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.
We’re Going To Need Assurances. Time to restate the fact that this administration is not pro wind and solar, maybe time to walk back a statement as well.
VPP Value. How much value can a VPP or BYOC asset bring to a project to make the additional Capex pencil?
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Boots on the Ground. New Boots out today, 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.
BP Refining Margin. BP publishes a refining indicator margin, which jumped to $46 per barrel this quarter driven by higher prices. This, in context of API seemingly pushing for the permitting reform bill, should be an interesting topic for politicians while Americans are struggling with costs.
Time For ITC. I think it’s time to make the ITC return part of the end of the year push for the permitting reform discussions. It’s clear that solar can be a solution for the affordability of energy conversation.
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Boots on the Ground. New Boots out today, subscribe to get the alert on the fastest growing podcast in solar and storage. If you enjoy it, tag us on a Linkedin post and subscribe to our Youtube channel. solarwakeup.com/boots for all the links.
Trade Group F&#* Up. Someone had a misstep this weekend, subscribers to SolarWakeup Daily Briefing have the intel.
Supply Ramp. What’s the latest on the supply ecosystem and how it will get financed?
Overpaying For Supplies. Insiders are telling me that manufacturers are overpaying for important utility scale solar components, why is that and how design and relationships play a role.
What’s Next For Permit Politics? If you want to know, get a free trial to Daily Brief by hitting reply to this email.
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Boots on the Ground keeps digging into permitting. Abby and I have spent the week on what the permit bill means for solar and storage. Listen at solarwakeup.com/boots. Does a standalone bill in the lame duck sound realistic to you?
Softening my view on permitting. I’m seeing more movement toward support than I expected. EEI and the IBEW haven’t picked a side, which likely means they’re negotiating amendments. If the bill passes on its own, who benefits most?
The ratepayer pledge could matter most. Making large loads pay for their own build-out may change how utilities make money. If utilities block interconnections, will regulators allow more bring-your-own-capacity?
Voltus raises $225M. The demand-side aggregator is targeting 20 GW by 2030. Is flexible load becoming a real grid asset class?
CCSA and SEIA merge. I spoke with PV Tech about how advocacy really works. Does quiet policy work beat public debate?
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