent dispute with Voltage
2 PV-Tech:
Trump bans foreign power equipment over national security risks
3 Canary Media:
New York’s grid is struggling to handle the heat
4 Utility Dive:
Data center load made up 9% of PJM wholesale costs so far in 2026
5 Bloomberg:
Solar Boom Sweeps Across Africa as Rooftop Demand Takes Off
6 Solar Power World:
California bill could make remote solar inspections possible statewide
7 Energy Storage News:
Ford Energy’s grid-scale BESS product
Opinions:
8 Axios:
A stunning U.S. gas build-out is coming — maybe
Have a great day!
Yann
