New Boots on the Ground is live. Abby and I dig into vehicle-to-grid, and it's already looking like we know what we’re talking about: today's headlines bring school bus fleets into the VPP conversation. Catch it now, and check us out on YouTube too. solarwakeup.com/boots
Congress bails, diesel bites — The House adjourned early amid a push to impeach Defense Secretary Hegseth, pushing government funding and 45X expansion into a post-midterm lame-duck fight. Meanwhile diesel costs are quietly hitting every line item in your solar budget.
News
1 Utility Dive:
Utilities, schools see growing value in electric buses for virtual power plants
2 Axios:
AI environmental concerns build as lawmakers grapple with tech panic
3 VOx:
The hidden $350 surcharge on American households
4 Fast Company:
This startup just raised $32 million to build solar farms using robots—and much less land
5 PV-Tech:
Over 90% of solar professionals report growing project deployment pipeline in latest PVcase report
6 Solar Power World:
First Solar ends Sec. 337 investigation into competitors allegedly infringing on TOPCon patent
7 Energy Storage news:
FCC inverter ban poses greater threat to US renewables than FEOC compliance, industry experts warn
8 Canary media:
Newsom’s last chance to tackle California’s electricity costs
9 PV-Magazine:
SEIA announces plan to absorb the Coalition for Community Solar Access
Opinions:
10 Reuters:
Why the next industrial race will be won on electricity
Have a great day!
Yann
New Podcast Is Out! Solar’s record quarter and so many other fun topics. Many of you are waiting to listen to your first episode, make today the day! Subscribe on Youtube or find Boots on the Ground in your podcast app. solarwakeup.com/boots for all the links and post about it on Linkedin. This episode is sponsored by Cleantech Industry Resources
Get Commentary. Exclusively at solarwakeup.com/join with Wakeup Daily Brief.
News
1 Bloomberg:
US AI Boom Needs $110 Billion of New Power Plants, Moody’s Says
2 Reuters:
SB Energy to sell up to $500 million in shares to Japan investors as part of US IPO
3 Utility Dive:
EPA scraps Biden power plant GHG rules, moves to eliminate other standards
4 PV-Magazine:
Americas to lead $60 billion global microgrid market growth through 2030 as reliability demand mounts
5 Axios:
Record diesel prices squeeze food, transport
6 Solar Builder:
East Point Energy completes Texas storage site | Projects Weekly
7 Energy Storage News:
US energy storage companies secure financing and launch compliance services amid regulatory shifts
8 Canary Media:
An Idaho county banned renewables. It’s having second thoughts.
Opinions:
9 PV-Tech:
NZIA ‘too slow’ to revive European solar manufacturing, says SolarPower Europe
Have a great day!
Yann
New Boots on the Ground Podcast. The most fun episode to date and some good commentary about massive valuations in the transactions, what drove them and how getting involved politically is a clear business strategy, especially as you read the commentary below. Subscribe on your podcast app or go to YouTube. solarwakeup.com/boots for all the links and post about it on Linkedin.
Get Commentary. Exclusively at solarwakeup.com/join with Wakeup Daily Brief.
News
1 Politico:
‘Slowing things down’ - Trade wars hit global electrification shift
2 New York Times:
Court Strikes Down Trump Order to Keep an Aging Coal-Burning Plant Running
3 PV-Magazine:
Department of Commerce finalizes trade duties on solar imports from India, Indonesia, and Laos
4 PV-Tech:
Invenergy, HASI partner to develop 2.7GW solar PV and co-located BESS across the US
5 Bloomberg:
Europe’s Solar Boom Has a Storage Problem
6 Axios:
Higher oil and rates are set to test the markets
7 Energy Storage news:
CATL upgraded to AAA, Wärtsilä downgraded to BB in Bankability Report Q2 update
8 Canary Media:
xAI has quietly built a massive battery at its Memphis data center hub
Opinions:
9 Los Angeles Times:
The surprising reason California survived record summer heat without blackouts
Have a great day!
Yann
New Boots on the Ground Podcast. The most fun episode to date and some good commentary about massive valuations in the transactions, what drove them and how getting involved politically is a clear business strategy, especially as you read the commentary below. Subscribe on your podcast app or go to YouTube. solarwakeup.com/boots for all the links and post about it on Linkedin.
Opinion
News
1 Bloomberg:
States Backing Trump Make Up 71% of New Solar, Report Says
2 PV-Magazine:
Solar industry delivers 11.4 GW in Q2, but growth remains constrained
3 Politico:
Sam Altman pitches utilities on AI grid defense
4 Axios:
Trump moves to ease environmental rules for data centers
5 Reuters:
Global cleantech investment fell in first half on slowing China momentum
6 PV-Tech:
Jinko follows JA in dropping ‘solar’ from name
7 Solar Power World:
SOL Components issued patent for mounting rail used on solar trackers
8 Energy Storage News:
FlexGen, SMT Energy commission 320MWh Texas BESS in just six weeks, as ERCOT grid faces record demand
Opinions:
9 Canary Media:
Questionable data center forecasts are driving up Ohio power bills
Have a great day!
Yann
