[New Episode] Boots on the Ground. Abby and I go through this week in solar’s newsfeed, from cyber to elections and the latest of the permit reform bill. 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.
IRP Letdown. In the midst of a mega merger, it is such a letdown to see Dominion put out a paltry 20 years energy storage number out while it is the largest pipeline of data centers in the Country.
RE+. I want your ideas for RE+, just walk the show? Record a bunch of Boots on the Ground content? What should SolarWakeup be doing during the show besides covering the event as I usually do when I’m not working full-time. Happy to do some advisory work if folks want to sponsor by Vegas trip…
Get The Subscription Daily Briefing. Was this email forwarded to you? Subscribe to the premium in-depth SolarWakeup Daily Briefing at solarwakeup.com/join — and if you or your company want to sponsor the newsletter or Boots on the Ground, reach out. We have room for 2 new sponsors heading into RE+, elections and lame duck congress.
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Yann
[New Episode] Boots on the Ground. Abby and I go through this week in solar’s newsfeed, from cyber to elections and the latest of the permit reform bill. 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.
Geothermal Smackdown? Interesting headline out of the BLM where a 265 thousand acre lease auction is taking place for geothermal developers but NextEra is saying that some of the parcels overlap. When asked to defer that section, BLM said no according to the Reuters reporting. In a separate headline, NextEra apparently also donated $4mm to the ballroom.
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Have a great day!
Yann
(Link Fixed) Boots on the Ground. New Boots out, subscribe to get the alert on the fastest growing podcast in solar and storage. We talk about the solar tailwinds, permit politics and large load rate regulations. 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.
RE+. I want your ideas for RE+, just walk the show? Record a bunch of Boots on the Ground content? What should SolarWakeup be doing during the show besides covering the event as I usually do when I’m not working full-time. Happy to do some advisory work if folks want to sponsor by Vegas trip…
Get The Subscription Daily Briefing. Was this email forwarded to you? Subscribe to the premium in-depth SolarWakeup Daily Briefing at solarwakeup.com/join — and if you or your company want to sponsor the newsletter or Boots on the Ground, reach out. We have room for 2 new sponsors heading into RE+, elections and lame duck congress.
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Have a great day!
Yann
(Link Fixed) Boots on the Ground. New Boots out, subscribe to get the alert on the fastest growing podcast in solar and storage. We talk about the solar tailwinds, permit politics and large load rate regulations. 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.
DG Update. It’s always when people stop paying attention that things change. 221 Q3 actions on interconnection, net metering etc tracked by the NC Clean Energy office. A decade ago I had near daily briefings from resi’s government affairs teams fighting back against the major actions and today we’re working the market more than the policy. Resi has always been important to me because I live by the theme that if Americans can’t put solar on their house, they’re not going to want a solar farm in their community. If they can’t afford solar for themselves, then solar is too expensive. Rising tides.
AI Capital. Interesting headline in Bloomberg with the thesis that AI is going to shift energy capital to Capex in data centers. The premise is somewhat real, given that the IPO market is closed until Anthropic gets out and some are saying that there is a need for more diversification. On the flip side, can’t build any AI infrastructure without energy and power so we remain the first percentage of the GDP.
RE+. I want your ideas for RE+, just walk the show? Record a bunch of Boots on the Ground content? What should SolarWakeup be doing during the show besides covering the event as I usually do when I’m not working full-time. Happy to do some advisory work if folks want to sponsor by Vegas trip.
Get The Subscription Daily Briefing. Was this email forwarded to you? Subscribe to the premium in-depth SolarWakeup Daily Briefing at solarwakeup.com/join — and if you or your company want to sponsor the newsletter or Boots on the Ground, reach out. We have room for 2 new sponsors heading into RE+, elections and lame duck congress.
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Have a great day!
Yann