Boots on the Ground is trying to hit #1. Abby and I are around #3 right now — a follow, review, or LinkedIn post genuinely helps. Are you subscribed on your podcast app and YouTube yet?
Do we actually need 800V DC architecture? As NVIDIA's Rubin chips push higher power density, the real question is who decides when architecture changes — EPCs, designers, owners, or chip makers? Where does that decision get made?
News
1 Reuters:
Senate inches closer to US infrastructure permitting reform bill
2 Bloomberg:
Trump Hints Solar, Wind Permitting Offer Could be Revoked
3 New York Times:
A Spirited Battle Over Data Centers
4 Heatmap News:
How AI Split Climate Tech in Two
5 BBC:
How the oil capital of the US welcomed a solar power boom
6 Politico:
The unlikely agency serving as Trump’s China bad cop
7 Utility Dive:
Advanced transmission projects get $1.9B in DOE funding
8 Solar Builder:
Anza data shows spiking solar prices following Section 232 decision
9 Energy Storage News:
Data centre buildout uplifting US BESS market outlook, Wood Mackenzie says
10 Latitude Media:
Most new US power is clean — but utilities are choosing gas for data centers
11 PV-Magazine:
Nvidia launches BESS qualification program for AI data centers, names just Tesla, LG, Hitachi
Opinions:
12 PV-Tech:
To track or not to track
Have a great day!
Yann
New Boots on the Ground is coming from construction sites. Abby and I are planning in-person interviews as we head into RE+. Want to be part of one?
Red Sea shipping risk is a real cost problem now. If the Houthi situation worsens, diesel costs rise, ships reroute around the Cape, and pressure builds on an already-overloaded Panama Canal. What does that do to your battery container timelines?
News
1 New York Times:
Rooftop solar is slumping right now, but Mary Powell sees a bright future.
2 Reuters:
India's Waaree Energies to merge Indosolar into company in near-$100 million deal
3 Utility Dive:
Efforts to curb data center speculation gain ground across the US
4 Bloomberg:
NYC Pensions Eye Private Markets in $5 Billion Green Allocation
5 Axios:
Chicago mayor proposes 12-month moratorium on new data centers
6 PV-Tech:
Price of US solar module imports up more than 40% since Section 232 tariffs
7 Energy Storage News:
How transferability and US-China tensions are transforming US BESS and renewables financing
8 Latitude Media:
Exclusive - Heinrich proposes 30% credit for long-haul transmission
9 PV-Magazine:
How to make renewables auctions resilient to supply chain shocks
Opinions:
10 Heatmap News:
What’s a Utility to Do When Everyone Is Mad at Them?
Have a great day!
Yann
New Boots on the Ground. Abby and I would love your feedback and a LinkedIn post to help spread the word. solarwakeup.com/boots
Trump export ban. The logic is lower domestic prices, but some experts warn of long-term ramifications for US diesel access. We've been here before — lifting the oil export ban back in 2014-2015 is part of what got us the ITC extension. Are we coming full circle on energy policy?
News
1 Utility Dive:
California tightens oversight of data center energy use, grid costs
2 PV-Magazine:
IRA-stimulated U.S. solar manufacturing capex to reach $12.2 billion by end 2026
3 Canary Media:
Duke Energy wants to build a new gas plant. Regulators said not so fast.
4 New York Times:
A Departing U.N. Chief’s Dire Warning on Climate Change
5 Axios:
Trump backs ban on diesel exports
6 PV-Tech:
Madison Energy launches 1GW DER community initiative
7 Energy Storage News:
Sunrun and Tesla deliver record 580MW to California grid amid heatwave
Opinions:
8 Reuters:
What is in Brussels' 'Made in EU' law and why is Britain worried?
Have a great day!
Yann
New Boots on the Ground is live. Abby and I recorded Monday morning, covering diesel costs and the political battles shaping this week. Catch it now at solarwakeup.com/boots
PPA flexibility isn't real, and it matters. If your project pipeline assumes offtake prices can absorb 232, FEOC, or diesel cost increases, that assumption may not hold. Is your pipeline actually built on flexible pricing, or just hoping it is?
News
1 PV-Magazine:
U.S. solar module production reaches historic 100 GW landmark
2 Utility Dive:
Texas PUC adopts softened rules on data center interconnection
3 Energy Storage News:
Fluence and Eve Energy agree 206GWh battery supply deal
4 Canary Media:
Vistra’s Moss Landing grid battery is on fire yet again
5 Axios:
Exclusive - How Sen. Schatz is talking about climate in an affordability crisis
6 Bloomberg:
Where to Invest in Climate as AI Trade, High Rates Dominate
7 Reuters:
Virginia tightens data center restrictions amid political backlash
8 PV-Tech:
US judge overturns EPA cancellation of US$7 billion Solar for All programme
9 KQED:
Here’s What California Is Learning From Solar Panels Built Over Irrigation Canals
Opinions:
10 Heatmap News:
A Big Battery Relief in New York
Have a great day!
Yann
